Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | President | March 16, 2026 | March 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HERITAGE FINANCIAL CORP /WA/
Report date March 16, 2026 · Filed March 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,115 |
Ending reported balance
After 2026-03-16 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-16 · Exercise / conversion · Acquired 1,115 · Balance 32,178 Row 2 · 2026-03-16 · Exercise / conversion · Acquired 1,743 · Balance 33,921 Row 3 · 2026-03-16 · Exercise / conversion · Acquired 267 · Balance 34,188 Row 4 · 2026-03-16 · Exercise / conversion · Acquired 1,866 · Balance 36,054 Row 5 · 2026-03-16 · Tax withholding · Disposed 939 · Balance 35,115 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-03-15 | Direct | 0 |
Reported balance
After 2026-03-16 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-03-16 · Exercise / conversion · Disposed 1,115 · Balance 0 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-03-15 | Direct | 3,488 |
Reported balance
After 2026-03-16 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-03-16 · Exercise / conversion · Disposed 1,743 · Balance 3,488 F1: RSU Grant February 2025 F2: Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-03-15 | Direct | 1,867 |
Reported balance
After 2026-03-16 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-03-16 · Exercise / conversion · Disposed 1,866 · Balance 1,867 F3: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. F4: RSU Grant February 2024 |
| Performance Share UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-03-15 | Direct | 0 |
Reported balance
After 2026-03-16 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-03-16 · Exercise / conversion · Disposed 267 · Balance 0 |
Filing footnotes · ownership attribution and instrument terms
F1: RSU Grant February 2025
F2: Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.
F3: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.
F4: RSU Grant February 2024
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 15, 2022 Filed Mar 16, 2022 22:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 597 | $25.46 | $15,199.62 |
DisclosureSEC source: 0001046025-22-000055 · wf-form4_164747005338552.xml · nonDerivative · entry 5 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,285 Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 755 | $25.46 | $19,222.30 |
DisclosureSEC source: 0001046025-22-000055 · wf-form4_164747005338552.xml · nonDerivative · entry 4 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,882 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 856 | $25.46 | $21,793.76 |
DisclosureSEC source: 0001046025-22-000055 · wf-form4_164747005338552.xml · nonDerivative · entry 3 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,127 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 903 | $25.46 | $22,990.38 |
DisclosureSEC source: 0001046025-22-000055 · wf-form4_164747005338552.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,271 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 629 | $25.46 | $16,014.34 |
DisclosureSEC source: 0001046025-22-000055 · wf-form4_164747005338552.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,368 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 23:03 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,761 | $25.87 Strike: $0.00 | $71,427.07 |
DisclosureSEC source: 0001046025-22-000024 · wf-form4_164574376234544.xml · derivative · entry 2 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,761 Underlying: Common Stock · 2,761 shares Expires 2025-03-15 F3 · security: PSU Grant 2022 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 22, 2022 Filed Feb 24, 2022 23:03 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,761 | $25.87 Strike: $0.00 | $71,427.07 |
DisclosureSEC source: 0001046025-22-000024 · wf-form4_164574376234544.xml · derivative · entry 1 McDonald Bryan · CIK 0001500101 · President and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,761 Underlying: Common Stock · 2,761 shares Expires 2025-03-15 F1 · security: RSU Grant 2022 F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 499 | $29.66 Strike: $0.00 | $14,800.34 |
DisclosureSEC source: 0001046025-21-000064 · wf-form4_161593399307355.xml · derivative · entry 9 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,064 Underlying: Common Stock · 499 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents 1563 PSU's granted on 02/18/2018. Total 499 PSU's vested represents percentage of Target Payout. F3 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 521 | $29.66 Strike: $0.00 | $15,452.86 |
DisclosureSEC source: 0001046025-21-000064 · wf-form4_161593399307355.xml · derivative · entry 8 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 521 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: RSU grant 2018 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 904 | $29.66 Strike: $0.00 | $26,812.64 |
DisclosureSEC source: 0001046025-21-000064 · wf-form4_161593399307355.xml · derivative · entry 7 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,806 Underlying: Common Stock · 904 shares Expires 2023-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 629 | $29.66 Strike: $0.00 | $18,656.14 |
DisclosureSEC source: 0001046025-21-000064 · wf-form4_161593399307355.xml · derivative · entry 6 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 629 Underlying: Common Stock · 629 shares Expires 2022-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 511 | $29.66 | $15,156.26 |
DisclosureSEC source: 0001046025-21-000064 · wf-form4_161593399307355.xml · nonDerivative · entry 5 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,739 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 499 | $29.66 | $14,800.34 |
DisclosureSEC source: 0001046025-21-000064 · wf-form4_161593399307355.xml · nonDerivative · entry 4 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 521 | $29.66 | $15,452.86 |
DisclosureSEC source: 0001046025-21-000064 · wf-form4_161593399307355.xml · nonDerivative · entry 3 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,751 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 904 | $29.66 | $26,812.64 |
DisclosureSEC source: 0001046025-21-000064 · wf-form4_161593399307355.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,230 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 629 | $29.66 | $18,656.14 |
DisclosureSEC source: 0001046025-21-000064 · wf-form4_161593399307355.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,326 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,591 | $26.00 Strike: $0.00 | $67,366.00 |
DisclosureSEC source: 0001046025-21-000022 · wf-form4_161463286382733.xml · derivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,591 Underlying: Common Stock · 2,591 shares Expires 2024-03-15 F3 · security: PSU Grant 2021 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 25, 2021 Filed Mar 1, 2021 21:08 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,591 | $26.00 Strike: $0.00 | $67,366.00 |
DisclosureSEC source: 0001046025-21-000022 · wf-form4_161463286382733.xml · derivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,591 Underlying: Common Stock · 2,591 shares Expires 2024-03-15 F1 · security: RSU Grant 2021 F2 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 1,842 | $21.54 Strike: $0.00 | $39,676.68 |
DisclosureSEC source: 0001046025-20-000072 · wf-form4_158447382504911.xml · derivative · entry 9 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,842 shares Expires 2020-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 1,631 Performance shares granted on 02/23/17. Performance exceeded 100% an additional 211 shares granted on vest. Total PSU's vested on 3/15/20 were 1,842. F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 630 | $21.54 Strike: $0.00 | $13,570.20 |
DisclosureSEC source: 0001046025-20-000072 · wf-form4_158447382504911.xml · derivative · entry 8 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,258 Underlying: Common Stock · 630 shares Expires 2022-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 543 | $21.54 Strike: $0.00 | $11,696.22 |
DisclosureSEC source: 0001046025-20-000072 · wf-form4_158447382504911.xml · derivative · entry 7 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 543 shares Expires 2020-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · security: RSU grant 2017 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 521 | $21.54 Strike: $0.00 | $11,222.34 |
DisclosureSEC source: 0001046025-20-000072 · wf-form4_158447382504911.xml · derivative · entry 6 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521 Underlying: Common Stock · 521 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: RSU grant 2018 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 716 | $21.54 | $15,422.64 |
DisclosureSEC source: 0001046025-20-000072 · wf-form4_158447382504911.xml · nonDerivative · entry 5 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,697 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,842 | $21.54 | $39,676.68 |
DisclosureSEC source: 0001046025-20-000072 · wf-form4_158447382504911.xml · nonDerivative · entry 4 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,413 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents 1,631 Performance shares granted on 02/23/17. Performance exceeded 100% an additional 211 shares granted on vest. Total PSU's vested on 3/15/20 were 1,842. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 630 | $21.54 | $13,570.20 |
DisclosureSEC source: 0001046025-20-000072 · wf-form4_158447382504911.xml · nonDerivative · entry 3 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,571 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 543 | $21.54 | $11,696.22 |
DisclosureSEC source: 0001046025-20-000072 · wf-form4_158447382504911.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,941 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 521 | $21.54 | $11,222.34 |
DisclosureSEC source: 0001046025-20-000072 · wf-form4_158447382504911.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,398 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2020 Filed Mar 11, 2020 16:13 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 242 | $21.26 | $5,144.92 |
DisclosureSEC source: 0001046025-20-000048 · wf-form4_158394318121689.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,877 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,710 | $24.86 Strike: $0.00 | $67,370.60 |
DisclosureSEC source: 0001046025-20-000027 · wf-form4_158283885431068.xml · derivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,710 Underlying: Common Stock · 2,710 shares Expires 2023-03-15 F2 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,710 | $24.86 Strike: $0.00 | $67,370.60 |
DisclosureSEC source: 0001046025-20-000027 · wf-form4_158283885431068.xml · derivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,710 Underlying: Common Stock · 2,710 shares Expires 2023-03-15 F1 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| September 11, 2019 Filed Sep 11, 2019 17:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 4,000 | $26.67 | $106,680.00 |
DisclosureSEC source: 0001046025-19-000150 · wf-form4_156822150634527.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,119 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 544 | $31.36 Strike: $0.00 | $17,059.84 |
DisclosureSEC source: 0001046025-19-000065 · wf-form4_155295327929076.xml · derivative · entry 5 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,631 Underlying: Common Stock · 544 shares Expires 2020-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: RSU grant 2017 F3 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 521 | $31.36 Strike: $0.00 | $16,338.56 |
DisclosureSEC source: 0001046025-19-000065 · wf-form4_155295327929076.xml · derivative · entry 4 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,042 Underlying: Common Stock · 521 shares Expires 2021-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · security: RSU grant 2018 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 231 | $31.36 | $7,244.16 |
DisclosureSEC source: 0001046025-19-000065 · wf-form4_155295327929076.xml · nonDerivative · entry 3 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,119 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 544 | $31.36 | $17,059.84 |
DisclosureSEC source: 0001046025-19-000065 · wf-form4_155295327929076.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,350 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 521 | $31.36 | $16,338.56 |
DisclosureSEC source: 0001046025-19-000065 · wf-form4_155295327929076.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,806 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 11, 2019 Filed Mar 11, 2019 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 457 | $30.74 | $14,048.18 |
DisclosureSEC source: 0001046025-19-000048 · wf-form4_155234003462403.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,285 Read SEC document |
| February 27, 2019 Filed Mar 2, 2019 02:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,888 | $33.04 Strike: $0.00 | $62,379.52 |
DisclosureSEC source: 0001046025-19-000020 · wf-form4_155149398194908.xml · derivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,888 Underlying: Common Stock · 1,888 shares Expires 2022-03-15 Read SEC document |
| February 27, 2019 Filed Mar 2, 2019 02:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 1,888 | $33.04 Strike: $0.00 | $62,379.52 |
DisclosureSEC source: 0001046025-19-000020 · wf-form4_155149398194908.xml · derivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,888 Underlying: Common Stock · 1,888 shares Expires 2022-03-15 Read SEC document |
| August 06, 2018 Filed Aug 7, 2018 15:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Disposition to issuerCommon Stock | 3,500 | $35.50 | $124,250.00 |
DisclosureSEC source: 0001046025-18-000155 · wf-form4_153365742473993.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,742 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 544 | $31.90 Strike: $0.00 | $17,353.60 |
DisclosureSEC source: 0001046025-18-000072 · wf-form4_152123217140745.xml · derivative · entry 5 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,087 Underlying: Common Stock · 544 shares Expires 2020-03-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 124 | $31.90 | $3,955.60 |
DisclosureSEC source: 0001046025-18-000072 · wf-form4_152123217140745.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,242 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 544 | $31.90 | $17,353.60 |
DisclosureSEC source: 0001046025-18-000072 · wf-form4_152123217140745.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,366 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2018 Filed Mar 13, 2018 20:04 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 560 | $31.20 | $17,472.00 |
DisclosureSEC source: 0001046025-18-000052 · wf-form4_152097146181945.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,822 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units | 1,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000027 · wf-form4_151994111328786.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,194 F2 · shares: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:52 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units | 1,563 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000027 · wf-form4_151994111328786.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,194 F1 · shares: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 28, 2018 Filed Mar 16, 2018 20:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 1,563 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000072 · wf-form4_152123217140745.xml · derivative · entry 4 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563 Underlying: Common Stock · 1,563 shares Expires 2021-03-15 F2 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 28, 2018 Filed Mar 16, 2018 20:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,563 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000072 · wf-form4_152123217140745.xml · derivative · entry 3 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563 Underlying: Common Stock · 1,563 shares Expires 2021-03-15 F1 · derivative.exercise_date: Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 21:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 615 | $23.95 | $14,729.25 |
DisclosureSEC source: 0001046025-17-000058 · wf-form4_148944027563830.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,644 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 19:50 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 1,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000038 · wf-form4_148796579910314.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,662 F2 · shares: Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.