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 |
|---|---|---|---|---|---|---|
| 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 1 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,031 F1 · 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 |
| November 14, 2016 Filed Nov 15, 2016 21:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionStock Option · Derivative | 1,262 | $15.12 Strike: $15.12 | $19,081.44 |
DisclosureSEC source: 0001046025-16-000264 · wf-form4_147924452544590.xml · derivative · entry 3 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,262 shares Expires 2017-04-26 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: Represents Washington Banking options that were converted into Heritage options, pursuant to the terms of the Merger Agreement. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 1,262 | $21.09 | $26,615.58 |
DisclosureSEC source: 0001046025-16-000264 · wf-form4_147924452544590.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,400 Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 21:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,262 | $15.12 | $19,081.44 |
DisclosureSEC source: 0001046025-16-000264 · wf-form4_147924452544590.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,662 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 |
| September 09, 2016 Filed Sep 9, 2016 20:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 1,003 | $18.42 | $18,475.26 |
DisclosureSEC source: 0001046025-16-000248 · wf-form4_147345407455664.xml · nonDerivative · entry 3 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,400 Read SEC document |
| September 08, 2016 Filed Sep 9, 2016 20:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 755 | $18.41 | $13,899.55 |
DisclosureSEC source: 0001046025-16-000248 · wf-form4_147345407455664.xml · nonDerivative · entry 2 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,403 Read SEC document |
| September 08, 2016 Filed Sep 9, 2016 20:48 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 3,528 | $18.40 | $64,915.20 |
DisclosureSEC source: 0001046025-16-000248 · wf-form4_147345407455664.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,158 Read SEC document |
| March 10, 2016 Filed Mar 13, 2017 21:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 403 | $17.66 | $7,116.98 |
DisclosureSEC source: 0001046025-17-000058 · wf-form4_148944027563830.xml · nonDerivative · entry 1 McDonald Bryan · CIK 0001500101 · EVP and CLO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,259 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.