Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | EVP Chief Operating Officer | February 25, 2026 | February 27, 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 February 25, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-03-15 | Direct | 3,021 |
Reported balance
After 2026-02-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-25 · Grant · Acquired 3,021 · Balance 3,021 F1: RSU Grant 2026 F2: $0.00 F3: 3 year ratable vesting with final vesting on March 15, 2029 |
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2029-03-15 | Direct | 3,021 |
Reported balance
After 2026-02-25 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-25 · Grant · Acquired 3,021 · Balance 3,021 F4: PSU Grant 2026 F2: $0.00 F5: PSU Grant - 3 year cliff vesting 03/15/2029 |
Filing footnotes · ownership attribution and instrument terms
F1: RSU Grant 2026
F2: $0.00
F3: 3 year ratable vesting with final vesting on March 15, 2029
F4: PSU Grant 2026
F5: PSU Grant - 3 year cliff vesting 03/15/2029
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 25, 2026 Filed Feb 27, 2026 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 3,021 | $27.54 | $83,198.34 |
DisclosureSEC source: 0001628280-26-012750 · wk-form4_1772224118.xml · derivative · entry 2 Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,021 Underlying: Common Stock · 3,021 shares Expires 2029-03-15 F4 · security: PSU Grant 2026 F2 · derivative.exercise_price: $0.00 F5 · derivative.exercise_date: PSU Grant - 3 year cliff vesting 03/15/2029 Read SEC document |
| February 25, 2026 Filed Feb 27, 2026 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,021 | $27.54 | $83,198.34 |
DisclosureSEC source: 0001628280-26-012750 · wk-form4_1772224118.xml · derivative · entry 1 Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,021 Underlying: Common Stock · 3,021 shares Expires 2029-03-15 F1 · security: RSU Grant 2026 F2 · derivative.exercise_price: $0.00 F3 · derivative.expiration_date: 3 year ratable vesting with final vesting on March 15, 2029 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 17:46 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 4,857 | $25.43 Strike: $0.00 | $123,513.51 |
DisclosureSEC source: 0001628280-25-057276 · wk-form4_1765907165.xml · derivative · entry 3 Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,715 Underlying: Common Stock · 4,857 shares Expires 2027-12-15 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.expiration_date: Represents stock award pursuant to 2023 Omnibus Equity Plan, shares vest on 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 |
| December 15, 2025 Filed Dec 16, 2025 17:46 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,043 | $25.43 | $26,523.49 |
DisclosureSEC source: 0001628280-25-057276 · wk-form4_1765907165.xml · nonDerivative · entry 2 Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,814 Read SEC document |
| December 15, 2025 Filed Dec 16, 2025 17:46 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 4,857 | $25.43 | $123,513.51 |
DisclosureSEC source: 0001628280-25-057276 · wk-form4_1765907165.xml · nonDerivative · entry 1 Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,857 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 |
| December 18, 2024 Filed Dec 19, 2024 18:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 14,572 | $24.02 Strike: $0.00 | $350,019.44 |
DisclosureSEC source: 0001046025-24-000198 · wk-form4_1734634509.xml · derivative · entry 1 Bley Nicholas M · CIK 0002043341 · EVP Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,572 Underlying: Common Stock · 14,572 shares Expires 2027-12-15 F1 · derivative.expiration_date: Represents stock award pursuant to 2023 Omnibus Equity Plan, shares vest on 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.