Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HERITAGE FINANCIAL CORP /WA/
Report date May 06, 2025 · Filed May 07, 2025
Section 16 reporting ended · disclosed 2025-05-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,956 |
Reported balance
Holding disclosure · report date 2025-05-06 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 72,956 |
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 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 5,844 | $23.77 Strike: $0.00 | $138,911.88 |
DisclosureSEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · derivative · entry 8 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,844 shares Expires 2025-03-15 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. F4 · shares: Represents 7,306 PSU's granted on 02/2/2022. Total 4,529 PSU's vested represents percentage of Target Payout. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 3,915 | $23.77 Strike: $0.00 | $93,059.55 |
DisclosureSEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · derivative · entry 7 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,832 Underlying: Common Stock · 3,915 shares Expires 2027-03-15 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: 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. F3 · security: RSU Grant February 2024 F2 · derivative.exercise_date: 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. Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,339 | $23.77 Strike: $0.00 | $55,598.03 |
DisclosureSEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · derivative · entry 6 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,339 Underlying: Common Stock · 2,339 shares Expires 2026-03-15 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 2023 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 7,033 | $23.66 | $166,386.71 |
DisclosureSEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 5 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,906 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 2,196 | $23.77 | $52,198.92 |
DisclosureSEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 4 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,939 Read SEC document |
| March 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 5,844 | $23.77 | $138,911.88 |
DisclosureSEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 3 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,135 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 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 3,915 | $23.77 | $93,059.55 |
DisclosureSEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,291 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 17, 2025 Filed Mar 18, 2025 21:51 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,339 | $23.77 | $55,598.03 |
DisclosureSEC source: 0001046025-25-000061 · wk-form4_1742334692.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,376 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 17, 2025 Filed Mar 19, 2025 17:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,436 | $23.77 Strike: $0.00 | $57,903.72 |
DisclosureSEC source: 0001046025-25-000073 · wk-form4_1742405885.xml · derivative · entry 3 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,436 shares Expires 2025-03-15 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 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 17, 2025 Filed Mar 19, 2025 17:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 386 | $23.77 | $9,175.22 |
DisclosureSEC source: 0001046025-25-000073 · wk-form4_1742405885.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,956 Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 17:38 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,436 | $23.77 | $57,903.72 |
DisclosureSEC source: 0001046025-25-000073 · wk-form4_1742405885.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,342 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, 2025 Filed Feb 27, 2025 18:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 9,045 | $24.29 Strike: $0.00 | $219,703.05 |
DisclosureSEC source: 0001046025-25-000044 · wk-form4_1740682525.xml · derivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,045 Underlying: Common Stock · 9,045 shares Expires 2028-03-15 F3 · security: PSU 2025 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 25, 2025 Filed Feb 27, 2025 18:55 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 9,045 | $24.29 Strike: $0.00 | $219,703.05 |
DisclosureSEC source: 0001046025-25-000044 · wk-form4_1740682525.xml · derivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,045 Underlying: Common Stock · 9,045 shares Expires 2028-03-15 F1 · security: RSU Grant February 2025 F2 · derivative.exercise_date: 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. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 2,653 | $18.38 Strike: $0.00 | $48,762.14 |
DisclosureSEC source: 0001046025-24-000062 · wk-form4_1710794466.xml · derivative · entry 9 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,653 shares Expires 2024-03-15 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 · balance_after: Represents performance stock unit granted from 2014 Omnibus Equity Plan. Units adjusted based on performance metrics. Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,339 | $18.38 Strike: $0.00 | $42,990.82 |
DisclosureSEC source: 0001046025-24-000062 · wk-form4_1710794466.xml · derivative · entry 8 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,678 Underlying: Common Stock · 2,339 shares Expires 2026-03-15 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, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,435 | $18.38 Strike: $0.00 | $44,755.30 |
DisclosureSEC source: 0001046025-24-000062 · wk-form4_1710794466.xml · derivative · entry 7 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,436 Underlying: Common Stock · 2,435 shares Expires 2025-03-15 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 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, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,255 | $18.38 Strike: $0.00 | $41,446.90 |
DisclosureSEC source: 0001046025-24-000062 · wk-form4_1710794466.xml · derivative · entry 6 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,255 shares Expires 2024-03-15 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, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,578 | $18.38 | $29,003.64 |
DisclosureSEC source: 0001046025-24-000062 · wk-form4_1710794466.xml · nonDerivative · entry 5 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,037 Read SEC document |
| March 15, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,653 | $18.38 | $48,762.14 |
DisclosureSEC source: 0001046025-24-000062 · wk-form4_1710794466.xml · nonDerivative · entry 4 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,615 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, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,339 | $18.38 | $42,990.82 |
DisclosureSEC source: 0001046025-24-000062 · wk-form4_1710794466.xml · nonDerivative · entry 3 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,962 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, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,435 | $18.38 | $44,755.30 |
DisclosureSEC source: 0001046025-24-000062 · wk-form4_1710794466.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,623 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, 2024 Filed Mar 18, 2024 20:41 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,255 | $18.38 | $41,446.90 |
DisclosureSEC source: 0001046025-24-000062 · wk-form4_1710794466.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,188 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 26, 2024 Filed Feb 28, 2024 22:07 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 11,747 | $18.16 Strike: $0.00 | $213,325.52 |
DisclosureSEC source: 0001046025-24-000039 · wk-form4_1709158008.xml · derivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,494 Underlying: Common Stock · 11,747 shares Expires 2027-03-15 F3 · security: PSU Grant 02/26/24 F4 · derivative.exercise_date: Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 22:07 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 11,747 | $18.16 Strike: $0.00 | $213,325.52 |
DisclosureSEC source: 0001046025-24-000039 · wk-form4_1709158008.xml · derivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,747 Underlying: Common Stock · 11,747 shares Expires 2027-03-15 F1 · security: RSU Grant February 2024 F2 · derivative.exercise_date: 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. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,435 | $22.83 Strike: $0.00 | $55,591.05 |
DisclosureSEC source: 0001046025-23-000057 · wf-form4_167900243550504.xml · derivative · entry 9 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,871 Underlying: Common Stock · 2,435 shares Expires 2025-03-15 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 2022 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, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,190 | $22.83 Strike: $0.00 | $49,997.70 |
DisclosureSEC source: 0001046025-23-000057 · wf-form4_167900243550504.xml · derivative · entry 8 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,255 Underlying: Common Stock · 2,190 shares Expires 2024-03-15 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 2021 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,313 | $22.83 Strike: $0.00 | $52,805.79 |
DisclosureSEC source: 0001046025-23-000057 · wf-form4_167900243550504.xml · derivative · entry 7 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,313 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, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 7,008 | $22.83 Strike: $0.00 | $159,992.64 |
DisclosureSEC source: 0001046025-23-000057 · wf-form4_167900243550504.xml · derivative · entry 6 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,008 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, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 2,440 | $22.83 | $55,705.20 |
DisclosureSEC source: 0001046025-23-000057 · wf-form4_167900243550504.xml · nonDerivative · entry 5 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,933 Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,435 | $22.83 | $55,591.05 |
DisclosureSEC source: 0001046025-23-000057 · wf-form4_167900243550504.xml · nonDerivative · entry 4 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,373 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, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,190 | $22.83 | $49,997.70 |
DisclosureSEC source: 0001046025-23-000057 · wf-form4_167900243550504.xml · nonDerivative · entry 3 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,938 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, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,313 | $22.83 | $52,805.79 |
DisclosureSEC source: 0001046025-23-000057 · wf-form4_167900243550504.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,748 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, 2023 Filed Mar 16, 2023 21:34 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 7,008 | $22.83 | $159,992.64 |
DisclosureSEC source: 0001046025-23-000057 · wf-form4_167900243550504.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,435 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, 2023 Filed Feb 24, 2023 17:07 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 7,018 | $28.28 Strike: $0.00 | $198,469.04 |
DisclosureSEC source: 0001046025-23-000027 · wf-form4_167725841398822.xml · derivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,018 Underlying: Common Stock · 7,018 shares Expires 2026-03-15 F3 · security: PSU Grant 02/22/23 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, 2023 Filed Feb 24, 2023 17:07 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 7,017 | $28.28 Strike: $0.00 | $198,440.76 |
DisclosureSEC source: 0001046025-23-000027 · wf-form4_167725841398822.xml · derivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,017 Underlying: Common Stock · 7,017 shares Expires 2026-03-15 F1 · security: RSU Grant 2023 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 1,132 | $25.46 Strike: $0.00 | $28,820.72 |
DisclosureSEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · derivative · entry 9 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,132 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. F1 · shares: Represents 2,833 PSU's granted on 02/27/2019. Total 1,132 PSU's vested represents percentage of Target payout. Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,190 | $25.46 Strike: $0.00 | $55,757.40 |
DisclosureSEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · derivative · entry 8 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,445 Underlying: Common Stock · 2,190 shares Expires 2024-03-15 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,313 | $25.46 Strike: $0.00 | $58,888.98 |
DisclosureSEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · derivative · entry 7 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,313 Underlying: Common Stock · 2,313 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 944 | $25.46 Strike: $0.00 | $24,034.24 |
DisclosureSEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · derivative · entry 6 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 944 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, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,282 | $25.46 | $32,639.72 |
DisclosureSEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 5 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,427 Read SEC document |
| March 15, 2022 Filed Mar 16, 2022 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,132 | $25.46 | $28,820.72 |
DisclosureSEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 4 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,709 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 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,190 | $25.46 | $55,757.40 |
DisclosureSEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 3 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,577 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 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,313 | $25.46 | $58,888.98 |
DisclosureSEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,387 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 22:32 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 944 | $25.46 | $24,034.24 |
DisclosureSEC source: 0001046025-22-000050 · wf-form4_164746995129932.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,074 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 23:04 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 7,306 | $25.87 Strike: $0.00 | $189,006.22 |
DisclosureSEC source: 0001046025-22-000026 · wf-form4_164574382264576.xml · derivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,306 Underlying: Common Stock · 7,306 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 23:04 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 7,306 | $25.87 Strike: $0.00 | $189,006.22 |
DisclosureSEC source: 0001046025-22-000026 · wf-form4_164574382264576.xml · derivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,306 Underlying: Common Stock · 7,306 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 22:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 764 | $29.66 Strike: $0.00 | $22,660.24 |
DisclosureSEC source: 0001046025-21-000056 · wf-form4_161593378008657.xml · derivative · entry 9 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 764 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. F3 · security: RSU grant 2018 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,313 | $29.66 Strike: $0.00 | $68,603.58 |
DisclosureSEC source: 0001046025-21-000056 · wf-form4_161593378008657.xml · derivative · entry 8 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,626 Underlying: Common Stock · 2,313 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 22:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 944 | $29.66 Strike: $0.00 | $27,999.04 |
DisclosureSEC source: 0001046025-21-000056 · wf-form4_161593378008657.xml · derivative · entry 7 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 944 Underlying: Common Stock · 944 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 22:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionPerformance Share Units · Derivative | 734 | $29.66 Strike: $0.00 | $21,770.44 |
DisclosureSEC source: 0001046025-21-000056 · wf-form4_161593378008657.xml · derivative · entry 6 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,560 Underlying: Common Stock · 734 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 · shares: Represents 2,294 PSU's granted on 02/18/2018. Total 734 PSU's vested represents percentage of Target Payout. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.