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 15, 2021 Filed Mar 16, 2021 22:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 976 | $29.66 | $28,948.16 |
DisclosureSEC source: 0001046025-21-000056 · wf-form4_161593378008657.xml · nonDerivative · entry 5 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,130 Read SEC document |
| March 15, 2021 Filed Mar 16, 2021 22:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 764 | $29.66 | $22,660.24 |
DisclosureSEC source: 0001046025-21-000056 · wf-form4_161593378008657.xml · nonDerivative · entry 4 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,106 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 / conversionCommon Stock | 2,313 | $29.66 | $68,603.58 |
DisclosureSEC source: 0001046025-21-000056 · wf-form4_161593378008657.xml · nonDerivative · entry 3 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,342 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 |
| March 15, 2021 Filed Mar 16, 2021 22:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 944 | $29.66 | $27,999.04 |
DisclosureSEC source: 0001046025-21-000056 · wf-form4_161593378008657.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,029 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 / conversionCommon Stock | 734 | $29.66 | $21,770.44 |
DisclosureSEC source: 0001046025-21-000056 · wf-form4_161593378008657.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,085 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 21:11 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 6,635 | $26.00 Strike: $0.00 | $172,510.00 |
DisclosureSEC source: 0001046025-21-000027 · wf-form4_161463305637162.xml · derivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,635 Underlying: Common Stock · 6,635 shares Expires 2024-03-15 F3 · security: PSU's awarded in 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 21:11 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 6,635 | $26.00 Strike: $0.00 | $172,510.00 |
DisclosureSEC source: 0001046025-21-000027 · wf-form4_161463305637162.xml · derivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,635 Underlying: Common Stock · 6,635 shares Expires 2024-03-15 F1 · security: RSU's awarded in 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 |
| May 08, 2020 Filed May 11, 2020 17:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | PurchaseCommon Stock | 5,391 | $18.55 | $100,001.97 |
DisclosureSEC source: 0001046025-20-000124 · wf-form4_158921669805783.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,351 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 | 2,593 | $21.54 Strike: $0.00 | $55,853.22 |
DisclosureSEC source: 0001046025-20-000071 · wf-form4_158447380266443.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 · 2,593 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 2,295 PSU's granted on 02/23/2017. Performance exceeded 100% so an additional 298 shares were granted upon vest. A total of 2,593 vested on 03/15/2020. F5 · 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 | 765 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-20-000071 · wf-form4_158447380266443.xml · derivative · entry 8 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 765 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. F4 · 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 | 945 | $21.54 Strike: $0.00 | $20,355.30 |
DisclosureSEC source: 0001046025-20-000071 · wf-form4_158447380266443.xml · derivative · entry 7 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,888 Underlying: Common Stock · 945 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. F3 · security: RSU grant 2019 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 | 765 | $21.54 Strike: $0.00 | $16,478.10 |
DisclosureSEC source: 0001046025-20-000071 · wf-form4_158447380266443.xml · derivative · entry 6 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 764 Underlying: Common Stock · 765 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 | 1,027 | $21.54 | $22,121.58 |
DisclosureSEC source: 0001046025-20-000071 · wf-form4_158447380266443.xml · nonDerivative · entry 5 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,960 Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,593 | $21.54 | $55,853.22 |
DisclosureSEC source: 0001046025-20-000071 · wf-form4_158447380266443.xml · nonDerivative · entry 4 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,987 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 2,295 PSU's granted on 02/23/2017. Performance exceeded 100% so an additional 298 shares were granted upon vest. A total of 2,593 vested on 03/15/2020. Read SEC document |
| March 16, 2020 Filed Mar 17, 2020 19:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 765 | $21.54 | $16,478.10 |
DisclosureSEC source: 0001046025-20-000071 · wf-form4_158447380266443.xml · nonDerivative · entry 3 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,394 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 | 945 | $21.54 | $20,355.30 |
DisclosureSEC source: 0001046025-20-000071 · wf-form4_158447380266443.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,629 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 | 765 | $21.54 | $16,478.10 |
DisclosureSEC source: 0001046025-20-000071 · wf-form4_158447380266443.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,684 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 16:12 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 270 | $21.26 | $5,740.20 |
DisclosureSEC source: 0001046025-20-000047 · wf-form4_158394315971516.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,919 Read SEC document |
| February 26, 2020 Filed Feb 27, 2020 21:27 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 6,939 | $24.86 Strike: $0.00 | $172,503.54 |
DisclosureSEC source: 0001046025-20-000026 · wf-form4_158283882129712.xml · derivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,939 Underlying: Common Stock · 6,939 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 | 6,939 | $24.86 Strike: $0.00 | $172,503.54 |
DisclosureSEC source: 0001046025-20-000026 · wf-form4_158283882129712.xml · derivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,939 Underlying: Common Stock · 6,939 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 |
| March 15, 2019 Filed Mar 18, 2019 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 765 | $31.36 Strike: $0.00 | $23,990.40 |
DisclosureSEC source: 0001046025-19-000069 · wf-form4_155295344836562.xml · derivative · entry 5 Deuel Jeffrey J · CIK 0001485896 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 765 Underlying: Common Stock · 765 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 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 765 | $31.36 Strike: $0.00 | $23,990.40 |
DisclosureSEC source: 0001046025-19-000069 · wf-form4_155295344836562.xml · derivative · entry 4 Deuel Jeffrey J · CIK 0001485896 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,529 Underlying: Common Stock · 765 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 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 611 | $31.36 | $19,160.96 |
DisclosureSEC source: 0001046025-19-000069 · wf-form4_155295344836562.xml · nonDerivative · entry 3 Deuel Jeffrey J · CIK 0001485896 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,189 Read SEC document |
| March 15, 2019 Filed Mar 18, 2019 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 765 | $31.36 | $23,990.40 |
DisclosureSEC source: 0001046025-19-000069 · wf-form4_155295344836562.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,800 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 23:57 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 765 | $31.36 | $23,990.40 |
DisclosureSEC source: 0001046025-19-000069 · wf-form4_155295344836562.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,035 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 | 983 | $30.74 | $30,217.42 |
DisclosureSEC source: 0001046025-19-000049 · wf-form4_155234007163970.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,270 Read SEC document |
| February 27, 2019 Filed Mar 2, 2019 02:33 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,833 | $33.04 Strike: $0.00 | $93,602.32 |
DisclosureSEC source: 0001046025-19-000021 · wf-form4_155149401282156.xml · derivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,833 Underlying: Common Stock · 2,833 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 | 2,833 | $33.04 Strike: $0.00 | $93,602.32 |
DisclosureSEC source: 0001046025-19-000021 · wf-form4_155149401282156.xml · derivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,833 Underlying: Common Stock · 2,833 shares Expires 2022-03-15 Read SEC document |
| June 10, 2018 Filed Jun 11, 2018 22:54 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 894 | $33.85 | $30,261.90 |
DisclosureSEC source: 0001046025-18-000116 · wf-form4_152875763746748.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,253 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 765 | $31.90 Strike: $0.00 | $24,403.50 |
DisclosureSEC source: 0001046025-18-000068 · wf-form4_152123208022374.xml · derivative · entry 5 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,530 Underlying: Common Stock · 765 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 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 174 | $31.90 | $5,550.60 |
DisclosureSEC source: 0001046025-18-000068 · wf-form4_152123208022374.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,147 Read SEC document |
| March 15, 2018 Filed Mar 16, 2018 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 765 | $31.80 | $24,327.00 |
DisclosureSEC source: 0001046025-18-000068 · wf-form4_152123208022374.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,321 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 20:05 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 889 | $31.20 | $27,736.80 |
DisclosureSEC source: 0001046025-18-000055 · wf-form4_152097154377993.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,556 Read SEC document |
| February 28, 2018 Filed Mar 1, 2018 21:53 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units | 2,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000030 · wf-form4_151994118223249.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,589 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 21:53 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units | 2,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000030 · wf-form4_151994118223249.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,589 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 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantPerformance Share Units · Derivative | 2,294 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000068 · wf-form4_152123208022374.xml · derivative · entry 4 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,294 Underlying: Common Stock · 2,294 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 20:28 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,294 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-18-000068 · wf-form4_152123208022374.xml · derivative · entry 3 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,294 Underlying: Common Stock · 2,294 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 |
| June 10, 2017 Filed Jun 13, 2017 21:31 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 1,474 | $25.50 | $37,587.00 |
DisclosureSEC source: 0001046025-17-000097 · wf-form4_149738950155683.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,035 Read SEC document |
| March 10, 2017 Filed Mar 13, 2017 21:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 563 | $23.95 | $13,483.85 |
DisclosureSEC source: 0001046025-17-000054 · wf-form4_148944019401274.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,509 Read SEC document |
| February 23, 2017 Filed Feb 24, 2017 19:47 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 2,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000030 · wf-form4_148796564252962.xml · nonDerivative · entry 2 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,391 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 |
| February 23, 2017 Filed Feb 24, 2017 19:47 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantCommon Stock | 2,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000030 · wf-form4_148796564252962.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,096 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 |
| September 07, 2016 Filed Sep 7, 2016 23:20 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 3,018 | $18.67 | $56,346.06 |
DisclosureSEC source: 0001046025-16-000246 · wf-form4_147329043678937.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,801 Read SEC document |
| March 10, 2016 Filed Mar 13, 2017 21:23 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Tax withholdingCommon Stock | 319 | $17.66 | $5,633.54 |
DisclosureSEC source: 0001046025-17-000054 · wf-form4_148944019401274.xml · nonDerivative · entry 1 Deuel Jeffrey J · CIK 0001485896 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,072 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.