Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/ | 23,731 | reported | 15 Jun 2026 | tx 83+53,080−39,737 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jun 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,316 | 28.44 USD | |
| 15 Jun 2026 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 135 | 28.44 USD | |
| 15 Jun 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,316 | 28.44 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 992 | 24.89 USD | |
| 16 Mar 2026 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 583 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 176 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 733 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,227 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 176 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 733 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 992 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,227 | 24.89 USD | deriv |
| 25 Feb 2026 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 2,757 | 27.54 USD | deriv |
| 25 Feb 2026 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 2,757 | 27.54 USD | deriv |
| 11 Feb 2026 | SALE | HERITAGE FINANCIAL CORP /WA/ | 4,668 | 27.65 USD | |
| 16 Jun 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 130 | 22.76 USD | |
| 16 Jun 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,315 | 22.76 USD | |
| 16 Jun 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,315 | 22.76 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 584 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 733 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,400 | 23.77 USD | |
| 17 Mar 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 710 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,227 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,227 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 584 | 23.77 USD | deriv |