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/ | 44,709 | reported | 01 May 2026 | tx 63+68,470−37,698 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,218 | 27.61 USD | |
| 01 May 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,218 | 27.61 USD | deriv |
| 18 Jun 2025 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 2,218 | 22.55 USD | deriv |
| 01 May 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,928 | 23.04 USD | |
| 01 May 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,928 | 23.04 USD | deriv |
| 18 Jun 2024 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 2,928 | 17.08 USD | deriv |
| 01 May 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 3,023 | 18.26 USD | |
| 01 May 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 3,023 | 18.26 USD | deriv |
| 13 Sept 2023 | PURCHASE | HERITAGE FINANCIAL CORP /WA/ | 5,000 | 16.70 USD | |
| 21 Jun 2023 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 3,023 | 16.54 USD | deriv |
| 04 May 2023 | PURCHASE | HERITAGE FINANCIAL CORP /WA/ | 5,000 | 15.88 USD | first after silence |
| 01 May 2023 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,808 | 17.41 USD | |
| 01 May 2023 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,808 | 17.41 USD | deriv |
| 31 Oct 2022 | SALE | HERITAGE FINANCIAL CORP /WA/ | 2,000 | 33.67 USD | |
| 01 Nov 2022 | SALE | HERITAGE FINANCIAL CORP /WA/ | 2,000 | 33.63 USD | |
| 20 Jun 2022 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,808 | 24.07 USD | deriv |
| 03 May 2022 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,713 | 24.85 USD | |
| 03 May 2022 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,713 | 24.85 USD | deriv |
| 23 Jun 2021 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,713 | 24.81 USD | deriv |
| 04 May 2021 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,991 | 28.42 USD | |
| 04 May 2021 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,991 | 28.42 USD | deriv |
| 15 Mar 2021 | SALE | HERITAGE FINANCIAL CORP /WA/ | 3,325 | 29.69 USD | |
| 09 Mar 2021 | SALE | HERITAGE FINANCIAL CORP /WA/ | 2,000 | 29.62 USD | |
| 26 Jun 2020 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,991 | 18.84 USD | deriv |
| 04 May 2020 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,291 | 19.40 USD |
4 purchases reported after at least 12 months of silence — most recent on 04 May 2023.