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/ | 30,029 | reported | 15 Jun 2026 | tx 65+40,757−21,952 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 15 Jun 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 576 | 28.44 USD | |
| 15 Jun 2026 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 71 | 28.44 USD | |
| 15 Jun 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 576 | 28.44 USD | deriv |
| 16 Mar 2026 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 918 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 155 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 776 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,061 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,619 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,429 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 776 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,429 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,619 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,061 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 155 | 24.89 USD | deriv |
| 25 Feb 2026 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 5,355 | 27.54 USD | deriv |
| 16 Jun 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 526 | 22.76 USD | |
| 16 Jun 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 576 | 22.76 USD | |
| 16 Jun 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 124 | 22.76 USD | |
| 16 Jun 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 576 | 22.76 USD | deriv |
| 16 Jun 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 526 | 22.76 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,061 | 23.77 USD | |
| 17 Mar 2025 | SALE | HERITAGE FINANCIAL CORP /WA/ | 858 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,619 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 895 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 776 | 23.77 USD |