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/ | 77,939 | reported | 17 Mar 2025 | tx 120+240,104−152,219 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,436 | 23.77 USD | |
| 17 Mar 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 386 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,436 | 23.77 USD | deriv |
| 17 Mar 2025 | SALE | HERITAGE FINANCIAL CORP /WA/ | 7,033 | 23.66 USD | |
| 17 Mar 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 2,196 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 5,844 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 3,915 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,339 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 3,915 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,339 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 5,844 | 23.77 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 9,045 | 24.29 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 9,045 | 24.29 USD | deriv |
| 15 Mar 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,653 | 18.38 USD | |
| 15 Mar 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,339 | 18.38 USD | |
| 15 Mar 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,435 | 18.38 USD | |
| 15 Mar 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,255 | 18.38 USD | |
| 15 Mar 2024 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 1,578 | 18.38 USD | |
| 15 Mar 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,255 | 18.38 USD | deriv |
| 15 Mar 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,435 | 18.38 USD | deriv |
| 15 Mar 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,339 | 18.38 USD | deriv |
| 15 Mar 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,653 | 18.38 USD | deriv |
| 26 Feb 2024 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 11,747 | 18.16 USD | deriv |
| 26 Feb 2024 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 11,747 | 18.16 USD | deriv |
| 15 Mar 2023 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 2,440 | 22.83 USD |
1 purchase reported after at least 12 months of silence — most recent on 08 May 2020.