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/ | 0 | reported | 01 May 2026 | tx 12+19,954−9,977 |
| 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 |
| 21 Jun 2023 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 3,023 | 16.54 USD | deriv |
| 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 |
| 20 Jun 2022 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,808 | 24.07 USD | deriv |