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/ | 11,081 | reported | 16 Mar 2026 | tx 103+59,201−32,470 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 1,338 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 302 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,824 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,571 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,594 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 302 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,594 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,824 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,571 | 24.89 USD | deriv |
| 25 Feb 2026 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 5,538 | 27.54 USD | deriv |
| 15 Dec 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 265 | 25.43 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 40 | 25.43 USD | |
| 15 Dec 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 265 | 25.43 USD | deriv |
| 11 Jun 2025 | GIFT | HERITAGE FINANCIAL CORP /WA/ | 420 | 0.00 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,571 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 980 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 302 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,824 | 23.77 USD | |
| 17 Mar 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 1,160 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 302 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,824 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 980 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,571 | 23.77 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 4,784 | 24.29 USD | deriv |
| 15 Dec 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 265 | 26.17 USD |