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/ | 1,672 | reported | 16 Mar 2026 | tx 85+60,392−27,897 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 16 Mar 2026 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 938 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,440 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 530 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,671 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,475 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,671 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,475 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 530 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,440 | 24.89 USD | deriv |
| 25 Feb 2026 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 5,225 | 27.54 USD | deriv |
| 15 Dec 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 495 | 25.43 USD | |
| 15 Dec 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 79 | 25.43 USD | |
| 15 Dec 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 495 | 25.43 USD | deriv |
| 17 Mar 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 883 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,026 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,439 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 531 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,671 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,026 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,439 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 531 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,671 | 23.77 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 4,427 | 24.29 USD | deriv |
| 15 Dec 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 495 | 26.17 USD | |
| 15 Dec 2024 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 94 | 26.17 USD |