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/ | 41,241 | reported | 09 Jun 2026 | tx 151+129,457−64,522 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 09 Jun 2026 | SALE | HERITAGE FINANCIAL CORP /WA/ | 3,842 | 28.37 USD | |
| 16 Mar 2026 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 689 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 203 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,455 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 850 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,177 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 850 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,177 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,455 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 203 | 24.89 USD | deriv |
| 25 Feb 2026 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 3,269 | 27.54 USD | deriv |
| 25 Feb 2026 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 3,269 | 27.54 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 677 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 850 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,455 | 23.77 USD | |
| 17 Mar 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 831 | 23.77 USD | |
| 17 Mar 2025 | SALE | HERITAGE FINANCIAL CORP /WA/ | 3,420 | 23.59 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,622 | 23.77 USD | |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,455 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,622 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 677 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 850 | 23.77 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 3,530 | 24.29 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 3,531 | 24.29 USD | deriv |
| 15 Mar 2024 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 666 | 18.38 USD |