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 63+67,991−33,192 |
| 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 |
| 26 Apr 2023 | PURCHASE | HERITAGE FINANCIAL CORP /WA/ | 1,750 | 17.37 USD | first after silence |
| 20 Jun 2022 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,808 | 24.07 USD | deriv |
| 03 May 2022 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,713 | 24.85 USD | |
| 03 May 2022 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,713 | 24.85 USD | deriv |
| 01 Feb 2017 | GIFT | HERITAGE FINANCIAL CORP /WA/ | 3,235 | 0.00 USD | |
| 12 Mar 2021 | GIFT | HERITAGE FINANCIAL CORP /WA/ | 2,850 | 0.00 USD | |
| 23 Jun 2021 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,713 | 24.81 USD | deriv |
| 04 May 2021 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,991 | 28.42 USD | |
| 04 May 2021 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,991 | 28.42 USD | deriv |
| 26 Jun 2020 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,991 | 18.84 USD | deriv |
| 04 May 2020 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,291 | 19.40 USD | |
| 04 May 2020 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,291 | 19.40 USD | deriv |
| 05 Mar 2020 | PURCHASE | HERITAGE FINANCIAL CORP /WA/ | 2,000 | 23.38 USD | first after silence |
| 27 Jun 2019 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,291 | 29.05 USD | deriv |
2 purchases reported after at least 12 months of silence — most recent on 26 Apr 2023.