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 97+53,370−32,466.991 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 May 2026 | SALE | HERITAGE FINANCIAL CORP /WA/ | 716 | 27.51 USD | |
| 01 May 2026 | SALE | HERITAGE FINANCIAL CORP /WA/ | 4,723.991 | 27.61 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,263 | 24.89 USD | |
| 16 Mar 2026 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 744 | 24.89 USD | |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,147 |
| 24.89 USD |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 265 | 24.89 USD |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,363 | 24.89 USD |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,263 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,363 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 265 | 24.89 USD | deriv |
| 16 Mar 2026 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,147 | 24.89 USD | deriv |
| 25 Feb 2026 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 4,860 | 27.54 USD | deriv |
| 15 Dec 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 39 | 25.43 USD |
| 15 Dec 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 247 | 25.43 USD |
| 15 Dec 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 247 | 25.43 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 265 | 23.77 USD |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,362 | 23.77 USD |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,147 | 23.77 USD |
| 17 Mar 2025 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 749 | 23.77 USD |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 873 | 23.77 USD |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 265 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,362 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 1,147 | 23.77 USD | deriv |
| 17 Mar 2025 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 873 | 23.77 USD | deriv |
| 25 Feb 2025 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 3,790 | 24.29 USD | deriv |