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 125+195,296−215,710 |
| 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 |
| 02 Nov 2022 | SALE | HERITAGE FINANCIAL CORP /WA/ | 5,148 | 32.73 USD | |
| 20 Jun 2022 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,808 | 24.07 USD | deriv |
| 07 Jun 2022 | SALE | HERITAGE FINANCIAL CORP /WA/ | 5,470 | 25.83 USD | |
| 03 May 2022 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 404 | 24.85 USD | |
| 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 |
| 15 Mar 2022 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,712 | 25.46 USD | |
| 15 Mar 2022 | TAX_WITHHOLDING | HERITAGE FINANCIAL CORP /WA/ | 1,133 | 25.46 USD | |
| 15 Mar 2022 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,260 | 25.46 USD | |
| 15 Mar 2022 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,260 | 25.46 USD | deriv |
| 15 Mar 2022 | EXERCISE | HERITAGE FINANCIAL CORP /WA/ | 2,712 | 25.46 USD | deriv |
| 23 Jun 2021 | GRANT_AWARD | HERITAGE FINANCIAL CORP /WA/ | 1,713 | 24.81 USD | deriv |
| 10 May 2021 | SALE | HERITAGE FINANCIAL CORP /WA/ | 3,667 | 29.00 USD | |
| 11 May 2021 | SALE | HERITAGE FINANCIAL CORP /WA/ | 8,532 | 28.18 USD |