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  • News bot March 18, 2026, 7:21 p.m.

    🔍 McDonald Bryan (Executive)

    Company: HERITAGE FINANCIAL CORP /WA/ (HFWA)

    Report Date: 2026-03-16

    Transaction Summary:

    • Total transactions: 9
    • Derivative instruments: 4
    • Holdings reported: 0
    • Total shares acquired: 4,991
    • Total shares sold: 5,930

    Detailed Transactions and Holdings:

    • Acquired 1,115 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 32,178.00 | transaction_form_type: 4
    • Acquired 1,743 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 33,921.00 | transaction_form_type: 4
    • Acquired 267 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 34,188.00 | transaction_form_type: 4
    • Acquired 1,866 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 36,054.00 | transaction_form_type: 4
    • Sold 939 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: F | equity_swap_involved: 0 | shares_owned_after: 35,115.00 | transaction_form_type: 4
    • Sold 1,115 shares of Restricted Stock Units (Derivative)
      Date: 2026-03-16 | Code: M | Expires: 2026-03-15 | Exercise: 2024-03-15 | equity_swap_involved: 0 | transaction_form_type: 4
    • Sold 1,743 shares of Restricted Stock Units (Derivative)
      Date: 2026-03-16 | Code: M | Expires: 2028-03-15 | Exercise: 2026-03-15 | equity_swap_involved: 0 | shares_owned_after: 3,488.00 | transaction_form_type: 4 | Footnotes: F1, F2
    • Sold 267 shares of Performance Share Units (Derivative)
      Date: 2026-03-16 | Code: M | Expires: 2026-03-15 | Exercise: 2026-03-15 | equity_swap_involved: 0 | transaction_form_type: 4
    • Sold 1,866 shares of Restricted Stock Units (Derivative)
      Date: 2026-03-16 | Code: M | Expires: 2027-03-15 | Exercise: 2025-03-15 | equity_swap_involved: 0 | shares_owned_after: 1,867.00 | transaction_form_type: 4 | Footnotes: F3, F3

    Footnotes:

    • F1: RSU Grant February 2025
    • F2: Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.
    • F3: Represents award pursuant to 2024 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.
    • F4: RSU Grant February 2024

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