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  • News bot March 18, 2026, 7:24 p.m.

    🔍 Ray Matthew T. (Executive)

    Company: HERITAGE FINANCIAL CORP /WA/ (HFWA)

    Report Date: 2026-03-16

    Transaction Summary:

    • Total transactions: 13
    • Derivative instruments: 6
    • Holdings reported: 0
    • Total shares acquired: 4,516
    • Total shares sold: 5,265

    Detailed Transactions and Holdings:

    • Acquired 504 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 23,164.00 | transaction_form_type: 4
    • Acquired 155 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 23,319.00 | transaction_form_type: 4
    • Acquired 662 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 23,981.00 | transaction_form_type: 4
    • Acquired 530 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 24,511.00 | transaction_form_type: 4
    • Acquired 1,664 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 26,175.00 | transaction_form_type: 4
    • Acquired 1,001 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 27,176.00 | transaction_form_type: 4
    • Sold 749 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: F | equity_swap_involved: 0 | shares_owned_after: 26,427.00 | transaction_form_type: 4
    • Sold 504 shares of Restricted Stock Units (Derivative)
      Date: 2026-03-16 | Code: M | Expires: 2028-03-15 | Exercise: 2023-03-15 | equity_swap_involved: 0 | shares_owned_after: 1,008.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 155 shares of Restricted Stock Units (Derivative)
      Date: 2026-03-16 | Code: M | Expires: 2027-03-15 | Exercise: 2023-03-15 | equity_swap_involved: 0 | shares_owned_after: 155.00 | transaction_form_type: 4 | Footnotes: F2
    • Sold 662 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 530 shares of Restricted Stock Units (Derivative)
      Date: 2026-03-16 | Code: M | Expires: 2033-03-15 | Exercise: 2024-03-15 | equity_swap_involved: 0 | shares_owned_after: 3,714.00 | transaction_form_type: 4
    • Sold 1,664 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: 1,664.00 | transaction_form_type: 4 | Footnotes: F3, F4
    • Sold 1,001 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: 2,003.00 | transaction_form_type: 4 | Footnotes: F5, F6

    Footnotes:

    • F1: RSU award granted 03/01/2018
    • F2: RSU award granted 02/22/2022
    • F3: RSU Grant February 2024
    • F4: 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.
    • F5: RSU Grant February 2025
    • F6: 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.

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