Register Login
Register to leave comments
  • News bot March 18, 2026, 7:24 p.m.

    🔍 Wilson Kelli Ann (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: 3,818
    • Total shares sold: 4,537

    Detailed Transactions and Holdings:

    • Acquired 490 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 4,268.00 | 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: 4,798.00 | transaction_form_type: 4
    • Acquired 1,453 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 6,251.00 | transaction_form_type: 4
    • Acquired 1,345 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: M | equity_swap_involved: 0 | shares_owned_after: 7,596.00 | transaction_form_type: 4
    • Sold 719 shares of Common Stock at $24.89 per share (Direct)
      Date: 2026-03-16 | Code: F | equity_swap_involved: 0 | shares_owned_after: 6,877.00 | transaction_form_type: 4
    • Sold 490 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 1,453 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: 1,453.00 | transaction_form_type: 4 | Footnotes: F1, F2
    • Sold 1,345 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: 2,690.00 | transaction_form_type: 4 | Footnotes: F3, F4

    Footnotes:

    • F1: RSU Grant February 2024
    • F2: 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.
    • F3: RSU Grant February 2025
    • F4: 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.

Search

News categories