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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-May-23 10:00 PM View:  | Heritage Financial Corp. (HFWA) | 01-May-23 | Option Exercise | 1,808 | $17.41 | $31,477.30 | 11% 16.14K to 17.95K | |
| 04-May-22 6:00 PM View: | Heritage Financial Corp. (HFWA) | 03-May-22 | Option Exercise | 1,713 | $24.85 | $42,568.10 | 12% 14.43K to 16.14K | |
| 05-May-21 4:23 PM View: | Heritage Financial Corp. (HFWA) | 04-May-21 | Option Exercise | 1,991 | -- | -- | 16% 12.44K to 14.43K | |
| 05-May-20 5:22 PM View: | Heritage Financial Corp. (HFWA) | 04-May-20 | Option Exercise | 1,291 | $19.40 | $25,045.40 | 12% 11.15K to 12.44K | |
| 22-May-19 3:19 PM View: | Heritage Financial Corp. (HFWA) | 01-May-19 | Option Exercise | 968 | -- | -- | 10% 10.18K to 11.15K | |
| 01-May-18 7:01 PM View: | Heritage Financial Corp. (HFWA) | 01-May-18 | Option Exercise | 1,167 | $30.15 | $35,185.10 | 13% 9.01K to 10.18K | 6% |
| 22-Jun-17 7:06 PM View: | Heritage Financial Corp. (HFWA) | 21-Jun-17 | Grant | 1,167 | -- | -- | 13% 9.01K to 10.18K | |
| 23-Jun-16 5:03 PM View: | Heritage Financial Corp. (HFWA) | 21-Jun-16 | Grant | 1,421 | -- | -- | 19% 7.59K to 9.01K | |
| 25-Jun-15 5:50 PM View: | Heritage Financial Corp. (HFWA) | 23-Jun-15 | Grant | 1,113 | -- | -- | 17% 6.48K to 7.59K | |
| 25-Jul-14 7:26 PM View: | Heritage Financial Corp. (HFWA) | 24-Jul-14 | Grant | 1,252 | -- | -- | 24% 5.23K to 6.48K | |
| 12-May-14 4:45 PM View: | Heritage Financial Corp. (HFWA) | 12-May-14 | Market Purchase | 2,000 | $16.19 | $32,380.00 | 62% 3.23K to 5.23K | 114% |
| 28-Jun-13 2:22 PM View: | Heritage Financial Corp. (HFWA) | 26-Jun-13 | Grant | 1,228 | -- | -- | 61% 2.0K to 3.23K | |
| 15-Mar-13 5:06 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-13 | Market Purchase | 2,000 | $14.55 | $29,096.00 | 100% 0 to 2.0K | 145% |