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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Mar-24 4:41 PM View:  | Heritage Financial Corp. (HFWA) | 15-Mar-24 | Payment of Exercise | 687 | $18.38 | $12,627.10 | (7%) 10.52K to 9.83K | |
| 18-Mar-24 4:41 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-24 | Option Exercise | 3,537 | $18.38 | $65,010.10 | 51% 6.98K to 10.52K | |
| 18-Dec-23 12:22 PM View: | Heritage Financial Corp. (HFWA) | 15-Dec-23 | Payment of Exercise | 105 | $21.56 | $2,263.80 | (1%) 7.09K to 6.98K | |
| 18-Dec-23 12:22 PM View: | Heritage Financial Corp. (HFWA) | 15-Dec-23 | Option Exercise | 495 | $21.56 | $10,672.20 | 8% 6.59K to 7.09K | |
| 16-Mar-23 10:00 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-23 | Payment of Exercise | 399 | $22.83 | $9,109.17 | (6%) 6.99K to 6.59K | |
| 16-Mar-23 10:00 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-23 | Option Exercise | 2,140 | $22.83 | $48,856.20 | 44% 4.85K to 6.99K | |
| 16-Mar-22 6:32 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-22 | Payment of Exercise | 301 | $25.46 | $7,663.46 | (6%) 5.15K to 4.85K | |
| 16-Mar-22 6:32 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-22 | Option Exercise | 1,634 | $25.46 | $41,601.60 | 46% 3.52K to 5.15K | |
| 16-Mar-21 6:31 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-21 | Payment of Exercise | 420 | $29.66 | $12,457.20 | (11%) 3.94K to 3.52K | 1% |
| 16-Mar-21 6:31 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-21 | Option Exercise | 1,767 | $29.66 | $52,409.20 | 81% 2.17K to 3.94K | (1%) |
| 17-Mar-20 3:39 PM View: | Heritage Financial Corp. (HFWA) | 16-Mar-20 | Payment of Exercise | 372 | $21.54 | $8,012.88 | (15%) 2.54K to 2.17K | |
| 17-Mar-20 3:39 PM View: | Heritage Financial Corp. (HFWA) | 16-Mar-20 | Option Exercise | 1,535 | $21.54 | $33,063.90 | 152% 1.01K to 2.54K | |
| 18-Mar-19 7:57 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-19 | Payment of Exercise | 265 | $31.36 | $8,310.40 | (21%) 1.27K to 1.01K | < 1% |
| 18-Mar-19 7:57 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-19 | Option Exercise | 1,017 | $31.36 | $31,893.10 | 397% 0.26K to 1.27K | (< 1%) |
| 16-Mar-18 4:31 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-18 | Grant | 356 | $31.90 | $11,356.40 | 100% 0 to 0.36K | < 1% |
| 16-Mar-18 4:31 PM View: | Heritage Financial Corp. (HFWA) | 15-Mar-18 | Payment of Exercise | 100 | $31.90 | $3,190.00 | (28%) 0.36K to 0.26K | (< 1%) |
| 01-Mar-18 4:54 PM View: | Heritage Financial Corp. (HFWA) | 28-Feb-18 | Grant | 1,982 | -- | -- | 186% 1.07K to 3.05K | |
| 24-Feb-17 2:48 PM View: | Heritage Financial Corp. (HFWA) | 23-Feb-17 | Grant | 1,067 | -- | -- | 100% 0 to 1.07K |