CHALFANT TONY (EVP Chief Credit Officer) exercised options at HERITAGE FINANCIAL CORP /WA/
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
Common Stock
Shares
+1.23K
Price / share
$24.89
Trade value
$30.54K
% of position
Common Stock
Shares
+733.00
Price / share
$24.89
Trade value
$18.24K
% of position
Common Stock
Shares
+176.00
Price / share
$24.89
Trade value
$4.38K
% of position
Common Stock
Shares
+992.00
Price / share
$24.89
Trade value
$24.69K
% of position
Common Stock
Shares
−583.00
Price / share
$24.89
Trade value
$14.51K
% of position
Net shares
+2.54K
Net value
$63.35K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +1.23K | $24.89 | $30.54K | 6.2% | 19.87K | 21.10K |
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +733.00 | $24.89 | $18.24K | 3.5% | 21.10K | 21.83K |
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +176.00 | $24.89 | $4.38K | 0.8% | 21.83K | 22.01K |
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +992.00 | $24.89 | $24.69K | 4.5% | 22.01K | 23K |
| Common Stock Direct | 3/16/2026 | F · Tax Withholding | −583.00 | $24.89 | $14.51K | 2.5% | 23K | 22.41K |
| Total | +2.54K | $63.35K | ||||||
Restricted Stock Units
Common Stock
1.23K shares
Shares
−1.23K
Strike price
0
Held after
1.23K
Exercisable
—
Restricted Stock Units
Common Stock
733.00 shares
Shares
−733.00
Strike price
0
Held after
0.00
Exercisable
—
Performance Share Units
Common Stock
176.00 shares
Shares
−176.00
Strike price
0
Held after
0.00
Exercisable
—
Restricted Stock Units
Common Stock
992.00 shares
Shares
−992.00
Strike price
0
Held after
1.99K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock1.23K shares | 3/16/2026 | M · Option Exercise | −1.23K | 0 | — | 1.23K |
| Restricted Stock Units Direct | Common Stock733.00 shares | 3/16/2026 | M · Option Exercise | −733.00 | 0 | — | 0.00 |
| Performance Share Units Direct | Common Stock176.00 shares | 3/16/2026 | M · Option Exercise | −176.00 | 0 | — | 0.00 |
| Restricted Stock Units Direct | Common Stock992.00 shares | 3/16/2026 | M · Option Exercise | −992.00 | 0 | — | 1.99K |