MCDONALD BRYAN (President) 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
+1.11K
Price / share
$24.89
Trade value
$27.75K
% of position
Common Stock
Shares
+1.74K
Price / share
$24.89
Trade value
$43.38K
% of position
Common Stock
Shares
+267.00
Price / share
$24.89
Trade value
$6.65K
% of position
Common Stock
Shares
+1.87K
Price / share
$24.89
Trade value
$46.44K
% of position
Common Stock
Shares
−939.00
Price / share
$24.89
Trade value
$23.37K
% of position
Net shares
+4.05K
Net value
$100.85K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +1.11K | $24.89 | $27.75K | 3.6% | 31.06K | 32.18K |
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +1.74K | $24.89 | $43.38K | 5.4% | 32.18K | 33.92K |
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +267.00 | $24.89 | $6.65K | 0.8% | 33.92K | 34.19K |
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +1.87K | $24.89 | $46.44K | 5.5% | 34.19K | 36.05K |
| Common Stock Direct | 3/16/2026 | F · Tax Withholding | −939.00 | $24.89 | $23.37K | 2.6% | 36.05K | 35.12K |
| Total | +4.05K | $100.85K | ||||||
Restricted Stock Units
Common Stock
1.11K shares
Shares
−1.11K
Strike price
0
Held after
0.00
Exercisable
—
Restricted Stock Units
Common Stock
1.74K shares
Shares
−1.74K
Strike price
0
Held after
3.49K
Exercisable
—
Performance Share Units
Common Stock
267.00 shares
Shares
−267.00
Strike price
0
Held after
0.00
Exercisable
—
Restricted Stock Units
Common Stock
1.87K shares
Shares
−1.87K
Strike price
0
Held after
1.87K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock1.11K shares | 3/16/2026 | M · Option Exercise | −1.11K | 0 | — | 0.00 |
| Restricted Stock Units Direct | Common Stock1.74K shares | 3/16/2026 | M · Option Exercise | −1.74K | 0 | — | 3.49K |
| Performance Share Units Direct | Common Stock267.00 shares | 3/16/2026 | M · Option Exercise | −267.00 | 0 | — | 0.00 |
| Restricted Stock Units Direct | Common Stock1.87K shares | 3/16/2026 | M · Option Exercise | −1.87K | 0 | — | 1.87K |