WILSON KELLI ANN (EVP Chief Banking 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
+490.00
Price / share
$24.89
Trade value
$12.20K
% of position
Common Stock
Shares
+530.00
Price / share
$24.89
Trade value
$13.19K
% of position
Common Stock
Shares
+1.45K
Price / share
$24.89
Trade value
$36.17K
% of position
Common Stock
Shares
+1.34K
Price / share
$24.89
Trade value
$33.48K
% of position
Common Stock
Shares
−719.00
Price / share
$24.89
Trade value
$17.90K
% of position
Net shares
+3.10K
Net value
$77.13K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +490.00 | $24.89 | $12.20K | 13.0% | 3.78K | 4.27K |
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +530.00 | $24.89 | $13.19K | 12.4% | 4.27K | 4.80K |
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +1.45K | $24.89 | $36.17K | 30.3% | 4.80K | 6.25K |
| Common Stock Direct | 3/16/2026 | M · Option Exercise | +1.34K | $24.89 | $33.48K | 21.5% | 6.25K | 7.60K |
| Common Stock Direct | 3/16/2026 | F · Tax Withholding | −719.00 | $24.89 | $17.90K | 9.5% | 7.60K | 6.88K |
| Total | +3.10K | $77.13K | ||||||
Restricted Stock Units
Common Stock
490.00 shares
Shares
−490.00
Strike price
0
Held after
0.00
Exercisable
—
Restricted Stock Units
Common Stock
530.00 shares
Shares
−530.00
Strike price
0
Held after
3.71K
Exercisable
—
Restricted Stock Units
Common Stock
1.45K shares
Shares
−1.45K
Strike price
0
Held after
1.45K
Exercisable
—
Restricted Stock Units
Common Stock
1.34K shares
Shares
−1.34K
Strike price
0
Held after
2.69K
Exercisable
—
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock490.00 shares | 3/16/2026 | M · Option Exercise | −490.00 | 0 | — | 0.00 |
| Restricted Stock Units Direct | Common Stock530.00 shares | 3/16/2026 | M · Option Exercise | −530.00 | 0 | — | 3.71K |
| Restricted Stock Units Direct | Common Stock1.45K shares | 3/16/2026 | M · Option Exercise | −1.45K | 0 | — | 1.45K |
| Restricted Stock Units Direct | Common Stock1.34K shares | 3/16/2026 | M · Option Exercise | −1.34K | 0 | — | 2.69K |