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Reporting owner

Casey Patrick William

Reporting owner CIK 0002161201 · EVP, Chief Information Officer

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These transactions appear in filings associated with this reporting owner. Jointly reported quantities and amounts are unallocated; they are not this owner's individual purchases or total holdings. Names and roles reflect the relevant filing, and a reporting owner may be a person or an organization.

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Transaction timeline & trade size

Choose a reporting owner, transaction period, and security. Open any point for the filing.

Purchases in this page0
Other acquisitions1
Reporting owners1
SalesNot providedCheck original SEC filings

Nov 5, 2026 – Nov 5, 2026 · Transaction dates · Current page sample

Reported quantity · derivative units

HERITAGE FINANCIAL CORP /WA/ · Restricted Stock Units · Stock award (code A) · Derivative · Currency not specified

Reported transaction sizes by transaction dateEach point is one transaction for the selected company, security, and acquisition type. Reporting owners, exact quantities, and values are also provided in the table. These are filing amounts, not a stock-price series.10,5050HERITAGE FINANCIAL CORP /WA/ · Casey Patrick William (EVP, Chief Information Officer) · Stock award · November 5, 2026 · Quantity 10,505 · Price 28.56 · Reference value 300,022.8 · Currency not specifiedNov 5, 2026Nov 5, 2026No reported values to plot for this selection.

Swipe the chart to see the full date range. Exact records are available in the table below.

1 transactions plotted for one security and transaction type. 0 have no reported quantity. A value chart requires a stated currency. Individual reported values remain visible in the table.

PurchaseStock awardGift receivedExercise / conversionConversionOther acquisition

1 dated transactions in this page sample · 1 reporting owners.

View timeline as a table
Transaction dateCompany / securityReporting ownersAcquisition typeQuantityPriceReference valueCurrency
Nov 5, 2026HERITAGE FINANCIAL CORP /WA/Restricted Stock UnitsCasey Patrick William (EVP, Chief Information Officer)Stock award10,50528.56300,022.8Currency not specified

Only transactions on this page are shown. Preset date windows end on the latest transaction date in this sample. Joint filings may appear on more than one row. Sales are not included. Share-price charts use a separate data source.

Transactions in associated filings

Reported insider acquisitions, ordered by filing date, newest first. Currency is shown only when reported.
Filed / transactedCompanyReporting ownersType / securityQuantityPrice / reference valueDetails
Trade: HERITAGE FINANCIAL CORP /WA/HFWA · company listings
Casey Patrick WilliamEVP, Chief Information Officer
Stock awardRestricted Stock UnitsDerivative security · Code A10,50528.56Value: 300,022.8Currency not specifiedView ↗