Every SEC Form 3/4/5 on record for this filer (CIK 1219965) — 1 issuer, 22 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| HFWA | HERITAGE FINANCIAL CORP /WA/ | Director | 2016-06-23 → 2026-06-17 | 28 | −$226,758 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| HFWA | 2023-09-13 | Buy | 5,000 | $16.70 | $83,500 | 36,540 |
| HFWA | 2023-05-04 | Buy | 5,000 | $15.88 | $79,400 | 13,675 |
| HFWA | 2022-11-01 | Sell | 2,000 | $33.63 | $67,260 | 29,732 |
| HFWA | 2022-10-31 | Sell | 2,000 | $33.67 | $67,340 | 31,732 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.