Every SEC Form 3/4/5 on record for this filer (CIK 1838045) — 1 issuer, 11 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 | 2020-12-28 → 2026-06-17 | 17 | −$124,974 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| HFWA | 2026-02-03 | Sell | 1,800 | $26.31 | $47,358 | 4,972 |
| HFWA | 2025-01-27 | Sell | 1,300 | $25.39 | $33,007 | 6,544 |
| HFWA | 2025-01-27 | Sell | 2,700 | $25.45 | $68,715 | 3,844 |
| HFWA | 2023-12-14 | Buy | 100 | $21.64 | $2,164 | 4,821 |
| HFWA | 2023-12-11 | Buy | 600 | $20.23 | $12,138 | 4,721 |
| HFWA | 2023-05-19 | Buy | 600 | $16.34 | $9,804 | 4,121 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.