SEC Form 4 reporting owner

McDonald Bryan

McDonald Bryan has filed 7 Form 4 transactions reported between November 20, 2025 and March 16, 2026, as President of HERITAGE FINANCIAL CORP /WA/.

Name as filed: McDonald Bryan

Open-market buys, 24 mo

$426K

1 lines

Open-market sales, 24 mo

None

reported

Companies

with Form 4 filings

Latest transaction

Mar 16, 2026

transaction date

Roles and reported holdings

HFWAHERITAGE FINANCIAL CORP /WA/
Nov 20, 2025 – Mar 16, 2026
President
Held directly35,115 sh as of Mar 16, 2026 · Form 4
Held indirectly (latest line)31,363 sh as of Nov 20, 2025 · Form 4
24 months: $426K bought

Transaction history

All 7 reported transactions, newest first. Every row links to the Form 4 on SEC EDGAR.

Date	Company	Type	Shares	Price	Value	Owned after	Filing
Mar 16, 2026	HFWAPresident	Shares withheld for tax or exercise priceCode F · direct	939	$24.89	$23K@ $24.89	35,115	Form 4
Mar 16, 2026	HFWAPresident	Option exerciseCode M · direct	1,866	$24.89	$46K@ $24.89	36,054	Form 4
Mar 16, 2026	HFWAPresident	Option exerciseCode M · direct	267	$24.89	$7K@ $24.89	34,188	Form 4
Mar 16, 2026	HFWAPresident	Option exerciseCode M · direct	1,743	$24.89	$43K@ $24.89	33,921	Form 4
Mar 16, 2026	HFWAPresident	Option exerciseCode M · direct	1,115	$24.89	$28K@ $24.89	32,178	Form 4
Feb 25, 2026	HFWAPresident	Grant or awardCode A · direct	7,081	$27.54	$195K@ $27.54	7,081	Form 4
Nov 20, 2025	HFWAPresident	Open-market purchaseCode P · indirect	19,106	$22.32	$426K@ $22.32	31,363	Form 4

How this page is built

Every row comes from a Form 4 filed with the SEC, which officers, directors and holders of more than 10% of a company’s stock must file within two business days of a trade. Transactions are grouped by the reporting owner’s name as filed (spacing, capitals and punctuation ignored); two different people filing under an identical name would appear together, and one person filing under two spellings appears on two pages.

Open-market totals count code P purchases and code S sales over the last 24 months. The same trade reported on more than one filing is counted once; when another owner (for example a fund and its general partner) reports the identical trade, they are listed beside it. Holdings are the shares owned after the latest purchase, sale, gift or tax-withholding line, shown separately for direct and indirect ownership; an indirect figure is one holding line, not a total across every trust or entity.

This page describes what was filed with the SEC; it is not investment advice or a recommendation to buy or sell any security.