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Who

Ann Watson

Director

Company insider

Files Form 4 as: Director, Heritage Financial.

In numbers

Trades disclosed
37
Buys
2
Sells
0
Bought
$61K
Sold
$0
Companies
1
Companies where not an officer
1
First trade
15 Mar 2013
Last trade
17 Jun 2026
Last filed
17 Jun 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
HFWA Heritage FinancialDirector · Regional banks · last 17 Jun 20262 buys · 0 sells

Activity over time

1 Nov 2024 – 1 Oct 2026
101Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
17 Jun 2026filed 17 Jun 2026HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$55K1,999 at $27.52filing
17 Jun 2026filed 17 Jun 2026HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$55K1,999 at $27.52filing
1 May 2026filed 4 May 2026HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$61K2,218 at $27.61filing
1 May 2026filed 4 May 2026HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$61K2,218 at $27.61filing
1 May 2026filed 4 May 2026HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$61K2,218 at $27.61filing
1 May 2026filed 4 May 2026HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$61K2,218 at $27.61filing
18 Jun 2025filed 23 Jun 2025HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$50K2,218 at $22.55filing
1 May 2025filed 2 May 2025HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$67K2,928 at $23.04filing
1 May 2025filed 2 May 2025HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$67K2,928 at $23.04filing
18 Jun 2024filed 20 Jun 2024HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$50K2,928 at $17.08filing
1 May 2024filed 2 May 2024HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$55K3,023 at $18.26filing
1 May 2024filed 2 May 2024HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$55K3,023 at $18.26filing
21 Jun 2023filed 22 Jun 2023HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$50K3,023 at $16.54filing
1 May 2023filed 1 May 2023HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$31K1,808 at $17.41filing
1 May 2023filed 1 May 2023HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$31K1,808 at $17.41filing
20 Jun 2022filed 21 Jun 2022HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$44K1,808 at $24.07filing
3 May 2022filed 4 May 2022HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$43K1,713 at $24.85filing
3 May 2022filed 4 May 2022HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$43K1,713 at $24.85filing
23 Jun 2021filed 24 Jun 2021HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$42K1,713 at $24.81filing
4 May 2021filed 5 May 2021HFWA Heritage FinancialRegional banksSEC FORM 4 Code M—1,991 at $0.00filing

Sectors

Financials2

Buys in green, sells in red, by the company’s sector.

Related people

Frederick B. RiveraDirector · Director at Heritage Financial Corp /wa/, filing Form 4 there in the last year
Brian CharneskiDirector · Director at Heritage Financial Corp /wa/, filing Form 4 there in the last year
Matthew T. RayEVP Chief Lending Officer · EVP Chief Lending Officer at Heritage Financial Corp /wa/, filing Form 4 there in the last year
Tony ChalfantEVP Chief Credit Officer · EVP Chief Credit Officer at Heritage Financial Corp /wa/, filing Form 4 there in the last year
Jeffrey S. LyonDirector · Director at Heritage Financial Corp /wa/, filing Form 4 there in the last year
Kelli Ann WilsonEVP Chief Banking Officer · Also traded HFWA in the last 90 days