Bryan McDonald's most recent trade in Heritage Financial Corp. was a trade of 1,866 Restricted Stock Units done . Disclosure was reported to the exchange on March 16, 2026.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Mar 2026 | 1,866 | 1,867 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.89 per share. | 16 Mar 2026 | 1,866 | 36,054 (0%) | 0% | 24.9 | 46,445 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.89 per share. | 16 Mar 2026 | 1,743 | 33,921 (0%) | 0% | 24.9 | 43,383 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Mar 2026 | 1,743 | 3,488 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.89 per share. | 16 Mar 2026 | 1,115 | 32,178 (0%) | 0% | 24.9 | 27,752 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Mar 2026 | 1,115 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan D. McDonald | President | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.89 per share. | 16 Mar 2026 | 939 | 35,115 (0%) | 0% | 24.9 | 23,372 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.89 per share. | 16 Mar 2026 | 267 | 34,188 (0%) | 0% | 24.9 | 6,646 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Mar 2026 | 267 | 0 | - | - | Performance Share Units | |
| Heritage Fin Corp | Bryan D. McDonald | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2026 | 7,081 | 7,081 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan D. McDonald | President | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2026 | 7,081 | 7,081 | - | - | Performance Share Units | |
| Heritage Fin Corp | Bryan D. McDonald | President | Purchase of securities on an exchange or from another person at price $ 22.32 per share. | 20 Nov 2025 | 19,106 | 31,363 (0%) | 0% | 22.3 | 426,446 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 2,208 | 30,127 (0%) | 0% | 23.8 | 52,484 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 2,208 | 0 | - | - | Performance Share Units | |
| Heritage Fin Corp | Bryan D. McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 1,866 | 3,733 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan D. McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 1,866 | 27,919 (0%) | 0% | 23.8 | 44,355 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 1,115 | 31,242 (0%) | 0% | 23.8 | 26,504 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 1,115 | 1,115 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan D. McDonald | President and COO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.77 per share. | 17 Mar 2025 | 954 | 30,288 (0%) | 0% | 23.8 | 22,677 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 921 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan D. McDonald | President | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 921 | 31,209 (0%) | 0% | 23.8 | 21,892 | Common Stock |
| Heritage Fin Corp | Bryan D. McDonald | President | Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.77 per share. | 17 Mar 2025 | 146 | 31,063 (0%) | 0% | 23.8 | 3,470 | Common Stock |
| Heritage Fin Corp | McDonald D. Bryan | President and COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2025 | 5,232 | 5,232 | - | - | Performance Share Units | |
| Heritage Fin Corp | D. McDonald Bryan | President and COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2025 | 5,231 | 5,231 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2024 | 1,114 | 23,869 (0%) | 0% | 18.4 | 20,475 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 1,114 | 2,230 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 1,036 | 0 | - | - | Performance Share Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2024 | 1,036 | 24,905 (0%) | 0% | 18.4 | 19,042 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2024 | 920 | 25,825 (0%) | 0% | 18.4 | 16,910 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 920 | 921 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2024 | 880 | 26,705 (0%) | 0% | 18.4 | 16,174 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 880 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 18.38 per share. | 15 Mar 2024 | 652 | 26,053 (0%) | 0% | 18.4 | 11,984 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Feb 2024 | 5,599 | 11,198 | - | - | Performance Share Units | |
| Heritage Fin Corp | McDonald Bryan | President and COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Feb 2024 | 5,599 | 5,599 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 2,736 | 0 | - | - | Performance Share Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 2,736 | 21,021 (0%) | 0% | 22.8 | 62,463 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.83 per share. | 15 Mar 2023 | 944 | 22,755 (0%) | 0% | 22.8 | 21,552 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 920 | 23,699 (0%) | 0% | 22.8 | 21,004 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 920 | 1,841 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 903 | 21,924 (0%) | 0% | 22.8 | 20,615 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 903 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 855 | 880 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 855 | 22,779 (0%) | 0% | 22.8 | 19,520 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2023 | 3,345 | 3,345 | - | - | Performance Share Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2023 | 3,344 | 3,344 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2022 | 903 | 903 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.46 per share. | 15 Mar 2022 | 903 | 17,271 (0%) | 0% | 25.5 | 22,990 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2022 | 856 | 1,735 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.46 per share. | 15 Mar 2022 | 856 | 18,127 (0%) | 0% | 25.5 | 21,794 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2022 | 755 | 0 | - | - | Performance Share Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.46 per share. | 15 Mar 2022 | 755 | 18,882 (0%) | 0% | 25.5 | 19,222 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.46 per share. | 15 Mar 2022 | 629 | 16,368 (0%) | 0% | 25.5 | 16,014 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2022 | 629 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.46 per share. | 15 Mar 2022 | 597 | 18,285 (0%) | 0% | 25.5 | 15,200 | Common Stock |
| Heritage Fin Corp | Bryan McDonald | President and COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2022 | 2,761 | 2,761 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Bryan McDonald | President and COO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2022 | 2,761 | 2,761 | - | - | Performance Share Units |