Tony Chalfant's most recent trade in Heritage Financial Corp. was a trade of 1,227 Common Stock done at an average price of $24.9 . 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 | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.89 per share. | 16 Mar 2026 | 1,227 | 21,097 (0%) | 0% | 24.9 | 30,540 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Mar 2026 | 1,227 | 1,228 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Mar 2026 | 992 | 1,985 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.89 per share. | 16 Mar 2026 | 992 | 22,998 (0%) | 0% | 24.9 | 24,691 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Mar 2026 | 733 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.89 per share. | 16 Mar 2026 | 733 | 21,830 (0%) | 0% | 24.9 | 18,244 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.89 per share. | 16 Mar 2026 | 583 | 22,415 (0%) | 0% | 24.9 | 14,511 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.89 per share. | 16 Mar 2026 | 176 | 22,006 (0%) | 0% | 24.9 | 4,381 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Mar 2026 | 176 | 0 | - | - | Performance Share Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2026 | 2,757 | 2,757 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2026 | 2,757 | 2,757 | - | - | Performance Share Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Sale of securities on an exchange or to another person at price $ 27.65 per share. | 11 Feb 2026 | 4,668 | 19,870 (0%) | 0% | 27.6 | 129,065 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.76 per share. | 16 Jun 2025 | 1,315 | 24,668 (0%) | 0% | 22.8 | 29,929 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Jun 2025 | 1,315 | 1,316 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.76 per share. | 16 Jun 2025 | 130 | 24,538 (0%) | 0% | 22.8 | 2,959 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 1,400 | 21,519 (0%) | 0% | 23.8 | 33,278 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 1,400 | 0 | - | - | Performance Share Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 1,227 | 2,455 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 1,227 | 24,063 (0%) | 0% | 23.8 | 29,166 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 733 | 733 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 733 | 22,252 (0%) | 0% | 23.8 | 17,423 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.77 per share. | 17 Mar 2025 | 710 | 23,353 (0%) | 0% | 23.8 | 16,877 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 584 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 584 | 22,836 (0%) | 0% | 23.8 | 13,882 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2025 | 2,977 | 2,977 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2025 | 2,977 | 2,977 | - | - | Performance Share Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Sale of securities on an exchange or to another person at price $ 26.50 per share. | 07 Nov 2024 | 2,975 | 20,119 (0%) | 0% | 26.5 | 78,838 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jun 2024 | 1,315 | 2,631 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.68 per share. | 15 Jun 2024 | 1,315 | 23,212 (0%) | 0% | 16.7 | 21,934 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.68 per share. | 15 Jun 2024 | 118 | 23,094 (0%) | 0% | 16.7 | 1,968 | Common Stock |
| Heritage Fin Corp | Chalfant Tony | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Feb 2024 | 3,682 | 7,364 | - | - | Performance Share Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Feb 2024 | 3,682 | 3,682 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jun 2023 | 1,315 | 3,946 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 17.60 per share. | 15 Jun 2023 | 1,315 | 19,954 (0%) | 0% | 17.6 | 23,144 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.60 per share. | 15 Jun 2023 | 179 | 19,775 (0%) | 0% | 17.6 | 3,150 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 733 | 1,466 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2023 | 733 | 21,749 (0%) | 0% | 18.4 | 13,473 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 657 | 0 | - | - | Performance Share Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2023 | 657 | 21,016 (0%) | 0% | 18.4 | 12,076 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 638 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 638 | 18,426 (0%) | 0% | 22.8 | 14,566 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2023 | 584 | 20,359 (0%) | 0% | 18.4 | 10,734 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 584 | 584 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 583 | 1,168 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 583 | 17,788 (0%) | 0% | 22.8 | 13,310 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2023 | 558 | 22,307 (0%) | 0% | 18.4 | 10,256 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 558 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 542 | 558 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 542 | 18,968 (0%) | 0% | 22.8 | 12,374 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 18.38 per share. | 15 Mar 2023 | 410 | 21,897 (0%) | 0% | 18.4 | 7,536 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.83 per share. | 15 Mar 2023 | 329 | 18,639 (0%) | 0% | 22.8 | 7,511 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2023 | 2,200 | 2,200 | - | - | Performance Share Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2023 | 2,199 | 2,199 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Sale of securities on an exchange or to another person at price $ 31.38 per share. | 24 Oct 2022 | 3,124 | 16,143 (0%) | 0% | 31.4 | 98,016 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.29 per share. | 15 Jun 2022 | 1,315 | 17,458 (0%) | 0% | 24.3 | 31,941 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jun 2022 | 1,315 | 5,261 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 24.29 per share. | 15 Jun 2022 | 253 | 17,205 (0%) | 0% | 24.3 | 6,145 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2022 | 641 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.46 per share. | 15 Mar 2022 | 641 | 18,436 (0%) | 0% | 25.5 | 16,320 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.46 per share. | 15 Mar 2022 | 638 | 19,074 (0%) | 0% | 25.5 | 16,243 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2022 | 638 | 638 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 25.46 per share. | 15 Mar 2022 | 543 | 19,617 (0%) | 0% | 25.5 | 13,825 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2022 | 543 | 1,100 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 25.46 per share. | 15 Mar 2022 | 350 | 19,267 (0%) | 0% | 25.5 | 8,911 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2022 | 1,751 | 1,751 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2022 | 1,751 | 1,751 | - | - | Performance Share Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jun 2021 | 1,315 | 18,086 (0%) | 0% | 0 | Common Stock | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jun 2021 | 1,315 | 6,576 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 27.27 per share. | 15 Jun 2021 | 291 | 17,795 (0%) | 0% | 27.3 | 7,936 | Common Stock |
| Heritage Fin Corp | Tony Chalfant | EVP Chief Credit Officer | Sale of securities on an exchange or to another person at price $ 28.52 per share. | 29 Apr 2021 | 2,000 | 16,771 (0%) | 0% | 28.5 | 57,036 | Common Stock |