McDonald Bryan — SEC Form 4 filings
SEC reporting owner CIK 1500101. 8 Form 4 filings on record with FilingPulse; latest filed 2026-03-18.
Transaction summary — filings shown
Covers all 8 filings on record, filed 2024-02-28 to 2026-03-18. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 1 leg across 1 filing — 19,106 shares, $426,446 total (shares × price as filed).
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 34.
- Largest priced transaction: purchase of 19,106 shares @ $22.32 ($426,446) in HERITAGE FINANCIAL CORP /WA/, filed 2025-11-24.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/ (HFWA) | President | 8 | 1 leg · 19,106 sh · $426,446 | — | 34 |
Form 4 filings — McDonald Bryan
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-03-18 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Option exercise (M): 1,115 @ $24.89 · Option exercise (M): 1,743 @ $24.89 · Option exercise (M): 267 @ $24.89 · Option exercise (M): 1,866 @ $24.89 · Tax withholding (F): 939 @ $24.89 · Option exercise (M): 1,115 (derivative) @ $24.89 · +3 more | EDGAR |
| 2026-02-27 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Grant/award (A): 7,081 (derivative) @ $27.54 · Grant/award (A): 7,081 (derivative) @ $27.54 | EDGAR |
| 2025-11-24 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Purchase (P): 19,106 @ $22.32 | EDGAR |
| 2025-03-19 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Option exercise (M): 921 @ $23.77 · Tax withholding (F): 146 @ $23.77 · Option exercise (M): 921 (derivative) @ $23.77 | EDGAR |
| 2025-03-18 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Option exercise (M): 1,866 @ $23.77 · Option exercise (M): 2,208 @ $23.77 · Option exercise (M): 1,115 @ $23.77 · Tax withholding (F): 954 @ $23.77 · Option exercise (M): 1,866 (derivative) @ $23.77 · Option exercise (M): 2,208 (derivative) @ $23.77 · +1 more | EDGAR |
| 2025-02-27 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Grant/award (A): 5,231 (derivative) @ $24.29 · Grant/award (A): 5,232 (derivative) @ $24.29 | EDGAR |
| 2024-03-18 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Option exercise (M): 1,114 @ $18.38 · Option exercise (M): 1,036 @ $18.38 · Option exercise (M): 920 @ $18.38 · Option exercise (M): 880 @ $18.38 · Tax withholding (F): 652 @ $18.38 · Option exercise (M): 1,114 (derivative) @ $18.38 · +3 more | EDGAR |
| 2024-02-28 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Grant/award (A): 5,599 (derivative) @ $18.16 · Grant/award (A): 5,599 (derivative) @ $18.16 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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