Bryan McDonald - Feb 26, 2024 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
President and COO
Signature
Kaylene Lahn Attorney in Fact for Bryan McDonald
Stock symbol
HFWA
Transactions as of
Feb 26, 2024
Transactions value $
$203,356
Form type
4
Date filed
2/28/2024, 05:08 PM
Previous filing
Mar 16, 2023
Next filing
Mar 18, 2024

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction HFWA Restricted Stock Units Award $102K +5.6K $18.16 5.6K Feb 26, 2024 Common Stock 5.6K $0.00 Direct F1, F2
transaction HFWA Performance Share Units Award $102K +5.6K +100% $18.16 11.2K Feb 26, 2024 Common Stock 5.6K $0.00 Direct F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 RSU Grant February 2024
F2 Represents award pursuant to 2023 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting.
F3 PSU Granted 02-26-24.
F4 Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.