Tony Chalfant - 26 Feb 2024 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Chief Credit Officer
Signature
/s/ Kaylene Lahn Attorney in Fact for Tony Chalfant
Issuer symbol
HFWA
Transactions as of
26 Feb 2024
Net transactions value
+$133,730
Form type
4
Filing time
28 Feb 2024, 17:09:34 UTC
Previous filing
16 Jun 2023
Next filing
18 Jun 2024
SEC
View on sec.gov

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 $66,865 +3,682 $18.16 3,682 26 Feb 2024 Common Stock 3,682 $0.000000 Direct F1, F2
transaction HFWA Performance Share Units Award $66,865 +3,682 +100% $18.16 7,364 26 Feb 2024 Common Stock 3,682 $0.000000 Direct F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.
F2 RSU Grant February 2024
F3 PSU grant 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.