Kelli A. Wilson - Mar 15, 2024 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Chief Banking Officer
Signature
Kaylene Lahn Attorney in Fact for Kelli A. Wilson
Stock symbol
HFWA
Transactions as of
Mar 15, 2024
Transactions value $
-$7,738
Form type
4
Date filed
3/18/2024, 04:41 PM
Previous filing
Feb 28, 2024
Next filing
Jun 18, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HFWA Common Stock Options Exercise $9.74K +530 +46.61% $18.38 1.67K Mar 15, 2024 Direct
transaction HFWA Common Stock Options Exercise $7.19K +391 +23.46% $18.38 2.06K Mar 15, 2024 Direct
transaction HFWA Common Stock Options Exercise $9.01K +490 +23.81% $18.38 2.55K Mar 15, 2024 Direct
transaction HFWA Common Stock Options Exercise $6.1K +332 +13.03% $18.38 2.88K Mar 15, 2024 Direct
transaction HFWA Common Stock Tax liability -$7.74K -421 -14.62% $18.38 2.46K Mar 15, 2024 Direct

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 Options Exercise -$9.74K -530 -9.99% $18.38 4.78K Mar 15, 2024 Common Stock 530 $0.00 Direct
transaction HFWA Restricted Stock Units Options Exercise -$7.19K -391 -49.94% $18.38 392 Mar 15, 2024 Common Stock 391 $0.00 Direct F1
transaction HFWA Restricted Stock Units Options Exercise -$9.01K -490 -33.33% $18.38 980 Mar 15, 2024 Common Stock 490 $0.00 Direct
transaction HFWA Restricted Stock Units Options Exercise -$6.1K -332 -100% $18.38 0 Mar 15, 2024 Common Stock 332 $0.00 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Award Date 02/22/22
F2 Award Date 02/25/2021