Matthew Ray - Mar 15, 2024 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Chief Lending Officer
Signature
Kaylene Lahn Attorney in Fact for Matthew Ray
Stock symbol
HFWA
Transactions as of
Mar 15, 2024
Transactions value $
-$10,183
Form type
4
Date filed
3/18/2024, 04:42 PM
Previous filing
Feb 28, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HFWA Common Stock Options Exercise $2.85K +155 +1.11% $18.38 14.1K Mar 15, 2024 Direct
transaction HFWA Common Stock Options Exercise $9.87K +537 +3.81% $18.38 14.6K Mar 15, 2024 Direct
transaction HFWA Common Stock Options Exercise $4.8K +261 +1.79% $18.38 14.9K Mar 15, 2024 Direct
transaction HFWA Common Stock Options Exercise $9.74K +530 +3.56% $18.38 15.4K Mar 15, 2024 Direct
transaction HFWA Common Stock Options Exercise $9.28K +505 +3.28% $18.38 15.9K Mar 15, 2024 Direct
transaction HFWA Common Stock Options Exercise $13K +710 +4.46% $18.38 16.6K Mar 15, 2024 Direct
transaction HFWA Common Stock Options Exercise $12.2K +662 +3.98% $18.38 17.3K Mar 15, 2024 Direct
transaction HFWA Common Stock Tax liability -$10.2K -554 -3.2% $18.38 16.7K 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 -$2.85K -155 -25.04% $18.38 464 Mar 15, 2024 Common Stock 155 $0.00 Direct F1
transaction HFWA Restricted Stock Units Options Exercise -$9.87K -537 -100% $18.38 0 Mar 15, 2024 Common Stock 537 $0.00 Direct F2
transaction HFWA Restricted Stock Units Options Exercise -$4.8K -261 -100% $18.38 0 Mar 15, 2024 Common Stock 261 $0.00 Direct
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 -$9.28K -505 -20.03% $18.38 2.02K Mar 15, 2024 Common Stock 505 $0.00 Direct F3
transaction HFWA Restricted Stock Units Options Exercise -$13K -710 -50% $18.38 710 Mar 15, 2024 Common Stock 710 $0.00 Direct F1
transaction HFWA Restricted Stock Units Options Exercise -$12.2K -662 -33.33% $18.38 1.32K Mar 15, 2024 Common Stock 662 $0.00 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 RSU award granted 02/22/2022
F2 RSU award granted on 02/25/2021
F3 RSU award granted 03/01/2018