Ray Matthew T. - 15 Mar 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
Issuer symbol
HFWA
Transactions as of
15 Mar 2024
Net transactions value
-$10,183
Form type
4
Filing time
18 Mar 2024, 16:42:25 UTC
Previous filing
28 Feb 2024
Next filing
19 Dec 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HFWA Common Stock Options Exercise $2,849 +155 +1.1% $18.38 14,081 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $9,870 +537 +3.8% $18.38 14,618 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $4,797 +261 +1.8% $18.38 14,879 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $9,741 +530 +3.6% $18.38 15,409 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $9,282 +505 +3.3% $18.38 15,914 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $13,050 +710 +4.5% $18.38 16,624 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $12,168 +662 +4% $18.38 17,286 15 Mar 2024 Direct
transaction HFWA Common Stock Tax liability $10,183 -554 -3.2% $18.38 16,732 15 Mar 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 $2,849 -155 -25% $18.38 464 15 Mar 2024 Common Stock 155 $0.000000 Direct F1
transaction HFWA Restricted Stock Units Options Exercise $9,870 -537 -100% $18.38 0 15 Mar 2024 Common Stock 537 $0.000000 Direct F2
transaction HFWA Restricted Stock Units Options Exercise $4,797 -261 -100% $18.38 0 15 Mar 2024 Common Stock 261 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise $9,741 -530 -10% $18.38 4,775 15 Mar 2024 Common Stock 530 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise $9,282 -505 -20% $18.38 2,016 15 Mar 2024 Common Stock 505 $0.000000 Direct F3
transaction HFWA Restricted Stock Units Options Exercise $13,050 -710 -50% $18.38 710 15 Mar 2024 Common Stock 710 $0.000000 Direct F1
transaction HFWA Restricted Stock Units Options Exercise $12,168 -662 -33% $18.38 1,324 15 Mar 2024 Common Stock 662 $0.000000 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