Sabrina C. Robison - 15 Mar 2024 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Chief HR Officer
Signature
Kaylene Lahn Attorney in Fact for Sabrina Robison
Issuer symbol
HFWA
Transactions as of
15 Mar 2024
Net transactions value
-$11,524
Form type
4
Filing time
18 Mar 2024, 16:42:37 UTC
Previous filing
28 Feb 2024
Next filing
16 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 $4,871 +265 +1.1% $18.38 25,178 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $8,730 +475 +1.9% $18.38 25,653 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $21,082 +1,147 +4.5% $18.38 26,800 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $16,046 +873 +3.3% $18.38 27,673 15 Mar 2024 Direct
transaction HFWA Common Stock Tax liability $11,524 -627 -2.3% $18.38 27,046 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 $4,871 -265 -10% $18.38 2,388 15 Mar 2024 Common Stock 265 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise $8,730 -475 -100% $18.38 0 15 Mar 2024 Common Stock 475 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise $21,082 -1,147 -33% $18.38 2,294 15 Mar 2024 Common Stock 1,147 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise $16,046 -873 -50% $18.38 873 15 Mar 2024 Common Stock 873 $0.000000 Direct F1, F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 RSU Grant 2022
F2 Represents award pursuant to 2014 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.