Amy E. Curran - 15 Mar 2024 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Director Commercial Lend
Signature
Kaylene Lahn Attorney in Fact for Amy Curran
Issuer symbol
HFWA
Transactions as of
15 Mar 2024
Net transactions value
-$12,480
Form type
4
Filing time
18 Mar 2024, 16:42:53 UTC
Previous filing
28 Feb 2024
Next filing
18 Jun 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 $16,450 +895 +5.3% $18.38 17,828 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $14,244 +775 +4.3% $18.38 18,603 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $19,501 +1,061 +5.7% $18.38 19,664 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $2,849 +155 +0.79% $18.38 19,819 15 Mar 2024 Direct
transaction HFWA Common Stock Options Exercise $10,716 +583 +2.9% $18.38 20,402 15 Mar 2024 Direct
transaction HFWA Common Stock Tax liability $12,480 -679 -3.3% $18.38 19,723 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 $16,450 -895 -50% $18.38 895 15 Mar 2024 Common Stock 895 $0.000000 Direct F1
transaction HFWA Restricted Stock Units Options Exercise $14,244 -775 -33% $18.38 1,552 15 Mar 2024 Common Stock 775 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise $19,501 -1,061 -20% $18.38 4,244 15 Mar 2024 Common Stock 1,061 $0.000000 Direct
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 $10,716 -583 -100% $18.38 0 15 Mar 2024 Common Stock 583 $0.000000 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 RSU Grant Awarded 02/22/2022
F2 RSU Grant Awarded 02/25/2021