Bryan McDonald - 25 Feb 2025 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
President and COO
Signature
/s/Kaylene Lahn Attorney in Fact for Bryan McDonald
Issuer symbol
HFWA
Transactions as of
25 Feb 2025
Net transactions value
+$254,146
Form type
4
Filing time
27 Feb 2025, 13:55:10 UTC
Previous filing
18 Mar 2024
Next filing
19 Mar 2025
SEC
View on sec.gov

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 Award $127,061 +5,231 $24.29 5,231 25 Feb 2025 Common Stock 5,231 $0.000000 Direct F1, F2
transaction HFWA Performance Share Units Award $127,085 +5,232 $24.29 5,232 25 Feb 2025 Common Stock 5,232 $0.000000 Direct F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 RSU Grant February 2025
F2 Represents award pursuant to 2023 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.
F3 PSU 2025
F4 Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.