Amy E. Curran - 17 Mar 2025 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Director Commercial Lend
Signature
/s/Kaylene Lahn Attorney in Fact for Amy Curran
Issuer symbol
HFWA
Transactions as of
17 Mar 2025
Net transactions value
-$20,395
Form type
4
Filing time
18 Mar 2025, 17:51:48 UTC
Previous filing
27 Feb 2025
Next filing
17 Jun 2025
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 $3,661 +154 +0.74% $23.77 20,860 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $18,446 +776 +3.7% $23.77 21,636 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $25,220 +1,061 +4.9% $23.77 22,697 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $21,274 +895 +3.9% $23.77 23,592 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $38,484 +1,619 +6.9% $23.77 25,211 17 Mar 2025 Direct
transaction HFWA Common Stock Sale $20,395 -858 -3.4% $23.77 24,353 17 Mar 2025 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 $3,661 -154 -33% $23.77 310 17 Mar 2025 Common Stock 154 $0.000000 Direct F1
transaction HFWA Restricted Stock Units Options Exercise $18,446 -776 -50% $23.77 776 17 Mar 2025 Common Stock 776 $0.000000 Direct F2
transaction HFWA Restricted Stock Units Options Exercise $25,220 -1,061 -25% $23.77 3,183 17 Mar 2025 Common Stock 1,061 $0.000000 Direct F2
transaction HFWA Restricted Stock Units Options Exercise $21,274 -895 -100% $23.77 0 17 Mar 2025 Common Stock 895 $0.000000 Direct F1
transaction HFWA Restricted Stock Units Options Exercise $38,484 -1,619 -33% $23.77 3,239 17 Mar 2025 Common Stock 1,619 $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 Awarded 02/22/2022
F2 RSU Grant 2023
F3 Represents award pursuant to 2024 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.
F4 RSU Grant February 2024