Kelli A. Wilson - 17 Mar 2025 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Chief Banking Officer
Signature
/s/Kaylene Lahn Attorney in Fact for Kelli A. Wilson
Issuer symbol
HFWA
Transactions as of
17 Mar 2025
Net transactions value
-$14,262
Form type
4
Filing time
18 Mar 2025, 17:51:59 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 $9,318 +392 +13% $23.77 3,330 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $11,647 +490 +15% $23.77 3,820 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $12,622 +531 +14% $23.77 4,351 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $34,538 +1,453 +33% $23.77 5,804 17 Mar 2025 Direct
transaction HFWA Common Stock Tax liability $14,262 -600 -10% $23.77 5,204 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 $9,318 -392 -100% $23.77 0 17 Mar 2025 Common Stock 392 $0.000000 Direct F1
transaction HFWA Restricted Stock Units Options Exercise $11,647 -490 -50% $23.77 490 17 Mar 2025 Common Stock 490 $0.000000 Direct F2
transaction HFWA Restricted Stock Units Options Exercise $12,622 -531 -11% $23.77 4,244 17 Mar 2025 Common Stock 531 $0.000000 Direct F2
transaction HFWA Restricted Stock Units Options Exercise $34,538 -1,453 -33% $23.77 2,906 17 Mar 2025 Common Stock 1,453 $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 Award Date 02/22/22
F2 RSU Grant 2023
F3 RSU Grant February 2024
F4 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.