Sabrina C. Robison - 17 Mar 2025 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Chief HR Officer
Signature
/s/Kaylene Lahn Attorney in Fact for Sabrina Robison
Issuer symbol
HFWA
Transactions as of
17 Mar 2025
Net transactions value
-$17,804
Form type
4
Filing time
18 Mar 2025, 17:52:21 UTC
Previous filing
27 Feb 2025
Next filing
16 Dec 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 $20,751 +873 +3.2% $23.77 28,120 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $27,264 +1,147 +4.1% $23.77 29,267 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $6,299 +265 +0.91% $23.77 29,532 17 Mar 2025 Direct
transaction HFWA Common Stock Options Exercise $32,375 +1,362 +4.6% $23.77 30,894 17 Mar 2025 Direct
transaction HFWA Common Stock Tax liability $17,804 -749 -2.4% $23.77 30,145 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 $20,751 -873 -100% $23.77 0 17 Mar 2025 Common Stock 873 $0.000000 Direct F1, F2
transaction HFWA Restricted Stock Units Options Exercise $27,264 -1,147 -50% $23.77 1,147 17 Mar 2025 Common Stock 1,147 $0.000000 Direct F3
transaction HFWA Restricted Stock Units Options Exercise $6,299 -265 -11% $23.77 2,123 17 Mar 2025 Common Stock 265 $0.000000 Direct F3
transaction HFWA Restricted Stock Units Options Exercise $32,375 -1,362 -33% $23.77 2,726 17 Mar 2025 Common Stock 1,362 $0.000000 Direct F4, F5
* 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.
F3 RSU Grant 2023
F4 RSU Grant February 2024
F5 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.