Bryan McDonald - 17 Mar 2025 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
President
Signature
/s/Kaylene Lahn Attorney in Fact for Bryan McDonald
Issuer symbol
HFWA
Transactions as of
17 Mar 2025
Net transactions value
-$3,470
Form type
4
Filing time
19 Mar 2025, 13:38:01 UTC
Previous filing
27 Feb 2025
Next filing
24 Nov 2025

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HFWA Common Stock Options Exercise $21,892 +921 +3% $23.77 31,209 17 Mar 2025 Direct
transaction HFWA Common Stock Tax liability $3,470 -146 -0.47% $23.77 31,063 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 $21,892 -921 -100% $23.77 0 17 Mar 2025 Common Stock 921 $0.000000 Direct F1, F2
* 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.