(HFWA)

Reporting relationship: EVP Director Commercial Lend
Issuer ticker: HFWA
Reported as of: 16 Jun 2025
Net transaction value: -$2,822
SEC form: 4
Accepted by SEC: 17 Jun 2025, 14:56:44 UTC
Prior SEC filing: 18 Mar 2025
Next SEC filing: 27 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/Kaylene Lahn Attorney in Fact for Amy Curran

Key filing fact

Amy E. Curran filed Form 4 for HERITAGE FINANCIAL CORP /WA/ (HFWA) on 17 Jun 2025.

Key facts

This page summarizes Amy E. Curran's Form 4 filing for HERITAGE FINANCIAL CORP /WA/ (HFWA).
5 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 17 Jun 2025, 14:56.

Change

Previous filing in this sequence was filed on 18 Mar 2025.
Current net transaction value: -$2,822.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001961127 Primary reporting owner

Curran Amy E.

Relationship: EVP Director Commercial Lend
Address: 201 5TH AVE SW, OLYMPIA
Signature: /s/Kaylene Lahn Attorney in Fact for Amy Curran
Signature date: 17 Jun 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HFWA transaction

Common Stock

Options Exercise

Transaction value: $11,972
Shares: +526
Change %: +2.2%
Price: $22.76
Shares after: 24,879
Date: 16 Jun 2025
Ownership: Direct

HFWA transaction

Common Stock

Options Exercise

Transaction value: $13,110
Shares: +576
Change %: +2.3%
Price: $22.76
Shares after: 25,455
Date: 16 Jun 2025
Ownership: Direct

HFWA transaction

Common Stock

Tax liability

Transaction value: $2,822
Shares: -124
Change %: -0.49%
Price: $22.76
Shares after: 25,331
Date: 16 Jun 2025
Ownership: Direct

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $11,972
Shares: -526
Change %: -100%
Price: $22.76
Shares after: 0
Date: 16 Jun 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 526
Exercise price: $0.000000
Footnotes: F1

HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $13,110
Shares: -576
Change %: -25%
Price: $22.76
Shares after: 1,727
Date: 16 Jun 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 576
Exercise price: $0.000000
Footnotes: F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

RSU Grant Awarded 06/25/2020

Footnote F2

RSU Grant Awarded 06/23/2021