Tony Chalfant - 16 Mar 2026 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Chief Credit Officer
Signature
/s/ Kaylene Lahn Attorney in Fact for Tony Chalfant
Issuer symbol
HFWA
Transactions as of
16 Mar 2026
Net transactions value
$0
Form type
4
Filing time
18 Mar 2026, 15:15:18 UTC
Previous filing
27 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Chalfant Tony EVP Chief Credit Officer 201 5TH AVE SW, OLYMPIA /s/ Kaylene Lahn Attorney in Fact for Tony Chalfant 18 Mar 2026 0001817084

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HFWA Common Stock Options Exercise +1,227 +6.2% $24.89* 21,097 16 Mar 2026 Direct
transaction HFWA Common Stock Options Exercise +733 +3.5% $24.89* 21,830 16 Mar 2026 Direct
transaction HFWA Common Stock Options Exercise +176 +0.81% $24.89* 22,006 16 Mar 2026 Direct
transaction HFWA Common Stock Options Exercise +992 +4.5% $24.89* 22,998 16 Mar 2026 Direct
transaction HFWA Common Stock Tax liability -583 -2.5% $24.89* 22,415 16 Mar 2026 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 -1,227 -50% $24.89* 1,228 16 Mar 2026 Common Stock 1,227 $0.000000 Direct F1, F2
transaction HFWA Restricted Stock Units Options Exercise -733 -100% $24.89* 0 16 Mar 2026 Common Stock 733 $0.000000 Direct
transaction HFWA Performance Share Units Options Exercise -176 -100% $24.89* 0 16 Mar 2026 Common Stock 176 $0.000000 Direct F3, F4
transaction HFWA Restricted Stock Units Options Exercise -992 -33% $24.89* 1,985 16 Mar 2026 Common Stock 992 $0.000000 Direct F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 RSU Grant February 2024
F2 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.
F3 PSU 2025
F4 Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.
F5 RSU Grant February 2025
F6 Represents award pursuant to 2023 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.