Bryan McDonald - 16 Mar 2026 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
16 Mar 2026
Net transactions value
$0
Form type
4
Filing time
18 Mar 2026, 15:20:44 UTC
Previous filing
27 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
McDonald Bryan President PO BOX 1578, OLYMPIA /s/Kaylene Lahn Attorney in Fact for Bryan McDonald 18 Mar 2026 0001500101

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HFWA Common Stock Options Exercise +1,115 +3.6% $24.89* 32,178 16 Mar 2026 Direct
transaction HFWA Common Stock Options Exercise +1,743 +5.4% $24.89* 33,921 16 Mar 2026 Direct
transaction HFWA Common Stock Options Exercise +267 +0.79% $24.89* 34,188 16 Mar 2026 Direct
transaction HFWA Common Stock Options Exercise +1,866 +5.5% $24.89* 36,054 16 Mar 2026 Direct
transaction HFWA Common Stock Tax liability -939 -2.6% $24.89* 35,115 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 -1,115 -100% $24.89* 0 16 Mar 2026 Common Stock 1,115 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise -1,743 -33% $24.89* 3,488 16 Mar 2026 Common Stock 1,743 $0.000000 Direct F1, F2
transaction HFWA Performance Share Units Options Exercise -267 -100% $24.89* 0 16 Mar 2026 Common Stock 267 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise -1,866 -50% $24.89* 1,867 16 Mar 2026 Common Stock 1,866 $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 RSU Grant February 2025
F2 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.
F3 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.
F4 RSU Grant February 2024