Kelli A. Wilson - 16 Mar 2026 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Chief Banking Officer
Signature
/s/Kaylene Lahn Attorney in Fact for Kelli A. Wilson
Issuer symbol
HFWA
Transactions as of
16 Mar 2026
Net transactions value
$0
Form type
4
Filing time
18 Mar 2026, 15:23:19 UTC
Previous filing
27 Feb 2026
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Wilson Kelli Ann EVP Chief Banking Officer 201 5TH AVE SW, OLYMPIA /s/Kaylene Lahn Attorney in Fact for Kelli A. Wilson 18 Mar 2026 0001961133

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HFWA Common Stock Options Exercise +490 +13% $24.89* 4,268 16 Mar 2026 Direct
transaction HFWA Common Stock Options Exercise +530 +12% $24.89* 4,798 16 Mar 2026 Direct
transaction HFWA Common Stock Options Exercise +1,453 +30% $24.89* 6,251 16 Mar 2026 Direct
transaction HFWA Common Stock Options Exercise +1,345 +22% $24.89* 7,596 16 Mar 2026 Direct
transaction HFWA Common Stock Tax liability -719 -9.5% $24.89* 6,877 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 -490 -100% $24.89* 0 16 Mar 2026 Common Stock 490 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise -530 -12% $24.89* 3,714 16 Mar 2026 Common Stock 530 $0.000000 Direct
transaction HFWA Restricted Stock Units Options Exercise -1,453 -50% $24.89* 1,453 16 Mar 2026 Common Stock 1,453 $0.000000 Direct F1, F2
transaction HFWA Restricted Stock Units Options Exercise -1,345 -33% $24.89* 2,690 16 Mar 2026 Common Stock 1,345 $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 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 RSU Grant February 2025
F4 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.