William Glasby - 17 Jul 2026 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
20 Jul 2026, 13:59:51 UTC
Prior SEC filing
18 Mar 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/Kaylene Lahn Attorney in Fact for William Glasby

Key filing fact

William Glasby filed Form 4 for HERITAGE FINANCIAL CORP /WA/ (HFWA) on 20 Jul 2026.

Key facts

  • This page summarizes William Glasby's Form 4 filing for HERITAGE FINANCIAL CORP /WA/ (HFWA).
  • 29 reported transactions and 14 derivative rows are listed below.
  • Accepted by SEC: 20 Jul 2026, 13:59.

Change

  • Previous filing in this sequence was filed on 18 Mar 2026.
  • Current net transaction value: $0.

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 0001719362 Primary reporting owner

Glasby William

Relationship
EVP Chief Information Officer
Address
201 5TH AVE SW, OLYMPIA
Signature
/s/Kaylene Lahn Attorney in Fact for William Glasby
Signature date
20 Jul 2026

Reported non-derivative transactions

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

HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+265
Change %
+2.1%
Price
$30.52*
Shares after
13,173
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+265
Change %
+2%
Price
$30.52*
Shares after
13,438
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+264
Change %
+2%
Price
$30.52*
Shares after
13,702
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+264
Change %
+1.9%
Price
$30.52*
Shares after
13,966
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+302
Change %
+2.2%
Price
$30.52*
Shares after
14,268
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+301
Change %
+2.1%
Price
$30.52*
Shares after
14,569
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+301
Change %
+2.1%
Price
$30.52*
Shares after
14,870
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+301
Change %
+2%
Price
$30.52*
Shares after
15,171
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+1,824
Change %
+12%
Price
$30.52*
Shares after
16,995
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+1,595
Change %
+9.4%
Price
$30.52*
Shares after
18,590
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+1,595
Change %
+8.6%
Price
$30.52*
Shares after
20,185
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+1,846
Change %
+9.1%
Price
$30.52*
Shares after
22,031
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+1,846
Change %
+8.4%
Price
$30.52*
Shares after
23,877
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+1,846
Change %
+7.7%
Price
$30.52*
Shares after
25,723
Date
17 Jul 2026
Ownership
Direct
HFWA transaction

Common Stock

Tax liability

Transaction value
Shares
-3,379
Change %
-13%
Price
$30.52*
Shares after
22,344
Date
17 Jul 2026
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
Shares
-265
Change %
-25%
Price
$30.52*
Shares after
793
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
265
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-265
Change %
-33%
Price
$30.52*
Shares after
528
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
265
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-264
Change %
-50%
Price
$30.52*
Shares after
264
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
264
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-264
Change %
-100%
Price
$30.52*
Shares after
0
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
264
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-302
Change %
-25%
Price
$30.52*
Shares after
903
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
302
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-301
Change %
-33%
Price
$30.52*
Shares after
602
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
301
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-301
Change %
-50%
Price
$30.52*
Shares after
301
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
301
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-301
Change %
-100%
Price
$30.52*
Shares after
0
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
301
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-1,824
Change %
-100%
Price
$30.52*
Shares after
0
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,824
Exercise price
$0.000000
Footnotes
F1, F2
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-1,595
Change %
-50%
Price
$30.52*
Shares after
1,595
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,595
Exercise price
$0.000000
Footnotes
F3, F4
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-1,595
Change %
-100%
Price
$30.52*
Shares after
0
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,595
Exercise price
$0.000000
Footnotes
F3, F4
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-1,846
Change %
-33%
Price
$30.52*
Shares after
3,692
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,846
Exercise price
Footnotes
F5, F6, F7
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-1,846
Change %
-50%
Price
$30.52*
Shares after
1,846
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,846
Exercise price
Footnotes
F5, F6, F7
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-1,846
Change %
-100%
Price
$30.52*
Shares after
0
Date
17 Jul 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,846
Exercise price
Footnotes
F5, F6, F7
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote F1

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.

Footnote F2

RSU Grant February 2024

Footnote F3

RSU Grant February 2025

Footnote 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.

Footnote F5

RSU Grant 2026

Footnote F6

$0.00

Footnote F7

3 year ratable vesting with final vesting on March 15, 2029

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