Key facts
- This page summarizes Jeffrey J. Deuel's Form 4 filing for HERITAGE FINANCIAL CORP /WA/ (HFWA).
- 8 reported transactions and 3 derivative rows are listed below.
- Accepted by SEC: 18 Mar 2025, 17:51.
Jeffrey J. Deuel - 17 Mar 2025 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)
- Reporting relationship
- CEO, Director
- Issuer ticker
- HFWA
- Reported as of
- 17 Mar 2025
- Net transaction value
- -$218,586
- SEC form
- 4
- Accepted by SEC
- 18 Mar 2025, 17:51:38 UTC
- Prior SEC filing
- 27 Feb 2025
- Next SEC filing
- 07 May 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kaylene Lahn Attorney in Fact for Jeffrey J. Deuel
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Filing notes and source
Key filing fact
Jeffrey J. Deuel filed Form 4 for HERITAGE FINANCIAL CORP /WA/ (HFWA) on 18 Mar 2025.
Change
- Previous filing in this sequence was filed on 27 Feb 2025.
- Current net transaction value: -$218,586.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
HFWA
transaction
Common Stock
Options Exercise
- Transaction value
- $55,598
- Shares
- +2,339
- Change %
- +3.4%
- Price
- $23.77
- Shares after
- 70,376
- Date
- 17 Mar 2025
- Ownership
- Direct
HFWA
transaction
Common Stock
Options Exercise
- Transaction value
- $93,060
- Shares
- +3,915
- Change %
- +5.6%
- Price
- $23.77
- Shares after
- 74,291
- Date
- 17 Mar 2025
- Ownership
- Direct
HFWA
transaction
Common Stock
Options Exercise
- Transaction value
- $138,912
- Shares
- +5,844
- Change %
- +7.9%
- Price
- $23.77
- Shares after
- 80,135
- Date
- 17 Mar 2025
- Ownership
- Direct
HFWA
transaction
Common Stock
Tax liability
- Transaction value
- $52,199
- Shares
- -2,196
- Change %
- -2.7%
- Price
- $23.77
- Shares after
- 77,939
- Date
- 17 Mar 2025
- Ownership
- Direct
HFWA
transaction
Common Stock
Sale
- Transaction value
- $166,387
- Shares
- -7,033
- Change %
- -9%
- Price
- $23.66
- Shares after
- 70,906
- Date
- 17 Mar 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
- $55,598
- Shares
- -2,339
- Change %
- -50%
- Price
- $23.77
- Shares after
- 2,339
- Date
- 17 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,339
- Exercise price
- $0.000000
- Footnotes
- F1
HFWA
transaction
Derivative
Restricted Stock Units
Options Exercise
- Transaction value
- $93,060
- Shares
- -3,915
- Change %
- -33%
- Price
- $23.77
- Shares after
- 7,832
- Date
- 17 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 3,915
- Exercise price
- $0.000000
- Footnotes
- F2, F3
HFWA
transaction
Derivative
Performance Share Units
Options Exercise
- Transaction value
- $138,912
- Shares
- -5,844
- Change %
- -100%
- Price
- $23.77
- Shares after
- 0
- Date
- 17 Mar 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 5,844
- Exercise price
- $0.000000
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote F1
RSU Grant 2023
Footnote 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.
Footnote F3
RSU Grant February 2024
Footnote F4
Represents 7,306 PSU's granted on 02/2/2022. Total 4,529 PSU's vested represents percentage of Target Payout.