Ray Matthew T. - 16 Mar 2026 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
18 Mar 2026, 15:21:49 UTC
Prior SEC filing
27 Feb 2026
Next SEC filing
13 Aug 2026
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/Kaylene Lahn Attorney in Fact for Matthew Ray

Key filing fact

Ray Matthew T. filed Form 4 for HERITAGE FINANCIAL CORP /WA/ (HFWA) on 18 Mar 2026.

Key facts

  • This page summarizes Ray Matthew T.'s Form 4 filing for HERITAGE FINANCIAL CORP /WA/ (HFWA).
  • 13 reported transactions and 6 derivative rows are listed below.
  • Accepted by SEC: 18 Mar 2026, 15:21.

Change

  • Previous filing in this sequence was filed on 27 Feb 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 0001961151 Primary reporting owner

Ray Matthew T.

Relationship
EVP Chief Lending Officer
Address
201 5TH AVE SW, OLYMPIA
Signature
/s/Kaylene Lahn Attorney in Fact for Matthew Ray
Signature date
18 Mar 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
+504
Change %
+2.2%
Price
$24.89*
Shares after
23,164
Date
16 Mar 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+155
Change %
+0.67%
Price
$24.89*
Shares after
23,319
Date
16 Mar 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+662
Change %
+2.8%
Price
$24.89*
Shares after
23,981
Date
16 Mar 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+530
Change %
+2.2%
Price
$24.89*
Shares after
24,511
Date
16 Mar 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+1,664
Change %
+6.8%
Price
$24.89*
Shares after
26,175
Date
16 Mar 2026
Ownership
Direct
HFWA transaction

Common Stock

Options Exercise

Transaction value
Shares
+1,001
Change %
+3.8%
Price
$24.89*
Shares after
27,176
Date
16 Mar 2026
Ownership
Direct
HFWA transaction

Common Stock

Tax liability

Transaction value
Shares
-749
Change %
-2.8%
Price
$24.89*
Shares after
26,427
Date
16 Mar 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
-504
Change %
-33%
Price
$24.89*
Shares after
1,008
Date
16 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
504
Exercise price
$0.000000
Footnotes
F1
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-155
Change %
-50%
Price
$24.89*
Shares after
155
Date
16 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
155
Exercise price
$0.000000
Footnotes
F2
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-662
Change %
-100%
Price
$24.89*
Shares after
0
Date
16 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
662
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-530
Change %
-12%
Price
$24.89*
Shares after
3,714
Date
16 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
530
Exercise price
$0.000000
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-1,664
Change %
-50%
Price
$24.89*
Shares after
1,664
Date
16 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,664
Exercise price
$0.000000
Footnotes
F3, F4
HFWA transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value
Shares
-1,001
Change %
-33%
Price
$24.89*
Shares after
2,003
Date
16 Mar 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
1,001
Exercise price
$0.000000
Footnotes
F5, F6
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

RSU award granted 03/01/2018

Footnote F2

RSU award granted 02/22/2022

Footnote F3

RSU Grant February 2024

Footnote F4

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 F5

RSU Grant February 2025

Footnote 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.

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