Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2022-03-16 00:00:00 ET · period of report 2022-03-15 · accession 0001046025-22-000055 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2022-03-16 | 2022-03-15 | HFWA | McDonald Bryan | Pres, COO | M - OptEx | $25.46 | +3,143 | 18.1K | +21% | +$80.0K |
| D | 2022-03-16 | 2022-03-15 | HFWA | McDonald Bryan | Pres, COO | F - Tax | $25.46 | -597 | 18.3K | -3% | -$15.2K |
| DM | 2022-03-16 | 2022-03-15 | HFWA | McDonald Bryan | Pres, COO | M - OptEx | $25.46 | -3,143 | 903 | -78% | -$80.0K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2022-03-15 | M | A | 903 | $25.46 | 17,271 | D | — | — | |
| 2 | Common | Common Stock | 2022-03-15 | M | A | 755 | $25.46 | 18,882 | D | — | — | |
| 3 | Common | Common Stock | 2022-03-15 | F | D | 597 | $25.46 | 18,285 | D | — | — | |
| 4 | Common | Common Stock | 2022-03-15 | M | A | 629 | $25.46 | 16,368 | D | — | — | |
| 5 | Common | Common Stock | 2022-03-15 | M | A | 856 | $25.46 | 18,127 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2022-03-15 | M | D | 856 | $25.46 | 1,735 | D | $0.00 · 2024-03-15 to 2024-03-15 | 856 Common Stock | |
| 7 | Derivative | Performance Share Units | 2022-03-15 | M | D | 755 | $25.46 | 0 | D | $0.00 · 2022-03-15 to 2022-03-15 | 755 Common Stock | (F1) Represents 1,888 granted on 02/27/2019. Total 755 PSU's vested represents percentage of target payout. |
| 8 | Derivative | Restricted Stock Units | 2022-03-15 | M | D | 629 | $25.46 | 0 | D | $0.00 · 2020-03-15 to 2022-03-15 | 629 Common Stock | |
| 9 | Derivative | Restricted Stock Units | 2022-03-15 | M | D | 903 | $25.46 | 903 | D | $0.00 · 2021-03-15 to 2023-03-15 | 903 Common Stock |