Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2023-03-16 00:00:00 ET · period of report 2023-03-15 · accession 0001046025-23-000058 · 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 | 2023-03-16 | 2023-03-15 | HFWA | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $22.83 | +909 | 322 | New | +$20.8K |
| D | 2023-03-16 | 2023-03-15 | HFWA | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $22.83 | -226 | 683 | -25% | -$5,160 |
| DM | 2023-03-16 | 2023-03-15 | HFWA | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $22.83 | -909 | 783 | -54% | -$20.8K |
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 | 2023-03-15 | M | A | 196 | $22.83 | 909 | D | — | — | |
| 2 | Common | Common Stock | 2023-03-15 | F | D | 226 | $22.83 | 683 | D | — | — | |
| 3 | Common | Common Stock | 2023-03-15 | M | A | 391 | $22.83 | 713 | D | — | — | |
| 4 | Common | Common Stock | 2023-03-15 | M | A | 322 | $22.83 | 322 | D | — | — | |
| 5 | Derivative | Restricted Stock Units | 2023-03-15 | M | D | 196 | $22.83 | 0 | D | $0.00 · 2023-03-15 to 2023-03-15 | 196 Common Stock | (F3) Award Date 02/26/2020 |
| 6 | Derivative | Restricted Stock Units | 2023-03-15 | M | D | 322 | $22.83 | 332 | D | $0.00 · 2023-03-15 to 2024-03-15 | 322 Common Stock | (F1) Award Date 02/25/2021 |
| 7 | Derivative | Restricted Stock Units | 2023-03-15 | M | D | 391 | $22.83 | 783 | D | $0.00 · 2023-03-15 to 2025-03-15 | 391 Common Stock | (F2) Award Date 02/22/22 |