Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2024-03-18 00:00:00 ET · period of report 2024-03-15 · accession 0001046025-24-000063 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2024-03-18 | 2024-03-15 | HFWA | Glasby William | EVP CIO | F - Tax | $18.38 | -840 | 9,211 | -8% | -$15.4K |
| DM | 2024-03-18 | 2024-03-15 | HFWA | Glasby William | EVP CIO | M - OptEx | $18.38 | +3,385 | 7,645 | +79% | +$62.2K |
| DM | 2024-03-18 | 2024-03-15 | HFWA | Glasby William | EVP CIO | M - OptEx | $18.38 | -3,385 | 980 | -78% | -$62.2K |
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 | 2024-03-15 | F | D | 840 | $18.38 | 9,211 | D | — | — | |
| 2 | Common | Common Stock | 2024-03-15 | M | A | 1,571 | $18.38 | 10,051 | D | — | — | |
| 3 | Common | Common Stock | 2024-03-15 | M | A | 533 | $18.38 | 8,480 | D | — | — | |
| 4 | Common | Common Stock | 2024-03-15 | M | A | 302 | $18.38 | 7,947 | D | — | — | |
| 5 | Common | Common Stock | 2024-03-15 | M | A | 979 | $18.38 | 7,645 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 533 | $18.38 | 0 | D | $0.00 · 2024-03-15 to 2024-03-15 | 533 Common Stock | |
| 7 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 1,571 | $18.38 | 3,142 | D | $0.00 · 2024-03-15 to 2026-03-15 | 1,571 Common Stock | |
| 8 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 302 | $18.38 | 1,809 | D | $0.00 · 2030-03-15 to 2030-03-15 | 302 Common Stock | |
| 9 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 979 | $18.38 | 980 | D | $0.00 · 2025-03-15 to 2025-03-15 | 979 Common Stock | (F1) RSU Grant 2022 (F2) Represents award pursuant to 2014 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. |