Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2024-03-18 00:00:00 ET · period of report 2024-03-15 · accession 0001046025-24-000064 · 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 | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $18.38 | -421 | 2,459 | -15% | -$7,738 |
| DM | 2024-03-18 | 2024-03-15 | HFWA | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $18.38 | +1,743 | 2,880 | +153% | +$32.0K |
| DM | 2024-03-18 | 2024-03-15 | HFWA | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $18.38 | -1,743 | 0 | -100% | -$32.0K |
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 | 2024-03-15 | F | D | 421 | $18.38 | 2,459 | D | — | — | |
| 2 | Common | Common Stock | 2024-03-15 | M | A | 530 | $18.38 | 1,667 | D | — | — | |
| 3 | Common | Common Stock | 2024-03-15 | M | A | 490 | $18.38 | 2,548 | D | — | — | |
| 4 | Common | Common Stock | 2024-03-15 | M | A | 391 | $18.38 | 2,058 | D | — | — | |
| 5 | Common | Common Stock | 2024-03-15 | M | A | 332 | $18.38 | 2,880 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 530 | $18.38 | 4,775 | D | $0.00 · 2024-03-15 to 2033-03-15 | 530 Common Stock | |
| 7 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 391 | $18.38 | 392 | D | $0.00 · 2023-03-15 to 2025-03-15 | 391 Common Stock | (F1) Award Date 02/22/22 |
| 8 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 490 | $18.38 | 980 | D | $0.00 · 2024-03-15 to 2026-03-15 | 490 Common Stock | |
| 9 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 332 | $18.38 | 0 | D | $0.00 · 2023-03-15 to 2024-03-15 | 332 Common Stock | (F2) Award Date 02/25/2021 |