Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2024-03-18 00:00:00 ET · period of report 2024-03-15 · accession 0001046025-24-000066 · 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 | 2024-03-18 | 2024-03-15 | HFWA | Ray Matthew T. | EVP Chief Lending Off | M - OptEx | $18.38 | +3,360 | 15.9K | +27% | +$61.8K |
| D | 2024-03-18 | 2024-03-15 | HFWA | Ray Matthew T. | EVP Chief Lending Off | F - Tax | $18.38 | -554 | 16.7K | -3% | -$10.2K |
| DM | 2024-03-18 | 2024-03-15 | HFWA | Ray Matthew T. | EVP Chief Lending Off | M - OptEx | $18.38 | -3,360 | 1,324 | -72% | -$61.8K |
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 | 2024-03-15 | M | A | 710 | $18.38 | 16,624 | D | — | — | |
| 2 | Common | Common Stock | 2024-03-15 | M | A | 662 | $18.38 | 17,286 | D | — | — | |
| 3 | Common | Common Stock | 2024-03-15 | F | D | 554 | $18.38 | 16,732 | D | — | — | |
| 4 | Common | Common Stock | 2024-03-15 | M | A | 537 | $18.38 | 14,618 | D | — | — | |
| 5 | Common | Common Stock | 2024-03-15 | M | A | 530 | $18.38 | 15,409 | D | — | — | |
| 6 | Common | Common Stock | 2024-03-15 | M | A | 261 | $18.38 | 14,879 | D | — | — | |
| 7 | Common | Common Stock | 2024-03-15 | M | A | 155 | $18.38 | 14,081 | D | — | — | |
| 8 | Common | Common Stock | 2024-03-15 | M | A | 505 | $18.38 | 15,914 | D | — | — | |
| 9 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 155 | $18.38 | 464 | D | $0.00 · 2023-03-15 to 2027-03-15 | 155 Common Stock | (F1) RSU award granted 02/22/2022 |
| 10 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 537 | $18.38 | 0 | D | $0.00 · 2023-03-15 to 2024-03-15 | 537 Common Stock | (F2) RSU award granted on 02/25/2021 |
| 11 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 261 | $18.38 | 0 | D | $0.00 · 2023-03-15 to 2024-03-15 | 261 Common Stock | |
| 12 | 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 | |
| 13 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 505 | $18.38 | 2,016 | D | $0.00 · 2023-03-15 to 2028-03-15 | 505 Common Stock | (F3) RSU award granted 03/01/2018 |
| 14 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 710 | $18.38 | 710 | D | $0.00 · 2023-03-15 to 2025-03-15 | 710 Common Stock | (F1) RSU award granted 02/22/2022 |
| 15 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 662 | $18.38 | 1,324 | D | $0.00 · 2024-03-15 to 2026-03-15 | 662 Common Stock |