Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2024-03-18 00:00:00 ET · period of report 2024-03-15 · accession 0001046025-24-000068 · 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 | Curran Amy E. | EVP Dir Commercial Lend | M - OptEx | $18.38 | +3,469 | 20.4K | +20% | +$63.8K |
| D | 2024-03-18 | 2024-03-15 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | F - Tax | $18.38 | -679 | 19.7K | -3% | -$12.5K |
| DM | 2024-03-18 | 2024-03-15 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | M - OptEx | $18.38 | -3,469 | 0 | -100% | -$63.8K |
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 | 895 | $18.38 | 17,828 | D | — | — | |
| 2 | Common | Common Stock | 2024-03-15 | M | A | 775 | $18.38 | 18,603 | D | — | — | |
| 3 | Common | Common Stock | 2024-03-15 | M | A | 1,061 | $18.38 | 19,664 | D | — | — | |
| 4 | Common | Common Stock | 2024-03-15 | M | A | 155 | $18.38 | 19,819 | D | — | — | |
| 5 | Common | Common Stock | 2024-03-15 | M | A | 583 | $18.38 | 20,402 | D | — | — | |
| 6 | Common | Common Stock | 2024-03-15 | F | D | 679 | $18.38 | 19,723 | D | — | — | |
| 7 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 895 | $18.38 | 895 | D | $0.00 · 2023-03-15 to 2025-03-15 | 895 Common Stock | (F1) RSU Grant Awarded 02/22/2022 |
| 8 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 775 | $18.38 | 1,552 | D | $0.00 · 2024-03-15 to 2026-03-15 | 775 Common Stock | |
| 9 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 1,061 | $18.38 | 4,244 | D | $0.00 · 2024-03-15 to 2028-03-15 | 1,061 Common Stock | |
| 10 | 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 Grant Awarded 02/22/2022 |
| 11 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 583 | $18.38 | 0 | D | $0.00 · 2023-03-15 to 2024-03-15 | 583 Common Stock | (F2) RSU Grant Awarded 02/25/2021 |