Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2024-03-18 00:00:00 ET · period of report 2024-03-15 · accession 0001046025-24-000070 · 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 | McDonald Bryan | Pres, COO | M - OptEx | $18.38 | +3,950 | 23.9K | +20% | +$72.6K |
| D | 2024-03-18 | 2024-03-15 | HFWA | McDonald Bryan | Pres, COO | F - Tax | $18.38 | -652 | 26.1K | -2% | -$12.0K |
| DM | 2024-03-18 | 2024-03-15 | HFWA | McDonald Bryan | Pres, COO | M - OptEx | $18.38 | -3,950 | 921 | -81% | -$72.6K |
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 | 880 | $18.38 | 26,705 | D | — | — | |
| 2 | Common | Common Stock | 2024-03-15 | M | A | 920 | $18.38 | 25,825 | D | — | — | |
| 3 | Common | Common Stock | 2024-03-15 | M | A | 1,036 | $18.38 | 24,905 | D | — | — | |
| 4 | Common | Common Stock | 2024-03-15 | M | A | 1,114 | $18.38 | 23,869 | D | — | — | |
| 5 | Common | Common Stock | 2024-03-15 | F | D | 652 | $18.38 | 26,053 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 880 | $18.38 | 0 | D | $0.00 · 2024-03-15 to 2024-03-15 | 880 Common Stock | |
| 7 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 1,114 | $18.38 | 2,230 | D | $0.00 · 2024-03-15 to 2026-03-15 | 1,114 Common Stock | |
| 8 | Derivative | Performance Share Units | 2024-03-15 | M | D | 1,036 | $18.38 | 0 | D | $0.00 · 2024-03-15 to 2024-03-15 | 1,036 Common Stock | (F1) Represents performance stock unit granted from 2014 Omnibus Equity Plan. Units adjusted based on performance metrics. |
| 9 | Derivative | Restricted Stock Units | 2024-03-15 | M | D | 920 | $18.38 | 921 | D | $0.00 · 2025-03-15 to 2025-03-15 | 920 Common Stock | (F2) RSU Grant 2022 (F3) 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. |