Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-17 · accession 0001046025-25-000059 · 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 | 2025-03-18 | 2025-03-17 | HFWA | Chalfant Tony | EVP Chief Credit Off | M - OptEx | $23.77 | +3,944 | 24.1K | +20% | +$93.7K |
| D | 2025-03-18 | 2025-03-17 | HFWA | Chalfant Tony | EVP Chief Credit Off | F - Tax | $23.77 | -710 | 23.4K | -3% | -$16.9K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | Chalfant Tony | EVP Chief Credit Off | M - OptEx | $23.77 | -3,944 | 733 | -84% | -$93.7K |
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 | 2025-03-17 | M | A | 584 | $23.77 | 22,836 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-17 | M | A | 733 | $23.77 | 22,252 | D | — | — | |
| 3 | Common | Common Stock | 2025-03-17 | M | A | 1,400 | $23.77 | 21,519 | D | — | — | |
| 4 | Common | Common Stock | 2025-03-17 | F | D | 710 | $23.77 | 23,353 | D | — | — | |
| 5 | Common | Common Stock | 2025-03-17 | M | A | 1,227 | $23.77 | 24,063 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,227 | $23.77 | 2,455 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,227 Common Stock | (F6) Represents award pursuant to 2024 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. (F5) RSU Grant February 2024 |
| 7 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 584 | $23.77 | 0 | D | $0.00 · 2025-03-15 to 2025-03-15 | 584 Common Stock | (F3) RSU Grant 2022 (F4) 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. |
| 8 | Derivative | Performance Share Units | 2025-03-17 | M | D | 1,400 | $23.77 | 0 | D | $0.00 · 2025-03-15 to 2025-03-15 | 1,400 Common Stock | (F1) Represents 1,751 granted on 02/22/2022. Total 1400 PSU's vested represents percentage of target payout. |
| 9 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 733 | $23.77 | 733 | D | $0.00 · 2024-03-15 to 2026-03-15 | 733 Common Stock | (F2) RSU Grant 2023 |