Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-17 · accession 0001046025-25-000060 · 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 | Hinson Donald | EVPand CFO | M - OptEx | $23.77 | +4,604 | 46.3K | +11% | +$109.4K |
| D | 2025-03-18 | 2025-03-17 | HFWA | Hinson Donald | EVPand CFO | F - Tax | $23.77 | -831 | 45.5K | -2% | -$19.8K |
| D | 2025-03-18 | 2025-03-17 | HFWA | Hinson Donald | EVPand CFO | S - Sale+OE | $23.59 | -3,420 | 42.1K | -8% | -$80.7K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | Hinson Donald | EVPand CFO | M - OptEx | $23.77 | -4,604 | 850 | -84% | -$109.4K |
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 | 677 | $23.77 | 42,411 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-17 | M | A | 850 | $23.77 | 43,261 | D | — | — | |
| 3 | Common | Common Stock | 2025-03-17 | M | A | 1,455 | $23.77 | 44,716 | D | — | — | |
| 4 | Common | Common Stock | 2025-03-17 | F | D | 831 | $23.77 | 45,507 | D | — | — | |
| 5 | Common | Common Stock | 2025-03-17 | S | D | 3,420 | $23.59 | 42,087 | D | — | — | |
| 6 | Common | Common Stock | 2025-03-17 | M | A | 1,622 | $23.77 | 46,338 | D | — | — | |
| 7 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,455 | $23.77 | 2,911 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,455 Common Stock | (F5) RSU Grant February 2024 (F4) 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. |
| 8 | Derivative | Performance Share Units | 2025-03-17 | M | D | 1,622 | $23.77 | 0 | D | $0.00 · 2025-03-15 to 2025-03-15 | 1,622 Common Stock | (F6) Represents 2029 PSU's granted on 02/22/2022. Total 1,622 PSU's vested represents percentage of Target Payout. |
| 9 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 677 | $23.77 | 0 | D | $0.00 · 2025-03-15 to 2025-03-15 | 677 Common Stock | (F1) RSU Grant 2022 (F2) 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. |
| 10 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 850 | $23.77 | 850 | D | $0.00 · 2024-03-15 to 2026-03-15 | 850 Common Stock | (F3) RSU Grant 2023 |