Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-17 · accession 0001046025-25-000061 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-03-18 | 2025-03-17 | HFWA | Deuel Jeffrey J | CEO, Dir | S - Sale+OE | $23.66 | -7,033 | 70.9K | -9% | -$166.4K |
| D | 2025-03-18 | 2025-03-17 | HFWA | Deuel Jeffrey J | CEO, Dir | F - Tax | $23.77 | -2,196 | 77.9K | -3% | -$52.2K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | Deuel Jeffrey J | CEO, Dir | M - OptEx | $23.77 | +12.1K | 70.4K | +21% | +$287.6K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | Deuel Jeffrey J | CEO, Dir | M - OptEx | $23.77 | -12.1K | 0 | -100% | -$287.6K |
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 | 2025-03-17 | S | D | 7,033 | $23.66 | 70,906 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-17 | F | D | 2,196 | $23.77 | 77,939 | D | — | — | |
| 3 | Common | Common Stock | 2025-03-17 | M | A | 5,844 | $23.77 | 80,135 | D | — | — | |
| 4 | Common | Common Stock | 2025-03-17 | M | A | 3,915 | $23.77 | 74,291 | D | — | — | |
| 5 | Common | Common Stock | 2025-03-17 | M | A | 2,339 | $23.77 | 70,376 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 3,915 | $23.77 | 7,832 | D | $0.00 · 2025-03-15 to 2027-03-15 | 3,915 Common Stock | (F3) RSU Grant February 2024 (F2) 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. |
| 7 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 2,339 | $23.77 | 2,339 | D | $0.00 · 2024-03-15 to 2026-03-15 | 2,339 Common Stock | (F1) RSU Grant 2023 |
| 8 | Derivative | Performance Share Units | 2025-03-17 | M | D | 5,844 | $23.77 | 0 | D | $0.00 · 2025-03-15 to 2025-03-15 | 5,844 Common Stock | (F4) Represents 7,306 PSU's granted on 02/2/2022. Total 4,529 PSU's vested represents percentage of Target Payout. |