Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-17 · accession 0001046025-25-000062 · 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 | Curran Amy E. | EVP Dir Commercial Lend | M - OptEx | $23.77 | +4,505 | 20.9K | +28% | +$107.1K |
| D | 2025-03-18 | 2025-03-17 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | S - Sale+OE | $23.77 | -858 | 24.4K | -3% | -$20.4K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | M - OptEx | $23.77 | -4,505 | 3,239 | -58% | -$107.1K |
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 | 1,061 | $23.77 | 22,697 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-17 | S | D | 858 | $23.77 | 24,353 | D | — | — | |
| 3 | Common | Common Stock | 2025-03-17 | M | A | 1,619 | $23.77 | 25,211 | D | — | — | |
| 4 | Common | Common Stock | 2025-03-17 | M | A | 895 | $23.77 | 23,592 | D | — | — | |
| 5 | Common | Common Stock | 2025-03-17 | M | A | 776 | $23.77 | 21,636 | D | — | — | |
| 6 | Common | Common Stock | 2025-03-17 | M | A | 154 | $23.77 | 20,860 | D | — | — | |
| 7 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 154 | $23.77 | 310 | D | $0.00 · 2023-03-15 to 2027-03-15 | 154 Common Stock | (F1) RSU Grant Awarded 02/22/2022 |
| 8 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 776 | $23.77 | 776 | D | $0.00 · 2024-03-15 to 2026-03-15 | 776 Common Stock | (F2) RSU Grant 2023 |
| 9 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,061 | $23.77 | 3,183 | D | $0.00 · 2024-03-15 to 2028-03-15 | 1,061 Common Stock | (F2) RSU Grant 2023 |
| 10 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 895 | $23.77 | 0 | D | $0.00 · 2023-03-15 to 2025-03-15 | 895 Common Stock | (F1) RSU Grant Awarded 02/22/2022 |
| 11 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,619 | $23.77 | 3,239 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,619 Common Stock | (F4) RSU Grant February 2024 (F3) 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. |