Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-17 · accession 0001046025-25-000066 · 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 | Ray Matthew T. | EVP Chief Lending Off | F - Tax | $23.77 | -732 | 22.0K | -3% | -$17.4K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | Ray Matthew T. | EVP Chief Lending Off | M - OptEx | $23.77 | +4,225 | 19.0K | +29% | +$100.4K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | Ray Matthew T. | EVP Chief Lending Off | M - OptEx | $23.77 | -4,225 | 1,512 | -74% | -$100.4K |
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 | F | D | 732 | $23.77 | 22,006 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-17 | M | A | 662 | $23.77 | 22,738 | D | — | — | |
| 3 | Common | Common Stock | 2025-03-17 | M | A | 154 | $23.77 | 22,076 | D | — | — | |
| 4 | Common | Common Stock | 2025-03-17 | M | A | 1,664 | $23.77 | 21,922 | D | — | — | |
| 5 | Common | Common Stock | 2025-03-17 | M | A | 531 | $23.77 | 20,258 | D | — | — | |
| 6 | Common | Common Stock | 2025-03-17 | M | A | 710 | $23.77 | 19,727 | D | — | — | |
| 7 | Common | Common Stock | 2025-03-17 | M | A | 504 | $23.77 | 19,017 | D | — | — | |
| 8 | 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 | (F2) RSU award granted 02/22/2022 |
| 9 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 662 | $23.77 | 662 | D | $0.00 · 2024-03-15 to 2026-03-15 | 662 Common Stock | |
| 10 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,664 | $23.77 | 3,328 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,664 Common Stock | (F4) RSU Grant February 2024 (F5) 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. |
| 11 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 531 | $23.77 | 4,244 | D | $0.00 · 2024-03-15 to 2033-03-15 | 531 Common Stock | (F3) RSU Grant 2023 |
| 12 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 710 | $23.77 | 0 | D | $0.00 · 2023-03-15 to 2025-03-15 | 710 Common Stock | (F2) RSU award granted 02/22/2022 |
| 13 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 504 | $23.77 | 1,512 | D | $0.00 · 2023-03-15 to 2028-03-15 | 504 Common Stock | (F1) RSU award granted 03/01/2018 |