Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-17 · accession 0001046025-25-000067 · 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 | Henning Thomas J | EVP CRO | F - Tax | $23.77 | -883 | 14.0K | -6% | -$21.0K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | Henning Thomas J | EVP CRO | M - OptEx | $23.77 | +4,667 | 14.9K | +46% | +$110.9K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | Henning Thomas J | EVP CRO | M - OptEx | $23.77 | -4,667 | 3,343 | -58% | -$110.9K |
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 | 883 | $23.77 | 14,017 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-17 | M | A | 1,026 | $23.77 | 11,259 | D | — | — | |
| 3 | Common | Common Stock | 2025-03-17 | M | A | 1,439 | $23.77 | 12,698 | D | — | — | |
| 4 | Common | Common Stock | 2025-03-17 | M | A | 531 | $23.77 | 13,229 | D | — | — | |
| 5 | Common | Common Stock | 2025-03-17 | M | A | 1,671 | $23.77 | 14,900 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,026 | $23.77 | 0 | D | $0.00 · 2025-03-15 to 2025-03-15 | 1,026 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. |
| 7 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,439 | $23.77 | 1,440 | D | $0.00 · 2024-03-15 to 2026-03-15 | 1,439 Common Stock | (F3) RSU Grant 2023 |
| 8 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 531 | $23.77 | 1,592 | D | $0.00 · 2024-03-15 to 2028-03-15 | 531 Common Stock | (F3) RSU Grant 2023 |
| 9 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,671 | $23.77 | 3,343 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,671 Common Stock | (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. (F4) RSU Grant February 2024 |