Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2025-03-18 00:00:00 ET · period of report 2025-03-17 · accession 0001046025-25-000068 · 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 | McDonald Bryan | Pres, COO | M - OptEx | $23.77 | +5,189 | 30.1K | +21% | +$123.3K |
| D | 2025-03-18 | 2025-03-17 | HFWA | McDonald Bryan | Pres, COO | F - Tax | $23.77 | -954 | 30.3K | -3% | -$22.7K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | McDonald Bryan | Pres, COO | M - OptEx | $23.77 | -5,189 | 1,115 | -82% | -$123.3K |
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 | 1,115 | $23.77 | 31,242 | D | — | — | |
| 2 | Common | Common Stock | 2025-03-17 | F | D | 954 | $23.77 | 30,288 | D | — | — | |
| 3 | Common | Common Stock | 2025-03-17 | M | A | 1,866 | $23.77 | 27,919 | D | — | — | |
| 4 | Common | Common Stock | 2025-03-17 | M | A | 2,208 | $23.77 | 30,127 | D | — | — | |
| 5 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,866 | $23.77 | 3,733 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,866 Common Stock | (F1) 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. (F2) RSU Grant February 2024 |
| 6 | Derivative | Performance Share Units | 2025-03-17 | M | D | 2,208 | $23.77 | 0 | D | $0.00 · 2025-03-15 to 2025-03-15 | 2,208 Common Stock | (F3) Represents 2761 PSU's granted on 02/22/2022. Total 1,711 PSU's vested represents percentage of Target Payout. |
| 7 | Derivative | Restricted Stock Units | 2025-03-17 | M | D | 1,115 | $23.77 | 1,115 | D | $0.00 · 2024-03-15 to 2026-03-15 | 1,115 Common Stock |