Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2026-03-18 00:00:00 ET · period of report 2026-03-16 · accession 0001628280-26-019306 · 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 | 2026-03-18 | 2026-03-16 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | F - Tax | $24.89 | -918 | 29.5K | -3% | -$22.8K |
| DM | 2026-03-18 | 2026-03-16 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | M - OptEx | $24.89 | +5,040 | 30.4K | +20% | +$125.4K |
| DM | 2026-03-18 | 2026-03-16 | HFWA | Curran Amy E. | EVP Dir Commercial Lend | M - OptEx | $24.89 | -5,040 | 155 | -97% | -$125.4K |
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 | 2026-03-16 | F | D | 918 | $24.89 | 29,453 | D | — | — | |
| 2 | Common | Common Stock | 2026-03-16 | M | A | 155 | $24.89 | 25,486 | D | — | — | |
| 3 | Common | Common Stock | 2026-03-16 | M | A | 776 | $24.89 | 26,262 | D | — | — | |
| 4 | Common | Common Stock | 2026-03-16 | M | A | 1,061 | $24.89 | 27,323 | D | — | — | |
| 5 | Common | Common Stock | 2026-03-16 | M | A | 1,619 | $24.89 | 28,942 | D | — | — | |
| 6 | Common | Common Stock | 2026-03-16 | M | A | 1,429 | $24.89 | 30,371 | D | — | — | |
| 7 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 776 | $24.89 | 0 | D | $0.00 · 2024-03-15 to 2026-03-15 | 776 Common Stock | |
| 8 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 1,429 | $24.89 | 2,860 | D | $0.00 · 2026-03-15 to 2028-03-15 | 1,429 Common Stock | (F4) RSU Grant February 2025 (F5) Represents award pursuant to 2023 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. |
| 9 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 1,619 | $24.89 | 1,620 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,619 Common Stock | (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. (F3) RSU Grant February 2024 |
| 10 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 1,061 | $24.89 | 2,122 | D | $0.00 · 2024-03-15 to 2028-03-15 | 1,061 Common Stock | |
| 11 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 155 | $24.89 | 155 | D | $0.00 · 2023-03-15 to 2027-03-15 | 155 Common Stock | (F1) RSU Grant Awarded 02/22/2022 |