Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2026-03-18 00:00:00 ET · period of report 2026-03-16 · accession 0001628280-26-019319 · 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 | Ray Matthew T. | EVP Chief Lending Off | F - Tax | $24.89 | -749 | 26.4K | -3% | -$18.6K |
| DM | 2026-03-18 | 2026-03-16 | HFWA | Ray Matthew T. | EVP Chief Lending Off | M - OptEx | $24.89 | +4,516 | 23.2K | +24% | +$112.4K |
| DM | 2026-03-18 | 2026-03-16 | HFWA | Ray Matthew T. | EVP Chief Lending Off | M - OptEx | $24.89 | -4,516 | 2,003 | -69% | -$112.4K |
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 | 749 | $24.89 | 26,427 | D | — | — | |
| 2 | Common | Common Stock | 2026-03-16 | M | A | 1,001 | $24.89 | 27,176 | D | — | — | |
| 3 | Common | Common Stock | 2026-03-16 | M | A | 1,664 | $24.89 | 26,175 | D | — | — | |
| 4 | Common | Common Stock | 2026-03-16 | M | A | 530 | $24.89 | 24,511 | D | — | — | |
| 5 | Common | Common Stock | 2026-03-16 | M | A | 662 | $24.89 | 23,981 | D | — | — | |
| 6 | Common | Common Stock | 2026-03-16 | M | A | 155 | $24.89 | 23,319 | D | — | — | |
| 7 | Common | Common Stock | 2026-03-16 | M | A | 504 | $24.89 | 23,164 | D | — | — | |
| 8 | 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 | (F2) RSU award granted 02/22/2022 |
| 9 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 504 | $24.89 | 1,008 | D | $0.00 · 2023-03-15 to 2028-03-15 | 504 Common Stock | (F1) RSU award granted 03/01/2018 |
| 10 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 662 | $24.89 | 0 | D | $0.00 · 2024-03-15 to 2026-03-15 | 662 Common Stock | |
| 11 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 530 | $24.89 | 3,714 | D | $0.00 · 2024-03-15 to 2033-03-15 | 530 Common Stock | |
| 12 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 1,664 | $24.89 | 1,664 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,664 Common Stock | (F4) 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 |
| 13 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 1,001 | $24.89 | 2,003 | D | $0.00 · 2026-03-15 to 2028-03-15 | 1,001 Common Stock | (F5) RSU Grant February 2025 (F6) 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. |