Form 4 for HFWA HERITAGE FINANCIAL CORP /WA/
Accepted 2026-03-18 00:00:00 ET · period of report 2026-03-16 · accession 0001628280-26-019325 · 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 | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $24.89 | -719 | 6,877 | -9% | -$17.9K |
| DM | 2026-03-18 | 2026-03-16 | HFWA | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $24.89 | +3,818 | 6,251 | +157% | +$95.0K |
| DM | 2026-03-18 | 2026-03-16 | HFWA | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $24.89 | -3,818 | 2,690 | -59% | -$95.0K |
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 | 719 | $24.89 | 6,877 | D | — | — | |
| 2 | Common | Common Stock | 2026-03-16 | M | A | 1,345 | $24.89 | 7,596 | D | — | — | |
| 3 | Common | Common Stock | 2026-03-16 | M | A | 530 | $24.89 | 4,798 | D | — | — | |
| 4 | Common | Common Stock | 2026-03-16 | M | A | 490 | $24.89 | 4,268 | D | — | — | |
| 5 | Common | Common Stock | 2026-03-16 | M | A | 1,453 | $24.89 | 6,251 | D | — | — | |
| 6 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 490 | $24.89 | 0 | D | $0.00 · 2024-03-15 to 2026-03-15 | 490 Common Stock | |
| 7 | 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 | |
| 8 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 1,453 | $24.89 | 1,453 | D | $0.00 · 2025-03-15 to 2027-03-15 | 1,453 Common Stock | (F1) RSU Grant February 2024 (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. |
| 9 | Derivative | Restricted Stock Units | 2026-03-16 | M | D | 1,345 | $24.89 | 2,690 | D | $0.00 · 2026-03-15 to 2028-03-15 | 1,345 Common Stock | (F3) RSU Grant February 2025 (F4) 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. |