Matthew Ray - Feb 25, 2025 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVP Chief Lending Officer
Signature
/s/Kaylene Lahn Attorney in Fact for Matthew Ray
Stock symbol
HFWA
Transactions as of
Feb 25, 2025
Transactions value $
$145,934
Form type
4
Date filed
2/27/2025, 01:54 PM
Previous filing
Dec 19, 2024
Next filing
Mar 18, 2025
SEC
View on sec.gov

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction HFWA Restricted Stock Units Award $73K +3K $24.29 3K Feb 25, 2025 Common Stock 3K $0.00 Direct F1, F2
transaction HFWA Performance Share Units Award $73K +3K $24.29 3K Feb 25, 2025 Common Stock 3K $0.00 Direct F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 RSU Grant February 2025
F2 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.
F3 PSU 2025
F4 Represents stock performance unit granted pursuant to the 2023 Omnibus Equity Plan. Units vest after three years contingent on meeting performance metrics.