Donald Hinson - Mar 17, 2025 Form 4 Insider Report for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Role
EVPand Chief Financial Officer
Signature
/s/ Kaylene Lahn Attorney in Fact for Donald Hinson
Stock symbol
HFWA
Transactions as of
Mar 17, 2025
Transactions value $
-$100,434
Form type
4
Date filed
3/18/2025, 05:51 PM
Previous filing
Feb 27, 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HFWA Common Stock Options Exercise $16.1K +677 +1.62% $23.77 42.4K Mar 17, 2025 Direct
transaction HFWA Common Stock Options Exercise $20.2K +850 +2% $23.77 43.3K Mar 17, 2025 Direct
transaction HFWA Common Stock Options Exercise $34.6K +1.46K +3.36% $23.77 44.7K Mar 17, 2025 Direct
transaction HFWA Common Stock Options Exercise $38.6K +1.62K +3.63% $23.77 46.3K Mar 17, 2025 Direct
transaction HFWA Common Stock Tax liability -$19.8K -831 -1.79% $23.77 45.5K Mar 17, 2025 Direct
transaction HFWA Common Stock Sale -$80.7K -3.42K -7.52% $23.59 42.1K Mar 17, 2025 Direct

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 Options Exercise -$16.1K -677 -100% $23.77 0 Mar 17, 2025 Common Stock 677 $0.00 Direct F1, F2
transaction HFWA Restricted Stock Units Options Exercise -$20.2K -850 -50% $23.77 850 Mar 17, 2025 Common Stock 850 $0.00 Direct F3
transaction HFWA Restricted Stock Units Options Exercise -$34.6K -1.46K -33.33% $23.77 2.91K Mar 17, 2025 Common Stock 1.46K $0.00 Direct F4, F5
transaction HFWA Performance Share Units Options Exercise -$38.6K -1.62K -100% $23.77 0 Mar 17, 2025 Common Stock 1.62K $0.00 Direct F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 RSU Grant 2022
F2 Represents award pursuant to 2014 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 2023
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.
F5 RSU Grant February 2024
F6 Represents 2029 PSU's granted on 02/22/2022. Total 1,622 PSU's vested represents percentage of Target Payout.