Filing Details
- Accession Number:
- 0001046025-25-000061
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-03-18 17:51:38
- Reporting Period:
- 2025-03-17
- Filing Date:
- 2025-03-18
- Accepted Time:
- 2025-03-18 17:51:38
- SEC Url:
- Form 4 Filing
Issuer
| Cik | Name | Symbol | Sector (SIC) | IRS No |
|---|---|---|---|---|
| 1046025 | Heritage Financial Corp | HFWA | Savings Institutions, Not Federally Chartered (6036) | 911857900 |
Insiders
| Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
|---|---|---|---|---|---|---|---|
| 1485896 | J Jeffrey Deuel | 201 5Th Ave Sw Olympia WA 98501 | Ceo | Yes | Yes | No | No |
Reported Non-Derivative Transactions
| Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|---|---|---|---|---|---|
| Common Stock | Acquisiton | 2025-03-17 | 2,339 | $23.77 | 70,376 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2025-03-17 | 3,915 | $23.77 | 74,291 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2025-03-17 | 5,844 | $23.77 | 80,135 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2025-03-17 | 2,196 | $23.77 | 77,939 | No | 4 | F | Direct | |
| Common Stock | Disposition | 2025-03-17 | 7,033 | $23.66 | 70,906 | No | 4 | S | Direct |
| Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
|---|---|---|---|---|
| No | 4 | M | Direct | |
| No | 4 | M | Direct | |
| No | 4 | M | Direct | |
| No | 4 | F | Direct | |
| No | 4 | S | Direct |
Reported Derivative Transactions
| Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
|---|---|---|---|---|---|---|---|
| Common Stock | Restricted Stock Units | Disposition | 2025-03-17 | 2,339 | $23.77 | 2,339 | $0.00 |
| Common Stock | Restricted Stock Units | Disposition | 2025-03-17 | 3,915 | $23.77 | 3,915 | $0.00 |
| Common Stock | Performance Share Units | Disposition | 2025-03-17 | 5,844 | $23.77 | 5,844 | $0.00 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 2,339 | 2024-03-15 | 2026-03-15 | No | 4 | M | Direct |
| 7,832 | 2025-03-15 | 2027-03-15 | No | 4 | M | Direct |
| 0 | 2025-03-15 | 2025-03-15 | No | 4 | M | Direct |
Footnotes
- RSU Grant 2023
- 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.
- RSU Grant February 2024
- Represents 7,306 PSU's granted on 02/2/2022. Total 4,529 PSU's vested represents percentage of Target Payout.
Billionaire Hedge Funds
