Filing Details
- Accession Number:
- 0001046025-25-000062
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2025-03-18 17:51:48
- Reporting Period:
- 2025-03-17
- Filing Date:
- 2025-03-18
- Accepted Time:
- 2025-03-18 17:51:48
- 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 |
|---|---|---|---|---|---|---|---|
| 1961127 | E. Amy Curran | 201 5Th Ave Sw Olympia WA 98501 | Evp Director Commercial Lend | No | 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 | 154 | $23.77 | 20,860 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2025-03-17 | 776 | $23.77 | 21,636 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2025-03-17 | 1,061 | $23.77 | 22,697 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2025-03-17 | 895 | $23.77 | 23,592 | No | 4 | M | Direct | |
| Common Stock | Acquisiton | 2025-03-17 | 1,619 | $23.77 | 25,211 | No | 4 | M | Direct | |
| Common Stock | Disposition | 2025-03-17 | 858 | $23.77 | 24,353 | 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 | M | Direct | |
| No | 4 | M | 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 | 154 | $23.77 | 154 | $0.00 |
| Common Stock | Restricted Stock Units | Disposition | 2025-03-17 | 776 | $23.77 | 776 | $0.00 |
| Common Stock | Restricted Stock Units | Disposition | 2025-03-17 | 1,061 | $23.77 | 1,061 | $0.00 |
| Common Stock | Restricted Stock Units | Disposition | 2025-03-17 | 895 | $23.77 | 895 | $0.00 |
| Common Stock | Restricted Stock Units | Disposition | 2025-03-17 | 1,619 | $23.77 | 1,619 | $0.00 |
| Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
|---|---|---|---|---|---|---|
| 310 | 2023-03-15 | 2027-03-15 | No | 4 | M | Direct |
| 776 | 2024-03-15 | 2026-03-15 | No | 4 | M | Direct |
| 3,183 | 2024-03-15 | 2028-03-15 | No | 4 | M | Direct |
| 0 | 2023-03-15 | 2025-03-15 | No | 4 | M | Direct |
| 3,239 | 2025-03-15 | 2027-03-15 | No | 4 | M | Direct |
Footnotes
- RSU Grant Awarded 02/22/2022
- 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
Billionaire Hedge Funds
