Chalfant Tony 4

4 · HERITAGE FINANCIAL CORP /WA/ · Filed Mar 18, 2025

Form 4

Period: 2025-03-17

EVP Chief Credit Officer

Transactions

Exercise/Conversion
Restricted Stock Units
2025-03-17$23.77/sh−733$17,423→ 733 total
Exercise: $0.00From: 2024-03-15Exp: 2026-03-15→ Common Stock (733 underlying)
Exercise/Conversion
Common Stock
2025-03-17$23.77/sh+1,400$33,278→ 21,519 total
Exercise/Conversion
Performance Share Units
2025-03-17$23.77/sh−1,400$33,278→ 0 total
Exercise: $0.00From: 2025-03-15Exp: 2025-03-15→ Common Stock (1,400 underlying)
Exercise/Conversion
Common Stock
2025-03-17$23.77/sh+733$17,423→ 22,252 total
Exercise/Conversion
Common Stock
2025-03-17$23.77/sh+584$13,882→ 22,836 total
Exercise/Conversion
Restricted Stock Units
2025-03-17$23.77/sh−1,227$29,166→ 2,455 total
Exercise: $0.00From: 2025-03-15Exp: 2027-03-15→ Common Stock (1,227 underlying)
Exercise/Conversion
Restricted Stock Units
2025-03-17$23.77/sh−584$13,882→ 0 total
Exercise: $0.00From: 2025-03-15Exp: 2025-03-15→ Common Stock (584 underlying)
Exercise/Conversion
Common Stock
2025-03-17$23.77/sh+1,227$29,166→ 24,063 total
Tax Payment
Common Stock
2025-03-17$23.77/sh−710$16,877→ 23,353 total

Footnotes (6)

[F1]Represents 1,751 granted on 02/22/2022. Total 1400 PSU's vested represents percentage of target payout.
[F2]RSU Grant 2023
[F3]RSU Grant 2022
[F4]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.
[F5]RSU Grant February 2024
[F6]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.

Documents

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