Heritage Finl Corp Wash SEC Filings

Heritage Financial Corp (HFWA) director Jeffrey S. Lyon received a grant of 2,218 Restricted Stock Units (RSUs) on June 18, 2025. The RSUs have the following key terms:

• Conversion price: $0
• Each RSU converts to one share of common stock
• Date exercisable and expiration date: May 1, 2026
• Value of RSUs at grant: $22.55 per unit (total value approximately $50,016)

The RSUs represent a form of equity-based compensation for Lyon's service as a director. The grant is held directly by Lyon, with no indirect ownership reported. The filing was signed by Kaylene Lahn as attorney-in-fact for Jeffrey Lyon on June 23, 2025.

Heritage Financial Corp (HFWA) director Frederick B. Rivera received a grant of 2,218 Restricted Stock Units (RSUs) on June 18, 2025. The RSUs have the following key terms:

• Conversion price: $0
• Value at grant: $22.55 per unit
• Total grant value: approximately $50,016
• Both exercisable and expiration dates set for May 1, 2026
• RSUs convert to an equal number of common shares upon vesting

This Form 4 filing, signed by attorney-in-fact Kaylene Lahn, represents a standard equity compensation grant to a board member. The RSUs are directly owned by Rivera and will likely vest based on continued service as a director through the exercisable date.

Heritage Financial Corp (HFWA) director Kimberly T. Ellwanger received a grant of 2,218 Restricted Stock Units (RSUs) on June 18, 2025. The RSUs have the following key terms:

• Conversion price: $0
• Each RSU converts to one share of common stock
• Exercise/expiration date: May 1, 2026
• Value of RSUs at grant: $22.55 per unit

The transaction was reported via Form 4 filing and represents direct ownership. The filing was signed by Kaylene Lahn as attorney-in-fact for Ellwanger on June 23, 2025. This equity award appears to be part of the company's director compensation program.

Heritage Financial Corp (HFWA) director Gail B. Giacobbe received a grant of 2,218 Restricted Stock Units (RSUs) on June 18, 2025. Key details of the transaction include:

• The RSUs have a conversion price of $0 and are valued at $22.55 per unit
• The RSUs will become exercisable on May 1, 2026 and expire on the same date
• Upon vesting, the RSUs will convert to an equivalent number of common stock shares (2,218 shares)
• The securities are held in direct ownership by the reporting person

This equity compensation grant appears to be part of the company's director compensation program. The Form 4 was filed within the required reporting timeframe and was signed by Kaylene Lahn as attorney-in-fact for Giacobbe on June 23, 2025.

Heritage Financial Corp (HFWA) Director Brian Charneski received a grant of 2,218 Restricted Stock Units (RSUs) on June 18, 2025. The RSUs have the following key terms:

• Conversion price of $0
• Value of $22.55 per unit
• Both exercisable and expiration dates set for May 1, 2026
• Convertible into 2,218 shares of common stock
• Held in direct ownership

This Form 4 filing, signed by Kaylene Lahn as Attorney in Fact for Brian Charneski on June 23, 2025, represents standard equity-based compensation for board service. The grant aligns the director's interests with shareholders through equity ownership, with a vesting schedule extending approximately 10 months from the grant date.

Heritage Financial Corp. (HFWA) – Form 4 insider filing

On 06/18/2025, director Ann Watson acquired 2,218 restricted stock units (RSUs). Each RSU represents the right to receive one share of common stock, with an indicated underlying share price of $22.55. The award is scheduled to vest/expire on 05/01/2026. After the grant, Watson directly holds 2,218 derivative securities; no dispositions or additional non-derivative transactions were reported.

The transaction appears to be a routine equity award to a board member and does not materially alter insider ownership levels.

Heritage Financial (NASDAQ:HFWA) filed a routine Form 4 disclosing that director Karen R. Saunders received 2,218 restricted stock units (RSUs) on 06/18/2025. The RSUs, valued at a reference price of $22.55 per share (≈ $50 thousand total), will vest on 05/01/2026. The transaction increases Saunders’ direct beneficial ownership by the same amount; no shares were sold or otherwise disposed. The filing contains no additional material transactions, financial data, or strategic information.

Heritage Financial Corp. (HFWA) Form 4 filing: On 18 June 2025, director Trevor D. Dryer reported the acquisition of 2,218 Restricted Stock Units (RSUs) under transaction code “A.” Each RSU represents the right to receive one share of HFWA common stock when it vests. The filing lists a reference price of $22.55, implying a grant value close to $50 thousand. The RSUs are scheduled to vest/expire on 1 May 2026. Following the grant, Dryer now beneficially owns the same 2,218 derivative securities, held directly. No shares were sold or otherwise disposed of, and no other insider transactions were reported in this filing.

The award appears to be routine director equity compensation and does not alter the company’s capital structure. Nevertheless, the absence of sales and the addition of equity-based incentive compensation marginally align the director’s interests with shareholders.