Form 144 details planned sale of 4,668 HFWA shares

HFWA filed a notice of proposed sale of 4,668 shares of its common stock under Rule 144.

Rhea-AI Filing Summary

HFWA filed a notice of proposed sale of 4,668 shares of its common stock under Rule 144. The shares have an aggregate market value of 129,064.60 and are planned to be sold on NASDAQ around 02/11/2026 through Morgan Stanley Smith Barney LLC Executive Financial Services.

The 4,668 shares come from restricted stock and performance share awards granted between 2020 and 2024 by the issuer. The seller represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many HFWA shares are planned to be sold under this Form 144?

The filing covers a planned sale of 4,668 HFWA common shares under Rule 144. These shares originate from restricted stock and performance share awards granted between 2020 and 2024 by the issuer and are being registered for potential resale.

What is the aggregate market value of the HFWA shares in this Form 144?

The 4,668 HFWA shares have an aggregate market value of 129,064.60. This value reflects the total market worth of the shares covered by the planned Rule 144 sale described in the notice, based on the pricing assumptions used in the filing.

On which exchange will the HFWA shares in this Form 144 be sold?

The notice states that the HFWA common shares are expected to be sold on NASDAQ. The securities are identified as common stock, and the planned sale is to occur through the NASDAQ exchange as part of the Rule 144 transaction process.

When is the approximate sale date for the HFWA shares under this Form 144?

The planned approximate sale date for the HFWA shares is 02/11/2026. This date indicates when the seller expects to begin executing sales of the 4,668 common shares covered by the Rule 144 notice on the NASDAQ market.

Which broker is handling the planned HFWA Rule 144 share sale?

The filing lists Morgan Stanley Smith Barney LLC Executive Financial Services as the broker. Their New York office at 1 New York Plaza, 8th Floor, is identified as the executing broker for the planned NASDAQ sale of the HFWA common shares.

How were the HFWA shares in this Form 144 originally acquired?

The 4,668 HFWA shares were acquired as restricted stock and performance shares from the issuer. The awards were granted on multiple dates between 2020 and 2024, with each grant fully identified by acquisition date, type of award, and amount of securities acquired.

Does the HFWA Form 144 include a statement about undisclosed adverse information?

Yes. The person for whose account the HFWA shares are to be sold represents that they do not know any undisclosed material adverse information about the issuer’s current or prospective operations, consistent with the standard certification language included in the notice.

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Accepted by SEC EDGAR 02/11/2026 - 04:11 PM EST Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001817084
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	HERITAGE FINANCIAL CORPORATION
SEC File Number	000-29480
Address of Issuer	201 Fifth Avenue SW Olympia WASHINGTON 98501
Phone	(360) 943-1500
Name of Person for Whose Account the Securities are To Be Sold	TONY CHALFANT
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	4668	129064.60	33956738	02/11/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	03/15/2023	Restricted Stock	Issuer			993	03/15/2023	Not Applicable
Common	03/15/2024	Performance Shares	Issuer			569	03/15/2024	Not Applicable
Common	01/15/2021	Restricted Stock	Issuer			539	01/15/2021	Not Applicable
Common	03/15/2021	Restricted Stock	Issuer			1021	03/15/2021	Not Applicable
Common	01/15/2020	Restricted Stock	Issuer			522	01/15/2020	Not Applicable
Common	06/15/2021	Restricted Stock	Issuer			1024	06/15/2021	Not Applicable

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks
Date of Notice	02/11/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Tony Chalfant
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)