Heritage Financial director granted 1,999 RSUs

Rhea-AI Filing Summary

HERITAGE FINANCIAL CORP director Brian Charneski received a grant of restricted stock units that increase his equity stake in the company. On June 17, 2026, he was awarded 1,999 Restricted Stock Units, each tied to one share of common stock and valued at $27.52 per unit.

The award is classified as a grant or other acquisition rather than an open-market purchase. Following this grant, Charneski holds 1,999 RSUs directly, with no related sales, exercises, or tax-withholding dispositions reported in this filing.

Insights

Equity Compensation Analyst

Director received a routine equity grant of 1,999 RSUs, with no share sales.

Director Brian Charneski of HERITAGE FINANCIAL CORP was granted 1,999 Restricted Stock Units, each representing one share of common stock valued at $27.52. The transaction is coded as a grant or award, a standard form of director compensation.

The RSUs convert into common stock according to the plan terms, with the filing showing an exercise and expiration date of May 3, 2027. No open-market buying or selling is reported, so this filing mainly updates the director’s equity-based compensation position.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider CHARNESKI BRIAN

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	1,999	$27.52	$55K

Holdings After Transaction: Restricted Stock Units — 1,999 shares (Direct)

Key Figures

RSUs granted: 1,999 units Grant value per unit: $27.52 per RSU Underlying common shares: 1,999 shares +2 more

5 metrics

RSUs granted 1,999 units Restricted Stock Units awarded to director on June 17, 2026

Grant value per unit $27.52 per RSU Recorded value of Restricted Stock Units at grant

Underlying common shares 1,999 shares Common stock underlying the RSU grant

Total RSUs after grant 1,999 units Director’s RSU holdings following the reported transaction

Exercise/expiration date May 3, 2027 Scheduled exercise and expiration date for the RSUs

Key Terms

Restricted Stock Units, Common Stock, Grant, award, or other acquisition

3 terms

Restricted Stock Units financial

"security_title: "Restricted Stock Units""

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Common Stock financial

"underlying_security_title: "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Grant, award, or other acquisition financial

"transaction_code_description: "Grant, award, or other acquisition""

FAQ

What did HFWA director Brian Charneski report in this Form 4 filing?

Director Brian Charneski reported receiving a grant of 1,999 Restricted Stock Units tied to Heritage Financial common stock. The award increases his equity-based compensation and is not an open-market stock purchase or sale.

How many Restricted Stock Units did Brian Charneski receive from Heritage Financial (HFWA)?

He received 1,999 Restricted Stock Units, each corresponding to one share of Heritage Financial common stock. This grant represents an equity award, updating his holdings without involving any reported market purchases or sales.

At what value were Brian Charneski’s HFWA Restricted Stock Units recorded?

The 1,999 Restricted Stock Units were recorded at $27.52 per unit. This figure typically reflects the fair market value of Heritage Financial’s common stock on the grant date used for compensation accounting.

Did Brian Charneski buy or sell Heritage Financial (HFWA) shares in the market?

No market purchases or sales were reported. The Form 4 shows a grant or award acquisition of 1,999 Restricted Stock Units, rather than an open-market transaction involving buying or selling existing HFWA shares.

What is Brian Charneski’s RSU position in Heritage Financial after this grant?

After the grant, he holds 1,999 Restricted Stock Units directly. These units represent a right to receive an equivalent number of Heritage Financial common shares upon vesting or settlement, according to the plan terms.

When are Brian Charneski’s HFWA Restricted Stock Units scheduled to settle or expire?

The filing lists both the exercise and expiration date for the RSUs as May 3, 2027. This date indicates when the units are scheduled to convert or terminate under the company’s equity compensation plan.

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Accepted by SEC EDGAR 06/17/2026 - 04:46 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

CHARNESKI BRIAN

(Last) (First) (Middle)

PO BOX 1578

(Street)

OLYMPIA WASHINGTON 98507

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
HERITAGE FINANCIAL CORP /WA/ [ HFWA ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/17/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	$0	06/17/2026		A		1,999		05/03/2027	05/03/2027	Common Stock	1,999	$27.52	1,999	D

Explanation of Responses:

Remarks:

	/s/ Kaylene Lahn as Attorney in Fact for Brian Charneski	06/17/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)