[Form 4] HERITAGE FINANCIAL CORP /WA/ Insider Trading Activity
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
HERITAGE FINANCIAL CORP director Brian Charneski reported a compensation-related equity transaction. On May 1, 2026, he exercised 2,218 Restricted Stock Units into an equal number of Common Stock shares at $27.61 per share, bringing his directly held common shares to 44,709.
Positive
- None.
Negative
- None.
Insider Trade Summary
2,218 shares exercised/converted
Mixed
2 txns
Insider
CHARNESKI BRIAN
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 2,218 | $27.61 | $61K |
| Exercise | Common Stock | 2,218 | $27.61 | $61K |
Holdings After Transaction:
Restricted Stock Units — 0 shares (Direct, null);
Common Stock — 44,709 shares (Direct, null)
Footnotes (1)
Key Figures
RSUs exercised: 2,218 units
Common shares acquired: 2,218 shares
Transaction price per share: $27.61 per share
+2 more
5 metrics
RSUs exercised
2,218 units
Restricted Stock Units converted to common stock on May 1, 2026
Common shares acquired
2,218 shares
Common Stock received from RSU exercise
Transaction price per share
$27.61 per share
Price used for RSU-to-common conversion
Shares held after transaction
44,709 shares
Total directly held Common Stock following the Form 4 transactions
Remaining RSUs from this grant
0 units
Derivative RSU position after the May 1, 2026 exercise
Key Terms
Restricted Stock Units, Common Stock, derivative security
3 terms
Restricted Stock Units financial
"The filing reports 2,218 Restricted Stock Units exercised into common stock"
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
"2218 shares of Common Stock are listed as acquired in the transaction"
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.
derivative security financial
"The RSU transaction is described as an exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
