Director at Heritage Financial (HFWA) receives 1,999 RSUs grant
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Heritage Financial Corp. director Kimberly T. Ellwanger received a grant of 1,999 Restricted Stock Units. Each unit represents the right to receive one share of common stock, with a reference price of $27.52 per share.
The RSUs are scheduled to convert into common stock on May 3, 2027, which is also listed as their expiration date. After this compensation-related award, Ellwanger holds 1,999 RSUs directly, and the filing reports no open-market purchases or sales.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Ellwanger Kimberly T
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)
Footnotes (1)
Key Figures
RSUs granted: 1,999 units
Reference price per RSU: $27.52 per unit
Underlying common shares: 1,999 shares
+3 more
6 metrics
RSUs granted
1,999 units
Restricted Stock Units grant to director on June 17, 2026
Reference price per RSU
$27.52 per unit
Grant price for Restricted Stock Units
Underlying common shares
1,999 shares
Common stock tied to granted RSUs
Holdings after transaction
1,999 RSUs
Total RSUs directly held following the award
Exercise date
May 3, 2027
Scheduled RSU exercise date
Expiration date
May 3, 2027
RSU expiration date
Key Terms
Restricted Stock Units, grant/award acquisition, underlying security
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.
grant/award acquisition financial
"transaction_action: "grant/award acquisition""
underlying security financial
"underlying_security_title: "Common Stock""
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did HFWA director Kimberly Ellwanger report?
Kimberly T. Ellwanger reported receiving 1,999 Restricted Stock Units as a compensation grant. These RSUs give her the right to receive 1,999 shares of Heritage Financial common stock, subject to the terms and dates disclosed in the Form 4.
How many Heritage Financial (HFWA) RSUs were granted in this Form 4?
The Form 4 shows a grant of 1,999 Restricted Stock Units. Each unit is tied to one share of Heritage Financial common stock, creating a potential future issuance of 1,999 shares if all units convert as described.
What price is associated with the HFWA Restricted Stock Units granted?
The RSU grant lists a price of $27.52 per unit. This figure serves as the reference price for the award and does not indicate that shares were bought or sold at that price in the open market on the transaction date.
When do Kimberly Ellwanger’s HFWA RSUs convert or expire?
The RSUs show both an exercise date and an expiration date of May 3, 2027. On that date, subject to the plan’s conditions, the units are scheduled to convert into Heritage Financial common shares or otherwise terminate under the award terms.