Heritage Financial grants 4,860 RSUs to EVP

Robison Sabrina C reported acquisition or exercise transactions in this Form 4 filing.

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Rhea-AI Filing Summary

Robison Sabrina C reported acquisition or exercise transactions in this Form 4 filing.

Heritage Financial Corp reported that EVP Chief HR Officer Sabrina C. Robison received a grant of 4,860 restricted stock units on February 25, 2026, at a reference price of $27.54 per unit. The award vests ratably over three years, with final vesting on March 15, 2029.

Insider Trade Summary

Grant/Award: 4,860 shares

Grant/Award 1 txn

Insider Robison Sabrina C

Role EVP Chief HR Officer

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	4,860	$27.54	$134K

Holdings After Transaction: Restricted Stock Units — 4,860 contracts (Direct)

Footnotes (3)

F1. RSU Grant 2026
F2. $0.00
F3. 3 year ratable vesting with final vesting on March 15, 2029

FAQ

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

What insider transaction did HFWA report for Sabrina C. Robison?

Heritage Financial Corp (HFWA) reported that EVP Chief HR Officer Sabrina C. Robison received a grant of 4,860 restricted stock units. These RSUs are part of her equity compensation and are scheduled to vest over a multi-year period ending March 15, 2029.

How many restricted stock units were awarded in the latest HFWA Form 4?

The latest Heritage Financial Corp (HFWA) insider filing shows a grant of 4,860 restricted stock units. All 4,860 units are reported as directly owned following the transaction, reflecting a new equity award rather than an open-market purchase or sale of existing shares.

What is the vesting schedule for the HFWA RSU grant to Sabrina Robison?

The RSU grant to Sabrina Robison at Heritage Financial Corp (HFWA) vests ratably over three years. The filing notes a final vesting date of March 15, 2029, meaning portions of the 4,860 restricted stock units will vest annually until that date is reached.

Was there a purchase price for the HFWA restricted stock units granted?

The Heritage Financial Corp (HFWA) filing describes the transaction as an RSU grant with a footnote indicating $0.00. This means Sabrina Robison did not pay cash to acquire the 4,860 restricted stock units, which were awarded as part of her compensation package.

What role does the reporting person hold at Heritage Financial Corp (HFWA)?

The reporting person in this HFWA insider transaction, Sabrina C. Robison, serves as Executive Vice President and Chief HR Officer. Her RSU grant aligns with typical executive equity compensation structures, using time-based vesting to encourage continued service with the company.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 02/27/2026 - 03:14 PM EST

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^*

Robison Sabrina C

(Last)

(First)

(Middle)

201 5TH AVE SW

(Street)

OLYMPIA

98501

(City)

(State)

(Zip)

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

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

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

3. Date of Earliest Transaction (Month/Day/Year)
02/25/2026

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

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

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

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units⁽¹⁾	⁽²⁾	02/25/2026		A		4,860		03/15/2027	03/15/2029⁽³⁾	Common Stock	4,860	$27.54	4,860	D

Explanation of Responses:

1. RSU Grant 2026

2. $0.00

3. 3 year ratable vesting with final vesting on March 15, 2029

Remarks:

	/s/Kaylene Lahn Attorney in Fact for Sabrina Robison	02/27/2026
	** 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.

Source: View Original Filing on SEC EDGAR