Heritage Financial (HFWA) EVP granted 5,355 restricted stock units

Rhea-AI Filing Summary

Heritage Financial Corp. executive Amy E. Curran, EVP Director Commercial Lending, reported the acquisition of 5,355 Restricted Stock Units as an equity award. The RSUs were granted on February 25, 2026 and vest ratably over three years, with final vesting on March 15, 2029.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Curran Amy E.

Role EVP Director Commercial Lend

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	5,355	$27.54	$147K

Holdings After Transaction: Restricted Stock Units — 5,355 shares (Direct)

Footnotes (1)

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

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 02/27/2026 - 03:34 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^*

Curran Amy E.

(Last) (First) (Middle)

201 5TH AVE SW

(Street)

OLYMPIA WA 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 Director Commercial Lend

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)
			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(1)	(2)	02/25/2026		A		5,355		03/15/2027	03/15/2029(3)	Common Stock	5,355	$27.54	5,355	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 Amy Curran	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.

FAQ

What insider transaction did HFWA executive Amy E. Curran report?

Amy E. Curran reported acquiring 5,355 Restricted Stock Units as an equity award. The Form 4 shows this grant as a direct ownership position tied to her role at Heritage Financial Corp., rather than an open-market stock purchase or sale.

When were the 5,355 RSUs for HFWA granted to Amy E. Curran?

The 5,355 Restricted Stock Units were granted on February 25, 2026. This date reflects when the equity award was issued to Amy E. Curran and starts the timetable for the award’s multi-year vesting schedule under Heritage Financial Corp.’s compensation program.

How do Amy E. Curran’s HFWA RSUs vest over time?

The RSUs vest on a three-year ratable schedule, with final vesting on March 15, 2029. This means the 5,355 units will be earned in portions each year until that date, aligning long-term compensation with ongoing service and performance at Heritage Financial Corp.

Is Amy E. Curran’s HFWA RSU grant an open-market stock purchase?

No, the filing describes the transaction as a grant or award acquisition of RSUs. It is part of equity compensation, not an open-market buy, and reflects stock-based incentives provided by Heritage Financial Corp. to Amy E. Curran in her executive role.

What security type did Amy E. Curran receive from Heritage Financial Corp. (HFWA)?

She received Restricted Stock Units, a form of stock-based compensation. These units typically convert into shares upon vesting, subject to the stated vesting schedule, helping align executive pay with shareholder interests at Heritage Financial Corp. over the multi-year period.

What is Amy E. Curran’s role at Heritage Financial Corp. related to this Form 4?

Amy E. Curran is listed as an officer with the title EVP Director Commercial Lend. The RSU grant reported on the Form 4 reflects compensation connected to her executive responsibilities within Heritage Financial Corp.’s commercial lending leadership team.