HFWA director granted 1,999 RSUs

HERITAGE FINANCIAL CORP director Brian L. Vance received a grant of 1,999 Restricted Stock Units on June 17, 2026.

Rhea-AI Filing Summary

HERITAGE FINANCIAL CORP director Brian L. Vance received a grant of 1,999 Restricted Stock Units on June 17, 2026. The RSUs have a stated value of $27.52 per unit and convert into 1,999 shares of common stock, with an exercise/vesting date of May 3, 2027. Following this compensation-related award, he holds 1,999 derivative units directly.

Insider Trade Summary

Grant/Award: 1,999 shares

Grant/Award 1 txn

Insider VANCE BRIAN L

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 contracts (Direct)

Key Figures

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

5 metrics

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

Grant reference price $27.52 per unit Transaction price per RSU at grant

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

Holdings after grant 1,999 derivative units Total RSUs following the reported transaction

Vesting/expiration date May 3, 2027 Exercise and expiration date of RSUs

Key Terms

Restricted Stock Units, transaction code "A", underlying security, derivative

4 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.

transaction code "A" regulatory

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

underlying security financial

"underlying_security_title: "Common Stock""

derivative financial

"transaction_type: "derivative""

A derivative is a financial contract whose value depends on the price or performance of another asset or measure — for example a stock, index, interest rate, commodity, or currency. Investors use derivatives like insurance or leveraged bets to hedge risk, speculate, or gain exposure without owning the underlying asset; they can protect portfolios but also amplify losses and introduce counterparty and market risk.

FAQ

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

What insider transaction did HFWA director Brian L. Vance report?

Brian L. Vance reported receiving 1,999 Restricted Stock Units as a compensation-related award. These RSUs were granted on June 17, 2026 and are tied to Heritage Financial common stock on a one-for-one basis, increasing his derivative holdings to 1,999 units.

What is the value per unit of the RSU grant reported by HFWA?

The Restricted Stock Units were valued at $27.52 per unit at grant. This reference price helps indicate the award’s notional value for compensation purposes, although RSUs themselves do not involve a cash purchase by the director at the time of grant.

How many HFWA shares underlie Brian Vance’s new RSU award?

The 1,999 Restricted Stock Units are linked to 1,999 shares of Heritage Financial common stock. Each RSU corresponds to one underlying share, which may be delivered upon vesting or settlement according to the company’s equity plan terms.

When do the granted HFWA Restricted Stock Units vest or become exercisable?

The RSUs carry an exercise and expiration date of May 3, 2027. This date reflects when the units are scheduled to vest or settle under the award terms, potentially delivering Heritage Financial common shares to the director at that time.

Does the HFWA Form 4 show a stock purchase or sale by Brian Vance?

The Form 4 shows an acquisition through a grant, not a market trade. The transaction code “A” indicates a grant or award of 1,999 Restricted Stock Units as compensation, with no open-market buying or selling reported in this filing.

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

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Accepted by SEC EDGAR 06/17/2026 - 04:46 PM EDT 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^*

VANCE BRIAN L

(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 Attorney in Fact for Brian Vance	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)