Heritage Financial grants RSUs to banking officer

Wilson Kelli Ann reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Wilson Kelli Ann reported acquisition or exercise transactions in this Form 4 filing.

Heritage Financial Corp. reported that EVP and Chief Banking Officer Kelli Ann Wilson received a grant of 5,037 Restricted Stock Units on February 25, 2026. The RSUs were awarded at a reference price of $27.54 per share with a grant price of $0.00.

The award features a three-year ratable vesting schedule, with final vesting on March 15, 2029. Following this transaction, Wilson’s directly held RSU balance reported in this filing is 5,037 units, reflecting this new equity-based compensation grant rather than any open-market share purchase or sale.

Insider Trade Summary

Grant/Award: 5,037 shares

Grant/Award 1 txn

Insider Wilson Kelli Ann

Role EVP Chief Banking Officer

Type	Security	Shares	Price	Value
Grant/Award	Restricted Stock Units	5,037	$27.54	$139K

Holdings After Transaction: Restricted Stock Units — 5,037 contracts (Direct)

Footnotes (3)

1. F1. RSU Grant 2026
2. F2. $0.00
3. 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 disclose for Kelli Ann Wilson?

Heritage Financial disclosed that EVP and Chief Banking Officer Kelli Ann Wilson received a grant of 5,037 Restricted Stock Units. The units were awarded on February 25, 2026, as equity compensation rather than an open-market stock purchase or sale.

How many RSUs were granted to the HFWA executive and at what price?

Kelli Ann Wilson was granted 5,037 Restricted Stock Units with a reference price of $27.54 per share. Footnote disclosure indicates a grant price of $0.00, consistent with a typical equity compensation award instead of a cash purchase of shares.

What is the vesting schedule for Kelli Ann Wilson’s HFWA RSU grant?

The RSU grant to Kelli Ann Wilson vests over three years on a ratable basis. The final portion of the award is scheduled to vest on March 15, 2029, aligning the executive’s compensation with multi-year company performance and retention objectives.

Did Kelli Ann Wilson buy or sell HFWA shares in this Form 4 filing?

The Form 4 shows an acquisition of Restricted Stock Units through a grant, not an open-market buy or sale of shares. The transaction is coded as a grant or award acquisition, reflecting equity compensation rather than trading activity in Heritage Financial stock.

What is Kelli Ann Wilson’s RSU balance after this HFWA transaction?

After the reported RSU grant, Kelli Ann Wilson directly holds 5,037 Restricted Stock Units according to the filing. This total reflects the newly awarded units and represents her reported RSU position following the February 25, 2026 equity compensation transaction.

What role does the insider hold at Heritage Financial Corp. (HFWA)?

The reporting person, Kelli Ann Wilson, serves as Executive Vice President and Chief Banking Officer at Heritage Financial Corp. Her position and this RSU grant indicate that the transaction relates to executive equity compensation rather than routine trading of the company’s common stock.

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

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Accepted by SEC EDGAR 02/27/2026 - 03:18 PM EST 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^*

Wilson Kelli Ann

(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 Chief Banking 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)
			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		5,037		03/15/2027	03/15/2029(3)	Common Stock	5,037	$27.54	5,037	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 Kelli A. Wilson	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.
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