Heritage Financial director gets 1,999 RSUs
Watson Ann reported acquisition or exercise transactions in this Form 4 filing.
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Form Type
4
Rhea-AI Filing Summary
Watson Ann reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. director Ann Watson received a grant of 1,999 Restricted Stock Units (RSUs) tied to the company’s common stock. The award is reported at $27.52 per unit and brings her directly held RSU balance to 1,999. This is a compensation-related grant, not an open‑market share purchase or sale.
Insider Trade Summary
Grant/Award: 1,999 shares
Grant/Award
1 txn
Insider
Watson Ann
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
Reported RSU value: $27.52 per unit
RSUs after transaction: 1,999 units
+3 more
6 metrics
RSUs granted
1,999 units
Restricted Stock Units granted to director Ann Watson
Reported RSU value
$27.52 per unit
Transaction price per Restricted Stock Unit
RSUs after transaction
1,999 units
Total RSUs held following the grant
Underlying common shares
1,999 shares
Underlying Heritage Financial common stock linked to RSUs
Exercise/expiration date
May 3, 2027
Exercise and expiration date for the RSUs
Exercise price
$0.00
Conversion or exercise price for the RSUs
Key Terms
Restricted Stock Units, grant/award acquisition, underlying security, conversion or exercise price
4 terms
Restricted Stock Units financial
"Security title is reported as 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 is classified as a grant/award acquisition."
underlying security financial
"The RSUs reference an underlying security titled Common Stock."
conversion or exercise price financial
"The conversion or exercise price for the RSUs is reported as 0.0000."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did HFWA director Ann Watson report?
Ann Watson reported receiving 1,999 Restricted Stock Units as a compensation grant. These RSUs are tied to Heritage Financial Corp.’s common stock and are reported at $27.52 per unit, increasing her directly held RSU balance to 1,999 following the transaction.
Was Ann Watson’s HFWA transaction a stock purchase or sale?
The transaction was not a market purchase or sale. It was a compensation-related grant classified as an acquisition of 1,999 Restricted Stock Units, reported under code “A” for grant, award, or other acquisition, with no open-market buying or selling activity disclosed.
How many Heritage Financial RSUs does Ann Watson hold after this filing?
After this grant, Ann Watson holds 1,999 Restricted Stock Units directly. The filing shows total RSUs following the transaction equal to the 1,999-unit award, indicating this grant establishes her disclosed RSU position associated with Heritage Financial common stock.
What is the reported value per unit in Ann Watson’s HFWA RSU grant?
The RSU grant is reported at $27.52 per unit. This value is used for reporting purposes in the Form 4 and is tied to 1,999 Restricted Stock Units that each reference an equivalent number of Heritage Financial Corp. common shares.
When do Ann Watson’s newly granted HFWA RSUs vest or expire?
The RSUs carry an exercise and expiration date of May 3, 2027. This date in the filing reflects when the Restricted Stock Units are scheduled in relation to Heritage Financial Corp. common stock, defining the period over which the award may vest or be settled.
Does the HFWA Form 4 show any remaining derivative positions for Ann Watson?
The filing’s derivative summary is empty aside from this grant. That indicates no additional derivative positions, such as options or other RSUs, are reported for Ann Watson in this Form 4 beyond the newly awarded 1,999 Restricted Stock Units tied to common stock.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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