Heritage Financial Corp. EVP and Chief Credit Officer Tony Chalfant exercised equity awards and received common stock in lieu of restricted and performance share units. On March 16, 2026, he converted derivative awards into 3,128 shares of common stock at a transaction price of $24.89 per share.
As part of these vesting events, 583 common shares were withheld to cover tax obligations, a non-market disposition. Following the transactions, Chalfant directly holds 22,415 shares of Heritage Financial common stock. These actions reflect routine equity compensation vesting and related tax withholding.
Heritage Financial Corp. President Bryan McDonald reported awards of equity-based compensation. On February 25, 2026, he acquired 7,081 Performance Share Units and 7,081 Restricted Stock Units at a reference price of $27.54 per unit, both held directly.
The performance share units have a three-year cliff vesting schedule, vesting on March 15, 2029. The restricted stock units vest on a three-year ratable schedule with final vesting also on March 15, 2029, indicating these are long-term incentive awards rather than open-market purchases.
Hinson Donald reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. EVP and Chief Financial Officer Donald Hinson received new equity awards. On February 25, 2026, he was granted 3,269 Performance Share Units at $27.54 per unit and 3,269 Restricted Stock Units at $27.54 per unit, all held directly.
The Performance Share Units are labeled "PSU Grant 2026" and have three-year cliff vesting, scheduled to vest on March 15, 2029. The Restricted Stock Units, labeled "RSU Grant 2026", vest ratably over three years, with final vesting on March 15, 2029. After these grants, he holds 3,269 units in each award type.
Glasby William reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. executive vice president and chief information officer William Glasby received a grant of 5,538 restricted stock units of company stock. The award was granted at no cost to him and will vest in equal installments over three years, with final vesting on March 15, 2029. After this grant, he holds 5,538 restricted stock units directly.
HERITAGE FINANCIAL CORP executive Tony Chalfant, EVP Chief Credit Officer, reported equity-based compensation awards. He acquired 2,757 Performance Share Units and 2,757 Restricted Stock Units, both granted on February 25, 2026. The PSUs have a three-year cliff vesting ending March 15, 2029, while the RSUs vest ratably over three years with final vesting on March 15, 2029.
Ray Matthew T. reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. reported that EVP Chief Lending Officer Matthew T. Ray received equity-based compensation awards. On February 25, 2026, he was granted 2,755 Performance Share Units and 2,755 Restricted Stock Units at a reference price of $27.54 per unit.
The performance share units have a three-year cliff vesting schedule ending on March 15, 2029. The restricted stock units vest ratably over three years, with final vesting also on March 15, 2029. These are awards, not open-market purchases or sales.
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.
Heritage Financial Corp. executive vice president and chief operating officer Nicholas M. Bley reported the acquisition of equity-based awards in the form of restricted stock units and performance share units. These are compensation grants rather than open-market stock purchases.
On February 25, 2026, he received 3,021 restricted stock units and 3,021 performance share units, each valued using a reference price of $27.54 per share. Footnotes indicate the awards carry a $0.00 exercise or purchase price, meaning no cash outlay is required by Bley.
The restricted stock units vest ratably over three years, with final vesting on March 15, 2029, while the performance share units vest on a three-year cliff schedule on March 15, 2029. Both awards are held as direct ownership and represent part of his long-term incentive compensation.
HERITAGE FINANCIAL CORP /WA/ reported an insider equity award for EVP and Chief Risk Officer Thomas J. Henning. He acquired 5,225 Restricted Stock Units (RSUs) as a grant at a reference price of $27.54 per unit, with no cash paid for the award, as indicated by a $0.00 footnote. The RSUs vest on a three-year ratable schedule, with final vesting on March 15, 2029. Following this transaction, Henning holds 5,225 RSUs directly as part of his compensation, rather than through any open-market purchase or sale.
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.