Hinson Donald's Form 4 filing
Heritage Financial Corp (HFWA) · filed Mar 18, 2025
- Accession no.
- 0001046025-25-000060
- Filed
- Mar 18, 2025
- Trade date
- Mar 17, 2025
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Not checked
This filing lists 6 non-derivative transactions and 4 derivative transactions. Open-market sales total $80.7K. It was filed 1 day after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Hinson DonaldCIK 0001410604 | Officer (EVPand Chief Financial Officer) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +677 | $23.77 | +$16,092.29 | 42,411 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +850 | $23.77 | +$20,204.5 | 43,261 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +1,455 | $23.77 | +$34,585.35 | 44,716 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +1,622 | $23.77 | +$38,554.94 | 46,338 | Direct | |
| Mar 17, 2025 | Common Stock | FTax withholdingDisposed | −831 | $23.77 | −$19,752.87 | 45,507 | Direct | |
| Mar 17, 2025 | Common Stock | SSaleDisposed | −3,420 | $23.59 | −$80,677.8 | 42,087 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −677 | $23.77 | −$16,092.29 | 0 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −850 | $23.77 | −$20,204.5 | 850 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −1,455 | $23.77 | −$34,585.35 | 2,911 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −1,622 | $23.77 | −$38,554.94 | 0 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
No transaction price on this filing refers to a footnote.