Deuel Jeffrey J's Form 4 filing
Heritage Financial Corp (HFWA) · filed Mar 18, 2025
- Accession no.
- 0001046025-25-000061
- Filed
- Mar 18, 2025
- Trade date
- Mar 17, 2025
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Not checked
This filing lists 5 non-derivative transactions and 3 derivative transactions. Open-market sales total $166.4K. 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 |
|---|---|
| Deuel Jeffrey JCIK 0001485896 | Director, Officer (CEO) |
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 | +2,339 | $23.77 | +$55,598.03 | 70,376 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +3,915 | $23.77 | +$93,059.55 | 74,291 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +5,844 | $23.77 | +$138,911.88 | 80,135 | Direct | |
| Mar 17, 2025 | Common Stock | FTax withholdingDisposed | −2,196 | $23.77 | −$52,198.92 | 77,939 | Direct | |
| Mar 17, 2025 | Common Stock | SSaleDisposed | −7,033 | $23.66 | −$166,400.78 | 70,906 | 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 | −2,339 | $23.77 | −$55,598.03 | 2,339 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −3,915 | $23.77 | −$93,059.55 | 7,832 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −5,844 | $23.77 | −$138,911.88 | 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.