Curran Amy E.'s Form 4 filing
Heritage Financial Corp (HFWA) · filed Mar 18, 2025
- Accession no.
- 0001046025-25-000062
- 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 5 derivative transactions. Open-market sales total $20.4K. 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 |
|---|---|
| Curran Amy E.CIK 0001961127 | Officer (EVP Director Commercial Lend) |
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 | +154 | $23.77 | +$3,660.58 | 20,860 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +776 | $23.77 | +$18,445.52 | 21,636 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +1,061 | $23.77 | +$25,219.97 | 22,697 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +895 | $23.77 | +$21,274.15 | 23,592 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseAcquired | +1,619 | $23.77 | +$38,483.63 | 25,211 | Direct | |
| Mar 17, 2025 | Common Stock | SSaleDisposed | −858 | $23.77 | −$20,394.66 | 24,353 | 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 | −154 | $23.77 | −$3,660.58 | 310 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −776 | $23.77 | −$18,445.52 | 776 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −1,061 | $23.77 | −$25,219.97 | 3,183 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −895 | $23.77 | −$21,274.15 | 0 | Direct | |
| Mar 17, 2025 | Common Stock | MOption exerciseDisposed | −1,619 | $23.77 | −$38,483.63 | 3,239 | 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.