0001046025-24-000065.txt : 20240318 0001046025-24-000065.hdr.sgml : 20240318 20240318164206 ACCESSION NUMBER: 0001046025-24-000065 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20230315 FILED AS OF DATE: 20240318 DATE AS OF CHANGE: 20240318 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Chalfant Tony CENTRAL INDEX KEY: 0001817084 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 000-29480 FILM NUMBER: 24759672 MAIL ADDRESS: STREET 1: 201 5TH ST SW CITY: OLYMPIA STATE: WA ZIP: 98501 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: HERITAGE FINANCIAL CORP /WA/ CENTRAL INDEX KEY: 0001046025 STANDARD INDUSTRIAL CLASSIFICATION: SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED [6036] ORGANIZATION NAME: 02 Finance IRS NUMBER: 911857900 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 201 FIFTH AVENUE S.W. STREET 2: P O BOX 1578 CITY: OLYMPIA STATE: WA ZIP: 98501 BUSINESS PHONE: 3609431500 MAIL ADDRESS: STREET 1: 205 5TH AVE SW STREET 2: P O BOX 1578 CITY: OLYMPIA STATE: WA ZIP: 98501 4 1 wk-form4_1710794505.xml FORM 4 X0508 4 2023-03-15 0 0001046025 HERITAGE FINANCIAL CORP /WA/ HFWA 0001817084 Chalfant Tony 201 5TH AVE SW OLYMPIA WA 98501 0 1 0 0 EVP Chief Credit Officer 0 Common Stock 2024-03-15 4 M 0 584 18.38 A 20359 D Common Stock 2024-03-15 4 M 0 657 18.38 A 21016 D Common Stock 2024-03-15 4 M 0 733 18.38 A 21749 D Common Stock 2023-03-15 4 M 0 558 18.38 A 22307 D Common Stock 2024-03-15 4 F 0 410 18.38 D 21897 D Restricted Stock Units 0 2024-03-15 4 M 0 584 18.38 D 2025-03-15 2025-03-15 Common Stock 584 584 D Performance Share Units 0 2024-03-15 4 M 0 657 18.38 D 2024-03-15 2024-03-15 Common Stock 657 0 D Restricted Stock Units 0 2024-03-15 4 M 0 733 18.38 D 2024-03-15 2026-03-15 Common Stock 733 1466 D Restricted Stock Units 0 2023-03-15 4 M 0 558 18.38 D 2024-03-15 2024-03-15 Common Stock 558 0 D RSU Grant 2022 Represents award pursuant to 2014 Omnibus Equity Plan; shares vest one third per year over a three year period. Each restricted stock unit represents the right to receive one share of the Issuer's Common Stock upon vesting. Represents stock performance unit granted pursuant to the 2014 Omnibus Equity Plan. Units adjusted based on performance metrics. RSU Grant 2023 /s/ Kaylene Lahn Attorney in Fact for Tony Chalfant 2024-03-18