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