Welcome to our dedicated page for Heritage Finl Wash SEC filings (Ticker: HFWA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Heritage Financial Corporation (Nasdaq: HFWA), the bank holding company for Heritage Bank. Through these regulatory documents, investors can review detailed information about the company’s financial condition, capital, risk profile, and corporate actions.
Heritage Financial files annual reports on Form 10-K and quarterly reports on Form 10-Q, which include audited or reviewed financial statements, management’s discussion and analysis, descriptions of the loan and deposit portfolios, investment securities, and regulatory capital ratios. These filings expand on the summary data highlighted in earnings press releases and provide context for trends in net interest margin, credit quality, and balance sheet composition.
The company also submits current reports on Form 8-K to disclose material events. Recent 8-K filings have covered quarterly earnings announcements, regular quarterly cash dividend declarations on the common stock, and the entry into an Agreement and Plan of Merger with Olympic Bancorp, Inc., under which Olympic is expected to merge into Heritage Financial and Kitsap Bank into Heritage Bank, subject to customary conditions and approvals. These 8-Ks often attach press releases and investor presentations as exhibits.
On Stock Titan, Heritage Financial’s filings are updated as they are posted to the SEC’s EDGAR system. AI-powered summaries highlight key points from lengthy documents, helping readers quickly identify items such as changes in loan balances, deposit mix, capital ratios, or significant transaction terms. Users can review core periodic reports, transaction-related filings, and other disclosures in one place, and use the platform’s tools to understand how new information may relate to prior filings.
Investors researching HFWA can use this filings page to locate the company’s 10-K and 10-Q reports, 8-Ks describing earnings, dividends, and merger agreements, and other SEC documents that together form Heritage Financial’s public regulatory record.
Heritage Financial Corp executive Tony Chalfant reported an open-market sale of company stock. On 02/11/2026, the EVP Chief Credit Officer sold 4,668 shares of Heritage Financial Corp common stock at a price of $27.6488 per share. Following this transaction, Chalfant directly beneficially owned 19,870 shares of Heritage Financial Corp common stock.
HFWA filed a notice of proposed sale of 4,668 shares of its common stock under Rule 144. The shares have an aggregate market value of 129,064.60 and are planned to be sold on NASDAQ around 02/11/2026 through Morgan Stanley Smith Barney LLC Executive Financial Services.
The 4,668 shares come from restricted stock and performance share awards granted between 2020 and 2024 by the issuer. The seller represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Heritage Financial Corp director Frederick B. Rivera reported a sale of company stock. On February 3, 2026, he sold 1,800 shares of Common Stock at an average price of $26.3053 per share. After this transaction, he directly holds 4,972 shares of Heritage Financial Corp common stock.
HFWA has a Form 144 notice for a planned stock sale. A holder filed to sell 1,800 shares of HFWA common stock through Morgan Stanley Smith Barney on the NASDAQ exchange, with an aggregate market value of $47,349.54 and 33,956,738 shares outstanding.
The shares come from two restricted stock acquisitions from the issuer, 900 shares on 05/03/2022 and 900 shares on 05/01/2024, both fully paid in stock rather than cash. By signing the notice, the seller represents they are not aware of any undisclosed material adverse information about HFWA’s current or prospective operations.
Heritage Financial Corporation completed its previously announced acquisition of Olympic Bancorp, Inc. on January 31, 2026. Olympic merged into Heritage Financial, and immediately afterward Kitsap Bank, Olympic’s banking subsidiary, merged into Heritage Bank, which continues as the surviving bank.
Under the merger agreement, each outstanding share of Olympic capital stock was converted into the right to receive 45.0 shares of Heritage Financial common stock, with cash paid instead of any fractional shares. Existing Heritage Financial common shares were unchanged by the transaction. Heritage plans to file audited financial statements of the acquired business and unaudited pro forma financial information in a later amendment.
Jennison Associates LLC filed an amended Schedule 13G reporting its beneficial ownership of common stock of Heritage Financial Corp as of 12/31/2025. Jennison reports beneficial ownership of 3,107,165 shares, representing 9.2% of Heritage Financial's common stock, with sole voting power over these shares and shared dispositive power.
The firm certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Heritage Financial.
Heritage Financial Corp executive Kelli Ann Wilson reported a stock sale. On 01/26/2026, the EVP Chief Banking Officer sold 1,900 shares of Heritage Financial Corp common stock in an open market transaction coded as "S" at a price of $26.4775 per share. After this sale, she directly owned 3,778 shares of the company’s common stock. The filing lists her ownership as direct, with no derivative securities reported.
A stockholder of HFWA filed a Form 144 notice covering the proposed sale of 1,900 shares of common stock through Morgan Stanley Smith Barney LLC on the NASDAQ market, with an aggregate market value of 50307.25. The table lists total shares outstanding as 33956738 at the time of the notice.
The shares to be sold were acquired as restricted stock awards from the issuer on three dates: 763 shares on 03/15/2024, 454 shares on 06/15/2023, and 683 shares on 03/15/2023, each noted as fully paid on the grant date with no additional payment terms. The signer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Heritage Financial Corporation filed a current report describing its latest earnings communications. On January 22, 2026, the company issued a press release announcing its fourth quarter and full-year 2025 results, and attached that release as Exhibit 99.1. The report explains that this information is being furnished rather than filed, which affects how it is treated under securities laws.
Heritage also provided an investor presentation reviewed during its earnings conference call held on January 22, 2026, attached as Exhibit 99.2. Together, the press release and presentation give more detail on the company’s 2025 financial performance and operating trends beyond what is contained in the brief report itself.
Heritage Financial Corporation held a virtual special shareholder meeting to vote on matters related to its planned merger with Olympic Bancorp, Inc. under a previously announced Merger Agreement. Shareholders of record as of November 26, 2025, when 33,956,738 shares of common stock were outstanding, were entitled to vote.
At the meeting, holders of 27,149,330 shares, or about 80% of the outstanding common stock, were represented, establishing a quorum. Shareholders approved the issuance of Heritage common stock pursuant to the Merger Agreement, with 27,081,202 votes for, 25,429 against, and 42,699 abstentions.
They also approved a proposal that would have allowed adjournment of the meeting to solicit additional votes if needed, by a vote of 26,331,640 for, 773,306 against, and 44,384 abstentions. Because the stock issuance proposal passed comfortably, no adjournment was required and the special meeting proceeded to conclusion.