Welcome to our dedicated page for HERITAGE FINANCIAL /WA/ 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.
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Heritage Financial Corp executive William Glasby, EVP and Chief Information Officer, submitted an insider ownership report that lists no share transactions and no derivative activity for the reported period. The report’s transaction summary shows zero purchases, sales, exercises, gifts, restructurings, or other equity movements.
Heritage Financial Corp. executive Matthew T. Ray, EVP Chief Lending Officer, reported a sale of 3,692 shares of common stock on 2026-08-13. The transaction was coded as a sale in an open market or private transaction at $30.10 per share, leaving him with 22,735 shares held directly after the trade. The filing does not indicate use of a Rule 10b5-1 trading plan.
Heritage Financial Corporation reported Q2 2026 results reflecting larger scale after completing the Olympic Bancorp acquisition in January. As of June 30, 2026, total assets were 8,430,566 thousand, loans receivable were 5,747,741 thousand, and deposits were 7,038,706 thousand, up from 6,967,350 thousand in assets at December 31, 2025.
For the quarter, net interest income was 74,816 thousand and net income was 17,546 thousand, compared with 54,983 thousand and 12,215 thousand a year earlier. Diluted earnings per share were $0.42 versus $0.36, alongside higher loan balances and a net reversal of credit loss provisions for the period.
The Olympic transaction was an all-stock deal issuing 7,167,600 shares, valuing consideration at about $184,996 thousand and creating $38,090 thousand of goodwill and $50,305 thousand of other intangibles. The allowance for credit losses on loans increased to 59,473 thousand, while nonaccrual loans declined to 15,510 thousand. Stockholders’ equity rose to 1,109,692 thousand, with ongoing quarterly dividends of $0.24 per share and continued share repurchases.
Heritage Financial Corporation (HFWA) received notice from shareholder Scott Elliott of an intended sale of 3,692 shares of common stock on Nasdaq as of 08/06/2026, with an indicated value of $109,763.16. A separate schedule lists the underlying restricted stock issuances from the issuer between 2018 and 2022 that correspond in total to these shares.
Heritage Financial Corp. director Jeffrey S. Lyon sold 10,000 shares of common stock in a sale characterized as an open market or private transaction at $30.00 per share on August 5, 2026. After this sale, he directly holds 40,719 shares of Heritage Financial common stock.
Heritage Financial Corp (HFWA) executive vice president and Chief Credit Officer Tony Chalfant reported selling 3,234 shares of common stock on 2026-08-05 at $29.9167 per share in an open-market or private transaction, leaving him with 20,362 shares held directly.
HFWA has a notice of proposed sale of common stock under a Form 144. The filing covers up to 3,234 shares of common stock, with an aggregate market value of $96,750.61, to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services on or after 08/05/2026.
The shares relate to equity awards granted on 03/15/2025, including performance shares and restricted stock in multiple tranches. The notice also references that no securities were reported as sold during the past three months.
A shareholder of Heritage Financial Corporation (HFWA) has filed to potentially sell 10,000 shares of common stock through Fidelity Investments on NASDAQ, with an indicated aggregate market value of $300,100.00. The filing also notes 41,218,817 common shares outstanding and lists the shares as originating from restricted stock grants between 2017 and 2026.
Heritage Financial Corp (HFWA) reports that EVP Chief Banking Officer Kelli Ann Wilson sold 3,778 shares of Common Stock on 2026-07-30 at an average price of $29.6924 per share in an open-market or private transaction.
Following this sale, Wilson directly holds 3,099 shares. The transaction is not indicated as being executed under a Rule 10b5-1 trading plan.
Heritage Financial Corporation (HFWA) filed to sell common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The planned sale covers 3,778 shares of common stock with an aggregate market value of $112,177.89, to be sold on NASDAQ on July 30, 2026.
The shares relate to multiple grants of restricted stock from the issuer with grant dates on March 15, 2024, June 15, 2024, March 15, 2025, and June 15, 2025, and individual grant amounts ranging from 267 to 1,146 shares.