Heritage Financial Corp (HFWA) is the issuer in a Schedule 13G reporting Dimensional Fund Advisors’ beneficial ownership of 2,269,348 common shares, or 5.5% of the class, as of September 30, 2026. Dimensional reported sole voting power over 2,226,695 shares and sole dispositive power over 2,269,348 shares, with zero shared voting or dispositive power.
The shares are owned by investment funds advised or managed by Dimensional, which disclaims beneficial ownership. Those funds have the right to receive or direct dividends and sale proceeds; Dimensional stated that, to its knowledge, no individual fund’s interest exceeds 5% of the class.
HERITAGE FINANCIAL CORP (HFWA) director Frederick B. Rivera reported selling 1,300 shares of common stock on September 15, 2026 in an open market or private transaction at $28.565 per share. Following this sale, he directly holds 5,890 shares of HFWA common stock. No Rule 10b5-1 trading plan is indicated.
HERITAGE FINANCIAL CORP (HFWA) director Brian Charneski reported an indirect sale of 13,675 shares of common stock on September 3, 2026 in an open-market or private transaction at about $29.18 per share, held through a corporation. Following this sale, he reported holding no shares indirectly. No Rule 10b5-1 trading plan is reported.
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.