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.
Heritage Financial Corporation filings document the regulatory record of a Washington bank holding company whose common stock trades on Nasdaq under HFWA. Recent 8-K reports cover operating results and financial condition, Regulation FD investor presentation materials, dividend declarations, shareholder voting outcomes, material agreements, capital-structure matters, and other corporate events.
The company’s proxy materials and meeting reports disclose director elections, executive compensation votes, governance procedures, and shareholder approval matters. Filings also record disclosures related to Heritage Bank, completed acquisition activity, cybersecurity incident reporting, and the capital and governance framework supporting the company’s regional commercial banking business.
Heritage Financial Corp. director Trevor D. Dryer reported a grant of 1,999 Restricted Stock Units on June 17, 2026. These RSUs represent a compensation-related equity award, not an open-market stock purchase or sale.
Each unit is tied to the company’s common stock at a reference price of $27.52 per share, with an exercise and expiration date of May 3, 2027. Following this grant, Dryer holds 1,999 RSUs directly.
Rivera Frederick B reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. director Frederick B. Rivera received a grant of 1,999 restricted stock units. Each unit represents a right to receive one share of common stock, valued at $27.52 per share on the grant date. The award is scheduled around May 3, 2027, and brings his directly held restricted stock units to 1,999.
Giacobbe Gail B. reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. director Gail B. Giacobbe received a grant of 1,999 Restricted Stock Units tied to Heritage common stock. The award was made on June 17, 2026 at a reference price of $27.52 per share and is scheduled to vest or become exercisable on May 3, 2027. After this compensation grant, she holds 1,999 RSUs directly, with no open-market buying or selling reported in this filing.
Watson Ann reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. director Ann Watson received a grant of 1,999 Restricted Stock Units (RSUs) tied to the company’s common stock. The award is reported at $27.52 per unit and brings her directly held RSU balance to 1,999. This is a compensation-related grant, not an open‑market share purchase or sale.
Heritage Financial Corp director Jeffrey S. Lyon received a grant of restricted stock units. On June 17, 2026, he was awarded 1,999 Restricted Stock Units, each tied to Heritage Financial common stock at a reference value of $27.52 per share. These units are scheduled to convert into an equal number of common shares on May 3, 2027, with 1,999 shares reported as beneficially owned in this derivative position following the transaction.
Heritage Financial Corp. director Kimberly T. Ellwanger received a grant of 1,999 Restricted Stock Units. Each unit represents the right to receive one share of common stock, with a reference price of $27.52 per share.
The RSUs are scheduled to convert into common stock on May 3, 2027, which is also listed as their expiration date. After this compensation-related award, Ellwanger holds 1,999 RSUs directly, and the filing reports no open-market purchases or sales.
Heritage Financial Corp. director Allan Scott Tanton received a grant of 1,999 Restricted Stock Units. The RSUs were awarded at a reference price of $27.52 per unit and convert into 1,999 shares of common stock. Following this award, Tanton holds 1,999 RSUs directly. The RSUs are scheduled to vest or expire on May 3, 2027.
Saunders Karen R reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. director Karen R. Saunders received a grant of 1,999 restricted stock units linked to the company’s common stock. Each unit references a share at $27.52. The award is scheduled to settle on May 3, 2027, and she now directly holds 1,999 units.
HERITAGE FINANCIAL CORP director Brian Charneski received a grant of restricted stock units that increase his equity stake in the company. On June 17, 2026, he was awarded 1,999 Restricted Stock Units, each tied to one share of common stock and valued at $27.52 per unit.
The award is classified as a grant or other acquisition rather than an open-market purchase. Following this grant, Charneski holds 1,999 RSUs directly, with no related sales, exercises, or tax-withholding dispositions reported in this filing.
HERITAGE FINANCIAL CORP director Brian L. Vance received a grant of 1,999 Restricted Stock Units on June 17, 2026. The RSUs have a stated value of $27.52 per unit and convert into 1,999 shares of common stock, with an exercise/vesting date of May 3, 2027. Following this compensation-related award, he holds 1,999 derivative units directly.