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 (HFWA) director Gail B. Giacobbe received a grant of 2,218 Restricted Stock Units (RSUs) on June 18, 2025. Key details of the transaction include:
- The RSUs have a conversion price of $0 and are valued at $22.55 per unit
- The RSUs will become exercisable on May 1, 2026 and expire on the same date
- Upon vesting, the RSUs will convert to an equivalent number of common stock shares (2,218 shares)
- The securities are held in direct ownership by the reporting person
This equity compensation grant appears to be part of the company's director compensation program. The Form 4 was filed within the required reporting timeframe and was signed by Kaylene Lahn as attorney-in-fact for Giacobbe on June 23, 2025.
Heritage Financial Corp (HFWA) Director Brian Charneski received a grant of 2,218 Restricted Stock Units (RSUs) on June 18, 2025. The RSUs have the following key terms:
- Conversion price of $0
- Value of $22.55 per unit
- Both exercisable and expiration dates set for May 1, 2026
- Convertible into 2,218 shares of common stock
- Held in direct ownership
This Form 4 filing, signed by Kaylene Lahn as Attorney in Fact for Brian Charneski on June 23, 2025, represents standard equity-based compensation for board service. The grant aligns the director's interests with shareholders through equity ownership, with a vesting schedule extending approximately 10 months from the grant date.
Heritage Financial (NASDAQ:HFWA) filed a routine Form 4 disclosing that director Karen R. Saunders received 2,218 restricted stock units (RSUs) on 06/18/2025. The RSUs, valued at a reference price of $22.55 per share (≈ $50 thousand total), will vest on 05/01/2026. The transaction increases Saunders’ direct beneficial ownership by the same amount; no shares were sold or otherwise disposed. The filing contains no additional material transactions, financial data, or strategic information.
Heritage Financial Corp. (HFWA) Form 4 filing: On 18 June 2025, director Trevor D. Dryer reported the acquisition of 2,218 Restricted Stock Units (RSUs) under transaction code “A.” Each RSU represents the right to receive one share of HFWA common stock when it vests. The filing lists a reference price of $22.55, implying a grant value close to $50 thousand. The RSUs are scheduled to vest/expire on 1 May 2026. Following the grant, Dryer now beneficially owns the same 2,218 derivative securities, held directly. No shares were sold or otherwise disposed of, and no other insider transactions were reported in this filing.
The award appears to be routine director equity compensation and does not alter the company’s capital structure. Nevertheless, the absence of sales and the addition of equity-based incentive compensation marginally align the director’s interests with shareholders.