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 (HFWA) EVP and CFO Donald Hinson exercised equity awards into common stock. On March 16, 2026, he converted a total of 3,685 restricted stock units and performance share units into shares of common stock, reflecting vesting of prior grants under the company’s omnibus equity plans.
Following these exercises and a related tax-withholding transaction of 689 shares, Hinson directly owned 45,083 shares of common stock. The underlying awards include grants from 2023 and 2024 that vest over three years or upon meeting performance metrics, highlighting compensation tied to multi‑year performance and service.
Heritage Financial Corp executive Thomas J. Henning exercised restricted stock units into common stock as part of his equity compensation. He converted 5,116 restricted stock units into shares of Heritage Financial common stock at a reference price of $24.89 per share.
Following these transactions, Henning held 18,611 shares of common stock directly. The company withheld 938 shares to cover tax obligations, which is recorded as a disposition but is not an open-market sale. The remaining activity reflects routine equity awards vesting under the company’s omnibus equity plans.
Heritage Financial Corp (HFWA) executive William Glasby exercised restricted stock units into common shares. On March 16, 2026, he converted 5,291 RSUs into the same number of shares of common stock at a reference price of $24.89 per share.
Of these shares, 1,338 were withheld to cover tax obligations, a non-market disposition, leaving Glasby with 12,908 shares of common stock held directly. The RSUs were granted under the company’s omnibus equity plans and vest over three years, reflecting routine equity-based compensation rather than open-market buying or selling.
Heritage Financial Corp executive Amy E. Curran reported routine equity compensation activity. On March 16, 2026, she exercised and converted restricted stock units into 5,040 shares of Heritage Financial common stock, at a reference price of $24.89 per share as disclosed in the filing.
These transactions reflect vesting and settlement of multiple restricted stock unit awards granted under the company’s omnibus equity plans, where each unit converts into one common share upon vesting. As part of the same event, 918 common shares were withheld to cover tax obligations, a non-market disposition that does not represent an open-market sale. After these transactions, Curran directly held 29,453 shares of Heritage Financial common stock, indicating that the withholding was a relatively small portion of her overall position and that she retained the majority of the newly acquired shares.
Heritage Financial Corp. EVP and Chief Credit Officer Tony Chalfant exercised equity awards and received common stock in lieu of restricted and performance share units. On March 16, 2026, he converted derivative awards into 3,128 shares of common stock at a transaction price of $24.89 per share.
As part of these vesting events, 583 common shares were withheld to cover tax obligations, a non-market disposition. Following the transactions, Chalfant directly holds 22,415 shares of Heritage Financial common stock. These actions reflect routine equity compensation vesting and related tax withholding.
Heritage Financial Corp. President Bryan McDonald reported awards of equity-based compensation. On February 25, 2026, he acquired 7,081 Performance Share Units and 7,081 Restricted Stock Units at a reference price of $27.54 per unit, both held directly.
The performance share units have a three-year cliff vesting schedule, vesting on March 15, 2029. The restricted stock units vest on a three-year ratable schedule with final vesting also on March 15, 2029, indicating these are long-term incentive awards rather than open-market purchases.
Hinson Donald reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. EVP and Chief Financial Officer Donald Hinson received new equity awards. On February 25, 2026, he was granted 3,269 Performance Share Units at $27.54 per unit and 3,269 Restricted Stock Units at $27.54 per unit, all held directly.
The Performance Share Units are labeled "PSU Grant 2026" and have three-year cliff vesting, scheduled to vest on March 15, 2029. The Restricted Stock Units, labeled "RSU Grant 2026", vest ratably over three years, with final vesting on March 15, 2029. After these grants, he holds 3,269 units in each award type.
Glasby William reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. executive vice president and chief information officer William Glasby received a grant of 5,538 restricted stock units of company stock. The award was granted at no cost to him and will vest in equal installments over three years, with final vesting on March 15, 2029. After this grant, he holds 5,538 restricted stock units directly.
HERITAGE FINANCIAL CORP executive Tony Chalfant, EVP Chief Credit Officer, reported equity-based compensation awards. He acquired 2,757 Performance Share Units and 2,757 Restricted Stock Units, both granted on February 25, 2026. The PSUs have a three-year cliff vesting ending March 15, 2029, while the RSUs vest ratably over three years with final vesting on March 15, 2029.
Ray Matthew T. reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. reported that EVP Chief Lending Officer Matthew T. Ray received equity-based compensation awards. On February 25, 2026, he was granted 2,755 Performance Share Units and 2,755 Restricted Stock Units at a reference price of $27.54 per unit.
The performance share units have a three-year cliff vesting schedule ending on March 15, 2029. The restricted stock units vest ratably over three years, with final vesting also on March 15, 2029. These are awards, not open-market purchases or sales.