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.
Heritage Financial Corporation reported second quarter 2026 net income of $17.5 million, or $0.42 per diluted share, compared with $18.9 million, or $0.48, in the prior quarter and $12.2 million, or $0.36, a year earlier. Adjusted diluted EPS was $0.57 versus $0.59 in the first quarter and $0.53 in second quarter 2025.
This was the first full quarter after the Olympic Bancorp acquisition. Net interest income rose 8.1% sequentially and 36.1% year over year, with net interest margin at 3.99% versus 3.96% in the prior quarter and 3.51% a year ago. Loans receivable increased 0.4% during the quarter to $5.75 billion, while total deposits declined 2.9% to $7.04 billion, and the cost of total deposits improved to 1.21% from 1.25%.
Credit quality metrics remained strong: nonperforming assets were 0.19% of total assets and the allowance for credit losses on loans was 1.03% of loans, including a $0.9 million net reversal of provision. Capital ratios stayed well above regulatory minimums, with a common equity tier 1 ratio of 12.1% and tangible common equity to tangible assets of 9.7%. The board declared a regular quarterly cash dividend of $0.25 per share, payable August 19, 2026 to shareholders of record on August 5, 2026, up from $0.24 declared in the second quarter of 2025.
Heritage Financial Corp executive William Glasby, EVP and Chief Information Officer, carried out equity award transactions in company stock. On 2026-07-17 he exercised or converted awards covering 12,815 shares of common stock at an indicative $30.52 per share and had 3,379 shares withheld to satisfy tax obligations. The transactions relate to restricted stock units granted under 2023, 2024 and 2026 Omnibus Equity Plans, which vest over three years, with certain 2026 grants fully vesting by March 15, 2029, and were not marked as pursuant to a Rule 10b5-1 trading plan.
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.