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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.
Heritage Financial Corp EVP Chief Credit Officer Tony Chalfant exercised 1,316 Restricted Stock Units into Common Stock on June 15, 2026 at an indicated price of $28.44 per share. To cover tax obligations, 135 shares of Common Stock were disposed of through a tax-withholding transaction. After these routine compensation-related moves, Chalfant directly holds 23,596 shares of Heritage Financial common stock, and the reported Restricted Stock Unit award has been fully converted with no remaining derivative position.
Heritage Financial Corp. executive Amy E. Curran reported routine equity compensation activity involving company stock. She exercised 576 Restricted Stock Units into shares of Common Stock at a reference price of $28.44 per share and, in a related step, 71 shares were disposed of to cover tax obligations.
Following these transactions, Curran holds 29,958 shares of Common Stock directly and 1,151 Restricted Stock Units, reflecting ongoing equity-based compensation rather than open-market buying or selling.
Heritage Financial Corp EVP and Chief Financial Officer Donald Hinson reported an open-market sale of 3,842 shares of common stock at an average price of $28.3739 per share on June 9, 2026. After this transaction, he directly holds 41,241 shares, indicating a partial reduction of his position while retaining a substantial stake.
HFWA reported a Form 144 notice for proposed sale of Common Stock by Morgan Stanley Smith Barney LLC Executive Financial Services. The filing lists multiple award types and grant dates with specific share quantities, including 497 shares (03/15/2022), 183 shares (03/15/2021), 308 shares (03/15/2025), and additional restricted stock and performance‑share lots.
Victory Capital Management, Inc. files Amendment No. 2 reporting beneficial ownership of 2,475,850 shares of Heritage Financial Corp. The filing states 2,475,850 shares beneficially owned, representing 6.02% of the common stock (CUSIP 42722X106). The amendment is signed on 05/11/2026.
Heritage Financial Corporation reported stronger Q1 2026 results and completed its acquisition of Olympic Bancorp. Net income rose to $18.9 million from $13.9 million a year earlier, with diluted EPS increasing to $0.48 from $0.40.
Total assets expanded to $8.50 billion from $6.97 billion, driven largely by the all-stock Olympic transaction valued at about $185 million, which added 7.17 million shares, $38.1 million of goodwill, and $50.3 million of core deposit intangibles. Loans reached $5.72 billion and deposits $7.25 billion. The company recorded a $1.0 million reversal of credit loss provisions, while noninterest expense increased to $56.6 million, reflecting higher compensation and $5.2 million of acquisition-related costs.
Heritage Financial Corporation held its annual shareholder meeting on May 7, 2026, with 35,533,585 of 41,131,100 eligible common shares represented, establishing a quorum. Shareholders elected eleven directors, including Scott T. Allan and Brian S. Charneski, to one-year terms expiring at the 2027 annual meeting.
Shareholders also gave advisory approval to the compensation of the named executive officers, with 32,397,946 votes for, 645,154 against and 95,066 abstentions. In addition, they ratified the appointment of Crowe LLP as independent registered public accounting firm for the year ending December 31, 2026, with 35,455,405 votes for and 66,701 against.
Jennison Associates LLC amended its Schedule 13G to report beneficial ownership of 3,213,473 shares of Heritage Financial Corp common stock, equal to 7.8% of the class. The filing shows sole voting power over 3,213,473 shares and shared dispositive power over 3,213,473 shares.