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) reported an insider stock transaction by its President on a Form 4. On 11/20/2025, the officer acquired 19,106 shares of common stock in a transaction coded "P" (a purchase) at a price of $22.32 per share.
Following this purchase, the President beneficially owned 31,363 shares, held indirectly through a 401(k) plan. This filing reflects a change in the executive’s equity holdings and provides transparency into insider ownership.
HFWA reported stronger year-to-date results for the nine months ended September 30, 2025. Net income was $10,115, up from $5,037 a year ago, as lower interest expense and a credit loss reversal of $429 lifted earnings. Basic earnings per share rose to $63.50 from $31.62.
Net interest income increased to $38,106 from $36,197, while total non-interest income rose to $12,593 from $8,938, aided by higher “other” income and gains on asset sales. Non-interest expense grew to $39,062 from $36,515. Book value per share improved to $897.96 and tangible book value per share to $790.57.
The balance sheet shows total assets of $1,667,890. Net loans increased to $893,790 and total deposits to $1,420,746. Borrowings declined, with Federal Home Loan Bank advances and other borrowed money at $30,000 versus $128,540 a year earlier. Accumulated other comprehensive loss narrowed to $(48,141), and total shareholders’ equity rose to $143,026.
Heritage Financial (HFWA) reported stronger Q3 2025 results. Net income rose to $19,169 and diluted EPS was $0.55. Net interest income increased to $57,371 as deposit and borrowing costs eased versus last year, while the provision for credit losses was $1,775. Noninterest income improved to $8,325, helped by the absence of security sale losses seen in the prior year period.
For the nine months, net income reached $45,295. On the balance sheet, total deposits were $5,857,464 and borrowings declined to $138,000 from $383,000 at year-end. Stockholders’ equity increased to $904,064, aided by an improvement in accumulated other comprehensive loss to $(33,446). Loans receivable, net were $4,715,186. The report also references a proposed merger with Olympic in the risk and overview sections.
Heritage Financial Corporation filed a Form 8-K announcing third quarter 2025 results and providing related investor materials. The company also declared a regular quarterly cash dividend of $0.24 per common share, payable on November 19, 2025 to shareholders of record as of November 5, 2025.
The earnings press release is furnished as Exhibit 99.1, and an investor presentation reviewed during the October 23, 2025 conference call is furnished as Exhibit 99.2. The information under Items 2.02 and 7.01 is being furnished, not filed, under the Exchange Act.
Heritage Financial Corporation (HFWA) reported that it issued a press release announcing its third quarter 2025 results and declared a regular quarterly cash dividend of $0.24 per common share.
The dividend is payable on November 19, 2025 to shareholders of record as of November 5, 2025. The company also made available an investor presentation reviewed in conjunction with its earnings release conference call on October 23, 2025. The press release (Exhibit 99.1) and investor presentation (Exhibit 99.2) were furnished with the report.
Heritage Financial Corporation (HFWA) has entered into a definitive merger agreement to acquire the Target and merge the Target's wholly-owned banking subsidiary, Kitsap Bank, into Heritage Bank. As of June 30, 2025 the Target reported approximately $1.7 billion in total assets, $941.0 million in total loans and $7.1 billion in total deposits. Kitsap Bank's branches will become Heritage Bank branches at closing.
The agreement contains customary representations, covenants and closing conditions, restrictions on certain activities pending closing, and a $7,000,000 termination fee payable in specified circumstances. The parties expect to complete the merger in the first quarter of 2026, subject to regulatory and shareholder approvals and other customary closing conditions.
Heritage Financial Corporation (HFWA) Q2 2025 condensed highlights. Total assets were $7,070,641k at June 30, 2025 versus $7,106,278k at December 31, 2024. Total deposits grew to $5,784,413k from $5,684,613k. Loans receivable, net were $4,722,326k. Cash and cash equivalents totaled $254,096k. Stockholders' equity was $888,212k and outstanding common shares were 33,953,194 as of July 31, 2025.
Operating results. For the three months ended June 30, 2025, net interest income was $54,983k and net income was $12,215k ($0.36 basic EPS) versus $14,159k ($0.41) in Q2 2024. Six months ended June 30, 2025 net income was $26,126k ($0.77 basic) versus $19,907k ($0.58) YTD 2024. Provision for credit losses was $956k for Q2 2025. Noninterest income included a net loss on sale of investment securities of $6,854k in Q2 2025, while other comprehensive income improved AOCI to $(37,189)k from $(55,244)k year-end 2024.
Victory Capital Management, Inc., a New-York-based registered investment adviser, has filed a Schedule 13G reporting passive ownership of 2,406,061 shares of Heritage Financial Corp. (HFWA) common stock as of 30 June 2025. The holding represents 7.05 % of HFWA’s outstanding shares, crossing the 5 % threshold that triggers a beneficial-ownership disclosure.
The filer reports sole voting power over 2,388,990 shares and sole dispositive power over the full 2,406,061 shares; no shares are held with shared voting or dispositive authority. Victory states the position was acquired and is held in the ordinary course of business and does not seek to influence control of the bank holding company. The certification section reiterates the passive nature of the investment and compliance with applicable U.S. and foreign regulatory regimes.
This disclosure signals increased institutional participation in HFWA’s equity base but does not, by itself, indicate any change in corporate strategy or governance.
Heritage Financial Corp. (HFWA) filed an 8-K dated 24-Jul-2025 covering three items:
- Item 2.02 – Results of Operations: the company issued a press release announcing its Q2-25 financial results; the detailed numbers are contained in Exhibit 99.1 and are not included in this filing text.
- Item 7.01 – Regulation FD: management furnished an investor slide deck (Exhibit 99.2) reviewed during the 24-Jul-25 earnings conference call.
- Item 8.01 – Other Events: the board declared a $0.24 per-share quarterly cash dividend payable 20-Aug-2025 to shareholders of record on 6-Aug-2025.
No additional financial metrics, guidance, or strategic updates are disclosed in the body of the report. All exhibits are furnished, not filed, and therefore are excluded from Exchange Act liability except as subsequently incorporated by reference.
Heritage Financial Corp (HFWA) director Brian L. Vance received a new grant of 2,218 Restricted Stock Units (RSUs) on June 18, 2025. The RSUs have the following key terms:
- Conversion price: $0
- Value at grant: $22.55 per unit
- Total grant value: approximately $50,016
- Exercise/vesting date: May 1, 2026
- Expiration date: May 1, 2026
The RSUs will convert to an equivalent number of Heritage Financial common shares upon vesting. This equity grant appears to be part of the company's director compensation program. The Form 4 was filed by Kaylene Lahn as attorney-in-fact for Mr. Vance on June 23, 2025.