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 Corporation completed its previously announced acquisition of Olympic Bancorp, Inc. on January 31, 2026. Olympic merged into Heritage Financial, and immediately afterward Kitsap Bank, Olympic’s banking subsidiary, merged into Heritage Bank, which continues as the surviving bank.
Under the merger agreement, each outstanding share of Olympic capital stock was converted into the right to receive 45.0 shares of Heritage Financial common stock, with cash paid instead of any fractional shares. Existing Heritage Financial common shares were unchanged by the transaction. Heritage plans to file audited financial statements of the acquired business and unaudited pro forma financial information in a later amendment.
Jennison Associates LLC filed an amended Schedule 13G reporting its beneficial ownership of common stock of Heritage Financial Corp as of 12/31/2025. Jennison reports beneficial ownership of 3,107,165 shares, representing 9.2% of Heritage Financial's common stock, with sole voting power over these shares and shared dispositive power.
The firm certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Heritage Financial.
Heritage Financial Corp executive Kelli Ann Wilson reported a stock sale. On 01/26/2026, the EVP Chief Banking Officer sold 1,900 shares of Heritage Financial Corp common stock in an open market transaction coded as "S" at a price of $26.4775 per share. After this sale, she directly owned 3,778 shares of the company’s common stock. The filing lists her ownership as direct, with no derivative securities reported.
A stockholder of HFWA filed a Form 144 notice covering the proposed sale of 1,900 shares of common stock through Morgan Stanley Smith Barney LLC on the NASDAQ market, with an aggregate market value of 50307.25. The table lists total shares outstanding as 33956738 at the time of the notice.
The shares to be sold were acquired as restricted stock awards from the issuer on three dates: 763 shares on 03/15/2024, 454 shares on 06/15/2023, and 683 shares on 03/15/2023, each noted as fully paid on the grant date with no additional payment terms. The signer represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Heritage Financial Corporation filed a current report describing its latest earnings communications. On January 22, 2026, the company issued a press release announcing its fourth quarter and full-year 2025 results, and attached that release as Exhibit 99.1. The report explains that this information is being furnished rather than filed, which affects how it is treated under securities laws.
Heritage also provided an investor presentation reviewed during its earnings conference call held on January 22, 2026, attached as Exhibit 99.2. Together, the press release and presentation give more detail on the company’s 2025 financial performance and operating trends beyond what is contained in the brief report itself.
Heritage Financial Corporation held a virtual special shareholder meeting to vote on matters related to its planned merger with Olympic Bancorp, Inc. under a previously announced Merger Agreement. Shareholders of record as of November 26, 2025, when 33,956,738 shares of common stock were outstanding, were entitled to vote.
At the meeting, holders of 27,149,330 shares, or about 80% of the outstanding common stock, were represented, establishing a quorum. Shareholders approved the issuance of Heritage common stock pursuant to the Merger Agreement, with 27,081,202 votes for, 25,429 against, and 42,699 abstentions.
They also approved a proposal that would have allowed adjournment of the meeting to solicit additional votes if needed, by a vote of 26,331,640 for, 773,306 against, and 44,384 abstentions. Because the stock issuance proposal passed comfortably, no adjournment was required and the special meeting proceeded to conclusion.
Heritage Financial Corporation reported that its board has approved a regular quarterly cash dividend of $0.24 per common share. The dividend will be paid on February 11, 2026 to shareholders who are on record as of the close of business on January 28, 2026. The company also provided a press release with additional details as an exhibit to the report.
Heritage Financial Corp director Allan Scott Tanton filed an initial Form 3, stating that he beneficially owns no securities of the company as of 01/01/2026. The non-derivative and derivative securities tables are empty, and the remarks section confirms that no securities are beneficially owned.
Heritage Financial Corporation is moving forward with its planned merger with Olympic Bancorp, the holding company for Kitsap Bank. Olympic reports that the merger process is progressing smoothly and, after regulatory and shareholder approvals, the transaction is expected to close on January 31, 2026. After acquiring Olympic, which had $1.7 billion in total assets as of September 30, 2025, Heritage is expected to reach about $8.7 billion in total assets.
Olympic’s board approved a fourth quarter cash dividend of $3.50 per share for shareholders of record on December 26, 2025, with payment scheduled from Broadridge on January 12, 2026. Both companies’ boards have unanimously supported the merger, and a joint proxy statement/prospectus was mailed around December 12, 2025 so shareholders can review details and vote on the transaction.
Heritage Financial Corp. reported equity transactions by executive Matthew Ray, its EVP Chief Lending Officer, on 12/15/2025. He acquired 832 shares of common stock at $25.43 per share and disposed of 178 shares at the same price.
Following these trades, Ray directly owned 22,660 shares of Heritage Financial common stock. The filing also shows activity in restricted stock units, with 832 units tied to common stock at a $0 exercise price and 3,332 derivative securities beneficially owned after the transaction.