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) executive Thomas J. Henning, EVP Chief Risk Officer, reported equity transactions dated 12/15/2025. He acquired 495 shares of common stock at $25.43 per share through the exercise of restricted stock units, then disposed of 79 shares at the same price to cover related obligations. Following these transactions, he directly owns 14,433 shares of Heritage Financial common stock and holds 991 restricted stock units that remain outstanding.
HERITAGE FINANCIAL CORP reported an insider equity transaction by EVP and Chief HR Officer Sabrina Robison. On 12/15/2025, a transaction coded "M" converted 247 restricted stock units into 247 shares of common stock at $25.43 per share. A separate transaction coded "F" disposed of 39 shares at the same price. After these transactions, the officer directly owns 30,353 shares of common stock and 1,734 restricted stock units.
Heritage Financial Corp executive William Glasby reported updates to his equity holdings. On December 15, 2025, 265 restricted stock units converted into 265 shares of common stock at a listed price of $25.43, and a separate transaction coded “F” involved 40 shares at the same price. After these transactions, he directly owned 8,955 shares of Heritage Financial common stock and held 1,058 restricted stock units.
Heritage Financial Corporation is progressing with its planned merger with Olympic Bancorp, parent of Kitsap Bank, and has shared an integration timeline for employees. A change in control, when Kitsap Bank will legally become part of Heritage Bank, is targeted for January 31, 2026, but customers are expected to see no changes until systems are combined.
The core system conversion to Heritage Bank’s Fiserv DNA platform is targeted for September 18, 2026, at which point Kitsap customers will move to Heritage products and services and receive detailed guides and regulatory disclosures. Until conversion, all loans and deposits will remain on legacy systems and access to Heritage’s core system will be restricted.
Heritage plans to retain the Kitsap Bank name in most locations while gradually introducing an updated visual identity tied to the Heritage brand. The communication also highlights forward-looking statement risks, including the possibility the merger may not close, integration challenges, regulatory and shareholder approvals, and dilution from issuing Heritage common stock. A Form S-4 registration statement with a joint proxy statement/prospectus will be filed for shareholder votes.
Heritage Financial Corporation is preparing for a virtual special shareholder meeting on January 21, 2026 to consider its planned acquisition of Olympic Bancorp, Inc. Shareholders are being mailed a proxy statement/prospectus and proxy card starting December 12, 2025, with instructions to vote, access materials online, or request paper copies.
The board is recommending a FOR vote on issuing Heritage common stock to complete the merger with Olympic Bancorp and on a proposal that would allow adjournment of the meeting to solicit additional proxies if needed. The communication explains how registered and beneficial owners will receive and return proxy cards and stresses that brokerage proxy cards must be returned through the proper channels.
The report also includes extensive forward-looking statement and risk disclosures, outlining uncertainties that could affect completion and integration of the merger, including shareholder approvals, regulatory approvals, integration challenges and potential dilution from issuing additional Heritage common stock. It notes that Heritage will file a Form S-4 registration statement with a joint proxy statement/prospectus, which shareholders are advised to read when available.
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.