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.
Heritage Financial Corporation filings document the regulatory record of a Washington bank holding company whose common stock trades on Nasdaq under HFWA. Recent 8-K reports cover operating results and financial condition, Regulation FD investor presentation materials, dividend declarations, shareholder voting outcomes, material agreements, capital-structure matters, and other corporate events.
The company’s proxy materials and meeting reports disclose director elections, executive compensation votes, governance procedures, and shareholder approval matters. Filings also record disclosures related to Heritage Bank, completed acquisition activity, cybersecurity incident reporting, and the capital and governance framework supporting the company’s regional commercial banking business.
Ray Matthew T. reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. reported that EVP Chief Lending Officer Matthew T. Ray received equity-based compensation awards. On February 25, 2026, he was granted 2,755 Performance Share Units and 2,755 Restricted Stock Units at a reference price of $27.54 per unit.
The performance share units have a three-year cliff vesting schedule ending on March 15, 2029. The restricted stock units vest ratably over three years, with final vesting also on March 15, 2029. These are awards, not open-market purchases or sales.
Heritage Financial Corp. executive Amy E. Curran, EVP Director Commercial Lending, reported the acquisition of 5,355 Restricted Stock Units as an equity award. The RSUs were granted on February 25, 2026 and vest ratably over three years, with final vesting on March 15, 2029.
Heritage Financial Corp. executive vice president and chief operating officer Nicholas M. Bley reported the acquisition of equity-based awards in the form of restricted stock units and performance share units. These are compensation grants rather than open-market stock purchases.
On February 25, 2026, he received 3,021 restricted stock units and 3,021 performance share units, each valued using a reference price of $27.54 per share. Footnotes indicate the awards carry a $0.00 exercise or purchase price, meaning no cash outlay is required by Bley.
The restricted stock units vest ratably over three years, with final vesting on March 15, 2029, while the performance share units vest on a three-year cliff schedule on March 15, 2029. Both awards are held as direct ownership and represent part of his long-term incentive compensation.
HERITAGE FINANCIAL CORP /WA/ reported an insider equity award for EVP and Chief Risk Officer Thomas J. Henning. He acquired 5,225 Restricted Stock Units (RSUs) as a grant at a reference price of $27.54 per unit, with no cash paid for the award, as indicated by a $0.00 footnote. The RSUs vest on a three-year ratable schedule, with final vesting on March 15, 2029. Following this transaction, Henning holds 5,225 RSUs directly as part of his compensation, rather than through any open-market purchase or sale.
Wilson Kelli Ann reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp. reported that EVP and Chief Banking Officer Kelli Ann Wilson received a grant of 5,037 Restricted Stock Units on February 25, 2026. The RSUs were awarded at a reference price of $27.54 per share with a grant price of $0.00.
The award features a three-year ratable vesting schedule, with final vesting on March 15, 2029. Following this transaction, Wilson’s directly held RSU balance reported in this filing is 5,037 units, reflecting this new equity-based compensation grant rather than any open-market share purchase or sale.
Robison Sabrina C reported acquisition or exercise transactions in this Form 4 filing.
Heritage Financial Corp reported that EVP Chief HR Officer Sabrina C. Robison received a grant of 4,860 restricted stock units on February 25, 2026, at a reference price of $27.54 per unit. The award vests ratably over three years, with final vesting on March 15, 2029.
Heritage Financial Corporation files its annual report describing a relationship-focused community banking franchise centered on commercial lending and deposits across Washington, Oregon and Idaho. The company operates Heritage Bank with 50 branches and recently added 16 Kitsap Bank branches through the acquisition of Olympic Bancorp.
On January 31, 2026, Heritage completed the Olympic Bancorp acquisition for approximately $185.0 million in stock, issuing 7,167,600 Heritage shares. At closing, Olympic contributed about $1.6 billion in assets, $0.9 billion in loans and $1.4 billion in deposits, significantly expanding the balance sheet and footprint.
Heritage emphasizes asset quality, conservative underwriting and deposit-funded growth. At December 31, 2025, commercial business loans totaled $3.91 billion (81.7% of loans), construction and land development loans were $343.3 million, and residential real estate loans were $358.8 million. Non-maturity deposits were 84.1% of total deposits, supporting loan growth with stable funding.
Liquidity and capital positions are highlighted as strategic strengths. At year-end 2025, on-balance-sheet liquidity included $233.1 million in cash and cash equivalents and $1.28 billion in investment securities. Consolidated regulatory ratios showed a common equity tier 1 ratio of 12.7%, leverage ratio of 10.8%, Tier 1 ratio of 13.1% and total capital ratio of 14.1%, all above well-capitalized thresholds.
Heritage Financial Corp executive Tony Chalfant reported an open-market sale of company stock. On 02/11/2026, the EVP Chief Credit Officer sold 4,668 shares of Heritage Financial Corp common stock at a price of $27.6488 per share. Following this transaction, Chalfant directly beneficially owned 19,870 shares of Heritage Financial Corp common stock.
HFWA filed a notice of proposed sale of 4,668 shares of its common stock under Rule 144. The shares have an aggregate market value of 129,064.60 and are planned to be sold on NASDAQ around 02/11/2026 through Morgan Stanley Smith Barney LLC Executive Financial Services.
The 4,668 shares come from restricted stock and performance share awards granted between 2020 and 2024 by the issuer. The seller represents that they are not aware of any undisclosed material adverse information about the issuer’s current or prospective operations.
Heritage Financial Corp director Frederick B. Rivera reported a sale of company stock. On February 3, 2026, he sold 1,800 shares of Common Stock at an average price of $26.3053 per share. After this transaction, he directly holds 4,972 shares of Heritage Financial Corp common stock.