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 (NASDAQ:HFWA) filed a routine Form 4 disclosing that director Karen R. Saunders received 2,218 restricted stock units (RSUs) on 06/18/2025. The RSUs, valued at a reference price of $22.55 per share (≈ $50 thousand total), will vest on 05/01/2026. The transaction increases Saunders’ direct beneficial ownership by the same amount; no shares were sold or otherwise disposed. The filing contains no additional material transactions, financial data, or strategic information.
Heritage Financial Corp. (HFWA) Form 4 filing: On 18 June 2025, director Trevor D. Dryer reported the acquisition of 2,218 Restricted Stock Units (RSUs) under transaction code “A.” Each RSU represents the right to receive one share of HFWA common stock when it vests. The filing lists a reference price of $22.55, implying a grant value close to $50 thousand. The RSUs are scheduled to vest/expire on 1 May 2026. Following the grant, Dryer now beneficially owns the same 2,218 derivative securities, held directly. No shares were sold or otherwise disposed of, and no other insider transactions were reported in this filing.
The award appears to be routine director equity compensation and does not alter the company’s capital structure. Nevertheless, the absence of sales and the addition of equity-based incentive compensation marginally align the director’s interests with shareholders.