Jennison Reports 3.21M Shares (7.8%) of HFWA

Jennison Associates LLC amended its Schedule 13G to report beneficial ownership of 3,213,473 shares of Heritage Financial Corp common stock, equal to 7.8% of the class.

Rhea-AI Filing Summary

Jennison Associates LLC amended its Schedule 13G to report beneficial ownership of 3,213,473 shares of Heritage Financial Corp common stock, equal to 7.8% of the class. The filing shows sole voting power over 3,213,473 shares and shared dispositive power over 3,213,473 shares.

Key Figures

Amount beneficially owned: 3,213,473 shares Percent of class: 7.8% Sole voting power: 3,213,473 shares +2 more

5 metrics

Amount beneficially owned 3,213,473 shares Amount beneficially owned (Item 4)

Percent of class 7.8% Percent of class (Item 4)

Sole voting power 3,213,473 shares Sole power to vote (Item 4(i))

Shared dispositive power 3,213,473 shares Shared power to dispose (Item 4(iv))

Filing signature date 05/06/2026 Signature block date

Key Terms

Schedule 13G/A, Beneficially owned, Sole voting power, Shared dispositive power

4 terms

Schedule 13G/A regulatory

"amended its <b>Schedule 13G</b> to report beneficial ownership"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Beneficially owned financial

"Amount beneficially owned: 3213473"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole voting power regulatory

"Sole power to vote or to direct the vote: 3213473"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Shared dispositive power regulatory

"Shared power to dispose or to direct the disposition of: 3213473"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does Jennison Associates hold in HFWA?

Jennison Associates holds 3,213,473 shares, or 7.8% of HFWA. The Schedule 13G/A lists the amount beneficially owned as 3,213,473 shares and the percent of class as 7.8%, filed as Amendment No. 4.

Does Jennison Associates have voting control over HFWA shares?

Yes — the filing shows sole voting power for 3,213,473 shares. Item 4 reports sole power to vote or direct the vote as 3,213,473, matching the amount beneficially owned in the filing.

Who signed the HFWA Schedule 13G/A amendment?

Beata Markowicz, Senior Vice President, Compliance, signed the amendment. The signature block lists Beata Markowicz and a signature date of 05/06/2026 under the Jennison Associates filing.

Is Jennison's ownership direct or through shared dispositive power?

The filing shows sole voting power and shared dispositive power. Item 4 lists sole voting power as 3,213,473 and shared dispositive power as 3,213,473, indicating voting control with shared disposition authority.

Where is Heritage Financial Corp's principal office listed in the filing?

Heritage Financial Corp's principal executive office is 201 Fifth Avenue SW, Olympia, WA 98501. Item 1(a)-(b) provides the issuer name and the address of its principal executive offices.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 05/06/2026 - 04:13 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 4)

HERITAGE FINANCIAL CORP

(Name of Issuer)

Common Stock

(Title of Class of Securities)

42722X106

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 42722X106

1

Names of Reporting Persons

Jennison Associates LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 3,213,473.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 3,213,473.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

3,213,473.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

7.8 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: HERITAGE FINANCIAL CORP
(b)	Address of issuer's principal executive offices: 201 Fifth Avenue SW, Olympia, WA 98501
Item 2.
(a)	Name of person filing: Jennison Associates LLC
(b)	Address or principal business office or, if none, residence: 55 East 52nd Street, New York, NY 10055
(c)	Citizenship: USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 42722X106
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 3213473
(b)	Percent of class: 7.8 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 3213473
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 0
	(iv) Shared power to dispose or to direct the disposition of: 3213473
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Jennison Associates LLC

Signature:	Beata Markowicz
Name/Title:	Senior Vice President, Compliance
Date:	05/06/2026