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.
Victory Capital Management, Inc. files Amendment No. 2 reporting beneficial ownership of 2,475,850 shares of Heritage Financial Corp. The filing states 2,475,850 shares beneficially owned, representing 6.02% of the common stock (CUSIP 42722X106). The amendment is signed on 05/11/2026.
Heritage Financial Corporation reported stronger Q1 2026 results and completed its acquisition of Olympic Bancorp. Net income rose to $18.9 million from $13.9 million a year earlier, with diluted EPS increasing to $0.48 from $0.40.
Total assets expanded to $8.50 billion from $6.97 billion, driven largely by the all-stock Olympic transaction valued at about $185 million, which added 7.17 million shares, $38.1 million of goodwill, and $50.3 million of core deposit intangibles. Loans reached $5.72 billion and deposits $7.25 billion. The company recorded a $1.0 million reversal of credit loss provisions, while noninterest expense increased to $56.6 million, reflecting higher compensation and $5.2 million of acquisition-related costs.
Heritage Financial Corporation held its annual shareholder meeting on May 7, 2026, with 35,533,585 of 41,131,100 eligible common shares represented, establishing a quorum. Shareholders elected eleven directors, including Scott T. Allan and Brian S. Charneski, to one-year terms expiring at the 2027 annual meeting.
Shareholders also gave advisory approval to the compensation of the named executive officers, with 32,397,946 votes for, 645,154 against and 95,066 abstentions. In addition, they ratified the appointment of Crowe LLP as independent registered public accounting firm for the year ending December 31, 2026, with 35,455,405 votes for and 66,701 against.
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.
Heritage Financial Corp. executive Sabrina C. Robison reported open-market sales of company stock. On May 1, 2026, she sold 4,723.991 shares of Heritage Financial common stock from a 401(K) Plan at $27.61 per share, reducing that indirect holding to zero shares.
On the same date, she also sold 716 shares of common stock in open-market transactions at $27.51 per share. After these direct sales, Robison directly owned 32,931 shares of Heritage Financial common stock.
Heritage Financial Corp. director Trevor D. Dryer exercised restricted stock units into common shares. On May 1, 2026, he converted 2,218 RSUs at a stated value of $27.61 per share into the same number of common shares, bringing his direct holdings to 9,977 common shares. No open-market buy or sell was reported in this filing; the activity reflects equity compensation vesting rather than trading.
HERITAGE FINANCIAL CORP /WA/ director Jeffrey S. Lyon exercised equity awards into common shares. On May 1, 2026, he exercised 2,218 Restricted Stock Units, receiving the same number of Common Stock shares at a reference price of $27.61 per share. Following this transaction, his direct common stock holdings increased to 50,719 shares, and the reported Restricted Stock Units position was reduced to zero, reflecting a routine compensation-related conversion rather than an open‑market purchase or sale.
Heritage Financial Corp director Ann Watson exercised restricted stock units into common shares. On May 1, 2026, she converted 2,218 RSUs into the same number of Common Stock shares at an indicated value of $27.61 per share, with no open-market sale reported. After this transaction, she directly holds 26,121 Common Stock shares and no remaining restricted stock units from this award.
HERITAGE FINANCIAL CORP director Brian Charneski reported a compensation-related equity transaction. On May 1, 2026, he exercised 2,218 Restricted Stock Units into an equal number of Common Stock shares at $27.61 per share, bringing his directly held common shares to 44,709.
Heritage Financial Corp (HFWA) director Gail B. Giacobbe exercised restricted stock units into common shares. On May 1, 2026, 2,218 restricted stock units converted into 2,218 shares of common stock at a reported value of $27.61 per share, bringing her direct holdings to 9,977 shares.