{
  "name": "Heritage Financial Corp",
  "legal_name": "HERITAGE FINANCIAL CORP /WA/",
  "ticker": "HFWA",
  "tickers": [
    "HFWA"
  ],
  "cik": "0001046025",
  "page_url": "https://steadybase.io/company/heritage-financial-corp/",
  "markdown_url": "https://steadybase.io/company/heritage-financial-corp.md",
  "json_url": "https://steadybase.io/company/heritage-financial-corp.json",
  "as_of": "2026-11-10",
  "last_filed": "2026-11-06",
  "industry": {
    "sic": "6036",
    "description": "Savings Institutions, Not Federally Chartered"
  },
  "headquarters": {
    "city": "Olympia",
    "state": "WA",
    "country": "US"
  },
  "exchanges": [
    "Nasdaq"
  ],
  "fiscal_year_end": "December 31",
  "filer_category": "Large accelerated filer",
  "state_of_incorporation": "WA",
  "website": "hf-wa.com",
  "investor_relations_url": null,
  "linkedin_company_url": "https://www.linkedin.com/company/heritage-financial-corp",
  "summary": {
    "text": "Heritage Financial Corporation is a bank holding company that was incorporated in the State of Washington in August 1997. We are primarily engaged in the business of planning, directing, and coordinating the business activities of our wholly-owned subsidiary and single reportable segment, Heritage Bank.",
    "section": "Item 1. Business",
    "period_end": "2025-12-31",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm"
  },
  "key_facts": [
    {
      "key": "revenue",
      "label": "Revenue",
      "value": 314236000,
      "unit": "USD",
      "period_start": "2025-01-01",
      "period_end": "2025-12-31",
      "basis": "filing_fact",
      "form": "10-K",
      "filed": "2026-02-27",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/0001628280-26-012703-index.html",
      "text": "Revenue: $314.2M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 27, 2026)."
    },
    {
      "key": "net_income",
      "label": "Net income",
      "value": 67532000,
      "unit": "USD",
      "period_start": "2025-01-01",
      "period_end": "2025-12-31",
      "basis": "filing_fact",
      "form": "10-K",
      "filed": "2026-02-27",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/0001628280-26-012703-index.html",
      "text": "Net income: $67.5M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 27, 2026)."
    },
    {
      "key": "employees",
      "label": "Employees",
      "value": 755,
      "unit": "people",
      "period_end": null,
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm",
      "text": "Employees: 755 as of , as reported in an SEC filing."
    },
    {
      "key": "shares_outstanding",
      "label": "Shares outstanding",
      "value": 40576875,
      "unit": "shares",
      "period_end": "2026-10-28",
      "form": "10-Q",
      "filed": "2026-11-06",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026071543/0001628280-26-071543-index.html",
      "text": "Shares outstanding: 40,576,875 as of Oct 28, 2026 (10-Q filed Nov 6, 2026)."
    },
    {
      "key": "auditor",
      "label": "Auditor",
      "value": "Crowe LLP",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm",
      "text": "Auditor: Crowe LLP, Sacramento, California, named in the latest 10-K."
    }
  ],
  "metrics": {
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        "period_start": "2025-01-01",
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        "unit": "USD",
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  },
  "next_earnings": {
    "date": "2027-01-21",
    "confidence": "estimate",
    "webcast_url": null
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  "people": [
    {
      "name": "Bryan McDonald",
      "title": "President and Chief Executive Officer of the Company",
      "role": "officer",
      "linkedin_url": null,
      "form": "8-K",
      "filed": "2026-10-22",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026066841/a8-kexhibit991q326er.htm"
    },
    {
      "name": "Bryan D. McDonald",
      "title": "President and Chief Executive Officer",
      "role": "officer",
      "linkedin_url": null,
      "form": "10-K",
      "filed": "2026-02-27",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm"
    },
    {
      "name": "Donald Hinson",
      "title": "EVPand Chief Financial Officer",
      "role": "officer",
      "linkedin_url": null,
      "form": "4",
      "filed": "2026-06-10",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026042137/0001628280-26-042137-index.htm"
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    {
      "name": "Donald J. Hinson",
      "title": "Executive Vice President and Chief Financial Officer",
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      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm"
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    {
      "name": "Nicholas M. Bley",
      "title": "EVP Chief Operating Officer",
      "role": "officer",
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      "filed": "2026-02-27",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026012750/0001628280-26-012750-index.htm"
    },
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      "name": "Patrick William Casey",
      "title": "EVP, Chief Information Officer",
      "role": "officer",
      "linkedin_url": null,
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      "filed": "2026-11-05",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026071216/0001628280-26-071216-index.htm"
    },
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      "title": "EVP Chief Lending Officer",
      "role": "officer",
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      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026056558/0001628280-26-056558-index.htm"
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      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026056636/0001628280-26-056636-index.htm"
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      "title": "Director",
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    },
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      "role": "director",
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      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm"
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      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm"
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      "date": "2026-06-09",
      "filed": "2026-06-10",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026042137/0001628280-26-042137-index.htm"
    },
    {
      "owner": "Sabrina C. Robison",
      "role": "EVP Chief HR Officer",
      "action": "sold",
      "code": "S",
      "shares": 5439.99,
      "value_usd": 150127,
      "date": "2026-05-01",
      "filed": "2026-05-04",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026029734/0001628280-26-029734-index.htm"
    },
    {
      "owner": "Tony Chalfant",
      "role": "EVP Chief Credit Officer",
      "action": "sold",
      "code": "S",
      "shares": 4668,
      "value_usd": 129070,
      "date": "2026-02-11",
      "filed": "2026-02-11",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026007334/0001628280-26-007334-index.htm"
    },
    {
      "owner": "Frederick B. Rivera",
      "role": "Director",
      "action": "sold",
      "code": "S",
      "shares": 1800,
      "value_usd": 47358,
      "date": "2026-02-03",
      "filed": "2026-02-03",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026005121/0001628280-26-005121-index.htm"
    },
    {
      "owner": "Kelli Ann Wilson",
      "role": "EVP Chief Banking Officer",
      "action": "sold",
      "code": "S",
      "shares": 1900,
      "value_usd": 50312,
      "date": "2026-01-26",
      "filed": "2026-01-26",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026003423/0001628280-26-003423-index.htm"
    },
    {
      "owner": "Bryan McDonald",
      "role": "President",
      "action": "bought",
      "code": "P",
      "shares": 19106,
      "value_usd": 426446,
      "date": "2025-11-20",
      "filed": "2025-11-24",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828025053851/0001628280-25-053851-index.htm"
    }
  ],
  "quotes": [
    {
      "text": "We are pleased with the continued improvement in our net interest margin and growth in loans and deposits during the third quarter. In addition, we completed the successful conversion of the Kitsap Bank customers to the Heritage Bank system. This was an important step for Heritage to achieve full realization of cost savings from the Merger and operate with improved efficiency going forward",
      "speaker": "Bryan McDonald",
      "title": "President and Chief Executive Officer of the Company",
      "form": "8-K",
      "filed": "2026-10-22",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026066841/a8-kexhibit991q326er.htm"
    }
  ],
  "latest_filings": [
    {
      "form": "8-K",
      "filed": "2026-10-22",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026066841/hfwa-20261022.htm"
    },
    {
      "form": "10-K",
      "filed": "2026-02-27",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm"
    },
    {
      "form": "10-Q",
      "filed": "2026-08-07",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026054673/hfwa-20260630.htm"
    },
    {
      "form": "DEF 14A",
      "filed": "2026-03-20",
      "source_url": "https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm"
    }
  ],
  "source": "SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from."
}