# Heritage Financial Corp (HFWA)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/heritage-financial-corp/ JSON: https://steadybase.io/company/heritage-financial-corp.json Checked Nov 10, 2026. Latest filing read: Nov 6, 2026.

## Company

- Legal name: HERITAGE FINANCIAL CORP /WA/
- Ticker: HFWA (Nasdaq)
- SEC CIK: 0001046025
- Industry: Savings Institutions, Not Federally Chartered (SIC 6036)
- Headquarters: Olympia, WA
- Fiscal year ends: December 31
- SEC filer category: Large accelerated filer
- Website: hf-wa.com
- LinkedIn: https://www.linkedin.com/company/heritage-financial-corp
- Next earnings date: Jan 21, 2027 (estimated from past 8-K timing)

## Key facts

- Revenue: $314.2M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 27, 2026). Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/0001628280-26-012703-index.html
- Net income: $67.5M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 27, 2026). Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/0001628280-26-012703-index.html
- Employees: 755 as of , as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm
- Shares outstanding: 40,576,875 as of Oct 28, 2026 (10-Q filed Nov 6, 2026). Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026071543/0001628280-26-071543-index.html
- Auditor: Crowe LLP, Sacramento, California, named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm

## Business

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.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Net income |
|---|---|---|
| Dec 31, 2025 | $314.2M | $67.5M |
| Dec 31, 2024 | $309.7M | $43.3M |
| Dec 31, 2023 | $284.5M | $61.8M |
| Dec 31, 2022 | $227.5M | $81.9M |
| Dec 31, 2021 | $212.8M | $98.0M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/heritage-financial-corp.json

## Officers and directors

- Bryan McDonald, President and Chief Executive Officer of the Company. Source: 8-K filed Oct 22, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026066841/a8-kexhibit991q326er.htm
- Bryan D. McDonald, President and Chief Executive Officer. Source: 10-K filed Feb 27, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm
- Donald Hinson, EVPand Chief Financial Officer. Source: Form 4 filed Jun 10, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026042137/0001628280-26-042137-index.htm
- Donald J. Hinson, Executive Vice President and Chief Financial Officer. Source: 10-K filed Feb 27, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm
- Nicholas M. Bley, EVP Chief Operating Officer. Source: Form 4 filed Feb 27, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026012750/0001628280-26-012750-index.htm
- Patrick William Casey, EVP, Chief Information Officer. Source: Form 4 filed Nov 5, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026071216/0001628280-26-071216-index.htm
- Matthew T. Ray, EVP Chief Lending Officer. Source: Form 4 filed Aug 13, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026056558/0001628280-26-056558-index.htm
- William Glasby, EVP Chief Information Officer. Source: Form 4 filed Aug 13, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026056636/0001628280-26-056636-index.htm
- Tony Chalfant, EVP Chief Credit Officer. Source: Form 4 filed Aug 5, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026053596/0001628280-26-053596-index.htm
- Kelli Ann Wilson, EVP Chief Banking Officer. Source: Form 4 filed Jul 30, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026051140/0001628280-26-051140-index.htm
- Amy E. Curran, EVP Director Commercial Lend. Source: Form 4 filed Jun 15, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026043364/0001628280-26-043364-index.htm
- Sabrina C. Robison, EVP Chief HR Officer. Source: Form 4 filed May 4, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026029734/0001628280-26-029734-index.htm
- Thomas J. Henning, EVP Chief Risk Officer. Source: Form 4 filed Mar 18, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026019310/0001628280-26-019310-index.htm
- Scott T. Allan, Director. Source: 10-K filed Feb 27, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm
- Ann Watson, Board member (per proxy). Source: DEF 14A filed Mar 20, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm
- Kelli A. Wilson, Named in proxy. Source: DEF 14A filed Mar 20, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm
- Tony W. Chalfant, Named in proxy. Source: DEF 14A filed Mar 20, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm
- William K. Glasby, Named in proxy. Source: DEF 14A filed Mar 20, 2026, https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm

## Recent 8-K events

- Oct 22, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026066841/hfwa-20261022.htm
- Jul 23, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026049439/hfwa-20260723.htm
- May 8, 2026: Item 5.07, Submission of matters to a vote of security holders. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026032612/hfwa-20260507.htm
- Apr 23, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026026904/hfwa-20260423.htm
- Mar 23, 2026: Item 8.01, Other events. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026020261/hfwa-20260320.htm
- Feb 2, 2026: Item 2.01, Completion of acquisition or disposition of assets; Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026004511/hfwa-20260131.htm
- Jan 22, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026003035/hfwa-20260122.htm
- Jan 22, 2026: Item 5.07, Submission of matters to a vote of security holders; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026003011/hfwa-20260121.htm
- Jan 16, 2026: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026002388/hfwa-20260116.htm
- Dec 30, 2025: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828025059089/hfwa-20251229.htm

## Insider trades (Form 4)

- Sep 15, 2026: Frederick B. Rivera (Director) sold 1,300 shares, about $37,141. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026062015/0001628280-26-062015-index.htm
- Sep 3, 2026: Brian Charneski (Director) sold 13,675 shares, about $399,037. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026060287/0001628280-26-060287-index.htm
- Aug 13, 2026: Matthew T. Ray (EVP Chief Lending Officer) sold 3,692 shares, about $111,129. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026056558/0001628280-26-056558-index.htm
- Aug 5, 2026: Jeffrey S. Lyon (Director) sold 10,000 shares, about $300,000. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026053598/0001628280-26-053598-index.htm
- Aug 5, 2026: Tony Chalfant (EVP Chief Credit Officer) sold 3,234 shares, about $96,761. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026053596/0001628280-26-053596-index.htm
- Jul 30, 2026: Kelli Ann Wilson (EVP Chief Banking Officer) sold 3,778 shares, about $112,169. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026051140/0001628280-26-051140-index.htm
- Jun 9, 2026: Donald Hinson (EVPand Chief Financial Officer) sold 3,842 shares, about $108,998. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026042137/0001628280-26-042137-index.htm
- May 1, 2026: Sabrina C. Robison (EVP Chief HR Officer) sold 5,439.99 shares, about $150,127. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026029734/0001628280-26-029734-index.htm
- Feb 11, 2026: Tony Chalfant (EVP Chief Credit Officer) sold 4,668 shares, about $129,070. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026007334/0001628280-26-007334-index.htm
- Feb 3, 2026: Frederick B. Rivera (Director) sold 1,800 shares, about $47,358. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026005121/0001628280-26-005121-index.htm
- Jan 26, 2026: Kelli Ann Wilson (EVP Chief Banking Officer) sold 1,900 shares, about $50,312. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026003423/0001628280-26-003423-index.htm
- Nov 20, 2025: Bryan McDonald (President) bought 19,106 shares, about $426,446. Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828025053851/0001628280-25-053851-index.htm

## What management said

- "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" Bryan McDonald, President and Chief Executive Officer of the Company (8-K filed Oct 22, 2026). Source: https://www.sec.gov/Archives/edgar/data/1046025/000162828026066841/a8-kexhibit991q326er.htm

## Latest filings

- 8-K filed Oct 22, 2026: https://www.sec.gov/Archives/edgar/data/1046025/000162828026066841/hfwa-20261022.htm
- 10-K filed Feb 27, 2026: https://www.sec.gov/Archives/edgar/data/1046025/000162828026012703/hfwa-20251231.htm
- 10-Q filed Aug 7, 2026: https://www.sec.gov/Archives/edgar/data/1046025/000162828026054673/hfwa-20260630.htm
- DEF 14A filed Mar 20, 2026: https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/