{"filings":[{"id":90851,"accession_number":"0001628280-26-032612","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2026-05-08T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Heritage Financial elects all 11 director nominees, approves say-on-pay and auditor ratification at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees elected with strong support; top vote-getter Scott T. Allan received 33,115,522 for votes.","Advisory vote on executive compensation approved: 32,397,946 for, 645,154 against, 95,066 abstain.","Ratification of Crowe LLP as auditor for 2026 approved: 35,455,405 for, 66,701 against, 11,479 abstain.","Quorum of 35,533,585 shares (86.4% of outstanding) represented at May 7, 2026 annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90850,"accession_number":"0001628280-26-026904","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Heritage Financial Q1 net income $18.9M ($0.48 EPS); NIM expands to 3.96%; declares $0.24 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2026 net income $18.9M ($0.48 diluted EPS) vs Q4 2025 $22.2M ($0.65) and Q1 2025 $13.9M ($0.40).","Adjusted diluted EPS (ex-merger costs) $0.59, vs $0.66 in Q4 2025 and $0.49 in Q1 2025.","Net interest margin expanded 24 bps to 3.96%; yield on loans up 19 bps to 5.73%.","Declared $0.24/share regular cash dividend, payable May 20, 2026 to holders of record May 6, 2026.","Completed acquisition of Olympic Bancorp on Jan 31, 2026; system conversion expected by end of Q3 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90849,"accession_number":"0001628280-26-024654","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K/A","filed_at":"2026-04-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Heritage Financial completes Olympic Bancorp acquisition, adding $1.655B in assets","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger effective January 31, 2026; Olympic shareholders receive $78.04 per share in cash and stock.","Olympic reported 2025 net income of $12.43M ($78.04 EPS), up from $5.23M in 2024.","Olympic total assets $1.655B, deposits $1.395B, net loans $888.1M as of Dec 31, 2025.","Pro forma combined financials filed; Heritage expects operational synergies and expanded WA market share.","Regulatory approvals received; all customary closing conditions satisfied."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100668,"accession_number":"0001628280-26-020261","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2026-03-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Heritage Financial detects cyber incident; files exfiltrated may contain personal info","summary_kind":"llm","event_type":"cyber","confidence":"high","bullets":["Detected March 2, 2026; internal file share server compromised with exfiltration of files possibly containing personal information.","Customer accounts, systems, and operations not affected; no disruption to business operations.","Investigation ongoing with external forensic firm and legal counsel; regulators, law enforcement, and insurer notified.","Company states incident not currently deemed material to financial condition or results of operations.","Forward-looking statements warn impact may be more severe than currently anticipated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100667,"accession_number":"0001628280-26-004511","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2026-02-02T23:59:59+00:00","items":["2.01","7.01","9.01"],"status":"ready","headline":"Heritage Financial completes acquisition of Olympic Bancorp, issuing ~7.17M shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger completed January 31, 2026; Olympic merged into Heritage, Kitsap Bank into Heritage Bank.","Each Olympic share exchanged for 45.0 Heritage shares; cash paid for fractional shares.","Approximately 7,167,600 Heritage shares issued as total consideration.","Heritage President and CEO Bryan McDonald welcomed Kitsap Bank customers and employees.","Financial statements and pro forma data to be filed within 71 days of the 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100666,"accession_number":"0001628280-26-003035","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Heritage Financial Q4 net income $22.2M ($0.65 EPS); Olympic acquisition approved, closing Jan 31","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $22.2M ($0.65 diluted EPS) vs Q3 $19.2M ($0.55) and Q4 2024 $11.9M ($0.34); adjusted EPS $0.66","Net interest margin expanded to 3.72% (up 8 bps QoQ); deposits up $62.7M (1.1%); cost of deposits down to 1.83%","Declared regular cash dividend of $0.24 per share on January 16, 2026","Received regulatory and shareholder approvals to acquire Olympic Bancorp; close expected on or about January 31, 2026"],"consensus_eps_estimate":null,"consensus_eps_actual":1.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100665,"accession_number":"0001628280-26-003011","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Heritage Financial shareholders approve stock issuance for Olympic Bancorp merger","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stock issuance proposal approved with 27,081,202 votes for, 25,429 against, 42,699 abstain.","Quorum of ~80% (27.1M of 33.96M shares) present at January 21 special meeting.","Adjournment proposal also approved but not needed; meeting concluded without adjournment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100664,"accession_number":"0001628280-26-002388","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2026-01-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Heritage Financial declares $0.24 dividend, cites Olympic Bancorp merger for advance timing","summary_kind":"llm","event_type":"dividend","confidence":"high","bullets":["Quarterly cash dividend of $0.24 per share declared; payable Feb 11, 2026; record date Jan 28, 2026.","Dividend paid early due to anticipated merger with Olympic Bancorp, Inc.","Direct deposit enrollment available via Computershare for registered holders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116984,"accession_number":"0001628280-25-059089","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2025-12-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Heritage Financial receives all regulatory approvals for Olympic Bancorp merger; expects close Jan 31, 2026","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Received approvals from FDIC, Washington DFI, and Federal Reserve (non-objection) for merger of Olympic Bancorp and Kitsap Bank into Heritage.","All required regulatory approvals now obtained; closing targeted on or about January 31, 2026.","Transaction remains subject to shareholder approval from both Heritage and Olympic shareholders.","CEO says combination will create a more robust banking platform for Puget Sound communities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116983,"accession_number":"0001628280-25-058123","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2025-12-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Heritage Financial appoints Scott T. Allan to board effective Jan 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Scott T. Allan, age 60, appointed independent director; will serve on Audit and Risk & Technology Committees.","Background: former CEO of Hydro Flask (2012-2016), current partner at Cascade Growth Partners.","No reportable related-party transactions; standard non-employee director compensation applies.","Also appointed to the board of Heritage Bank, effective same date."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116982,"accession_number":"0001628280-25-046050","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Heritage Financial Q3 net income $19.2M ($0.55 EPS), up from $12.2M; declares $0.24 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $19.2M ($0.55 diluted EPS) vs $12.2M ($0.36) in Q2 2025 and $11.4M ($0.33) in Q3 2024.","Net interest margin expanded to 3.64% from 3.51% in Q2; deposit costs declined to 1.89% from 1.94%.","Total deposits rose $73.1M (1.3%) from Q2; noninterest demand deposits up 2.1%.","Regular cash dividend of $0.24 per share declared, payable Nov 19 to holders of record Nov 5.","CEO confirmed pending acquisition of Olympic Bancorp (Kitsap Bank) expected to close in Q1 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":1.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133418,"accession_number":"0001628280-25-042858","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Heritage Financial to acquire Olympic Bancorp for ~$176.6M in stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Olympic Bancorp shareholders receive 45.0 HFWA shares per share; implied total deal value ~$176.6M based on $24.64 close.","Olympic shareholders will own ~17.4% of combined company; pro forma assets ~$8.8B, deposits ~$7.2B.","Kitsap Bank (Olympic subsidiary) had $1.7B assets, $941M loans, $1.4B deposits as of June 30, 2025.","Heritage expects ~18% EPS accretion after full realization of operating efficiencies; merger targeted to close Q1 2026.","Both boards unanimously approved; subject to regulatory and shareholder approvals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133417,"accession_number":"0001046025-25-000144","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Heritage Financial Q2 2025 net income $12.2M ($0.36 EPS); adj. EPS $0.53; declares $0.24 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $12.2M, diluted EPS $0.36 vs $0.40 in Q1 2025 and $0.41 in Q2 2024.","Pre-tax loss on securities sale of $6.9M ($0.15 EPS) as part of balance sheet repositioning; sold $91.6M at 2.63%, reinvested $56.4M at 5.06%.","Net interest margin expanded to 3.51% from 3.44% in Q1; loan yield 5.50%, cost of interest-bearing deposits 1.94%.","Declared regular cash dividend $0.24/share, payable Aug 20 to holders of record Aug 6.","Adjusted diluted EPS $0.53 vs $0.49 prior quarter and $0.45 YoY; adjusted ROATCE 11.59%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.76,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150095,"accession_number":"0001046025-25-000106","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["5.02","5.07","7.01","9.01"],"status":"ready","headline":"Heritage Financial names Bryan McDonald President and CEO, Deuel retires","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Jeffrey Deuel retired May 6, 2025; Bryan McDonald named President and CEO and appointed to Board.","McDonald previously served as President/COO of Heritage Bank since 2021, joined via Whidbey Island merger in 2014.","Employment agreement: base salary $650k, target bonus 50%, severance 150% (non-CIC) or 250% (CIC) of base plus avg bonus.","Annual meeting results: all 9 directors re-elected, say-on-pay passed, Crowe LLP ratified as auditor for 2025.","Deuel will remain as non-officer employee in advisory role through March 2027."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":150094,"accession_number":"0001046025-25-000082","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Heritage Financial Q1 EPS $0.40; NIM expands to 3.44%; deposits up 2.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $13.9M ($0.40 diluted) vs $11.9M ($0.34) Q4 2024 and $5.7M ($0.16) Q1 2024.","Pre-tax loss $3.9M on sale of $60.9M securities; $28.2M reinvested at 4.55% yield.","Net interest margin 3.44% (up from 3.36%); cost of interest-bearing deposits fell to 1.92%.","Deposits grew $160.7M (2.8%) to $5.845B; hired three commercial bankers in Spokane, WA.","Regular cash dividend $0.24/share declared; payable May 21 to record May 7, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.4,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":169095,"accession_number":"0001046025-25-000008","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2025-01-23T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Heritage Financial Q4 net income $11.9M ($0.34 EPS); loan growth 2.6%, margin expands; dividend raised to $0.24/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 net income $11.9M ($0.34 diluted EPS) vs Q3 $11.4M ($0.33) and Q4 2023 $6.2M ($0.18).","Annual net income $43.3M ($1.24 EPS) down from $61.8M ($1.75) in 2023; securities losses of $22.7M pre-tax reduced EPS by $0.51.","Loans receivable up $122.6M (2.6% sequential); net interest margin expanded to 3.39% from 3.33% in Q3.","Cost of total deposits decreased to 1.39% from 1.42%; quarterly dividend increased 4.3% to $0.24/share, payable Feb 20.","Incurred $3.9M pre-tax loss on securities sale to fund higher-yielding loan growth; BOLI restructuring added $2.9M after-tax costs."],"consensus_eps_estimate":null,"consensus_eps_actual":1.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186167,"accession_number":"0001046025-24-000200","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Heritage Financial appoints Karen Saunders to board; director Gavin to retire at 2025 meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Deborah J. Gavin not standing for re-election at 2025 Annual Meeting; term expires then, no disagreement.","Karen Saunders appointed to Board and Heritage Bank Board effective Jan 1, 2025; committees: Audit, Finance, Risk & Technology.","Saunders is a former KPMG audit partner with 38 years in financial services; independent director.","Heritage entered deferred compensation agreement with Matthew T. Ray: performance-based contributions, 10-year vesting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186166,"accession_number":"0001046025-24-000175","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Heritage Financial Q3 net income $11.4M ($0.33 EPS) down from $14.2M in Q2; declares $0.23 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $11.4M, EPS $0.33 vs Q2 $14.2M/$0.41 and Q3 2023 $18.2M/$0.51.","Includes pre-tax loss of $6.9M on sale of securities ($0.16 EPS hit) from strategic balance sheet repositioning.","Loans grew $146.9M (3.2% sequentially, 12.9% annualized); deposits increased $192.8M (3.5% seq.).","Net interest margin expanded to 3.33% from 3.29% in Q2; cost of total deposits 1.42% vs 1.34%.","Declared regular cash dividend of $0.23 per share, payable Nov 20 to holders of record Nov 6."],"consensus_eps_estimate":null,"consensus_eps_actual":0.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":186165,"accession_number":"0001046025-24-000171","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Heritage Financial names Nicholas Bley as COO of Heritage Bank, effective Oct 28, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Nicholas Bley named Executive VP and COO of Heritage Bank and Executive VP of Heritage, effective Oct 28, 2024.","Bley previously served as Managing Director and Commercial Real Estate Senior Regional Sales Manager at JPMorgan Chase.","Employment agreement provides annual base salary of $400,008, a $300,000 signing bonus, and $350,000 RSU award.","Initial employment term runs through June 30, 2027, with automatic annual extensions unless 90 days' notice given.","Severance: 100% of base salary plus 3-year avg bonus paid over 24 months (non-Change-in-Control); 200% lump sum (Change-in-Control)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202791,"accession_number":"0001046025-24-000159","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Heritage Financial Q2 net income $14.2M ($0.41 EPS) up from $5.7M Q1; CEO succession plan","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $14.2M ($0.41 diluted EPS) vs $5.7M ($0.16) in Q1 2024; Q2 2023 net income $16.8M ($0.48).","Loans receivable increased $104.5M (2.4% QoQ); net interest margin 3.29% vs 3.32% prior quarter.","Cost of total deposits rose to 1.34% from 1.19% Q1; loss on sale of securities $1.9M ($0.04/share).","CEO succession: Bryan McDonald named President of HFWA and CEO of Heritage Bank effective July 1; Jeff Deuel remains CEO until May 6, 2025.","Regular cash dividend $0.23 per share declared, payable Aug 21 to holders of record Aug 7."],"consensus_eps_estimate":null,"consensus_eps_actual":0.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202790,"accession_number":"0001046025-24-000152","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2024-07-01T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Heritage Financial announces CEO succession: Bryan McDonald to lead bank; Jeff Deuel stays CEO until May 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Bryan McDonald named President and CEO of Heritage Bank effective July 1, 2024; continues as President of Heritage Financial.","Jeffrey Deuel remains CEO of Heritage Financial until May 6, 2025, then transitions to advisory role through March 31, 2027.","McDonald's new employment agreement: base salary $535,000, target bonus 45%, equity target 50% of salary.","Deuel's transition agreement: base salary $711,113 until May 2025, then part-time $20k/mo for 12 months, then $10k/mo.","Succession designed for smooth transition; Deuel has 42-year career, McDonald has 30+ years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218965,"accession_number":"0001046025-24-000111","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2024-05-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Heritage Financial shareholders elect directors, approve say-on-pay, ratify Crowe as auditor","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected with substantial majorities; quorum of 28.6M shares out of 34.7M outstanding.","Advisory vote on executive compensation passed: 25.6M for, 414,865 against, 82,117 abstain.","Ratification of Crowe LLP as independent auditor for FY2024 approved: 28.4M for, 189,377 against.","Annual meeting held May 6, 2024; no other matters submitted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218964,"accession_number":"0001046025-24-000082","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/","ticker":"HFWA","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Heritage Financial Reports Q1 2024 Net Income of $5.7M, Declares $0.23 Dividend and Authorizes 1.7M Share Buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 2024 net income $5.7M ($0.16 diluted EPS) vs. $6.2M in Q4 2023 and $20.5M in Q1 2023.","Incurred $10M pre-tax loss on sale of securities ($0.22 per share impact) and $1.1M severance costs for balance sheet repositioning and expense management.","Loans increased $92.5M (2.1%) in Q1 2024; net interest margin 3.32% (down from 3.41%); cost of total deposits rose to 1.19% from 1.01%.","Declared regular quarterly cash dividend of $0.23 per share, payable May 22, 2024 to shareholders of record May 8, 2024.","Board authorized repurchase of up to 5% of outstanding shares (approx. 1.7 million shares) under new stock repurchase program."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1116205530.6497645,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}