{"version":"company-facts.v1","source":"https://secwatch.observer","generated_at":"2026-06-04T03:45:03.384946+00:00","company":{"ticker":"HFWA","cik":1046025,"company_name":"HERITAGE FINANCIAL CORP /WA/"},"pagination":{"limit":100,"returned":12,"next_cursor":null},"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer","facts":[{"fact_type":"earnings_release","fact_key":"9674850e1e603a8e88f767249766bce5bc41f5cd","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2026-04-23T23:59:59+00:00","payload":{"eps_text":"$0.48 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$18.9 million","period_text":"first quarter 2026","report_date":"2026-04-23","result_type":"reported_results","revenue_text":null},"claim":"HERITAGE FINANCIAL CORP /WA/ reported first quarter 2026 results: net income $18.9 million, EPS $0.48 per diluted share.","evidence_excerpt":"Net income was $18.9 million, or $0.48 per diluted share","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-026904","anchor_url":"https://secwatch.observer/filing/0001628280-26-026904#claim-9674850e1e603a8e88f767249766bce5bc41f5cd","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000162828026026904/0001628280-26-026904-index.htm"},{"fact_type":"ma_transaction","fact_key":"18dfdeb00a132b89ee705ce11820a278ef1cd06e","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2026-02-02T23:59:59+00:00","payload":{"action":"acquisition","closing_date":"2026-01-31","consideration_text":"45.0 shares of the Company's common stock","counterparty":"Olympic Bancorp, Inc.","effective_date":"2026-01-31","item_codes_triggered":["2.01"]},"claim":"HERITAGE FINANCIAL CORP /WA/ completed an acquisition involving Olympic Bancorp, Inc. for 45.0 shares of the Company's common stock (closed 2026-01-31).","evidence_excerpt":"of the Merger Agreement, as of the Effective Time, each outstanding share of Olympic cap stock was automatically converted as a result of the Merger into the right to receive 45.0 shares of the Company’s common stock, with cash to be paid in lieu of fractional shares. Each outstanding share of the Company’s common stock remains outstanding and was","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001628280-26-004511","anchor_url":"https://secwatch.observer/filing/0001628280-26-004511#claim-18dfdeb00a132b89ee705ce11820a278ef1cd06e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000162828026004511/0001628280-26-004511-index.htm"},{"fact_type":"executive_change","fact_key":"1198aaa3ca","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2025-05-06T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2025-05-06","interim":false,"role":"Director","role_category":"director","successor_name":null,"successor_named":false},"claim":"Bryan D. McDonald was appointed as Director at HERITAGE FINANCIAL CORP /WA/.","evidence_excerpt":"the Board of Directors (\"Board\") of Heritage, upon the recommendation of the Governance and Nominating Committee of the Board, approved the appointment of Mr. McDonald to the Board, effective May 6, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001046025-25-000106","anchor_url":"https://secwatch.observer/filing/0001046025-25-000106#claim-1198aaa3ca","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602525000106/0001046025-25-000106-index.htm"},{"fact_type":"executive_change","fact_key":"f22c817f38","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2025-05-06T23:59:59+00:00","payload":{"action":"succeeded","action_category":"role_change","departure_tone":"not_applicable","effective_date":"2025-05-06","interim":false,"role":"President and Chief Executive Officer","role_category":"ceo","successor_name":null,"successor_named":false},"claim":"Bryan D. McDonald changed role as President and Chief Executive Officer at HERITAGE FINANCIAL CORP /WA/.","evidence_excerpt":"Bryan D. McDonald, age 53, who has held the title of President of Heritage and President and CEO of Heritage Bank since July 1, 2024, succeeded Mr. Deuel as President and CEO of Heritage and its wholly-owned banking subsidiary, Heritage Bank, effective May 6, 2025.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001046025-25-000106","anchor_url":"https://secwatch.observer/filing/0001046025-25-000106#claim-f22c817f38","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602525000106/0001046025-25-000106-index.htm"},{"fact_type":"executive_change","fact_key":"681e1bc0ef","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2025-05-06T23:59:59+00:00","payload":{"action":"retired","action_category":"departure","departure_tone":"retirement","effective_date":"2025-05-06","interim":false,"role":"Chief Executive Officer","role_category":"ceo","successor_name":"Bryan D. McDonald","successor_named":true},"claim":"Jeffrey J. Deuel retired as Chief Executive Officer at HERITAGE FINANCIAL CORP /WA/.","evidence_excerpt":"Jeffrey J. Deuel, who had held the title of CEO of Heritage since 2019, retired from his role as CEO effective May 6, 2025","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001046025-25-000106","anchor_url":"https://secwatch.observer/filing/0001046025-25-000106#claim-681e1bc0ef","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602525000106/0001046025-25-000106-index.htm"},{"fact_type":"executive_change","fact_key":"a2fb16b5d0","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2024-10-23T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-10-28","interim":false,"role":"Executive Vice President and Chief Operating Officer of Heritage Bank and Executive Vice President of Heritage","role_category":"coo","successor_name":null,"successor_named":false},"claim":"Nicholas Bley was appointed as Executive Vice President and Chief Operating Officer of Heritage Bank and Executive Vice President of Heritage at HERITAGE FINANCIAL CORP /WA/.","evidence_excerpt":"Heritage Financial Corporation, Olympia, Washington (“Heritage”), the parent company of Heritage Bank, issued a press release on October 23, 2024, announcing that Nicholas Bley will become the Executive Vice President and Chief Operating Officer of Heritage Bank and Executive Vice President of Heritage.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001046025-24-000171","anchor_url":"https://secwatch.observer/filing/0001046025-24-000171#claim-a2fb16b5d0","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000171/0001046025-24-000171-index.htm"},{"fact_type":"executive_change","fact_key":"b8dec17e98","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2024-07-01T23:59:59+00:00","payload":{"action":"will transition to non-officer employee","action_category":"role_change","departure_tone":"retirement","effective_date":"2025-05-06","interim":false,"role":"CEO of Heritage","role_category":"ceo","successor_name":"Bryan D. McDonald","successor_named":true},"claim":"Jeffrey J. Deuel changed role as CEO of Heritage at HERITAGE FINANCIAL CORP /WA/.","evidence_excerpt":"Jeffrey J. Deuel, who has served as CEO of Heritage Bank since 2018 and CEO of Heritage since 2019, will remain CEO of Heritage until May 2025, at which time he will be become a non-officer employee of Heritage.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001046025-24-000152","anchor_url":"https://secwatch.observer/filing/0001046025-24-000152#claim-b8dec17e98","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000152/0001046025-24-000152-index.htm"},{"fact_type":"executive_change","fact_key":"d8f581a728","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2024-07-01T23:59:59+00:00","payload":{"action":"appointed","action_category":"appointment","departure_tone":"not_applicable","effective_date":"2024-07-01","interim":false,"role":"President of Heritage and CEO of Heritage Bank","role_category":"president","successor_name":null,"successor_named":false},"claim":"Bryan D. McDonald was appointed as President of Heritage and CEO of Heritage Bank at HERITAGE FINANCIAL CORP /WA/.","evidence_excerpt":"Bryan D. McDonald, age 52, who has held the position of Chief Operating Officer of Heritage Bank since 2018, will succeed Mr. Deuel as President of Heritage and CEO of Heritage Bank effective immediately.","confidence":0.95,"filing_url":"https://secwatch.observer/filing/0001046025-24-000152","anchor_url":"https://secwatch.observer/filing/0001046025-24-000152#claim-d8f581a728","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000152/0001046025-24-000152-index.htm"},{"fact_type":"shareholder_vote","fact_key":"eed6503bf1741d2b51c3aa902d987dfdf5531255","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2024-05-07T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-05-06","outcome":"passed","proposal_text":"Ratification of the appointment of Crowe LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024","proposal_type":"auditor_ratification","votes_abstain_text":"31,268","votes_against_text":"189,377","votes_for_text":"28,369,688"},"claim":"HERITAGE FINANCIAL CORP /WA/ shareholders approved Ratification of the appointment of Crowe LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024 at the 2024-05-06 meeting.","evidence_excerpt":"Ratification of the appointment of Crowe LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001046025-24-000111","anchor_url":"https://secwatch.observer/filing/0001046025-24-000111#claim-eed6503bf1741d2b51c3aa902d987dfdf5531255","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000111/0001046025-24-000111-index.htm"},{"fact_type":"shareholder_vote","fact_key":"29e8d025314b99894dbbc95937376ec3419a7369","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2024-05-07T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-05-06","outcome":"passed","proposal_text":"Advisory (non-binding) resolution to approve the compensation paid to the Company's named executive officers","proposal_type":"say_on_pay","votes_abstain_text":"82,117","votes_against_text":"414,865","votes_for_text":"25,586,498"},"claim":"HERITAGE FINANCIAL CORP /WA/ shareholders approved Advisory (non-binding) resolution to approve the compensation paid to the Company's named executive officers at the 2024-05-06 meeting.","evidence_excerpt":"Advisory (non-binding) resolution to approve the compensation paid to the Company's named executive officers.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001046025-24-000111","anchor_url":"https://secwatch.observer/filing/0001046025-24-000111#claim-29e8d025314b99894dbbc95937376ec3419a7369","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000111/0001046025-24-000111-index.htm"},{"fact_type":"shareholder_vote","fact_key":"cfdc2fb41cf5147f0703f1792003a48c88eccdaa","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2024-05-07T23:59:59+00:00","payload":{"item_codes_triggered":["5.07"],"meeting_date":"2024-05-06","outcome":"passed","proposal_text":"Election of Directors","proposal_type":"director_election","votes_abstain_text":null,"votes_against_text":null,"votes_for_text":null},"claim":"HERITAGE FINANCIAL CORP /WA/ shareholders approved Election of Directors at the 2024-05-06 meeting.","evidence_excerpt":"The following individuals were elected as directors for one year terms: FOR AGAINST ABSTAIN BROKER NON-VOTES Brian S. Charneski 24,993,592 1,073,623 16,266 2,506,852 Jeffrey J. Deuel 25,549,173 521,366 12,942 2,506,852 Trevor D. Dryer 25,855,869 211,389 16,223 2,506,852 Kimberly T. Ellwanger 24,924,469 1,144,882 14,130 2,506,852 Deborah J. Gavin 25,730,536 338,788 14,157 2,506,852 Gail B. Giacobbe 25,861,426 206,897 15,158 2,506,852 Jeffrey S. Lyon 25,280,821 788,088 14,572 2,506,852 Frederick B. Rivera 25,568,576 492,373 22,532 2,506,852 Brian L. Vance 25,290,628 779,958 12,895 2,506,852 Ann Watson 25,274,180 794,097 15,204 2,506,852","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001046025-24-000111","anchor_url":"https://secwatch.observer/filing/0001046025-24-000111#claim-cfdc2fb41cf5147f0703f1792003a48c88eccdaa","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000111/0001046025-24-000111-index.htm"},{"fact_type":"earnings_release","fact_key":"ef3489a9a7747ba9c77d7e4fef9285999635412e","cik":1046025,"ticker":"HFWA","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2024-04-26T23:59:59+00:00","payload":{"eps_text":"$0.16 per diluted share","guidance_signal":"none","item_codes_triggered":["2.02"],"net_income_text":"$5.7 million","period_text":"the quarter ended March 31, 2024","report_date":"2024-04-25","result_type":"reported_results","revenue_text":null},"claim":"HERITAGE FINANCIAL CORP /WA/ reported the quarter ended March 31, 2024 results: net income $5.7 million, EPS $0.16 per diluted share.","evidence_excerpt":"Heritage Financial Corporation (“Heritage”) issued a press release announcing its financial results for the quarter ended March 31, 2024.","confidence":0.9,"filing_url":"https://secwatch.observer/filing/0001046025-24-000082","anchor_url":"https://secwatch.observer/filing/0001046025-24-000082#claim-ef3489a9a7747ba9c77d7e4fef9285999635412e","edgar_index_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000082/0001046025-24-000082-index.htm"}]}