{"schema_version":"secwatch.filing_event.v1","accession":"0001046025-21-000144","form_type":"8-K","ticker":"HFWA","cik":"0001046025","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2021-07-06T23:59:59+00:00","discovered_at":"2026-05-14T18:04:16.965174+00:00","generated_at":"2026-06-30T07:06:41.271998+00:00","sec_items":["5.02","9.01"],"event_type":"leadership","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"confidence":"high","headline":"Heritage Bank promotes Bryan D. McDonald to President and COO effective July 1, 2021","bullets":["Bryan McDonald, age 49, named President & COO of Heritage Bank, effective July 1, 2021.","McDonald previously served as EVP & COO; joined Heritage in 2014 from Whidbey Island Bank.","Addendum to McDonald's employment agreement signed on July 1, 2021 (filed as Exhibit 10.1).","CEO Jeff Deuel cited McDonald's leadership in navigating recent challenges."],"urls":{"canonical":"https://secwatch.observer/filing/0001046025-21-000144","json":"https://secwatch.observer/filing/0001046025-21-000144.json","markdown":"https://secwatch.observer/filing/0001046025-21-000144.md","text":"https://secwatch.observer/filing/0001046025-21-000144.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1046025/000104602521000144/0001046025-21-000144-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1046025/000104602521000144/hfwa-20210701.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-30T07:06:41.271998+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"1a3e63cc41","claim":"Bryan D. McDonald changed role as President and Chief Operating Officer at HERITAGE FINANCIAL CORP /WA/.","evidence_excerpt":"On July 1, 2021, Heritage Financial Corporation (\"Company\"), the parent company of Heritage Bank (\"Bank\"), issued a press release announcing the promotion of Bryan D. McDonald, age 49, to President and Chief Operating Officer of the Bank effective July 1, 2021.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602521000144/0001046025-21-000144-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"promoted"},{"label":"Role","value":"President and Chief Operating Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}