{"schema_version":"secwatch.filing_event.v1","accession":"0001046025-24-000002","form_type":"8-K","ticker":"HFWA","cik":"0001046025","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2024-01-29T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.215057+00:00","generated_at":"2026-06-06T15:41:25.193408+00:00","sec_items":["2.02","7.01","8.01","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Heritage Financial Q4 net income drops to $6.2M ($0.18) from $18.2M; dividend raised 4.5% to $0.23","bullets":["Net income of $6.2M ($0.18 diluted EPS) vs $18.2M ($0.51) in Q3 2023; includes $10.0M securities loss ($0.22/share) and $2.0M expense management costs.","Book value per share rose to $24.44 from $23.31; tangible book value per share increased to $17.40 from $16.25.","Loans receivable grew $68.8M (1.6%) in Q4; net interest margin was 3.41% vs 3.47% in Q3.","Cost of total deposits increased to 1.01% from 0.83%; capital remains strong with leverage ratio 10.0%.","Declared regular cash dividend of $0.23 per share, payable Feb 22, 2024 to shareholders of record Feb 8, 2024."],"urls":{"canonical":"https://secwatch.observer/filing/0001046025-24-000002","json":"https://secwatch.observer/filing/0001046025-24-000002.json","markdown":"https://secwatch.observer/filing/0001046025-24-000002.md","text":"https://secwatch.observer/filing/0001046025-24-000002.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000002/0001046025-24-000002-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000002/hfwa-20240125.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T15:41:25.193408+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":"2cf7d66ecc84d73e432d6a4e402fb0c86e9261c6","claim":"HERITAGE FINANCIAL CORP /WA/ reported the quarter ended December 31, 2023 results: net income $6.2 million, EPS $0.18 per diluted share.","evidence_excerpt":"Net income was $6.2 million, or $0.18 per diluted share, for the fourth quarter of 2023 compared to $18.2 million, or $0.51 per diluted share, for the third quarter of 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000002/0001046025-24-000002-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended December 31, 2023"},{"label":"Net income","value":"$6.2 million"},{"label":"EPS","value":"$0.18 per diluted share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}