{"schema_version":"secwatch.filing_event.v1","accession":"0001046025-24-000171","form_type":"8-K","ticker":"HFWA","cik":"0001046025","company_name":"HERITAGE FINANCIAL CORP /WA/","filed_at":"2024-10-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:07.484091+00:00","generated_at":"2026-05-30T10:55:01.714067+00:00","sec_items":["5.02","7.01","9.01"],"event_type":"leadership","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"confidence":"high","headline":"Heritage Financial names Nicholas Bley as COO of Heritage Bank, effective Oct 28, 2024","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)."],"urls":{"canonical":"https://secwatch.observer/filing/0001046025-24-000171","json":"https://secwatch.observer/filing/0001046025-24-000171.json","markdown":"https://secwatch.observer/filing/0001046025-24-000171.md","text":"https://secwatch.observer/filing/0001046025-24-000171.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000171/0001046025-24-000171-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000171/hfwa-20241023.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-30T10:55:01.714067+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":"a2fb16b5d0","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.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1046025/000104602524000171/0001046025-24-000171-index.htm","confidence":0.95,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Executive Vice President and Chief Operating Officer of Heritage Bank and Executive Vice President of Heritage"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}