Company Description
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and its owners in the United States.
It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit.
The company also offers commercial business loans, including lines of credit, term equipment financing and term owner-occupied, and non-owner occupied CRE loans; real estate construction and land development loans, as well as residential construction loans, and commercial and multifamily construction loans; residential real estate loans; and originate loans that are guaranteed by the U.S. SBA, and secured and unsecured consumer loans and lines of credit.
In addition, it provides investment advice, online banking, online statements, mobile banking with mobile deposit, Visa debit cards, and access.
The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998.
Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.
| Country | United States |
| Founded | 1927 |
| Industry | Banks - Regional |
| Sector | Financials |
| Employees | 760 |
| CEO | Bryan McDonald |
Contact Details
Address: 201 Fifth Avenue SW Olympia, Washington 98501 United States | |
| Phone | 360 943 1500 |
| Website | hf-wa.com |
Stock Details
| Ticker Symbol | HFWA |
| Exchange | NASDAQ |
| Stock Type | Common Stock |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001046025 |
| CUSIP Number | 42722X106 |
| ISIN Number | US42722X1063 |
| Employer ID | 91-1857900 |
| SIC Code | 6036 |
Key Executives
| Name | Position |
|---|---|
| Jeffrey J. Deuel | Advisory to the Chief Executive Officer |
| Bryan D. McDonald | Chief Executive Officer, President and Director |
| Brian L. Vance | Independent Chairman |
| Donald J. Hinson CPA | Executive Vice President and Chief Financial Officer |
| Anthony W. Chalfant | Executive Vice President and Chief Credit Officer |
| Nicholas M. Bley | Executive Vice President |
| Kaylene M. Lahn CPA | Senior Vice President and Corporate Secretary |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Mar 27, 2026 | SCHEDULE 13G/A | Filing |
| Mar 23, 2026 | 8-K | Current Report |
| Mar 20, 2026 | ARS | Filing |
| Mar 20, 2026 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 20, 2026 | DEF 14A | Other definitive proxy statements |
| Feb 27, 2026 | 10-K | Annual Report |
| Feb 11, 2026 | 144 | Filing |
| Feb 3, 2026 | 144 | Filing |
| Feb 2, 2026 | 8-K | Current Report |
| Jan 30, 2026 | SCHEDULE 13G/A | Filing |