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 individuals in the United States.
The company 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.
Its loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans.
It also originates loans that are guaranteed by the U.S. Small Business Administration; and provides objective advice from trusted advisers.
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 | 761 |
| 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 |
|---|---|---|
| Jun 18, 2025 | 11-K | Annual report of employee stock purchase, savings and similar plans |
| May 15, 2025 | SCHEDULE 13G/A | Filing |
| May 9, 2025 | SCHEDULE 13G/A | Filing |
| May 6, 2025 | 8-K | Current Report |
| May 6, 2025 | 10-Q | Quarterly Report |
| Apr 24, 2025 | 8-K | Current Report |
| Mar 21, 2025 | ARS | Filing |
| Mar 21, 2025 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 21, 2025 | DEF 14A | Other definitive proxy statements |
| Mar 17, 2025 | 144 | Filing |