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.
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’s 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, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction.
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 | 799 |
| CEO | Jeffrey Deuel |
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 |
| 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 | Chief Executive Officer and Director |
| Brian L. Vance | Independent Chairman |
| Bryan D. McDonald | President |
| Donald J. Hinson CPA | Executive Vice President and Chief Financial Officer |
| Anthony W. Chalfant | Executive Vice President and Chief Credit Officer |
| Matthew T. Ray | Executive Vice President and Chief Lending Officer of Heritage Bank |
| William K. Glasby | Executive Vice President and Chief Technology Officer |
| Sabrina C. Robison | Senior Vice President and Chief Human Resources Officer |
| Kaylene M. Lahn | Senior Vice President and Corporate Secretary |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Oct 31, 2024 | SC 13G | Statement of acquisition of beneficial ownership by individuals |
| Oct 24, 2024 | 8-K | Current Report |
| Oct 23, 2024 | 8-K | Current Report |
| Aug 9, 2024 | 10-Q | Quarterly Report |
| Jul 25, 2024 | 8-K | Current Report |
| Jul 1, 2024 | 8-K | Current Report |
| Jun 18, 2024 | 11-K | Annual report of employee stock purchase, savings and similar plans |
| May 7, 2024 | 10-Q | Quarterly Report |
| May 7, 2024 | 8-K | Current Report |
| Apr 26, 2024 | 8-K | Current Report |