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 | 764 |
| CEO | Jeffrey J. Deuel |
Contact Details
Address: 201 Fifth Avenue S.w., P O Box 1578 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 |
|---|---|
| Brian L. Vance | Independent Chairman |
| Jeffrey J. Deuel | President, Chief Executive Officer and Director |
| Donald J. Hinson CPA | Executive Vice President and Chief Financial Officer |
| Bryan D. McDonald | Executive Vice President |
| 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 |
|---|---|---|
| Apr 26, 2024 | 8-K | Current Report |
| Mar 22, 2024 | ARS | Filing |
| Mar 22, 2024 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Mar 22, 2024 | DEF 14A | Other definitive proxy statements |
| Feb 27, 2024 | 10-K | Annual Report |
| Feb 14, 2024 | SC 13G | Statement of acquisition of beneficial ownership by individuals |
| Feb 13, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 9, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial ownership by individuals |
| Feb 7, 2024 | 8-K | Current Report |
| Jan 29, 2024 | 8-K | Current Report |