HFWA · Nasdaq · CIK 0001046025
HERITAGE FINANCIAL CORP /WA/
HERITAGE FINANCIAL CORP /WA/’s most recent SEC filing in our snapshot is a Form SCHEDULE 13G/A filed on Oct 27, 2026. In fiscal 2025 (year ended Dec 31, 2025) it reported revenue of $314.2M and net income of $67.5M, according to its XBRL data on EDGAR. Its EDGAR record lists 59 Form 4 insider filings from the 12 months before our last refresh.
SEC EDGAR snapshot updated Oct 27, 2026, 11:27 PM EDT. See all filings on sec.gov.
Company overview
- Legal name (as filed)
- HERITAGE FINANCIAL CORP /WA/
- Ticker
- HFWA
- SEC Central Index Key (CIK)
- 0001046025
- Industry (SIC)
- Savings Institutions, Not Federally Chartered (code 6036)
- Business address
- OLYMPIA, WA
- State or country of incorporation
- WA
- Fiscal year ends
- December 31
- SEC filer category
- Large accelerated filer
- Position in SEC ticker list
- #2330 of the 3,000 companies we track
Five-year financial highlights
Full-year figures from HERITAGE FINANCIAL CORP /WA/’s annual reports, as tagged in XBRL and published by the SEC. Amounts are in U.S. dollars; the fiscal year is named for the calendar year in which it ends.
| Item | FY2021 ended Dec 31, 2021 | FY2022 ended Dec 31, 2022 | FY2023 ended Dec 31, 2023 | FY2024 ended Dec 31, 2024 | FY2025 ended Dec 31, 2025 |
|---|---|---|---|---|---|
| Revenue | $212.8M | $227.5M | $284.5M | $309.7M | $314.2M |
| Net income | $98.0M | $81.9M | $61.8M | $43.3M | $67.5M |
| Diluted EPS | $2.73 | $2.31 | $1.75 | $1.24 | $1.96 |
| Total assets | $7.4B | $7.0B | $7.2B | $7.1B | $7.0B |
| Cash and equivalents | $1.7B | $103.6M | $225.0M | $117.1M | $233.1M |
XBRL tags used: revenue = InterestAndDividendIncomeOperating; netIncome = NetIncomeLoss; assets = Assets; eps = EarningsPerShareDiluted; cash = CashAndCashEquivalentsAtCarryingValue. EPS is shown as originally reported for each year and may not be adjusted for later stock splits. A dash means the company did not report that item in a form we could match.
How to read these numbers
Revenue is the money a company brings in from selling its products and services; net income is what is left after all expenses, interest and taxes. Diluted EPS spreads net income across every share that could exist if options and convertible securities were exercised. Total assets and cash are balance-sheet figures measured on the last day of the fiscal year. For the full story — segment results, one-time charges, guidance — read Management’s Discussion and Analysis in the Form 10-K.
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Latest key reports
The most recent filing of each major report type, even if it falls outside the 40 newest filings below.
| Filed | Form | What it is | Original |
|---|---|---|---|
| Feb 27, 2026 | 10-K | Annual report· period Dec 31, 2025 | Document · Index |
| Aug 7, 2026 | 10-Q | Quarterly report· period Jun 30, 2026 | Document · Index |
| Oct 22, 2026 | 8-K | Results of operations; Regulation FD disclosure; Other events· period Oct 22, 2026 | Document · Index |
| Mar 20, 2026 | DEF 14A | Definitive proxy statement· period Mar 20, 2026 | Document · Index |
Recent SEC filings
The 40 newest documents filed by or about HERITAGE FINANCIAL CORP /WA/, by form type:
| Filed | Form | What it is | Original |
|---|---|---|---|
| Oct 27, 2026 | SCHEDULE 13G/A | Passive beneficial ownership report (over 5%) | Document · Index |
| Oct 22, 2026 | 8-K | Results of operations; Regulation FD disclosure; Other events· period Oct 22, 2026 | Document · Index |
| Oct 8, 2026 | SCHEDULE 13G | Passive beneficial ownership report (over 5%) | Document · Index |
| Sep 15, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 15, 2026 | Document · Index |
| Sep 3, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Sep 3, 2026 | Document · Index |
| Aug 13, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jul 17, 2026 | Document · Index |
| Aug 13, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Aug 13, 2026 | Document · Index |
| Aug 7, 2026 | 10-Q | Quarterly report· period Jun 30, 2026 | Document · Index |
| Aug 6, 2026 | 144 | Notice of proposed sale of securities | Document · Index |
| Aug 5, 2026 | 144 | Notice of proposed sale of securities | Document · Index |
| Aug 5, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Aug 5, 2026 | Document · Index |
| Aug 5, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Aug 5, 2026 | Document · Index |
| Aug 4, 2026 | 144 | Notice of proposed sale of securities | Document · Index |
| Jul 30, 2026 | 144 | Notice of proposed sale of securities | Document · Index |
| Jul 30, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jul 30, 2026 | Document · Index |
| Jul 23, 2026 | 8-K | Results of operations; Regulation FD disclosure; Other events· period Jul 23, 2026 | Document · Index |
| Jul 20, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jul 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 17, 2026 | Document · Index |
| Jun 17, 2026 | 11-K | Annual report of employee stock plans· period Dec 31, 2025 | Document · Index |
| Jun 15, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 15, 2026 | Document · Index |
| Jun 15, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 15, 2026 | Document · Index |
| Jun 10, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period Jun 9, 2026 | Document · Index |
| Jun 9, 2026 | 144 | Notice of proposed sale of securities | Document · Index |
| May 11, 2026 | SCHEDULE 13G/A | Passive beneficial ownership report (over 5%) | Document · Index |
| May 8, 2026 | 10-Q | Quarterly report· period Mar 31, 2026 | Document · Index |
| May 8, 2026 | 8-K | Shareholder vote results· period May 7, 2026 | Document · Index |
| May 6, 2026 | SCHEDULE 13G/A | Passive beneficial ownership report (over 5%) | Document · Index |
| May 4, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period May 1, 2026 | Document · Index |
| May 4, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period May 1, 2026 | Document · Index |
| May 4, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period May 1, 2026 | Document · Index |
| May 4, 2026 | 4 | Statement of changes in beneficial ownership (insider trade)· period May 1, 2026 | Document · Index |
Insider filing activity
59 Form 4 filings appear in HERITAGE FINANCIAL CORP /WA/’s EDGAR record between Oct 28, 2025 and our last refresh. Most are reports by the company’s own directors, officers and 10% owners, but EDGAR also lists a Form 4 under a company when the company itself is the insider — for example, when it owns more than 10% of another public company. Foreign private issuers’ own insiders generally do not file Form 4. A high count is not by itself a signal: many Form 4s report routine stock awards, tax withholding or sales under pre-arranged Rule 10b5-1 plans. Open each filing to see the transaction code, share count and price. What a Form 4 shows.
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Source
- U.S. Securities and Exchange Commission, EDGAR submissions for CIK 0001046025 and XBRL company facts. HERITAGE FINANCIAL CORP /WA/ on EDGAR.
- Snapshot updated Oct 27, 2026, 11:27 PM EDT. The SEC does not endorse OpenFilings. Company names and tickers are used only to identify the filer; no logos are shown.
Not investment advice. This page summarizes public SEC filings for information only. Figures may contain errors or omissions; confirm everything in the original filing before relying on it.
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