Company Analysis

Heritage Financial Corporation (HFWA)

Nasdaq: HFWA · Savings Institutions, Not Federally Chartered · Olympia, WA · filing with the SEC since 1997
Grade6.0
◀ Past 6.8● Present 5.8▶ Future 5.1

Filings

262 filings since 2017 beside 583 insider forms · Large accelerated filer · read from EDGAR on Nov 13, 2026
Due nextLarge accelerated filer
10-K Annual report for the fiscal year ending Dec 31, 2026Large accelerated filers have 60 days after the fiscal year ends. by Mar 1, 2027
10-Q Quarterly report for the quarter ending Mar 31, 2027Large accelerated filers have 40 days after the quarter ends; quarter ends are taken to the month end. by May 10, 2027

A deadline is the latest date the SEC's rules allow for its filer category. It is not a forecast of the day the company files. Last time, the results release (8-K item 2.02) came 22 days after the quarter ended. The proxy statement was last filed Mar 20, 2026.

Filings a yearinsider forms included
8586727279759793
20192020202120222023202420252026

2026 counts to Nov 13, 2026.

Officer or director change (8-K item 5.02): 6 times in the last 36 months, the newest Dec 19, 2025.SEC letters: 1 in the last 36 months, the newest Dec 2, 2025.
Insider forms 583

Insider forms (3, 4, 5 and 144) are counted each year but not listed here; the people and their trades are on the Ownership tab.

FiledFormWhat it is, in plain wordsPeriodAsk
Nov 6, 2026 10-Q Quarterly report Sep 30, 2026
Oct 28, 2026 SCHEDULE 13G/A Large holder update, amended
Oct 27, 2026 SCHEDULE 13G/A Large holder update, amended
Oct 22, 2026 8-K items 2.02, 7.01, 8.01, 9.01 Results released; Investor disclosure (Regulation FD); Other event · Current report
Oct 8, 2026 SCHEDULE 13G Large holder notice
Aug 7, 2026 10-Q Quarterly report Jun 30, 2026
Jul 23, 2026 8-K items 2.02, 7.01, 8.01, 9.01 Results released; Investor disclosure (Regulation FD); Other event · Current report
Jun 17, 2026 11-K Employee plan annual report Dec 31, 2025
May 11, 2026 SCHEDULE 13G/A Large holder update, amended
May 8, 2026 10-Q Quarterly report Mar 31, 2026
May 8, 2026 8-K item 5.07 Shareholder vote · Current report May 7, 2026
May 6, 2026 SCHEDULE 13G/A Large holder update, amended
Apr 30, 2026 SCHEDULE 13G Large holder notice
Apr 24, 2026 SCHEDULE 13G/A Large holder update, amended
Apr 23, 2026 8-K items 2.02, 7.01, 8.01, 9.01 Results released; Investor disclosure (Regulation FD); Other event · Current report
Apr 10, 2026 8-K/A item 9.01 Financial statements and exhibits · Current report, amended Feb 2, 2026
Apr 9, 2026 SCHEDULE 13G/A Large holder update, amended
Mar 27, 2026 SCHEDULE 13G/A Large holder update, amended
Mar 23, 2026 8-K item 8.01 Other event · Current report Mar 20, 2026
Mar 20, 2026 ARS Annual report to shareholders Dec 31, 2025
Mar 20, 2026 DEFA14A Extra proxy material
Mar 20, 2026 DEF 14A Proxy statement
Feb 27, 2026 10-K Annual report Dec 31, 2025
Feb 2, 2026 8-K items 2.01, 7.01, 9.01 Purchase or sale of a business completed; Investor disclosure (Regulation FD) · Current report Jan 31, 2026
Jan 30, 2026 SCHEDULE 13G/A Large holder update, amended
Jan 22, 2026 8-K items 2.02, 7.01, 9.01 Results released; Investor disclosure (Regulation FD) · Current report
Jan 22, 2026 8-K items 5.07, 9.01 Shareholder vote · Current report Jan 21, 2026
Jan 16, 2026 8-K items 8.01, 9.01 Other event · Current report
Jan 9, 2026 425 Merger communication
Dec 30, 2025 425 Merger communication
Dec 30, 2025 8-K items 8.01, 9.01 Other event · Current report Dec 29, 2025
Dec 19, 2025 8-K items 5.02, 9.01 Officer or director change · Current report
Dec 15, 2025 425 Merger communication
Dec 12, 2025 425 Merger communication
Dec 4, 2025 EFFECT Registration effective
Dec 4, 2025 424B3 Shelf offering
Dec 2, 2025 CORRESP Reply to the SEC
Dec 2, 2025 S-4/A Merger or exchange registration, amended
Nov 14, 2025 S-4 Merger or exchange registration
Nov 7, 2025 425 Merger communication
40 of 262 shown

Every row opens the filing on EDGAR. The plain words are the site's own for each form and each 8-K item; the complete history, insider forms included, is on EDGAR.

SI Assistanton HFWA · research, not advice