Heritage Financial (HFWA) Proxy Filing summary
Event summary combining transcript, slides, and related documents.
Proxy Filing summary
1 Dec, 2025Executive summary
Proxy statement filed for shareholder meeting, including definitive additional materials.
Voting matters and shareholder proposals
Shareholders are being solicited to vote on matters as outlined in the proxy materials.
Shareholder rights and capital structure
Filing includes information on securities involved and any related transaction values for voting purposes.
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Latest events from Heritage Financial
- Q2 2024 net income was $14.2M, with strong loan growth and solid capital despite margin pressure.HFWA
Q2 20242 Feb 2026 - Q4 2025 earnings rose on margin gains; Olympic Bancorp deal to expand assets and market share.HFWA
Q4 202522 Jan 2026 - Net income declined on securities sale loss, but loan growth and capital strength remained solid.HFWA
Q3 202418 Jan 2026 - Q4 2024 net income reached $11.9M, with strong loan growth, margin gains, and robust capital ratios.HFWA
Q4 20249 Jan 2026 - Q1 2025 net income rose 142% year-over-year, with margin expansion and strong capital.HFWA
Q1 202527 Dec 2025 - All-stock $176.6M merger creates Puget Sound's top community bank, closing Q1 2026.HFWA
M&A Announcement17 Dec 2025 - Board independence, pay-for-performance, and ESG focus highlighted amid 2024 restructuring.HFWA
Proxy Filing1 Dec 2025 - Adjusted EPS rose to $0.53 as net interest margin and capital strength offset securities losses.HFWA
Q2 202516 Nov 2025 - Q3 2025 net income reached $19.2M, with margin expansion and a major acquisition pending.HFWA
Q3 20257 Nov 2025