Heritage Financial Corporation HFWA
Latest 10-Q
What changed in Heritage Financial Corporation's latest quarterly report, compared with the one before.
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Insider trades
Open-market trades from Form 4. 10b5-1 marks a plan set in advance.Open-market buys and sales by officers, directors and 10% owners, from SEC Form 4. A plan set in advance is marked 10b5-1.
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13F holders
Funds that report this stock, checked against market prices.Fund managers with over $100 million in US-listed stocks file a 13F each quarter, up to 45 days after quarter end. Long positions only.
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Trades by members of Congress
Disclosed in dollar ranges, up to 45 days after the trade.Members of Congress, their spouses and dependent children report trades in dollar ranges, up to 45 days after the trade.
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Executive-branch trades
2 tradesTrades in Heritage Financial Corporation reported by the President, Cabinet members and other senior executive-branch officials. Amounts are ranges.Form 278-T is the periodic transaction report that senior executive-branch officials file with the Office of Government Ethics. They must report each trade over $1,000 within 30 days of being notified of it, and no later than 45 days after the trade. Amounts are ranges, not exact figures.
| The form has no ticker column. The asset is shown as the filer wrote it. We add a ticker link only when we could match the asset to a listed company. | The form asks for a range, such as $1,001 - $15,000, not an exact amount. A line can be left blank when the filer's note says the amount was not more than $1,000. | Report | ||||
|---|---|---|---|---|---|---|
| Donald J Trump President of the United States | HERITAGE FINL CORP WASH read from scan | Sale | May 15, 2026 | $15,001 - $50,000 | Jun 25, 2026 | White House report ↗ |
| Donald J Trump President of the United States | HERITAGE FINL CORP WASH read from scan | Purchase | Mar 30, 2026 | $15,001 - $50,000 | May 8, 2026 | White House report ↗ |
Lobbying
What Heritage Financial Corporation and its lobbying firms report each quarter.A company that lobbies with its own staff reports its expenses; a lobbying firm it hires reports the income it received. We count both.
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Bank financials at Heritage Financial Corporation
Q2 2026Deposits, loans past due, charge-offs and capital of the banks Heritage Financial Corporation owns, from FDIC call reports
US bank subsidiaries Q2 2026: $8.4B in assets, $7.0B in deposits (39.1% uninsured), commercial real estate 67.2% of loans, common equity Tier 1 ratio 12.3%. 1 bank: HERITAGE BANK.
Last 8 quarters
| Quarter | AssetsTotal assets of the company's US bank subsidiaries at the end of the quarter. | DepositsDomestic and foreign deposits of the banks at the end of the quarter. | UninsuredThe FDIC's estimate of deposits above the insurance limit, as a share of insured plus uninsured deposits in domestic offices. | CRE % loansConstruction, multifamily and nonfarm nonresidential real estate loans (owner-occupied included) as a share of total loans. | Past dueLoans 30 or more days past due and still accruing, as a percent of total loans. Nonaccrual loans are shown separately. | NonaccrualLoans the bank no longer accrues interest on, as a percent of total loans. | Charge-offsThe quarter's net charge-offs times four, over period-end loans. | CET1The banks' common equity Tier 1 capital ratio, averaged by assets. Lowest first. |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $8.4B | $7.0B | 39.09% | 67.20% | 0.25% | 0.27% | 0.02% | 12.34% |
| Q1 2026 | $8.5B | $7.3B | 39.03% | 66.93% | 0.29% | 0.26% | 0.04% | 12.32% |
| Q4 2025 | $7.0B | $5.9B | 41.01% | 66.37% | 0.21% | 0.44% | 0.04% | 12.95% |
| Q3 2025 | $7.0B | $5.9B | 42.54% | 65.55% | 0.43% | 0.37% | 0.01% | 12.67% |
| Q2 2025 | $7.1B | $5.8B | 40.96% | 64.82% | 0.38% | 0.21% | 0.04% | 12.52% |
| Q1 2025 | $7.1B | $5.8B | 39.74% | 64.25% | 0.51% | 0.09% | 0.03% | 12.48% |
| Q4 2024 | $7.1B | $5.7B | 39.95% | 64.20% | 0.09% | 0.08% | 0.00% | 12.28% |
| Q3 2024 | $7.1B | $5.7B | 39.26% | 63.75% | 0.18% | 0.09% | 0.22% | 12.59% |
By loan type, Q2 2026
| Loan type | Loans | Past dueLoans 30 or more days past due and still accruing, as a percent of that loan type. | Nonaccrual | Charge-offsThe quarter's net charge-offs times four, as a percent of that loan type. |
|---|---|---|---|---|
| 1-4 family mortgages | $706M | 0.01% | 0.37% | -0.00% |
| Commercial real estate | $3.9B | 0.13% | 0.20% | 0.00% |
| Commercial and industrial | $745M | 1.23% | 0.57% | 0.09% |
| Credit cards | $2M | 0.00% | 0.00% | -1.57% |
| Auto loans | $3M | 1.51% | 0.00% | -2.33% |
| Other consumer | $5M | 2.58% | 0.00% | 7.17% |
Against Q2 2025: uninsured share -1.87 pp; commercial real estate share of loans +2.38 pp; past due, all loans -0.13 pp; past due, commercial real estate -0.19 pp; card charge-offs -5.72 pp.
Source: FDIC call reports (FDIC BankFind), quarter ended 2026-06-30. Figures are for the company's US bank subsidiaries as filed with the FDIC (a bank's call report covers the bank only). They are not the consolidated holding company, which can include large non-bank businesses.
Institutional ownership over time
How many funds reported holding the stock at the end of each quarter, and how many shares they held between them.
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More filings and data
Each opens the table.
About the company
The basics from the company’s SEC registration.
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Adjusted for stock splits; not for dividends. Where prices come from.
Live chart
Intraday and historical prices from TradingView. Quotes may be delayed.
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