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Heritage Financial
Heritage Financial (HFWA) investor relations material
Heritage Financial Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Proxy filing summary20 Mar, 2026
Executive summary
Annual meeting scheduled for May 7, 2026, to be held virtually at 9:00 a.m. Pacific Time.
Proxy materials and annual report are available online, with options for electronic or paper delivery.
Shareholders are encouraged to review all proxy materials before voting.
Voting matters and shareholder proposals
Election of eleven directors is up for shareholder vote, with board recommending a vote FOR all nominees.
Advisory (non-binding) vote on executive compensation is proposed, with board recommending approval.
Ratification of Crowe LLP as independent registered public accounting firm for 2026 is on the agenda, with board recommending approval.
Board of directors and corporate governance
Eleven director nominees are listed for election at the annual meeting.
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Latest events from Heritage Financial
- Board diversity, performance-based pay, and ESG priorities highlighted for 2026 votes.HFWA
Proxy filing20 Mar 2026 - Q2 2024 net income was $14.2M, with strong loan growth and solid capital despite margin pressure.HFWAQ2 20242 Feb 2026
- Q4 2025 earnings rose on margin gains; Olympic Bancorp deal to expand assets and market share.HFWAQ4 202522 Jan 2026
- Net income declined on securities sale loss, but loan growth and capital strength remained solid.HFWAQ3 202418 Jan 2026
- Q4 2024 net income reached $11.9M, with strong loan growth, margin gains, and robust capital ratios.HFWAQ4 20249 Jan 2026
- Q1 2025 net income rose 142% year-over-year, with margin expansion and strong capital.HFWAQ1 202527 Dec 2025
- All-stock $176.6M merger creates Puget Sound's top community bank, closing Q1 2026.HFWAM&A Announcement17 Dec 2025
- Board independence, pay-for-performance, and ESG focus highlighted amid 2024 restructuring.HFWAProxy Filing1 Dec 2025
- Shareholders are solicited to vote on key proposals at the upcoming meeting.HFWAProxy Filing1 Dec 2025
Next Heritage Financial earnings date
Q1 202623 Apr, 2026
Heritage Financial
Next Heritage Financial earnings date
Q1 202623 Apr, 2026
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