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Heritage Financial Corp
201 FIFTH AVENUE S.W.
P O Box 1578
Phone: (360) 943-1500p:360 943-1500 OLYMPIA, WA  98501  United States Ticker: HFWAHFWA
This company was Merged or Acquired on 3/3/2026.
This is a Subsidiary, click here for the Parent Company
Business Summary
Heritage Financial Corporation is a bank holding company with Heritage Bank, a full-service commercial bank, as its sole wholly owned banking subsidiary. The Company has a branching network in Washington, Oregon, and Idaho. The Company also does business under the Whidbey Island Bank name on Whidbey Island and the Kitsap Bank name. The Company's business consists primarily of commercial lending and deposit relationships with small- to medium-sized businesses and their owners in its market areas, as well as deposits from the general public. The Company also makes real estate construction and land development loans, consumer loans and residential real estate loans on single family properties located primarily in its markets. It offers a full range of products and services to customers for personal and business banking needs designed for both short-term and long-term deposits. The Company also offers investment advice through a wealth management department.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/202612/31/2025YesYes---

Industries
SIC Code Description
6036 Savings institutions, not federally chartered
6029 Commercial banks, not elsewhere classified
6712 Offices of bank holding companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Independent Chairman of the Board Brian L.Vance 71 5/1/2020 1/1/1996
President, Chief Executive Officer, Director of Heritage Financial Corporation and of Heritage Bank Bryan D.McDonald 54 5/7/2025 5/1/2014
Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Donald J.Hinson 64 9/7/2012 9/1/2007
10 additional Officers and Directors records available in full report.

Business Names
Business Name
HBCDE Partner, LLC
HBCDE Sub-CDE 1, LLC
HBCDE Sub-CDE 2, LLC
17 additional Business Names available in full report.

General Information
Number of Employees: 905 (As of 3/31/2026)
Outstanding Shares: 41,218,817 (As of 4/29/2026)
Shareholders: 1,096
Stock Exchange: NASD
Federal Tax Id: 911857900


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Saturday, May 30, 2026