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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 15, 2026Reported sale · Form 4Frederick B Rivera · $37.1KOpen the filing ↗
- Sep 3, 2026Reported sale · Form 4BRIAN CHARNESKI · $399.1KOpen the filing ↗
- Aug 13, 2026Reported sale · Form 4Matthew T. Ray, EVP Chief Lending Officer · $111.1KOpen the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record1,54020 flagged findings
Reported transactions (Form 4)80since Mar 16, 2026 · and 20 other holdings
Corporate events (8-K)30since Oct 25, 2013
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-05-08capital return (buybacks/dividends)recentOpen filing ↗“…stock generally should not exceed earnings per share, measured over the previous four fiscal quarters. Current regulations allow…”
+1 more passage from the same document
- “…over the previous four fiscal quarters. Current regulations allow the Company and the Bank to pay dividends on their common stock…”
- 2026-05-08bank capital and credit cost contextrecentOpen filing ↗“…33 NOTE 10. INVESTMENTS IN TAX CREDIT STRUCTURES 36 NOTE 11. INCOME TAXES 37 NOTE 12. COMMITMENTS AND CONTINGENCIES 37 NOTE…”
+1 more passage from the same document
- “…securities 12,570 11,739 Nontaxable interest on investment securities 129 139 Interest on interest earning deposits 1,531…”
- 2026-05-08merger or acquisition eventrecentOpen filing ↗“…See also "Cautionary Note Regarding Forward-Looking Statements." Recent Acquisition On January 31, 2026, the Company…”
+1 more passage from the same document
- “…or terminated any contract, instruction or written plan for the purchase or sale of Company securities that was intended to…”
- 2026-02-27capital return (buybacks/dividends)recentOpen filing ↗“…transactions. The Company could recognize impairment loss for any security that has declined in fair value below its amortized cost…”
+1 more passage from the same document
- “…management has the intent to sell the security, or if it is more likely than not that it will be required to sell the security…”
- 2026-02-27bank capital and credit cost contextrecentOpen filing ↗“…4. MINE SAFETY DISCLOSURES 31 PART II ITEM 5. MARKET FOR REGISTRANT’S COMMON EQUITY, RELATED STOCKHOLDER MATTERS AND ISSUER…”
+1 more passage from the same document
- “…and by governmental policies and actions of regulatory agencies. Net interest income is additionally affected by changes in the…”
- 2026-02-27merger or acquisition eventrecentOpen filing ↗“…development loans and consumer loans. 6 Table of Contents Recent Acquisition On January 31, 2026, the Company completed its…”
+1 more passage from the same document
- “…Merger Transaction On January 31, 2026, the Company completed its acquisition of Olympic Bancorp, Inc., a bank holding company…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 1,540)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 8, 26SCHEDULE 13G ↗Passive stake · Dimensional Fund Advisors LP · 5.5% · event on Sep 30, 26
- Aug 7, 2610-Q ↗Quarterly report
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Aug 6, 26Form 144 ↗Notice of proposed sale
- Aug 5, 26Form 144 ↗Notice of proposed sale
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Aug 4, 26Form 144 ↗Notice of proposed sale
- Jul 30, 26Form 144 ↗Notice of proposed sale
- Jul 30, 26Form 4 ↗Insider transaction
- Jul 23, 268-K ↗Current report · Results · Communication to the market · Other events
Insider transaction · 11 Form 4 filingsshow all 11hide
- Jul 20, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
- Jun 17, 26Form 4 ↗Insider transaction
1,540 filings on record, the oldest from Feb 13, 98.
Listing the 25 most recent filings of the 1,540 on record.
12542
- Feb 2, 26Completed an acquisition or disposal+2 more in the same filing8-K 2.01 ↗
- Dec 19, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Sep 26, 25Entered a material agreement+2 more in the same filing8-K 1.01 ↗
15 senior executive changes2018 – 2025show all 15hide
- May 6, 25A senior executive left or was appointed+3 more in the same filing8-K 5.02 ↗
- Dec 19, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 23, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jul 1, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Feb 7, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 21, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Sep 28, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 11, 22A senior executive left or was appointed8-K 5.02 ↗
- Nov 9, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jul 6, 21A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 21, 20A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jun 30, 20A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jun 1, 20A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jul 1, 19A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jul 10, 18A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jul 2, 18Completed an acquisition or disposal+2 more in the same filing8-K 2.01 ↗
- Jan 16, 18Completed an acquisition or disposal+3 more in the same filing8-K 2.01 ↗
3 senior executive changes2014 – 2016show all 3hide
- Dec 22, 16A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 22, 15A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 22, 14A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Jul 17, 14Completed an acquisition or disposal+1 more in the same filing8-K/A 2.01 ↗
- May 6, 14Took on a new financial obligation+4 more in the same filing8-K 2.03 ↗
- Jan 6, 14A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 25, 13Entered a material agreement+1 more in the same filing8-K 1.01 ↗
The record reaches back to Sep 1, 04.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Jul 14, 08Write-down of assets+2 more in the same filing8-K 2.06 ↗
The full record holds 1 stress filing.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- BlackRock, Inc.13.3%Mar 31, 26SCHEDULE 13G/A ↗
- PRUDENTIAL FINANCIAL INC8.3%Mar 31, 25SCHEDULE 13G/A ↗1 earlier filing
- Jennison Associates LLC7.8%Mar 31, 26SCHEDULE 13G/A ↗3 earlier filings
- Victory Capital Management, Inc.6.0%Mar 31, 26SCHEDULE 13G/A ↗1 earlier filing
- Dimensional Fund Advisors LP5.5%Sep 30, 26SCHEDULE 13G ↗1 earlier filing
show 2 more holdershide
- Vanguard Capital Management5.2%Mar 31, 26SCHEDULE 13G ↗
- AllianceBernstein L.P.4.4%Dec 31, 24SCHEDULE 13G/A ↗
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Aug 6, Ray Matthew T. filed notice of intent to sell up to $110K. That is about 16.24% of shares outstanding.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $111K on Aug 13, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
View notice (Form 144) ↗+3 more recent notices · 3 with a later sale
- Sep 15, 26Sell$37KFrederick B Rivera↗
- Sep 3, 26Sell$399KBRIAN CHARNESKI↗
- Aug 13, 26Sell$111KMatthew T. RayEVP Chief Lending Officer↗
- Aug 5, 26Sell$97KTony ChalfantEVP Chief Credit Officer↗
- Aug 5, 26Sell$300KJEFFREY S LYON↗
- Jul 30, 26Sell$112KKelli Ann WilsonEVP Chief Banking Officer↗
- Jun 9, 26Sell$109KDonald HinsonEVPand Chief Financial Officer↗
- May 1, 26Sell$20KSabrina C RobisonEVP Chief HR Officer↗
- May 1, 26Sell$130KSabrina C RobisonEVP Chief HR Officer↗
Stock compensation, tax and giftsshow the 31 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Jul 17, 26Compensation$8KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$8KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$8KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$8KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$9KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$9KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$9KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$9KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$56KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$49KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$49KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$56KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$56KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Compensation$56KWilliam GlasbyEVP Chief Information Officer↗
- Jul 17, 26Tax$103KWilliam GlasbyEVP Chief Information Officer↗
- Jun 15, 26Compensation$16KAmy E. CurranEVP Director Commercial Lend↗
- Jun 15, 26Tax$2KAmy E. CurranEVP Director Commercial Lend↗
- Jun 15, 26Compensation$37KTony ChalfantEVP Chief Credit Officer↗
- Jun 15, 26Tax$4KTony ChalfantEVP Chief Credit Officer↗
- May 1, 26Compensation$61KKimberly T Ellwanger↗
- May 1, 26Compensation$61KFrederick B Rivera↗
- May 1, 26Compensation$61KKaren R Saunders↗
- May 1, 26Compensation$61KBRIAN L VANCE↗
- May 1, 26Compensation$61KGail B. Giacobbe↗
- May 1, 26Compensation$61KBRIAN CHARNESKI↗
- May 1, 26Compensation$61KAnn Watson↗
- May 1, 26Compensation$61KJEFFREY S LYON↗
- May 1, 26Compensation$61KTrevor D. Dryer↗
- Mar 16, 26Compensation$31KTony ChalfantEVP Chief Credit Officer↗
- Mar 16, 26Compensation$18KTony ChalfantEVP Chief Credit Officer↗
- Mar 16, 26Compensation$4KTony ChalfantEVP Chief Credit Officer↗
The full record holds 338 transactions and goes back to Jan 1, 23.
Its sector and its market
Heritage Financial Corporation among Financials companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
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Coverage
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Where each figure comes from and how far it reaches.
- Prices
- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 1,540 documents on file, from Feb 13, 1998 to Oct 8, 2026.
- Company description
- No description available.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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