Company Heritage Financial Corporation

Equities

HFWA

US42722X1063

Banks

Real-time Estimate Cboe BZX 07:45:04 10/05/2024 pm IST 5-day change 1st Jan Change
18.84 USD -0.40% Intraday chart for Heritage Financial Corporation -0.48% -12.11%

Business Summary

Heritage Financial Corporation is a bank holding company. The Company is primarily engaged in the business of planning, directing, and coordinating the business activities of its wholly owned subsidiary, Heritage Bank (the Bank). Its business consists primarily commercial lending and deposit relationships with small and medium-sized businesses and their owners in its market areas and attracting deposits from the general public. It also makes real estate construction and land development loans, consumer loans and residential real estate loans for sale or investment purposes on residential properties located primarily in its market. It offers a full range of products and services to customers for personal and business banking needs designed to attract both short-term and long-term deposits. It also offers investment advice through a wealth management department that provides objective advice from trusted advisers. The Bank conducts business from its approximately 50 branch offices.

Number of employees: 782

Sales per Business

USD in Million2022Weight2023Weight Delta
Banking and Related Activities
100.0 %
249 100.0 % 244 100.0 % -2.07%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
249 100.0 % 244 100.0 % -2.07%

Managers

Managers TitleAgeSince
Chief Executive Officer 65 24/10/24
Chairman 69 01/96/01
Director of Finance/CFO 63 01/05/01
Corporate Officer/Principal - -
- -
Corporate Officer/Principal 62 01/20/01
Corporate Officer/Principal 53 01/14/01
Human Resources Officer - -
Corporate Secretary - 01/05/01

Members of the board

Members of the board TitleAgeSince
Director/Board Member 62 01/00/01
Director/Board Member 71 01/01/01
Chairman 69 01/96/01
Director/Board Member 67 01/13/01
Director/Board Member 64 01/06/01
Chief Executive Officer 65 24/10/24
Director/Board Member 62 30/12/30
Director/Board Member 45 01/22/01
Director/Board Member 55 17/20/17
Director/Board Member 55 01/22/01

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 34,689,843 34,001,549 ( 98.02 %) 0 98.02 %

Shareholders

NameEquities%Valuation
BlackRock Advisors LLC
14.03 %
4,898,299 14.03 % 95 M $
Vanguard Fiduciary Trust Co.
7.665 %
2,675,478 7.665 % 52 M $
AllianceBernstein LP
5.705 %
1,991,278 5.705 % 39 M $
Dimensional Fund Advisors LP
4.967 %
1,733,722 4.967 % 34 M $
1,616,414 4.631 % 31 M $
Charles Schwab Investment Management, Inc.
3.677 %
1,283,655 3.677 % 25 M $
BNY Mellon Investment Adviser, Inc.
2.873 %
1,003,030 2.873 % 19 M $
Goldman Sachs Asset Management LP
2.671 %
932,177 2.671 % 18 M $
Geode Capital Management LLC
2.217 %
773,794 2.217 % 15 M $
Jennison Associates LLC
2.159 %
753,570 2.159 % 15 M $

Company contact information

Heritage Financial Corp. (Washington)

201 5th Avenue SW

98501-1063, Olympia

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http://www.hf-wa.com
address Heritage Financial Corporation(HFWA)
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