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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

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.

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
12/31/202312/31/2023YesYes-YesYes

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board Brian L.Vance 69 5/1/2020 1/1/1996
President, Chief Executive Officer, Director Jeffrey J.Deuel 65 7/1/2019 12/1/2010
Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Donald J.Hinson 62 9/7/2012 9/1/2007
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Premier Commercial Bancorp 314 E Main St HILLSBORO OR United States
Premier Community Bank 314 E. Main Street Hillsboro OR United States
Puget Sound Bancorp Inc. 10500 N.E. 8th Street Bellevue WA United States
10 additional Subsidiary records available in full report.

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

General Information
Number of Employees: 764 (As of 12/31/2023)
Outstanding Shares: 34,655,226 (As of 3/11/2024)
Shareholders: 1,097
Stock Exchange: NASD
Federal Tax Id: 911857900


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Friday, April 19, 2024