Heritage Financial Corporation

HFWA·NASDAQ·$27.61Share Price as of 11/2·$939MMarket Cap as of 11/2

Financials

10-QQ2 ended 06/30/2608/07/26 10-QQ1 ended 03/31/2605/08/26 10-KFY 202502/27/26 10-QQ3 ended 09/30/2511/07/25 10-QQ2 ended 06/30/2508/08/25

Disclosures

8-KCurrent report10/22/26 8-KCurrent report07/23/26 8-KCurrent report05/08/26 8-KCurrent report04/23/26 8-K/ACurrent report (amended)04/10/26

Prospectuses and Registrations

424B3Prospectus12/04/25 S-4/ARegistration (business combination, amended)12/02/25 S-4Registration (business combination)11/14/25 S-3ASRAutomatic shelf registration02/28/25 S-8Registration of securities for employees05/08/23

Proxies

DEF 14ADefinitive proxy03/20/26 DEFA14AAdditional proxy materials03/20/26 DEF 14ADefinitive proxy03/21/25 DEFA14AAdditional proxy materials03/21/25 DEF 14ADefinitive proxy03/22/24

Ownership

SC 13G/ABeneficial ownership (amended)10/28/26 SC 13GBeneficial ownership10/08/26 Form 4Insider transaction09/15/26 Form 4Insider transaction09/03/26 Form 4Insider transaction08/13/26

Other

11-KEmployee stock purchase plan report06/17/26 ARSAnnual report to shareholders03/20/26 42542501/09/26 42542512/30/25 42542512/15/25