8-K current report · filed Apr 10, 2026

HERITAGE FINANCIAL CORP /WA/ (HFWA) 8-K Current Report: April 10, 2026

Item EX-99.1HFWA overview

Short answer

HERITAGE FINANCIAL CORP /WA/ (HFWA) filed an 8-K current report with the SEC on April 10, 2026 reporting Item EX-99.1 (Exhibit EX-99.1). Merger completed January 31, 2026, adding Olympic’s banking operations and approximately $1.65B of assets to Heritage.

HERITAGE FINANCIAL CORP /WA/ 8-K event analysis

AI summary of each reported item and its exhibits

Item EX-99.1 · Exhibit EX-99.1

  • Merger completed January 31, 2026, adding Olympic’s banking operations and approximately $1.65B of assets to Heritage
  • $185.0M transaction funded primarily with 7,167,600 Heritage shares, creating meaningful shareholder dilution
  • Pro forma assets $8.57B, deposits $7.31B, loans receivable $5.68B, and shareholders’ equity $1.09B
  • Pro forma 2025 net income $67.6M and diluted EPS $1.62, including $33.9M of added noninterest expense
  • $50.3M core deposit intangible amortized over 10 years, plus estimated $18.5M after-tax merger costs weighing on near-term earnings

Generated from the filing text and exhibits; verify against the original. What 8-K item codes mean

Other HERITAGE FINANCIAL CORP /WA/ 8-K filings

Get the next HFWA 8-K as it lands

Follow HFWA for push alerts, or ask the research agent what this filing means.