SecBot SecBot
DEFA14A ·Filed Mar 20, 2026

HFWA

HERITAGE FINANCIAL CORP /WA/
NEUTRAL
Impact 2/10
Horizonweeks Processed7mo ago SEC0001628280-26-019989
Proxy solicitation materials
Actionable Insight • Neutral

Monitor for the full proxy statement which should contain details on shareholder proposals, director elections, or executive compensation matters

DirectionNeutral
Confidencelow
Horizonweeks
Final — all horizons settled through T+60d
HFWA ▲ +18.65% at T+60d
NEUTRAL call +18.65% · α vs SPY +4.23% · entry $24.47 → $29.04
Entry = T+0 close
Mar 20, 2026
via day close
T+1d
+3.29%
call +3.29% · α +2.19%
$25.28
settled 7mo ago
T+5d
+2.84%
call +2.84% · α +4.99%
$25.17
settled 7mo ago
T+20d
+12.69%
call +12.69% · α +3.37%
$27.58
settled 6mo ago
T+60d
+18.65%
call +18.65% · α +4.23%
$29.04
settled 4mo ago

Price Chart

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Executive Summary

Analysis based on filing metadata only — document content was unavailable

Key Facts

  • Filing is a DEFA14A, which is a definitive additional proxy solicitation materials filing
  • Filed by Heritage Financial Corp /WA/ (HFWA)
  • Filed on Nasdaq exchange
  • No financial data or specific voting items were provided in the available documents

Financial Impact

None - no financial data provided

Risk Factors

  • Lack of information prevents assessment of potential shareholder activism or governance issues
  • Important voting matters may be decided without full transparency from this filing alone

Market Snapshot

Exchange
Nasdaq

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001628280-26-019989
Document: 0001628280-26-019989-index-headers.html0001628280-26-019989
Document: 0001628280-26-019989-index.html0001628280-26-019989
Document: 0001628280-26-019989.txt0001628280-26-019989
7 reports for HFWA
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for HFWA — sortable, filterable
TypeNow
Oct 22, 2026
3d ago
8-K
MIXED ★ 5/10
$28.52awaiting T+60—$29.43 (+3.21%)
Oct 8, 2026
17d ago
SC 13G
NEUTRAL ★ 3/10
$27.57awaiting T+60—$29.43 (+6.76%)
Sep 30, 2026
25d ago
Press Release
NEUTRAL ★ 1/10
$27.63awaiting T+60—$29.43 (+6.53%)
Aug 5, 2026
11w ago
Insider Cluster
NEUTRAL ★ 3/10
$29.65awaiting T+60—$29.43 (−0.73%)
Jul 23, 2026
13w ago
8-K
NEUTRAL ★ 5/10
$30.16 $27.46▼ −8.95%▼ −12.68%$29.43 (−2.40%)
Mar 23, 2026
31w ago
8-K
BEARISH ★ 6/10
$25.06 $27.52▼ −9.82%▲ +3.24%$29.43 (−17.46%)
Mar 20, 2026
31w ago
DEFA14A
NEUTRAL ★ 2/10
$24.47 $29.04▲ +18.65%▲ +4.23%$29.43 (+20.27%)
Showing 7 of 7

US Market Status

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Report published Mar 20, 2026