# HERITAGE FINANCIAL CORP > Alpha governed public record. Unknown, unavailable, and unpublished values are never inferred as zero. ## Record | Field | Value | | --- | --- | | Representation | alpha-profile-markdown-v4 | | Protocol | Alpha Governance Facts Protocol 0.1 | | Schema | alpha.governance.entity.public.v1 | | Record version | public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | | Governance record representation | alpha-governance-record-v2 | | Canonical entity | alpha:company:42d84c29-0bbe-4da2-9c04-76f2b799a294 | | Entity type | Company | | Canonical URL | https://registry.alpha.ac/companies/heritage-financial-corp-wa | | Publication | PUBLISHED | | Verification | source_reported | | Verification schema | alpha-verification-states-v1 | | Ownership | unclaimed | | Published claims | 54 | | Claims under review | 1 | | Evidence records | 15 | | Conflicts | 0 | | Conflicts in internal review | 0 | | Observed | 2026-10-22T04:46:06.818124+00:00 | | Last reviewed | 2026-10-22T04:46:06.818124+00:00 | ## Identity - Legal name: HERITAGE FINANCIAL CORP /WA/ - Display name: HERITAGE FINANCIAL CORP ## Alpha Governance Record | Field | Value | | --- | --- | | Governance Record schema | alpha-governance-record-v2 | | Ontology | alpha-governance-ontology-v1 | | Record version | public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | | As of | 2026-10-23T04:44:34.376901+00:00 | | Completeness | 0.409 | | Record Quality | 0.842 | | Directors | 13 | | Committees | 4 | | Governance events | 24 | | Entity class | public_company | ## Section coverage | Section | State | | --- | --- | | identity | PUBLISHED | | corporate_structure | NOT_REVIEWED | | board | PUBLISHED | | committees | PUBLISHED | | leadership | PUBLISHED | | ownership | NOT_REVIEWED | | financials | NOT_REVIEWED | | capital_structure | PUBLISHED | | compensation | NOT_REVIEWED | | governance | NOT_REVIEWED | | shareholder_governance | NOT_REVIEWED | | audit | NOT_REVIEWED | | legal | NOT_REVIEWED | | risk | NOT_REVIEWED | | cyber | NOT_REVIEWED | | ai_governance | NOT_REVIEWED | | agent_governance | RESTRICTED | | markets_external | NOT_REVIEWED | | events | PUBLISHED | | relationships | PUBLISHED | | assessments | PUBLISHED | | evidence | PUBLISHED | ## Board - Ann Watson: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2012-01-01. Committees: Compensation Committee (member); Corporate Governance and Nominating Committee (member). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:5 - Brian L. Vance: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2002-01-01. Committees: Risk and Technology Committee (chair). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:6 - Brian S. Charneski: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2000-01-01. Committees: Audit and Finance Committee (chair); Corporate Governance and Nominating Committee (member). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:7 - Bryan M. McDonald: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2025-01-01. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:8 - Frederick B. Rivera: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2020-01-01. Committees: Compensation Committee (member); Corporate Governance and Nominating Committee (chair). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:9 - Gail B. Giacobbe: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2022-01-01. Committees: Compensation Committee (member); Risk and Technology Committee (member). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:10 - Jeffrey S. Lyon: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2001-01-01. Committees: Audit and Finance Committee (member); Compensation Committee (chair). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:11 - Karen R. Saunders: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2025-01-01. Committees: Audit and Finance Committee (member); Risk and Technology Committee (member). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:12 - Kimberly T. Ellwanger: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2006-01-01. Committees: Compensation Committee (member); Corporate Governance and Nominating Committee (member). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:13 - Matthew T. Ray: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2026-03-20. Committees: Compensation Committee (member). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:14 - Nicholas M. Bley: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2026-03-20. Committees: Compensation Committee (member). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:15 - Scott T. Allan: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2026-01-01. Committees: Audit and Finance Committee (member); Risk and Technology Committee (member). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:16 - Trevor D. Dryer: Director. Status: current. Independent: NOT_PUBLISHED. Since: 2022-01-01. Committees: Audit and Finance Committee (member); Risk and Technology Committee (member). claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:17 ## Committees - Audit and Finance Committee (audit). Chair: Brian S. Charneski. Members: Brian S. Charneski (chair, current); Jeffrey S. Lyon (member, current); Karen R. Saunders (member, current); Scott T. Allan (member, current); Trevor D. Dryer (member, current). committee_id=alpha:committee:heritage-financial-corp-wa:audit-and-finance-committee - Compensation Committee (compensation). Chair: Jeffrey S. Lyon. Members: Jeffrey S. Lyon (chair, current); Ann Watson (member, current); Frederick B. Rivera (member, current); Gail B. Giacobbe (member, current); Kimberly T. Ellwanger (member, current); Matthew T. Ray (member, current); Nicholas M. Bley (member, current). committee_id=alpha:committee:heritage-financial-corp-wa:compensation-committee - Corporate Governance and Nominating Committee (nominating_governance). Chair: Frederick B. Rivera. Members: Frederick B. Rivera (chair, current); Ann Watson (member, current); Brian S. Charneski (member, current); Kimberly T. Ellwanger (member, current). committee_id=alpha:committee:heritage-financial-corp-wa:corporate-governance-and-nominating-committee - Risk and Technology Committee (risk). Chair: Brian L. Vance. Members: Brian L. Vance (chair, current); Gail B. Giacobbe (member, current); Karen R. Saunders (member, current); Scott T. Allan (member, current); Trevor D. Dryer (member, current). committee_id=alpha:committee:heritage-financial-corp-wa:risk-and-technology-committee ## Executive leadership - Amy E. Curran: Executive Vice President and Director of Commercial Lending of Heritage Bank. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:18 - Bryan D. McDonald: President and Chief Executive Officer of Heritage Financial Corporation and Heritage Bank [CEO]. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:19 - Donald J. Hinson: Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank [CFO]. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:20 - Jeffrey J. Deuel: Chief Executive Officer of Heritage Financial Corporation [CEO]. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:21 - Kara Wilson: Executive Vice President and Chief Retail Banking Officer of Heritage Bank. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:22 - Matthew T. Ray: Executive Vice President and Chief Lending Officer of Heritage Bank. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:24 - Nicholas M. Bley: Executive Vice President of Heritage Financial Corporation and Executive Vice President and Chief Operating Officer of Heritage Bank [COO]. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:25 - Sabrina C. Robison: Executive Vice President and Chief Human Resources Officer of Heritage Bank [CHRO]. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:26 - Thomas J. Henning: Executive Vice President and Chief Risk Officer of Heritage Bank [CRO]. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:27 - Tony W. Chalfant: Executive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage Bank. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:28 - William K. Glasby: Executive Vice President and Chief Information Officer of Heritage Bank [CIO]. Status: current. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:29 - Kelli A. Wilson: Executive Vice President and Chief Retail Banking Officer of the Bank. Status: unknown. claim_id=alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:23 ## Governance events - DIRECTOR_APPOINTED: Matthew T. Ray seat on HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:18z9xhz1wjm1gx - DIRECTOR_APPOINTED: Nicholas M. Bley seat on HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:vr859o141zkc - EXECUTIVE_APPOINTED: Amy E. Curran executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1193u9s1s5kxhe - CEO_CHANGED: Bryan D. McDonald executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:qwadmh18v8nlf - CFO_CHANGED: Donald J. Hinson executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:ebwyfy1nljn9c - CEO_CHANGED: Jeffrey J. Deuel executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:b2uh851yusk5x - EXECUTIVE_APPOINTED: Kara Wilson executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:10y6wq71ol16mj - EXECUTIVE_APPOINTED: Matthew T. Ray executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:pgstrkfkakju - EXECUTIVE_APPOINTED: Nicholas M. Bley executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1jqis2w1x3ottu - EXECUTIVE_APPOINTED: Sabrina C. Robison executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1lt652m1ddm9ty - EXECUTIVE_APPOINTED: Thomas J. Henning executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1l9zshliovj09 - EXECUTIVE_APPOINTED: Tony W. Chalfant executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:16p13a9zvwbd9 - EXECUTIVE_APPOINTED: William K. Glasby executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. Effective: 2026-03-20. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1d26z3vb9tcm7 - DIRECTOR_APPOINTED: Scott T. Allan seat on HERITAGE FINANCIAL CORP, effective 2026-01-01. Effective: 2026-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1odress1fn6e7e - DIRECTOR_APPOINTED: Bryan M. McDonald seat on HERITAGE FINANCIAL CORP, effective 2025-01-01. Effective: 2025-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1f6ocywv139za - DIRECTOR_APPOINTED: Karen R. Saunders seat on HERITAGE FINANCIAL CORP, effective 2025-01-01. Effective: 2025-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:101q5dt2jpa5l - DIRECTOR_APPOINTED: Gail B. Giacobbe seat on HERITAGE FINANCIAL CORP, effective 2022-01-01. Effective: 2022-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1lohsyi1y2fly8 - DIRECTOR_APPOINTED: Trevor D. Dryer seat on HERITAGE FINANCIAL CORP, effective 2022-01-01. Effective: 2022-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:11i2ja7j718ob - DIRECTOR_APPOINTED: Frederick B. Rivera seat on HERITAGE FINANCIAL CORP, effective 2020-01-01. Effective: 2020-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:15blet6s9hwwm - DIRECTOR_APPOINTED: Ann Watson seat on HERITAGE FINANCIAL CORP, effective 2012-01-01. Effective: 2012-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:gxk87b1c4yqcr - DIRECTOR_APPOINTED: Kimberly T. Ellwanger seat on HERITAGE FINANCIAL CORP, effective 2006-01-01. Effective: 2006-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:3ha8fx14ek3ex - DIRECTOR_APPOINTED: Brian L. Vance seat on HERITAGE FINANCIAL CORP, effective 2002-01-01. Effective: 2002-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1xid1lr4hz5ad - DIRECTOR_APPOINTED: Jeffrey S. Lyon seat on HERITAGE FINANCIAL CORP, effective 2001-01-01. Effective: 2001-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:pqh6zededd7k - DIRECTOR_APPOINTED: Brian S. Charneski seat on HERITAGE FINANCIAL CORP, effective 2000-01-01. Effective: 2000-01-01. Detected: 2026-10-22T04:46:06.818124+00:00. event_id=alpha:event:transition:1otfqv21n9mz3m ## Scoped resources - `alpha://company/heritage-financial-corp-wa` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record - `alpha://company/heritage-financial-corp-wa/identity` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=identity - `alpha://company/heritage-financial-corp-wa/corporate-structure` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=corporate-structure - `alpha://company/heritage-financial-corp-wa/board` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=board - `alpha://company/heritage-financial-corp-wa/committees` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=committees - `alpha://company/heritage-financial-corp-wa/leadership` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=leadership - `alpha://company/heritage-financial-corp-wa/ownership` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=ownership - `alpha://company/heritage-financial-corp-wa/financials` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=financials - `alpha://company/heritage-financial-corp-wa/capital-structure` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=capital-structure - `alpha://company/heritage-financial-corp-wa/compensation` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=compensation - `alpha://company/heritage-financial-corp-wa/governance` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=governance - `alpha://company/heritage-financial-corp-wa/shareholder-governance` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=shareholder-governance - `alpha://company/heritage-financial-corp-wa/audit` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=audit - `alpha://company/heritage-financial-corp-wa/legal` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=legal - `alpha://company/heritage-financial-corp-wa/risk` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=risk - `alpha://company/heritage-financial-corp-wa/cyber` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=cyber - `alpha://company/heritage-financial-corp-wa/ai-governance` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=ai-governance - `alpha://company/heritage-financial-corp-wa/agents` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=agents - `alpha://company/heritage-financial-corp-wa/ecosystem` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=ecosystem - `alpha://company/heritage-financial-corp-wa/events` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=events - `alpha://company/heritage-financial-corp-wa/relationships` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=relationships - `alpha://company/heritage-financial-corp-wa/assessments` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=assessments - `alpha://company/heritage-financial-corp-wa/evidence` (contract): https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record§ion=evidence ## Role modules - NOT_ASSERTED ## Attention - NO_RECORDS_FOUND ## Committee data - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:31: `{"kind":"committee_appointment","original_name":"Audit and Finance Committee","category":"audit","role":"chair","person":{"alpha_id":"alpha:person:brian-s-charneski-hfwa","name":"Brian S. Charneski"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:32: `{"kind":"committee_appointment","original_name":"Audit and Finance Committee","category":"audit","role":"member","person":{"alpha_id":"alpha:person:jeffrey-s-lyon-hfwa","name":"Jeffrey S. Lyon"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:33: `{"kind":"committee_appointment","original_name":"Audit and Finance Committee","category":"audit","role":"member","person":{"alpha_id":"alpha:person:karen-r-saunders-hfwa","name":"Karen R. Saunders"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:34: `{"kind":"committee_appointment","original_name":"Audit and Finance Committee","category":"audit","role":"member","person":{"alpha_id":"alpha:person:scott-t-allan-hfwa","name":"Scott T. Allan"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:35: `{"kind":"committee_appointment","original_name":"Audit and Finance Committee","category":"audit","role":"member","person":{"alpha_id":"alpha:person:trevor-d-dryer-hfwa","name":"Trevor D. Dryer"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:37: `{"kind":"committee_appointment","original_name":"Compensation Committee","category":"compensation","role":"chair","person":{"alpha_id":"alpha:person:jeffrey-s-lyon-hfwa","name":"Jeffrey S. Lyon"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:38: `{"kind":"committee_appointment","original_name":"Compensation Committee","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:ann-watson-hfwa","name":"Ann Watson"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:39: `{"kind":"committee_appointment","original_name":"Compensation Committee","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:frederick-b-rivera-hfwa","name":"Frederick B. Rivera"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:40: `{"kind":"committee_appointment","original_name":"Compensation Committee","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:gail-b-giacobbe-hfwa","name":"Gail B. Giacobbe"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:41: `{"kind":"committee_appointment","original_name":"Compensation Committee","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:kimberly-t-ellwanger-hfwa","name":"Kimberly T. Ellwanger"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:42: `{"kind":"committee_appointment","original_name":"Compensation Committee","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:matthew-t-ray-hfwa","name":"Matthew T. Ray"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:43: `{"kind":"committee_appointment","original_name":"Compensation Committee","category":"compensation","role":"member","person":{"alpha_id":"alpha:person:nicholas-m-bley-hfwa","name":"Nicholas M. Bley"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:45: `{"kind":"committee_appointment","original_name":"Corporate Governance and Nominating Committee","category":"nominating_governance","role":"chair","person":{"alpha_id":"alpha:person:frederick-b-rivera-hfwa","name":"Frederick B. Rivera"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:46: `{"kind":"committee_appointment","original_name":"Corporate Governance and Nominating Committee","category":"nominating_governance","role":"member","person":{"alpha_id":"alpha:person:ann-watson-hfwa","name":"Ann Watson"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:47: `{"kind":"committee_appointment","original_name":"Corporate Governance and Nominating Committee","category":"nominating_governance","role":"member","person":{"alpha_id":"alpha:person:brian-s-charneski-hfwa","name":"Brian S. Charneski"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:48: `{"kind":"committee_appointment","original_name":"Corporate Governance and Nominating Committee","category":"nominating_governance","role":"member","person":{"alpha_id":"alpha:person:kimberly-t-ellwanger-hfwa","name":"Kimberly T. Ellwanger"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:50: `{"kind":"committee_appointment","original_name":"Risk and Technology Committee","category":"risk","role":"chair","person":{"alpha_id":"alpha:person:brian-l-vance-hfwa","name":"Brian L. Vance"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:51: `{"kind":"committee_appointment","original_name":"Risk and Technology Committee","category":"risk","role":"member","person":{"alpha_id":"alpha:person:gail-b-giacobbe-hfwa","name":"Gail B. Giacobbe"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:52: `{"kind":"committee_appointment","original_name":"Risk and Technology Committee","category":"risk","role":"member","person":{"alpha_id":"alpha:person:karen-r-saunders-hfwa","name":"Karen R. Saunders"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:53: `{"kind":"committee_appointment","original_name":"Risk and Technology Committee","category":"risk","role":"member","person":{"alpha_id":"alpha:person:scott-t-allan-hfwa","name":"Scott T. Allan"},"source_id":"governance_people_committees"}` - Claim alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:54: `{"kind":"committee_appointment","original_name":"Risk and Technology Committee","category":"risk","role":"member","person":{"alpha_id":"alpha:person:trevor-d-dryer-hfwa","name":"Trevor D. Dryer"},"source_id":"governance_people_committees"}` ## Leadership - Ann Watson: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:5. Valid from: 2012-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Brian L. Vance: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:6. Valid from: 2002-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Brian S. Charneski: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:7. Valid from: 2000-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Bryan M. McDonald: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:8. Valid from: 2025-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Frederick B. Rivera: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:9. Valid from: 2020-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Gail B. Giacobbe: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:10. Valid from: 2022-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Jeffrey S. Lyon: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:11. Valid from: 2001-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Karen R. Saunders: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:12. Valid from: 2025-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Kimberly T. Ellwanger: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:13. Valid from: 2006-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Matthew T. Ray: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:14. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Nicholas M. Bley: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:15. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Scott T. Allan: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:16. Valid from: 2026-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Trevor D. Dryer: Director. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:17. Valid from: 2022-01-01. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55. - Amy E. Curran: Executive Vice President and Director of Commercial Lending of Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:18. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:6d0882103ea47afc65a8e5494d0640c56a2aba3bb8821ac49afe12273655291a. - Bryan D. McDonald: President and Chief Executive Officer of Heritage Financial Corporation and Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:19. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:a61513b5bfaf9b2b10e359e08b215be228077922380d83b6c8cee7b5729f9283. - Donald J. Hinson: Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:20. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:ea8f554ae9e54fb1eb59675cd337d46f953808f8fd4e020a84be0587555fa16a. - Jeffrey J. Deuel: Chief Executive Officer of Heritage Financial Corporation. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:21. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:e91dec8d3784d13d5454fde3e6e0838155e9821a9b92c3c0e76d8007cba81e60. - Kara Wilson: Executive Vice President and Chief Retail Banking Officer of Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:22. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:e6a1354e2e4050f4751414d38eb01cb244d9f00be359e216bc0d583b26123417. - Kelli A. Wilson: Executive Vice President and Chief Retail Banking Officer of the Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:23. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:769199b01577311f00de00c8de85d32a8fd8f93254f8fd4f4e111dc423c9e886. - Matthew T. Ray: Executive Vice President and Chief Lending Officer of Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:24. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:c73628c9d9a84403bf0d6722d5d15853a5f29012758a431641733f32c50436fb. - Nicholas M. Bley: Executive Vice President of Heritage Financial Corporation and Executive Vice President and Chief Operating Officer of Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:25. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:62eb42428932deeb3848c35e9b02adb39ac122519d059a22c1ae233d072cdcc5. - Sabrina C. Robison: Executive Vice President and Chief Human Resources Officer of Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:26. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:190ee3e06dc3c8ddf2d54c8ba9b3a7e2df15fe8874a1d5101b9d57741d0096d5. - Thomas J. Henning: Executive Vice President and Chief Risk Officer of Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:27. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:89492d4ddf6e00a8bca3093af5e05f6a51d43f063f2dc844cce7e23903439c58. - Tony W. Chalfant: Executive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:28. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:9b3237f884dadefc2c5eac93eb21ae394d65659b4cda2d1f1c237ce335643d2f. - William K. Glasby: Executive Vice President and Chief Information Officer of Heritage Bank. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:29. Valid from: 2026-03-20. Valid to: NOT_ASSERTED. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:document:3b2a7ec0a1ab4aa3f46f2944ab723fd7692fe53dcb1496aeac23a34cc05972c1. ## Roles - PUBLISHED ## Governance - NOT_ASSERTED ## Board committees - Audit and Finance Committee: Chair Brian S. Charneski; Members Brian S. Charneski (Chair); Jeffrey S. Lyon; Karen R. Saunders; Scott T. Allan; Trevor D. Dryer. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_record:30. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Compensation Committee: Chair Jeffrey S. Lyon; Members Jeffrey S. Lyon (Chair); Ann Watson; Frederick B. Rivera; Gail B. Giacobbe; Kimberly T. Ellwanger; Matthew T. Ray; Nicholas M. Bley. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_record:36. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Corporate Governance and Nominating Committee: Chair Frederick B. Rivera; Members Frederick B. Rivera (Chair); Ann Watson; Brian S. Charneski; Kimberly T. Ellwanger. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_record:44. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Risk and Technology Committee: Chair Brian L. Vance; Members Brian L. Vance (Chair); Gail B. Giacobbe; Karen R. Saunders; Scott T. Allan; Trevor D. Dryer. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_record:49. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. ## Financials - NOT_ASSERTED ## Workforce - NOT_ASSERTED ## Market and index context - PUBLISHED ## Legal Name - HERITAGE FINANCIAL CORP /WA/. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:legal_name:1. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1963c62959ef65e89189365c7e656fa4443dd9570c8a1e82c4e9a7f680ca6243. ## Entity Status - Public listing published. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:entity_status:3. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1963c62959ef65e89189365c7e656fa4443dd9570c8a1e82c4e9a7f680ca6243. ## Published Fact - US. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:published_fact:4. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1963c62959ef65e89189365c7e656fa4443dd9570c8a1e82c4e9a7f680ca6243. ## Committee Appointment - Brian S. Charneski: chair, Audit and Finance Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:31. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Jeffrey S. Lyon: member, Audit and Finance Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:32. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Karen R. Saunders: member, Audit and Finance Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:33. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Scott T. Allan: member, Audit and Finance Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:34. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Trevor D. Dryer: member, Audit and Finance Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:35. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Jeffrey S. Lyon: chair, Compensation Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:37. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Ann Watson: member, Compensation Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:38. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Frederick B. Rivera: member, Compensation Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:39. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Gail B. Giacobbe: member, Compensation Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:40. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Kimberly T. Ellwanger: member, Compensation Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:41. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Matthew T. Ray: member, Compensation Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:42. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Nicholas M. Bley: member, Compensation Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:43. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Frederick B. Rivera: chair, Corporate Governance and Nominating Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:45. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Ann Watson: member, Corporate Governance and Nominating Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:46. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Brian S. Charneski: member, Corporate Governance and Nominating Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:47. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Kimberly T. Ellwanger: member, Corporate Governance and Nominating Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:48. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Brian L. Vance: chair, Risk and Technology Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:50. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Gail B. Giacobbe: member, Risk and Technology Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:51. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Karen R. Saunders: member, Risk and Technology Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:52. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Scott T. Allan: member, Risk and Technology Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:53. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. - Trevor D. Dryer: member, Risk and Technology Committee. Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:54. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6. ## Security Listing - HFWA (NASDAQ). Claim: alpha:claim:company:42d84c29-0bbe-4da2-9c04-76f2b799a294:security_listing:55. Publication: PUBLISHED. Verification: source_reported. Assertion: source_reported. Evidence: alpha:projection-evidence:1963c62959ef65e89189365c7e656fa4443dd9570c8a1e82c4e9a7f680ca6243. ## Coverage states | Field | Value | | --- | --- | | Identity | PUBLISHED | | Business | PUBLISHED | | Leadership | PUBLISHED | | Board and committees | PUBLISHED | | Governance | NOT_ASSERTED | | Financials | NOT_ASSERTED | | Workforce | NOT_ASSERTED | | Ownership | NOT_ASSERTED | | Ratings | NOT_PUBLISHED | | Market and index context | PUBLISHED | ## Public sources - alpha:projection-evidence:1963c62959ef65e89189365c7e656fa4443dd9570c8a1e82c4e9a7f680ca6243: [Alpha canonical company public projection](https://www.alpha.ac/api/public/companies/heritage-financial-corp-wa). - alpha:projection-evidence:document:fe5f6dbad9cc2754dccbcb0071df4398a84908af1f0df452eb9fe8fd5ffbcd55: [DEF 14A hfwa-20260316.htm](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:6d0882103ea47afc65a8e5494d0640c56a2aba3bb8821ac49afe12273655291a: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:a61513b5bfaf9b2b10e359e08b215be228077922380d83b6c8cee7b5729f9283: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:ea8f554ae9e54fb1eb59675cd337d46f953808f8fd4e020a84be0587555fa16a: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:e91dec8d3784d13d5454fde3e6e0838155e9821a9b92c3c0e76d8007cba81e60: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:e6a1354e2e4050f4751414d38eb01cb244d9f00be359e216bc0d583b26123417: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:769199b01577311f00de00c8de85d32a8fd8f93254f8fd4f4e111dc423c9e886: HFWA executive roster source. - alpha:projection-evidence:document:c73628c9d9a84403bf0d6722d5d15853a5f29012758a431641733f32c50436fb: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:62eb42428932deeb3848c35e9b02adb39ac122519d059a22c1ae233d072cdcc5: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:190ee3e06dc3c8ddf2d54c8ba9b3a7e2df15fe8874a1d5101b9d57741d0096d5: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:89492d4ddf6e00a8bca3093af5e05f6a51d43f063f2dc844cce7e23903439c58: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:9b3237f884dadefc2c5eac93eb21ae394d65659b4cda2d1f1c237ce335643d2f: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:document:3b2a7ec0a1ab4aa3f46f2944ab723fd7692fe53dcb1496aeac23a34cc05972c1: [HFWA DEF 14A executive officers](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). - alpha:projection-evidence:652634ffa7a2b898e5dacab4d0c75dc19adeb114f6bcd4c98ae51091213945e6: [Audit and Finance Committee](https://www.sec.gov/Archives/edgar/data/1046025/000162828026019987/hfwa-20260316.htm). ## Rights | Field | Value | | --- | --- | | public_retrieval | allowed | | agent_retrieval | allowed | | redistribution | not_granted | | model_training | not_granted | | commercial_use | not_specified | | relationship_pathfinding | not_granted | | direct_contact | not_granted | ## Limitations - Absence of a leadership role, committee, or disclosure is not evidence that it does not exist. - Only explicitly published canonical company identity and current confirmed public roles are included. - Absence of a board, committee, executive, listing, or claim is not evidence that it does not exist. - Public retrieval does not grant redistribution, model-training, direct-contact, or relationship-pathfinding rights. - This Company Profile is an identity and evidence record, not an Alpha rating. ## Alternate representations - [Canonical profile](https://registry.alpha.ac/companies/heritage-financial-corp-wa) - [Public Markdown](https://registry.alpha.ac/companies/heritage-financial-corp-wa.md) - [Public JSON](https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=record) - [JSON-LD](https://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=jsonld) - MCP resource: `alpha://companies/heritage-financial-corp-wa` at https://mcp.alpha.ac/mcp ## Connected governance records Only explicitly published, rights-cleared records. Missing records do not establish absence, safety, or complete coverage. ## Critical-risk oversight Snapshot as of 2026-10-23T04:44:33.814909+00:00; recorded 2026-10-23T04:44:33.814909+00:00. Every published assignment for this snapshot is listed. Only explicitly reviewed, rights-cleared assignments in effect on the as-of date, in the company's own wording. An assignment shows where oversight is placed, not whether it is effective. Missing records do not establish absence.