Alpha RegistryClaim a profile
Published mark

HERITAGE FINANCIAL CORP

HERITAGE FINANCIAL CORP /WA/

NASDAQ: HFWA. Canonical company identity and public leadership record.

US

Record source reportedRecord not claimedNo Eval published
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Alpha ID
alpha:company:42d84c29-0bbe-4da2-9c04-76f2b799a294
SEC CIK
0001046025
Record version
vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce, published Oct 19, 2026
Newest evidence
May 3, 2026
Monitoring
Not yet monitored Details
Integrity
Not yet signed Methodology
CEO
Bryan D. McDonaldSince Mar 20, 2026
Chair
Not published
Independent
Not published13 directors published
Published claims
543 distinct sources
Evidence records
150 pinned
Source conflicts
0None open

Built from 3 distinct sources and 15 evidence records. Every Claim links to where it appears. Where nothing was published, the record states the coverage gap.

CorroboratedSource reportedAlpha inferenceNot disclosed

Public record. Alpha publishes governance facts about this organization from regulatory filings and company statements. Private enterprise overlay data is never projected here. The company can claim the record, correct, or dispute any Claim. How this works

DIRECTOR APPOINTED

Matthew T. Ray seat on HERITAGE FINANCIAL CORP, effective 2026-03-20.

EffectiveEffective Mar 20, 2026E2

Monitoring

Continuous

What the published record states about identity, evidence, evaluation, monitoring, authority, and freshness. Watched-source schedules are not published for this record.

  • Identityunclaimed
    Published
  • Evidencesource_reported
    Published
  • Evaluationnot_evaluated
    Published
  • MonitoringNot yet published for this record.
    Not published
  • AuthorityNot yet published for this record.
    Not published
  • Freshnesscurrent
    Published

Leadership

Evidence
RolePersonSinceStatusClaim
Executive Vice President and Director of Commercial Lending of Heritage BankAmy E. CurranMar 2026currentSource reportedE3
President and Chief Executive Officer of Heritage Financial Corporation and Heritage BankBryan D. McDonaldMar 2026currentSource reportedE4
Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage BankDonald J. HinsonMar 2026currentSource reportedE5
Chief Executive Officer of Heritage Financial CorporationJeffrey J. DeuelMar 2026currentSource reportedE6
Executive Vice President and Chief Retail Banking Officer of Heritage BankKara WilsonMar 2026currentSource reportedE7
Executive Vice President and Chief Lending Officer of Heritage BankMatthew T. RayMar 2026currentSource reportedE9
Executive Vice President of Heritage Financial Corporation and Executive Vice President and Chief Operating Officer of Heritage BankNicholas M. BleyMar 2026currentSource reportedE10
Executive Vice President and Chief Human Resources Officer of Heritage BankSabrina C. RobisonMar 2026currentSource reportedE11
Executive Vice President and Chief Risk Officer of Heritage BankThomas J. HenningMar 2026currentSource reportedE12
Executive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage BankTony W. ChalfantMar 2026currentSource reportedE13
Executive Vice President and Chief Information Officer of Heritage BankWilliam K. GlasbyMar 2026currentSource reportedE14
Executive Vice President and Chief Retail Banking Officer of the BankKelli A. WilsonNot capturedunknownSource reportedE8

Board of directors

Evidence

13 directors published. Independence determinations are not published for every director.

DirectorStatusSinceCommitteesClaim
Ann WatsonIndependence not published2012Compensation CommitteeCorporate Governance and Nominating CommitteeSource reportedE2
Brian L. VanceIndependence not published2002Risk and Technology Committee, chairSource reportedE2
Brian S. CharneskiIndependence not published2000Audit and Finance Committee, chairCorporate Governance and Nominating CommitteeSource reportedE2
Bryan M. McDonaldIndependence not published2025None publishedSource reportedE2
Frederick B. RiveraIndependence not published2020Compensation CommitteeCorporate Governance and Nominating Committee, chairSource reportedE2
Gail B. GiacobbeIndependence not published2022Compensation CommitteeRisk and Technology CommitteeSource reportedE2
Jeffrey S. LyonIndependence not published2001Audit and Finance CommitteeCompensation Committee, chairSource reportedE2
Karen R. SaundersIndependence not published2025Audit and Finance CommitteeRisk and Technology CommitteeSource reportedE2
Kimberly T. EllwangerIndependence not published2006Compensation CommitteeCorporate Governance and Nominating CommitteeSource reportedE2
Matthew T. RayIndependence not published2026Compensation CommitteeSource reportedE2
Nicholas M. BleyIndependence not published2026Compensation CommitteeSource reportedE2
Scott T. AllanIndependence not published2026Audit and Finance CommitteeRisk and Technology CommitteeSource reportedE2
Trevor D. DryerIndependence not published2022Audit and Finance CommitteeRisk and Technology CommitteeSource reportedE2

Committees and risk ownership

Evidence
CommitteeChairMembersRisks assigned
Audit and Finance CommitteeBrian S. CharneskiBrian S. Charneski, Jeffrey S. Lyon, Karen R. Saunders, Scott T. Allan, Trevor D. Dryerfinancial
Compensation CommitteeJeffrey S. LyonJeffrey S. Lyon, Ann Watson, Frederick B. Rivera, Gail B. Giacobbe, Kimberly T. Ellwanger, Matthew T. Ray, Nicholas M. BleyNot described in the published record
Corporate Governance and Nominating CommitteeFrederick B. RiveraFrederick B. Rivera, Ann Watson, Brian S. Charneski, Kimberly T. EllwangerNot described in the published record
Risk and Technology CommitteeBrian L. VanceBrian L. Vance, Gail B. Giacobbe, Karen R. Saunders, Scott T. Allan, Trevor D. DryerNot described in the published record
Committee RecordAudit and Finance Committee: Chair Brian S. Charneski; Members Brian S. Charneski (Chair); Jeffrey S. Lyon; Karen R. Saunders; Scott T. Allan; Trevor D. Dryer
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_record:30
Committee AppointmentBrian S. Charneski: chair, Audit and Finance Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:31
Committee AppointmentJeffrey S. Lyon: member, Audit and Finance Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:32
Committee AppointmentKaren R. Saunders: member, Audit and Finance Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:33
Committee AppointmentScott T. Allan: member, Audit and Finance Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:34
Committee AppointmentTrevor D. Dryer: member, Audit and Finance Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:35
Committee RecordCompensation 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
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_record:36
Committee AppointmentJeffrey S. Lyon: chair, Compensation Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:37
Committee AppointmentAnn Watson: member, Compensation Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:38
Committee AppointmentFrederick B. Rivera: member, Compensation Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:39
Committee AppointmentGail B. Giacobbe: member, Compensation Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:40
Committee AppointmentKimberly T. Ellwanger: member, Compensation Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:41
Committee AppointmentMatthew T. Ray: member, Compensation Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:42
Committee AppointmentNicholas M. Bley: member, Compensation Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:43
Committee RecordCorporate Governance and Nominating Committee: Chair Frederick B. Rivera; Members Frederick B. Rivera (Chair); Ann Watson; Brian S. Charneski; Kimberly T. Ellwanger
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_record:44
Committee AppointmentFrederick B. Rivera: chair, Corporate Governance and Nominating Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:45
Committee AppointmentAnn Watson: member, Corporate Governance and Nominating Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:46
Committee AppointmentBrian S. Charneski: member, Corporate Governance and Nominating Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:47
Committee AppointmentKimberly T. Ellwanger: member, Corporate Governance and Nominating Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:48
Committee RecordRisk and Technology Committee: Chair Brian L. Vance; Members Brian L. Vance (Chair); Gail B. Giacobbe; Karen R. Saunders; Scott T. Allan; Trevor D. Dryer
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_record:49
Committee AppointmentBrian L. Vance: chair, Risk and Technology Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:50
Committee AppointmentGail B. Giacobbe: member, Risk and Technology Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:51
Committee AppointmentKaren R. Saunders: member, Risk and Technology Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:52
Committee AppointmentScott T. Allan: member, Risk and Technology Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:53
Committee AppointmentTrevor D. Dryer: member, Risk and Technology Committee
Source reportedE15
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:committee_appointment:54

Control and voting power

Evidence

No published claims

Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.

Authority to act

Evidence and agent registry

Who can act for the company, and on whose authority. This is what a counterparty's agent checks before it accepts an order, signs, or pays.

Principal executive officerBryan D. McDonald, President and Chief Executive Officer of Heritage Financial Corporation and Heritage Bank, from Mar 20, 2026
Source reportedE4
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:leadership_role:19
Who can authorize an agentNot assessedNo Alpha inference about signing authority or board-reserved matters is published for this record.
Not assessed
bind
AI agents registered by the companyNot registered in the public RegistryAgent Deployments, Agent Use Cases, Authority Grants, TrustChecks, Action Ledger entries and Governance Receipts live in the private enterprise overlay. They are never projected into the public Registry without explicit cross-plane authorization. Absence here is a plane boundary, not evidence that the enterprise operates no agents.
Agent registry
agents
Delegations publishedNot disclosedBoard and officer delegation resolutions are not public filings and are not published in this record.
Search scope
delegations

Financials and market context

Evidence
Security ListingHFWA (NASDAQ)
Source reportedE1
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:security_listing:55
Index membershipsNo current membership is published in Alpha's tracked index universe.This is not evidence that the company is absent from every market index.
None publishedAs of Oct 20, 2026. Rights-filtered public evidence only; no redistribution or model training is granted. Only source-backed memberships with an explicit public redistribution basis are returned.

Governance and policies

Evidence

No published claims

Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.

Risk, audit, and cyber

Evidence

No published claims

Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.

AI oversight and accountability

Evidence

No published claims

Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.

Compensation

Evidence

No published claims

Nothing is published for this section yet. A missing Claim is a coverage state, not a negative finding.

Other published claims

Evidence

Published Claims that belong to no section above. Each keeps its permalink, evidence, and assertion state.

Legal NameHERITAGE FINANCIAL CORP /WA/
Source reportedE1
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:legal_name:1
Entity StatusPublic listing published
Source reportedE1
company:42d84c29-0bbe-4da2-9c04-76f2b799a294:entity_status:3

Not yet in this record

Coverage

A gap is a coverage state, not a negative finding. These sections are expected for this entity class and are not yet published.

  • Corporate structureNot reviewed. Parent, subsidiary and predecessor structure explains who is governed.
  • OwnershipNot reviewed. Ownership and voting power determine who can influence the board.
  • FinancialsNot reviewed. Governance-relevant financial context frames capital and audit decisions.
  • CompensationNot reviewed. Pay design shows how incentives are governed.
  • GovernanceNot reviewed. Governing documents and provisions set the rules of the enterprise.
  • Shareholder governanceNot reviewed. Meeting and vote records show shareholder dissent and support.
  • AuditNot reviewed. Auditor, controls and restatements show assurance over reporting.
  • LegalNot reviewed. Material legal and regulatory matters show enforcement exposure.
  • RiskNot reviewed. Risk ownership links the board, committees, executives and controls.
  • CyberNot reviewed. Cyber and data governance is a disclosed oversight domain.
  • AI governanceNot reviewed. AI oversight is a differentiated Alpha governance domain.
  • Markets externalNot reviewed. Auditors, advisors, investors and regulators form the external ecosystem.
  • Absence of a leadership role, committee, or disclosure is not evidence that it does not exist.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.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.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.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.This Company Profile is an identity and evidence record, not an Alpha rating.

Subject and corrections

Public-role doctrine

This record exists because the company is in the published Registry. The company can claim the record, correct, or dispute any Claim. Corrections are versioned and the original stays in history.

Basis
Published company record built from public sources
Sources
15 evidence records cited. 0 with redistribution rights.
Never published
Private enterprise overlay data: deployments, authority grants, TrustChecks, receipts, telemetry
Record claimed
No
Open disputes
0
Identity ownership
unclaimed
Claiming not yet available

If the company claims the record, its statements appear as their own assertion state and never overwrite the cited evidence.

Evidence

Authority and rights
  1. E1
    Alpha canonical company public projection
    Alpha canonical company public projection. canonical identity. Retrieved Oct 19, 2026. Cited by 4 Claims.
    Open web
    Rights not recorded, link only
    Evidence not pinned
  2. E2
    DEF 14A hfwa-20260316.htm
    sec proxy. Published Mar 20, 2026. Retrieved Sep 2, 2026. Cited by 13 Claims.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  3. E3
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  4. E4
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  5. E5
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  6. E6
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  7. E7
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  8. E8
    HFWA executive roster source
    sec filing. Published May 3, 2026. Retrieved May 3, 2026. Cited by 1 Claim.
    Authority not assessed
    Rights not recorded, link only
    Evidence not pinned
  9. E9
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  10. E10
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  11. E11
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  12. E12
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  13. E13
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  14. E14
    HFWA DEF 14A executive officers
    sec filing. Published Mar 20, 2026. Retrieved May 15, 2026. Cited by 1 Claim.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned
  15. E15
    Audit and Finance Committee
    governance_people_committees. sec proxy. Cited by 25 Claims.
    Authoritative, regulatory filing
    Rights not recorded, link only
    Evidence not pinned

What changed in version public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce

vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce published Oct 19, 2026
  • Matthew T. Ray seat on HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Nicholas M. Bley seat on HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Amy E. Curran executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Bryan D. McDonald executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Donald J. Hinson executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Jeffrey J. Deuel executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Kara Wilson executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Matthew T. Ray executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Nicholas M. Bley executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Sabrina C. Robison executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Thomas J. Henning executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Tony W. Chalfant executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • William K. Glasby executive of HERITAGE FINANCIAL CORP, effective 2026-03-20.
  • Scott T. Allan seat on HERITAGE FINANCIAL CORP, effective 2026-01-01.
  • Bryan M. McDonald seat on HERITAGE FINANCIAL CORP, effective 2025-01-01.
  • Karen R. Saunders seat on HERITAGE FINANCIAL CORP, effective 2025-01-01.
  • Gail B. Giacobbe seat on HERITAGE FINANCIAL CORP, effective 2022-01-01.
  • Trevor D. Dryer seat on HERITAGE FINANCIAL CORP, effective 2022-01-01.
  • Frederick B. Rivera seat on HERITAGE FINANCIAL CORP, effective 2020-01-01.
  • Ann Watson seat on HERITAGE FINANCIAL CORP, effective 2012-01-01.
  • Kimberly T. Ellwanger seat on HERITAGE FINANCIAL CORP, effective 2006-01-01.
  • Brian L. Vance seat on HERITAGE FINANCIAL CORP, effective 2002-01-01.
  • Jeffrey S. Lyon seat on HERITAGE FINANCIAL CORP, effective 2001-01-01.
  • Brian S. Charneski seat on HERITAGE FINANCIAL CORP, effective 2000-01-01.
Appearance

Alpha Governance PBC. The Registry records reported facts and Alpha's assessments separately. A missing fact is not evidence that it is false.

Record alpha:company:42d84c29-0bbe-4da2-9c04-76f2b799a294, version public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce. https://registry.alpha.ac/companies/heritage-financial-corp-wa

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On this record

  1. Overview
  2. Monitoring4
  3. Leadership12
  4. Board13
  5. Committees4
  6. Control and voting0
  7. Authority to act4
  8. Financials1
  9. Governance0
  10. Risk0
  11. AI oversight0
  12. Legal0
  13. Compensation0
  14. Other published claims3
  15. Coverage gaps17
  16. Linked people23
  17. Subject and corrections6
  18. Evidence15
  19. Version historyvpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce

Linked records

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  • Actions
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  • Copy Alpha IDalpha:company:42d84c29-0bbe-4da2-9c04-76f2b799a294
  • Cite this recordHERITAGE FINANCIAL CORP
  • Copy canonical URLregistry.alpha.ac/companies/heritage-financial-corp-wa
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  • Records
    HERITAGE FINANCIAL CORPCompany
  • Amy E. CurranPerson
  • Bryan D. McDonaldPerson
  • Donald J. HinsonPerson
  • Jeffrey J. DeuelPerson
  • Kara WilsonPerson
  • Matthew T. RayPerson
  • Nicholas M. BleyPerson
  • Sabrina C. RobisonPerson
  • Thomas J. HenningPerson
  • Tony W. ChalfantPerson
  • William K. GlasbyPerson
  • Kelli A. WilsonPerson
  • Ann WatsonPerson
  • Brian L. VancePerson
  • Brian S. CharneskiPerson
  • Bryan M. McDonaldPerson
  • Frederick B. RiveraPerson
  • Gail B. GiacobbePerson
  • Jeffrey S. LyonPerson
  • Karen R. SaundersPerson
  • Kimberly T. EllwangerPerson
  • Scott T. AllanPerson
  • Trevor D. DryerPerson
  • Sections
    OverviewHERITAGE FINANCIAL CORP
  • MonitoringHERITAGE FINANCIAL CORP
  • LeadershipHERITAGE FINANCIAL CORP
  • BoardHERITAGE FINANCIAL CORP
  • CommitteesHERITAGE FINANCIAL CORP
  • Control and votingHERITAGE FINANCIAL CORP
  • Authority to actHERITAGE FINANCIAL CORP
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