# 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 Unknown, unavailable, and unpublished values are never inferred as zero.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 | 2026-10-19T14:43:55.136812+00:00 |
| Last reviewed | 2026-10-19T14:43:55.136812+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 | 2026-10-20T03:02:59.189136+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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: 2026-10-19T14:43:55.136812+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 2026-10-20T03:02:58.619598+00:00; recorded 2026-10-20T03:02:58.619598+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.HERITAGE FINANCIAL CORP, for agents
The same record as the human view, as a structured object any agent can read and cite. Reading is open to every agent, model, and tool, with no key and no account. Signing and transparency logging are not yet published for this record.
- Alpha ID
- alpha:company:42d84c29-0bbe-4da2-9c04-76f2b799a294
- Version
- vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ceRecorded Oct 19, 2026
- Content hash
- Not yet signed
- Signature
- Not yet signed
- Transparency log
- Not yet signed
- Freshness
- ObservedChecked Oct 19, 2026. Reviewed Oct 19, 2026
- Read access
- OpenNo key for public retrieval
- Processing basis
- Public recordDoctrine
Read
OpenOne canonical URL. The Accept header or a file suffix selects the format. Every format renders the same Claims and carries the same record version.
curl -H "Accept: application/json" https://registry.alpha.ac/companies/heritage-financial-corp-waTrustCheck and Governance Receipts
Agent tierIllustrative. TrustChecks run in the private enterprise overlay. The example below is generated for this entity class and does not reference this record. Contract: TrustCheck and Governance Receipts v0.1.
Agents about to act ask a question, not for a document. A TrustCheck evaluates the AuthorityGrant objects behind a proposed action and returns allow, deny, require_approval, or insufficient_evidence. The source system acts, and a GovernanceReceipt records what the agent relied on.
- allow, deny
- The AuthorityGrant and policy decide. Reason codes name the rule.
- require_approval
- An entitled human records the decision. Customer policy sets the threshold, never an Eval.
- insufficient_evidence
- No authority is registered. Alpha never infers permission to act.
curl https://www.alpha.ac/v1/action-intents \
-H 'Content-Type: application/json' \
-b "$ALPHA_SESSION_COOKIE" \
-d '{
"schema_version": "2026-08-29",
"environment": "test",
"actor": { "alpha_id": "alpha:account:self", "type": "alpha_account" },
"principal": { "alpha_id": "alpha:company:example-issuer", "type": "organization" },
"organization": { "alpha_id": "alpha:company:example-issuer", "type": "organization" },
"proposed_action": { "type": "purchase_order.commit", "description": "Accept an order placed by an agent claiming company authority." },
"requested_authority": ["purchase_order.commit"]
}'
# then
curl https://www.alpha.ac/v1/trust-checks -H 'Content-Type: application/json' \
-b "$ALPHA_SESSION_COOKIE" -d '{ "action_intent_id": "<from the previous response>" }'{
"schema_version": "2026-08-29",
"trust_check_id": "alpha:trust-check:illustrative-0001",
"decision": "insufficient_evidence",
"explanation": "No AuthorityGrant names this agent and organization.",
"reason_codes": [
"authority_grant_missing"
],
"evaluated_authority": {
"authority_grants": []
},
"policy_version": "trustcheck.registry-claim.test.v0.1",
"integrity_state": "recorded",
"limitations": [
"Illustrative example. No TrustCheck was run for this record."
]
}{
"schema_version": "2026-08-29",
"receipt_id": "alpha:receipt:illustrative-0001",
"environment": "test",
"actor": {
"alpha_id": "alpha:account:self",
"type": "alpha_account"
},
"agent": {
"provider": {
"alpha_id": "alpha:company:example-agent-provider",
"type": "provider"
},
"product": {
"alpha_id": "alpha:agent-product:example-procurement-agent",
"type": "agent_product"
},
"deployment": {
"alpha_id": "alpha:agent-deployment:example-deployment",
"type": "agent_deployment"
},
"use_case": {
"alpha_id": "alpha:agent-use-case:example-purchase-order",
"type": "agent_use_case"
},
"workflow": "Illustrative purchase order commitment"
},
"principal": {
"alpha_id": "alpha:company:example-issuer",
"type": "organization"
},
"sponsor": {
"alpha_id": "alpha:company:example-issuer",
"type": "organization"
},
"action_intent_id": "alpha:action-intent:illustrative-0001",
"trust_check_id": "alpha:trust-check:illustrative-0001",
"authority_grant_references": [],
"action_intent": {
"type": "purchase_order.commit"
},
"affected_alpha_ids": [
"alpha:company:example-issuer"
],
"trust_check_decision": "insufficient_evidence",
"policy_version": "trustcheck.registry-claim.test.v0.1",
"rule_references": [
{
"reason_code": "authority_grant_missing",
"rule_id": "trustcheck.authority_grant_missing",
"policy_ref": "trustcheck.registry-claim.test.v0.1",
"control_ref": null,
"grant_policy_references": []
}
],
"integrity": "Illustrative. Not issued, not signed."
}Connect
Open readEvery surface reads the same published record. No surface holds its own copy of the facts.
// claude_desktop_config.json, Cursor, or any MCP client
{
"mcpServers": {
"alpha": { "url": "https://mcp.alpha.ac/mcp" }
}
}
// This record as an MCP resource
alpha://companies/heritage-financial-corp-waalpha://companies/heritage-financial-corp-waThis record as an MCP resourcehttps://registry.alpha.ac/api/public/companies/heritage-financial-corp-wa?format=recordThe same record over HTTP
Subscribe to changes
Agent tier, previewNo public subscription endpoint is published yet. Event delivery is part of Agent tier access, in preview. Access and availability.
DIRECTOR_APPOINTEDDerived governance event published on this record (alpha-governance-event-derivation-v2)EXECUTIVE_APPOINTEDDerived governance event published on this record (alpha-governance-event-derivation-v2)CEO_CHANGEDDerived governance event published on this record (alpha-governance-event-derivation-v2)CFO_CHANGEDDerived governance event published on this record (alpha-governance-event-derivation-v2)
{
"specversion": "1.0",
"type": "ac.alpha.registry.DIRECTOR_APPOINTED",
"source": "https://registry.alpha.ac/companies/heritage-financial-corp-wa",
"subject": "alpha:company:42d84c29-0bbe-4da2-9c04-76f2b799a294",
"data": {
"record_version": "public-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce",
"note": "Subscription delivery is Agent tier, preview. Not yet available publicly."
}
}Versions and changes
OpenRecords are versioned. Derived governance events on this record are listed below with the version that publishes them. Effective is the world time the derivation states; Recorded is when Alpha detected the event. Content hashes and log entries appear once records are signed.
| Version | Effective | Recorded | Content hash | Log entry | What changed |
|---|---|---|---|---|---|
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Matthew T. Ray seat on HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Nicholas M. Bley seat on HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Amy E. Curran executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Bryan D. McDonald executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Donald J. Hinson executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Jeffrey J. Deuel executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Kara Wilson executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Matthew T. Ray executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Nicholas M. Bley executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Sabrina C. Robison executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Thomas J. Henning executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Tony W. Chalfant executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Mar 20, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | William K. Glasby executive of HERITAGE FINANCIAL CORP, effective 2026-03-20. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2026 | Oct 19, 2026 | Not yet signed | Not yet signed | Scott T. Allan seat on HERITAGE FINANCIAL CORP, effective 2026-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2025 | Oct 19, 2026 | Not yet signed | Not yet signed | Bryan M. McDonald seat on HERITAGE FINANCIAL CORP, effective 2025-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2025 | Oct 19, 2026 | Not yet signed | Not yet signed | Karen R. Saunders seat on HERITAGE FINANCIAL CORP, effective 2025-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2022 | Oct 19, 2026 | Not yet signed | Not yet signed | Gail B. Giacobbe seat on HERITAGE FINANCIAL CORP, effective 2022-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2022 | Oct 19, 2026 | Not yet signed | Not yet signed | Trevor D. Dryer seat on HERITAGE FINANCIAL CORP, effective 2022-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2020 | Oct 19, 2026 | Not yet signed | Not yet signed | Frederick B. Rivera seat on HERITAGE FINANCIAL CORP, effective 2020-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2012 | Oct 19, 2026 | Not yet signed | Not yet signed | Ann Watson seat on HERITAGE FINANCIAL CORP, effective 2012-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2006 | Oct 19, 2026 | Not yet signed | Not yet signed | Kimberly T. Ellwanger seat on HERITAGE FINANCIAL CORP, effective 2006-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2002 | Oct 19, 2026 | Not yet signed | Not yet signed | Brian L. Vance seat on HERITAGE FINANCIAL CORP, effective 2002-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2001 | Oct 19, 2026 | Not yet signed | Not yet signed | Jeffrey S. Lyon seat on HERITAGE FINANCIAL CORP, effective 2001-01-01. |
| vpublic-1:d751713988987e9331980363e24189ce:ro-d751713988987e9331980363e24189ce | Jan 1, 2000 | Oct 19, 2026 | Not yet signed | Not yet signed | Brian S. Charneski seat on HERITAGE FINANCIAL CORP, effective 2000-01-01. |
Access, rights, and the public-role doctrine
Facts are open. Rights travel with every Claim and every Evidence record, so an agent sees the same terms whichever format it reads.
| Capability | Access | Agents |
|---|---|---|
| Alpha Disclosure sample | public | human process |
| Alpha public website | public | retrievable now |
| Alpha Standard, methodology, and research | public | retrievable now |
| Alpha Profiles (public executive and company records) | public | retrievable now |
| Public HTTP endpoints described by OpenAPI 3.1 | public | retrievable now |
| Alpha MCP public discovery and read-only capabilities | public | retrievable now |
| Alpha AI Readiness Eval | public | human process |
| Alpha Platform | approved access | requires approved access |
| Alpha API (authenticated operations) | approved access | requires approved access |
| Alpha MCP premium capabilities | approved access | requires approved access |
| Alpha Evals and verified assessments | custom | human process |
| Alpha Council membership | custom | human process |
| Alpha Institute education, workshops, and coaching | custom | human process |
| Governance diagnostics and institutional advisory | custom | human process |
Record limitations. Every representation states these in the same words; nothing is inferred as zero.
- 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.
"rights": {
"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"
}
"evidence_rights": {
"evidence_records": 15,
"redistribution_allowed": 0,
"restricted_or_unknown": 15,
"classified_unknown": 15
}"data_subject": {
"basis": "public_record",
"entity": "alpha:company:42d84c29-0bbe-4da2-9c04-76f2b799a294",
"identity_ownership": "unclaimed",
"rights": {
"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"
},
"requests": "https://www.alpha.ac/contact"
}How agents find this
OpenThe page head and every response carry rel="alternate" links and the Registry's Link header. The list below is generated from the same list the server emits.
/llms-full.txtAlpha consolidated public agent guide/.well-known/ai-catalog.jsonAlpha Agentic Resource Discovery manifest/.well-known/api-catalogapi-catalog/.well-known/webmcp.jsonAlpha WebMCP tool discovery/openapi.jsonAlpha Governance Public Intelligence API (OpenAPI 3.1)/apiAlpha Intelligence API/developersAlpha Governance Developer Platform/docs/trustcheck-receipts-v01.mdTrustCheck and Governance Receipts v0.1 test preview/docs/apiAlpha service documentation/llms.txtAlpha service docs for AI agents/agents.mdAlpha agent instructions (when to use Alpha)/api-versioning.mdAlpha public API versioning and deprecation policy/.well-known/agent-skills/index.jsonAgent Skills Index/products/accessAlpha Access and Availability/api/public/product-accessAlpha Product Access and Availability JSON/api/public/auth-capabilitiesAlpha Authentication Capabilities JSON/peopleAlpha Executive Profiles/companiesAlpha Company Profiles/people/readinessAlpha Profile Coverage and Agent Readiness/api/public/profile-readinessAlpha Public Profile Readiness JSON/api/public/profiles/steven-wolfe-pereiraAlpha Public Profile JSON Example/.well-known/agent-card.jsonA2A Agent Card/.well-known/mcp/server-card.jsonMCP Server Card/.well-known/openid-configurationOpenID Configuration/.well-known/oauth-protected-resourceOAuth Protected Resource/.well-known/oauth-authorization-serverOAuth Authorization Server (agent_auth)/.well-known/agent-registrationAgent Registration/.well-known/http-message-signatures-directoryhttp-message-signatures-directory/.well-known/jwks-rotationJWKS Rotation Policy/auth.mdAgent Authentication/llms.txtSite overview for AI agents/sitemap.xmlsitemap/api/public/agent-readinessAgent Readiness Status/api/public/company-report/osw-market-dataOSW Market Data Verification
Record map and assertion states
| Section | Anchor | Resource | State | Claims |
|---|---|---|---|---|
| Identity | #c-subject | /identity | Published | 0 |
| Corporate structure | - | /corporate_structure | Not reviewed | - |
| Board | #c-board | /board | Published | 14 |
| Committees | #c-committees | /committees | Published | 25 |
| Leadership | #c-leadership | /leadership | Published | 11 |
| Ownership | #c-control | /ownership | Not reviewed | 0 |
| Financials | #c-financials | /financials | Not reviewed | 1 |
| Capital structure | - | /capital_structure | Published | - |
| Compensation | #c-comp | /compensation | Not reviewed | 0 |
| Governance | #c-governance | /governance | Not reviewed | 0 |
| Shareholder governance | - | /shareholder_governance | Not reviewed | - |
| Audit | - | /audit | Not reviewed | - |
| Legal | #c-legal | /legal | Not reviewed | 0 |
| Risk | #c-risk | /risk | Not reviewed | 0 |
| Cyber | - | /cyber | Not reviewed | - |
| AI governance | #c-ai | /ai_governance | Not reviewed | 0 |
| Agent governance | #c-authority | /agent_governance | Restricted | 0 |
| Markets external | - | /markets_external | Not reviewed | - |
| Events | #c-history | /events | Published | 24 |
| Relationships | #c-links | /relationships | Published | 25 |
| Assessments | #c-monitor | /assessments | Published | 0 |
| Evidence | #c-evidence | /evidence | Published | 15 |
- corroboratedTwo or more independent sources agree
- source_reportedOne cited source states it
- alpha_inferenceAlpha's conclusion, with reasoning
- not_disclosedSearched, nothing found. Never rendered as false
- not_reviewedNot yet searched
- not_registeredNo authority registered with Alpha

