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Heritage Financial Corporation 2024-2025 Proxy Voting Records

Compiled from SEC Form N-PX filings and Heritage Financial Corporation’s Form 8-K, filed 2025-05-06 (Item 5.07 on EDGAR). Page generated 02 October 2026.

  • 14Reported items
  • 232Asset managers
  • 3,019Fund votes
  • 2025-05-05Meeting date

Proxy season: 2023-2024 2024-2025 2025-2026

Explore Heritage Financial Corporation in the interactive database Compare manager voting policies

Official 2024-2025 meeting results reported by Heritage Financial Corporation

These tallies are Heritage Financial Corporation’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-05-06 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

Heritage Financial Corporation — official shareholder meeting results, meeting held 2025-05-05
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Brian S. Charneski 25,026,656735,10711,177 --2,374,383 Majority: yes
Elect Director: Trevor D. Dryer 25,715,48240,96516,493 --2,374,383 Majority: yes
Elect Director: Kimberly T. Ellwanger 24,569,7711,193,4309,739 --2,374,383 Majority: yes
Elect Director: Gail B. Giacobbe 25,708,55648,78915,595 --2,374,383 Majority: yes
Elect Director: Jeffrey S. Lyon 25,174,634587,12911,177 --2,374,383 Majority: yes
Elect Director: Frederick B. Rivera 25,540,901208,16823,871 --2,374,383 Majority: yes
Elect Director: Karen R. Saunders 25,716,33041,55515,055 --2,374,383 Majority: yes
Elect Director: Brian L. Vance 25,365,635390,27217,033 --2,374,383 Majority: yes
Elect Director: Ann Watson 25,048,923707,28916,728 --2,374,383 Majority: yes

Source: Heritage Financial Corporation, Form 8-K, filed with the SEC on 2025-05-06 — read the filing on EDGAR.

How asset managers voted at the Heritage Financial Corporation 2024-2025 meeting

Each item below shows how the 232 asset managers that disclosed a Heritage Financial Corporation vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Heritage Financial Corporation’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Advisory (non-binding) approval of the compensation paid to named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Combines 2 wordings of this item as funds reported it.

99.3% fund support · no official result

FOR 99.3%

The 154 asset managers below cast 99.3% of the shares they voted on this item FOR (25,533,831 for, 155,726 against).

FOR: 25,533,831 (99.4%)AGAINST: 155,726 (0.6%)
Largest asset managers voting on “Advisory (non-binding) approval of the compensation paid to named executive officers.” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
JENNISON ASSOCIATES LLC2,708,7680 00For
Charles Schwab2,547,0760 00For
Vanguard2,501,1090 00For
State Street2,110,5460 00For
Dimensional2,005,5170 00For
AllianceBernstein1,748,1240 00For
Prudential/PGIM1,447,2540 00For
GEODE CAPITAL MANAGEMENT, LLC816,6550 00For
Victory Capital816,3700 00For
Fidelity736,1550 00For
Invesco613,8190 00For
American Century473,5150 00For
Columbia Threadneedle332,9140 00For
John Hancock327,3570 00For
LORD, ABBETT & CO. LLC316,1490 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
HEARTLAND ADVISORS INC275,0000 00For
HEARTLAND GROUP INC275,0000 00For
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC248,8000 00For
MELLON INVESTMENTS Corp219,5180 00For
Russell Investments216,4450 00For
PRINCIPAL GLOBAL INVESTORS199,0920 00For
PARAMETRIC PORTFOLIO ASSOCIATES LLC195,4480 00For
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP183,6230 00For

Showing the 25 largest of 154 asset managers. See all 154 in the interactive database.

2. Election as directors of the nominees listed below for a one-year term: Ann Watson

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 25,048,923AGAINST: 707,289

Heritage Financial Corporation’s own tally for this item (“Elect Director: Ann Watson”): 25,048,923 for, 707,289 against, per its Form 8-K filed 2025-05-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,105,516 outstanding shares: 73% for, 2% against (76% of the company cast a for/against vote).

The 80 asset managers below cast 99% of the shares they voted on this item FOR (15,438,368 for, 157,430 against).

FOR 99%
FOR: 15,438,368 (98.8%)AGAINST: 157,430 (1.0%)ABSTAIN: 0 (0.0%)NOT VOTED: 28,121 (0.2%)
Largest asset managers voting on “Election as directors of the nominees listed below for a one-year term: Ann Watson” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3301 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,89438 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust0126,139 00Against
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree98,1980 00For
TIAA97,9250 00For
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

3. Election as directors of the nominees listed below for a one-year term: Brian L. Vance

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 25,365,635AGAINST: 390,272

Heritage Financial Corporation’s own tally for this item (“Elect Director: Brian L. Vance”): 25,365,635 for, 390,272 against, per its Form 8-K filed 2025-05-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,105,516 outstanding shares: 74% for, 1% against (76% of the company cast a for/against vote).

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (15,589,850 for, 5,948 against).

FOR 99.7%
FOR: 15,589,850 (99.8%)AGAINST: 5,948 (0.0%)ABSTAIN: 0 (0.0%)NOT VOTED: 28,121 (0.2%)
Largest asset managers voting on “Election as directors of the nominees listed below for a one-year term: Brian L. Vance” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3301 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,91913 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust126,1390 00For
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree98,1980 00For
TIAA97,9250 00For
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

4. Election as directors of the nominees listed below for a one-year term: Brian S. Charneski

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 25,026,656AGAINST: 735,107

Heritage Financial Corporation’s own tally for this item (“Elect Director: Brian S. Charneski”): 25,026,656 for, 735,107 against, per its Form 8-K filed 2025-05-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,105,516 outstanding shares: 73% for, 2% against (76% of the company cast a for/against vote).

The 80 asset managers below cast 99% of the shares they voted on this item FOR (15,437,592 for, 158,206 against).

FOR 99%
FOR: 15,437,592 (98.8%)AGAINST: 158,206 (1.0%)ABSTAIN: 0 (0.0%)NOT VOTED: 28,121 (0.2%)
Largest asset managers voting on “Election as directors of the nominees listed below for a one-year term: Brian S. Charneski” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3301 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,636296 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust0126,139 00Against
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree98,1980 00For
TIAA97,9250 00For
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

5. Election as directors of the nominees listed below for a one-year term: Frederick B. Rivera

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.1% Majority: yes · of votes cast

FOR 99.1%
FOR: 25,540,901AGAINST: 208,168

Heritage Financial Corporation’s own tally for this item (“Elect Director: Frederick B. Rivera”): 25,540,901 for, 208,168 against, per its Form 8-K filed 2025-05-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,105,516 outstanding shares: 75% for, 0.7% against (75% of the company cast a for/against vote).

The 80 asset managers below cast 99.1% of the shares they voted on this item FOR (15,466,236 for, 129,562 against).

FOR 99%
FOR: 15,466,236 (99.0%)AGAINST: 129,562 (0.8%)ABSTAIN: 0 (0.0%)NOT VOTED: 28,121 (0.2%)
Largest asset managers voting on “Election as directors of the nominees listed below for a one-year term: Frederick B. Rivera” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3310 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,9320 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust0126,139 00Against
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree98,1980 00For
TIAA97,9250 00For
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

6. Election as directors of the nominees listed below for a one-year term: Gail B. Giacobbe

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%
FOR: 25,708,556AGAINST: 48,789

Heritage Financial Corporation’s own tally for this item (“Elect Director: Gail B. Giacobbe”): 25,708,556 for, 48,789 against, per its Form 8-K filed 2025-05-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,105,516 outstanding shares: 75% for, 0.2% against (76% of the company cast a for/against vote).

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (15,595,798 for, 0 against).

FOR 99.8%
FOR: 15,595,798 (99.8%)AGAINST: 0 (0.0%)ABSTAIN: 0 (0.0%)NOT VOTED: 28,121 (0.2%)
Largest asset managers voting on “Election as directors of the nominees listed below for a one-year term: Gail B. Giacobbe” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3310 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,9320 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust126,1390 00For
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree98,1980 00For
TIAA97,9250 00For
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

7. Election as directors of the nominees listed below for a one-year term: Jeffrey S. Lyon

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 25,174,634AGAINST: 587,129

Heritage Financial Corporation’s own tally for this item (“Elect Director: Jeffrey S. Lyon”): 25,174,634 for, 587,129 against, per its Form 8-K filed 2025-05-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,105,516 outstanding shares: 74% for, 2% against (76% of the company cast a for/against vote).

The 80 asset managers below cast 99.8% of the shares they voted on this item FOR (15,567,155 for, 28,643 against).

FOR 99.6%
FOR: 15,567,155 (99.6%)AGAINST: 28,643 (0.2%)ABSTAIN: 0 (0.0%)NOT VOTED: 28,121 (0.2%)
Largest asset managers voting on “Election as directors of the nominees listed below for a one-year term: Jeffrey S. Lyon” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3301 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,636296 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust126,1390 00For
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree98,1980 00For
TIAA97,9250 00For
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

8. Election as directors of the nominees listed below for a one-year term: Karen R. Saunders

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%
FOR: 25,716,330AGAINST: 41,555

Heritage Financial Corporation’s own tally for this item (“Elect Director: Karen R. Saunders”): 25,716,330 for, 41,555 against, per its Form 8-K filed 2025-05-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,105,516 outstanding shares: 75% for, 0.2% against (76% of the company cast a for/against vote).

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (15,595,798 for, 0 against).

FOR 99.8%
FOR: 15,595,798 (99.8%)AGAINST: 0 (0.0%)ABSTAIN: 0 (0.0%)NOT VOTED: 28,121 (0.2%)
Largest asset managers voting on “Election as directors of the nominees listed below for a one-year term: Karen R. Saunders” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3310 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,9320 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust126,1390 00For
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree98,1980 00For
TIAA97,9250 00For
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

9. Election as directors of the nominees listed below for a one-year term: Kimberly T. Ellwanger

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 24,569,771AGAINST: 1,193,430

Heritage Financial Corporation’s own tally for this item (“Elect Director: Kimberly T. Ellwanger”): 24,569,771 for, 1,193,430 against, per its Form 8-K filed 2025-05-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,105,516 outstanding shares: 72% for, 3% against (76% of the company cast a for/against vote).

The 80 asset managers below cast 97% of the shares they voted on this item FOR (15,141,160 for, 454,638 against).

FOR 97%
FOR: 15,141,160 (96.9%)AGAINST: 454,638 (2.9%)ABSTAIN: 0 (0.0%)NOT VOTED: 28,121 (0.2%)
Largest asset managers voting on “Election as directors of the nominees listed below for a one-year term: Kimberly T. Ellwanger” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3292 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,89438 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust0126,139 00Against
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree098,198 00Against
TIAA097,925 00Against
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

10. Election as directors of the nominees listed below for a one-year term: Trevor D. Dryer

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99.8% Majority: yes · of votes cast

FOR 99.8%
FOR: 25,715,482AGAINST: 40,965

Heritage Financial Corporation’s own tally for this item (“Elect Director: Trevor D. Dryer”): 25,715,482 for, 40,965 against, per its Form 8-K filed 2025-05-06 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 34,105,516 outstanding shares: 75% for, 0.2% against (76% of the company cast a for/against vote).

The 80 asset managers below cast 99.9% of the shares they voted on this item FOR (15,595,798 for, 0 against).

FOR 99.8%
FOR: 15,595,798 (99.8%)AGAINST: 0 (0.0%)ABSTAIN: 0 (0.0%)NOT VOTED: 28,121 (0.2%)
Largest asset managers voting on “Election as directors of the nominees listed below for a one-year term: Trevor D. Dryer” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3310 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,9320 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust126,1390 00For
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree98,1980 00For
TIAA97,9250 00For
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 80 asset managers. See all 80 in the interactive database.

11. The ratification of the appointment of Crowe LLP as Heritage's independent registered public accounting firm for the year ending December 31, 2025.

AUDIT-RELATED

99.1% fund support · no official result

FOR 99.1%

The 76 asset managers below cast 99.1% of the shares they voted on this item FOR (15,441,052 for, 126,177 against).

FOR: 15,441,052 (99.2%)AGAINST: 126,177 (0.8%)ABSTAIN: 0 (0.0%)
Largest asset managers voting on “The ratification of the appointment of Crowe LLP as Heritage's independent registered public accounting firm f” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock2,613,1120 00For
Vanguard2,409,3310 00For
Dimensional1,812,6300 00For
Prudential/PGIM1,413,0100 00For
Charles Schwab1,250,5950 00For
Fidelity732,5190 00For
State Street692,89438 00For
AllianceBernstein463,2960 00For
Victory Capital353,8130 00For
Columbia Threadneedle332,9140 00For
Lord Abbett316,1490 00For
ProShares302,6960 00For
John Hancock298,2310 00For
Invesco289,7570 00For
HEARTLAND GROUP INC275,0000 00For
American Century231,6790 00For
Royce170,4360 00For
EA Series Trust0126,139 00Against
BRIDGEWAY FUNDS INC122,5000 00For
WisdomTree98,1980 00For
TIAA97,9250 00For
Principal84,5020 00For
Equitable81,5010 00For
HOTCHKIS & WILEY FUNDS /DE/79,3000 00For
Goldman Sachs77,1660 00For

Showing the 25 largest of 76 asset managers. See all 76 in the interactive database.

12. An advisory (non-binding) approval of the compensation paid to named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Combines 3 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.2%

The 73 asset managers below cast 99.9% of the shares they voted on this item FOR (4,590,787 for, 101 against).

FOR: 4,590,787 (99.2%)AGAINST: 101 (0.0%)ABSTAIN: 35,170 (0.8%)
Largest asset managers voting on “An advisory (non-binding) approval of the compensation paid to named executive officers.” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
BlackRock3,287,6370 00For
Northern Trust304,6140 00For
John Hancock298,2310 00For
EA Series Trust126,1390 00For
MARTIN & CO INC /TN/110,4760 00For
ZACKS INVESTMENT MANAGEMENT79,7290 00For
Jackson National71,1490 00For
Baird61,3560 00For
QUANTITATIVE MASTER SERIES LLC39,7490 00For
KEYBANK NATIONAL ASSOCIATION/OH36,8900 00For
Pacific Ridge Capital Partners, LLC00 35,0250Abstain
Zacks Trust32,3260 00For
Bridge Builder Trust32,2170 00For
JPMorgan16,3340 00For
Badgley Phelps Wealth Managers, LLC15,2270 00For
Allianz9,4940 00For
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/6,8470 00For
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,0110 00For
Tidal Trust I5,8040 00For
OneAscent Investment Solutions LLC5,8020 00For
UNIFIED SERIES TRUST5,8020 00For
SARATOGA ADVANTAGE TRUST3,3160 00For
ENVESTNET ASSET MANAGEMENT INC3,2220 00For
MASTER INVESTMENT PORTFOLIO2,7930 00For
Riverview Trust Co2,3100 00For

Showing the 25 largest of 73 asset managers. See all 73 in the interactive database.

13. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTES

100% fund support · no official result

FOR 86%NOT VOTED 14%

The 8 asset managers below cast 100% of the shares they voted on this item FOR (169,538 for, 0 against).

FOR: 169,538 (85.8%)NOT VOTED: 28,121 (14.2%)
Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
ALGEBRIS (UK) LTD124,5590 00For
Empower16,4000 00Not Voted
JPMorgan16,3340 00For
FORUM FUNDS II8,0210 00For
Virtus2,2130 00For
GuideStone1,9350 00For
Coyle Financial Counsel LLC380 00For
SIERRA SUMMIT ADVISORS LLC380 00For

14. Ratify Crowe LLP as Auditors

AUDIT-RELATED

100% fund support · no official result

FOR 48.4%NOT VOTED 51.6%

The 3 asset managers below cast 100% of the shares they voted on this item FOR (26,356 for, 0 against).

FOR: 26,356 (48.4%)NOT VOTED: 28,121 (51.6%)
Largest asset managers voting on “Ratify Crowe LLP as Auditors” at Heritage Financial Corporation, 2024-2025
Asset managerForAgainst AbstainWithheldVote
Empower16,4000 00Not Voted
FORUM FUNDS II8,0210 00For
GuideStone1,9350 00For

Largest Heritage Financial Corporation shareholders voting in 2024-2025

Ranked by the number of Heritage Financial Corporation shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 34,105,516 shares outstanding at the time of that meeting.

Top Heritage Financial Corporation shareholders by shares voted, 2024-2025
#Asset manager % of shares outstanding
1JENNISON ASSOCIATES LLC 7.94%
2Charles Schwab 7.47%
3Vanguard 7.33%
4State Street 6.19%
5Dimensional 5.88%
6AllianceBernstein 5.13%
7Prudential/PGIM 4.24%
8GEODE CAPITAL MANAGEMENT, LLC 2.39%
9Victory Capital 2.39%
10Fidelity 2.16%

Reported Heritage Financial Corporation ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

Heritage Financial Corporation beneficial owners on record for the 2024-2025 proxy season
Holder % outstanding Disclosure
BlackRock 14.50% 13F
Jennison Associates LLC 9.42% 13G
PRUDENTIAL FINANCIAL INC 8.28% 13G
Victory Capital Management, Inc. 7.26% 13G
Vanguard Group 7.07% 13F
Dimensional Fund Advisors 6.07% 13F
State Street 4.50% 13F
AllianceBernstein L.P. 4.39% 13G
Morgan Stanley 1.27% 13F
Northern Trust 1.21% 13F

Percentages above are of 34,105,516 shares outstanding, as reported by Heritage Financial Corporation on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Heritage Financial Corporation’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At Heritage Financial Corporation's shareholder meeting held 2025-05-05, in the 2024-2025 proxy season, 232 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,019 separate fund positions. Their filings are grouped here into 14 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. Heritage Financial Corporation's own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Advisory (non-binding) approval of the compensation paid to named executive officers. — the reporting funds cast 99.3% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

Heritage Financial Corporation proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.