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HERITAGE FINANCIAL CORP (HFWA) Material Contracts

HERITAGE FINANCIAL CORP Material Contracts

Every material contract the company filed as Exhibit 10 (executive pay plans, credit agreements, supplier and indemnity agreements), newest first, with the filing's own description.

  • 2026-02-27: Form 10-K; Exhibit 10.40; Description Form of Heritage Bank 2026 Endorsement Method Split Dollar Agreement (1).
  • 2025-11-07: Form 10-Q; Exhibit 10.6; Description Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Nicholas M. Bley(1).
  • 2025-11-07: Form 10-Q; Exhibit 10.5; Description Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Tony Chalfant (1).
  • 2025-11-07: Form 10-Q; Exhibit 10.4; Description Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Donald J. Hinson (1).
FiledFormExhibitDescription
2026-02-2710-K10.40Form of Heritage Bank 2026 Endorsement Method Split Dollar Agreement (1)
2025-11-0710-Q10.6Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Nicholas M. Bley(1)
2025-11-0710-Q10.5Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Tony Chalfant (1)
2025-11-0710-Q10.4Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Donald J. Hinson (1)
2025-11-0710-Q10.3Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Bryan McDonald (1)
2025-09-268-K10.2Voting and Support Agreement, by and among Olympic Bancorp, Inc. and the directors and officers of Heritage Financial Corporation identified therein, dated September 25, 2025
2025-09-268-K10.1Voting and Support Agreement, by and among Heritage Financial Corporation and the directors and officers of Olympic Bancorp, Inc. identified therein, dated September 25, 2025
2025-05-068-K10.1Employment Agreement between Heritage Financial Corporation and Bryan D. McDonald dated May 6, 2025
2025-02-2710-K10.34Heritage Financial Corporation Deferred Compensation Plan Participation Agreement, dated December 18, 2024, by and between Heritage Financial Corporation and Nicholas Bley (1)
2025-02-2710-K10.25Employment Agreement, dated September 27, 2022, by and between Heritage Financial Corporation and Mathew T. Ray (1)
2025-02-2710-K10.23Heritage Financial Corporation Deferred Compensation Plan Participation Agreement - Addendum, dated November 4, 2019, by and between Heritage Financial Corporation and Bryan D. McDonald(1)
2025-02-2710-K10.18Heritage Financial Corporation Deferred Compensation Plan Participation Agreement - Addendum, dated November 4, 2019, by and between Heritage Financial Corporation and Donald J. Hinson (1)
2025-02-2710-K10.13Heritage Financial Corporation Deferred Compensation Plan Participation Agreement - Addendum, dated November 4, 2019, by and between Heritage Financial Corporation and Jeffrey J. Deuel (1)
2025-02-2710-K10.10Heritage Financial Corporation Deferred Compensation Plan (1)
2025-02-2710-K10.1Heritage Financial Corporation Management Incentive Plan 2024 (1)
2024-12-198-K10.1Ray Deferred Compensation Plan Participation Agreement
2024-10-238-K10.1Employment Agreement between Heritage Financial Corporation and Nicholas Bley, dated July 23, 2024
2024-07-018-K10.2Employment Agreement between Heritage Financial Corporation and Bryan D. McDonald dated July 1, 2024
2024-07-018-K10.1Transitional Employment Agreement between Heritage Financial Corporation and Jeffrey J. Deuel dated July 1,2024
2024-02-2710-K10.25Employment Agreement by and between Heritage and Mathew T. Ray
2022-11-0910-Q10.43Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Tony Chalfant
2022-11-0910-Q10.42Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Bryan McDonald
2022-11-0910-Q10.41Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Donald J. Hinson
2022-11-0910-Q10.40Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Jeffrey J. Deuel
2022-09-288-K10.1Transitional Retirement Agreement made and entered into on September 26, 2022, effective as of January 1, 2023 by and between Heritage Financial Corporation and Cindy M. Hirman
2021-07-068-K10.1Addendum to Employment Agreement - Bryan D. McDonald
2021-05-0510-Q10.34Form of Split Dollar Agreement, dated May 3, 2021, by and between Heritage and Tony Chalfant (1)
2020-06-308-K10.3Chalfant Deferred Compensation Plan Participation Agreement
2020-06-308-K10.2Spurling Employment Agreement
2020-06-308-K10.1Chalfant Employment Agreement
2019-11-0610-Q10.37Employment Agreement by and between Heritage and William Glasby
2019-11-0610-Q10.36Deferred Compensation Plan and Participation Agreement by and between Heritage and Cindy Huntley
2019-11-0610-Q10.35Employment Agreement by and between Heritage and Cindy Huntley
2019-11-0610-Q10.33Employment Agreement by and between Heritage and Bryan McDonald
2019-11-0610-Q10.27Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Bryan D. McDonald
2019-11-0610-Q10.24Employment Agreement by and between Heritage and David A. Spurling
2019-11-0610-Q10.23Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and David A. Spurling
2019-11-0610-Q10.22Employment Agreement by and between Heritage and Donald J. Hinson
2019-11-0610-Q10.16Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Donald J. Hinson
2019-11-0610-Q10.15Deferred Compensation Plan and Participation Agreement - Addendum by and between Heritage and Jeffrey J. Deuel
2019-07-018-K10.1Employment Agreement between Heritage Financial Corporation, Heritage Bank and Jeffrey J. Deuel effective July 1, 2019.
2019-05-0910-Q10.34Form of First Amendment to Split Dollar Agreements dated August 3, 2015 by and between Heritage and Brian L. Vance, Jeffrey J. Deuel, Donald J. Hinson, Bryan D. McDonald and David Spurling (1)
2018-07-108-K10.3Employment Agreement between Heritage Financial Corporation and Bryan D. McDonald dated July 9, 2018.
2018-07-108-K10.2Employment Agreement between Heritage Financial Corporation and Jeffrey J. Deuel dated July 9, 2018.
2018-07-108-K10.1Transitional Employment Agreement between Heritage Financial Corporation and Brian L. Vance dated July 9, 2018.
2017-03-0910-K10.5Annual Incentive Compensation Plan (11)
2016-12-228-K10.5Deferred Compensation Plan Participation Agreement Addendum for David A. Spurling
2016-12-228-K10.4Deferred Compensation Plan Participation Agreement Addendum for Bryan McDonald
2016-12-228-K10.3Deferred Compensation Plan Participation Agreement Addendum for Donald J. Hinson
2016-12-228-K10.2Deferred Compensation Plan Participation Agreement Addendum for Jeffrey J. Deuel
2016-12-228-K10.1Deferred Compensation Plan Participation Agreement Addendum for Brian L. Vance
2015-12-228-K10.1Deferred Compensation Plan Participation Agreement Addendum for David A. Spurling
2015-08-0610-Q10.17Form of Split Dollar Agreements, dated August 3, 2015, by and between Heritage and Brian L. Vance, Jeffrey J. Deuel, Donald J. Hinson, Bryan D. McDonald and David A. Spurling
2015-03-1110-K10.16Deferred Compensation Plan and Participation Agreement by and between Heritage and Bryan D. McDonald (20)
2014-08-0810-Q10.10Form of Restricted Stock Unit Award Agreement under the Heritage Financial Corporation 2014 Omnibus Equity Plan (14)
2014-08-0810-Q10.9Form of Restricted Stock Award Agreement under the Heritage Financial Corporation 2014 Omnibus Equity Plan (14)
2014-08-0810-Q10.8Form of Nonqualified Stock Option Award Agreement under the Heritage Financial Corporation 2014 Omnibus Equity Plan (14)
2014-01-068-K10.2Deferred Compensation Plan Participation Agreement for David A. Spurling
2014-01-068-K10.1Employment Agreement by and between Heritage Financial Corporation and David A. Spurling
2013-04-098-K10.1Transitional Employment and Retirement Agreement by and between Heritage Financial Corporation and D. Michael Broadhead
2013-03-0610-K10.12Change in Control Agreement by and between Heritage Bank and David A. Spurling
2012-09-078-K10.8CHANGE IN CONTROL AGREEMENT BY AND BETWEEN HERITAGE BANK AND GREGORY D. PATJENS
2012-09-078-K10.7DEFERRED COMPENSATION PLAN PARTICIPATION AGREEMENT FOR DONALD J. HINSON
2012-09-078-K10.6DEFERRED COMPENSATION PLAN PARTICIPATION AGREEMENT FOR JEFFREY J. DEUEL
2012-09-078-K10.5DEFERRED COMPENSATION PLAN PARTICIPATION AGREEMENT FOR BRIAN L. VANCE
2012-09-078-K10.4HERITAGE FINANCIAL CORPORATION DEFERRED COMPENSATION PLAN
2012-09-078-K10.3EMPLOYMENT AGREEMENT: HERITAGE FINANCIAL CORPORATION AND DONALD J. HINSON
2012-09-078-K10.2EMPLOYMENT AGREEMENT: HERITAGE FINANCIAL CORPORATION AND JEFFREY J. DEUEL
2012-09-078-K10.1EMPLOYMENT AGREEMENT: HERITAGE FINANCIAL CORPORATION AND BRIAN L. VANCE
2012-06-288-K10.2PARTICIPATION AGREEMENT FOR BRIAN L. VANCE
2012-06-288-K10.1HERITAGE FINANCIAL CORPORATION DEFERRED COMPENSATION PLAN
2010-12-038-K10.2EMPLOYMENT AGREEMENT HERITAGE FINANCIAL CORPORATION AND CENTRAL VALLEY BANK
2010-12-038-K10.1EMPLOYMENT AGREEMENT HERITAGE FINANCIAL CORPORATION AND HERITAGE BANK
2010-03-0210-K10.20PERFORMANCE BASED ANNUAL INCENTIVE COMPENSATION PLAN
2009-10-028-K10.2FORM OF COMPENSATION MODIFICATION AGREEMENT
2009-10-028-K10.1FORM OF COMPENSATION MODIFICATION AGREEMENT
2009-08-208-K10.1LETTER OF UNDERSTANDING BY AND BETWEEN HERITAGE FINANCIAL CORPORATION AND DONALD
2009-05-1110-Q10.202009 HERITAGE BANK MANAGEMENT INCENTIVE PLAN
2009-05-1110-Q10.19LETTER OF UNDERSTANDING

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