• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SCHEDULE 13G/A filed by Prudential Financial Inc.

    5/15/25 5:53:19 PM ET
    $PRU
    Life Insurance
    Finance
    Get the next $PRU alert in real time by email



    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549


    SCHEDULE 13G


    UNDER THE SECURITIES EXCHANGE ACT OF 1934
    (Amendment No. 2)


    HERITAGE FINANCIAL CORP /WA/

    (Name of Issuer)


    Common

    (Title of Class of Securities)


    42722X106

    (CUSIP Number)


    03/31/2025

    (Date of Event Which Requires Filing of this Statement)


    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
    Checkbox checked   Rule 13d-1(b)
    Checkbox not checked   Rule 13d-1(c)
    Checkbox not checked   Rule 13d-1(d)






    SCHEDULE 13G

    CUSIP No.
    42722X106


    1Names of Reporting Persons

    PRUDENTIAL FINANCIAL INC
    2Check the appropriate box if a member of a Group (see instructions)

    Checkbox not checked  (a)
    Checkbox not checked  (b)
    3Sec Use Only
    4Citizenship or Place of Organization

    NEW JERSEY
    Number of Shares Beneficially Owned by Each Reporting Person With:
    5Sole Voting Power

    70,875.00
    6Shared Voting Power

    2,751,813.00
    7Sole Dispositive Power

    70,875.00
    8Shared Dispositive Power

    2,751,813.00
    9Aggregate Amount Beneficially Owned by Each Reporting Person

    2,822,688.00
    10Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

    Checkbox not checked
    11Percent of class represented by amount in row (9)

    8.3 %
    12Type of Reporting Person (See Instructions)

    HC


    SCHEDULE 13G

    Item 1. 
    (a)Name of issuer:

    HERITAGE FINANCIAL CORP /WA/
    (b)Address of issuer's principal executive offices:

    201 FIFTH AVENUE S.W., 201 FIFTH AVENUE S.W., OLYMPIA, WASHINGTON, 98501.
    Item 2. 
    (a)Name of person filing:

    Prudential Financial, Inc.
    (b)Address or principal business office or, if none, residence:

    751 Broad Street Newark, New Jersey 07102-3777
    (c)Citizenship:

    New Jersey
    (d)Title of class of securities:

    Common
    (e)CUSIP No.:

    42722X106
    Item 3.If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
    (a)Checkbox not checked   Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
    (b)Checkbox not checked   Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
    (c)Checkbox not checked   Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
    (d)Checkbox not checked   Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
    (e)Checkbox not checked   An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
    (f)Checkbox not checked   An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
    (g)Checkbox checked   A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
    (h)Checkbox not checked   A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i)Checkbox not checked   A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j)Checkbox not checked   A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
           please specify the type of institution:
    (k)Checkbox not checked   Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
     
    Item 4.Ownership
    (a)Amount beneficially owned:

    2,822,688
    (b)Percent of class:

    8.3  %
    (c)Number of shares as to which the person has:
     (i) Sole power to vote or to direct the vote:

    70,875

     (ii) Shared power to vote or to direct the vote:

    2,751,813

     (iii) Sole power to dispose or to direct the disposition of:

    70,875

     (iv) Shared power to dispose or to direct the disposition of:

    2,751,813

    Item 5.Ownership of 5 Percent or Less of a Class.
     
    Item 6.Ownership of more than 5 Percent on Behalf of Another Person.
     
    If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required.


    Our clients may have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities which are the subject of this filing.
    Item 7.Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
     
    If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary.


    Prudential Financial, Inc. is a Parent Holding Company and the indirect parent of the following subsidiaries, who are the beneficial owners of the number and percentage of securities which are the subject of this filing as set forth next to their names: Subsidiaries Number of shares Percentage The Prudential Insurance Company of America IC 37,135 0.1 Jennison Associates LLC IA 2,752,114 8.1 PGIM Quantitative Solutions LLC IA 33,439 0.1
    Item 8.Identification and Classification of Members of the Group.
     
    Not Applicable
    Item 9.Notice of Dissolution of Group.
     
    Not Applicable

    Item 10.Certifications:
     
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

        SIGNATURE 
     
    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

     
    PRUDENTIAL FINANCIAL INC
     
    Signature:RICHARD BAKER
    Name/Title:SECOND VICE PRESIDENT
    Date:05/15/2025
    Get the next $PRU alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $PRU

    DatePrice TargetRatingAnalyst
    1/23/2025$101.00Underperform
    BMO Capital Markets
    11/14/2024$117.00 → $140.00Underperform → In-line
    Evercore ISI
    10/9/2024$130.00Hold
    TD Cowen
    9/5/2024$118.00Equal Weight
    Barclays
    8/12/2024$113.00Underweight → Equal Weight
    Wells Fargo
    5/22/2024$121.00 → $143.00Hold → Buy
    Jefferies
    2/9/2024Strong Buy → Mkt Perform
    Raymond James
    1/3/2024$119.00 → $118.00Overweight → Neutral
    JP Morgan
    More analyst ratings

    $PRU
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • BMO Capital Markets initiated coverage on Prudential with a new price target

      BMO Capital Markets initiated coverage of Prudential with a rating of Underperform and set a new price target of $101.00

      1/23/25 7:53:22 AM ET
      $PRU
      Life Insurance
      Finance
    • Prudential upgraded by Evercore ISI with a new price target

      Evercore ISI upgraded Prudential from Underperform to In-line and set a new price target of $140.00 from $117.00 previously

      11/14/24 7:47:58 AM ET
      $PRU
      Life Insurance
      Finance
    • TD Cowen initiated coverage on Prudential with a new price target

      TD Cowen initiated coverage of Prudential with a rating of Hold and set a new price target of $130.00

      10/9/24 7:57:13 AM ET
      $PRU
      Life Insurance
      Finance

    $PRU
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Prudential Financial Launches ActiveIncome Insurance Overlay, Delivering a New Category of Lifetime Income to Dimensional Managed Accounts

      Prudential Financial, Inc. ((PRU) today announced the launch of ActiveIncome, a first-of-its-kind insurance overlay option now accessible through Dimensional Fund Advisors' unified managed accounts (UMA) platform. ActiveIncome expands access to retirement security by pioneering an innovative new category of lifetime income to managed accounts, using a contingent deferred annuity option to address the evolving needs of retirement investors who work with registered investment advisors (RIAs). Clients can stay invested, preserving liquidity and flexibility, while gaining the security of a seamless lifetime income stream that varies with investment performance, all without moving assets to

      7/7/25 9:00:00 AM ET
      $PRU
      Life Insurance
      Finance
    • Prudential Financial, Inc. to Announce Second Quarter 2025 Earnings; Schedules Conference Call

      Prudential Financial, Inc. (NYSE:PRU) will release its second quarter 2025 earnings on Wednesday, July 30, 2025, after the market closes. The earnings news release, the financial supplement, and related materials will be posted on the company's Investor Relations website at investor.prudential.com. Members of Prudential's senior management will host a conference call on Thursday, July 31, 2025, at 11:00 a.m. ET to discuss with the investment community the company's second quarter results. Conference Call Information The conference call will be broadcast live over the company's Investor Relations website at investor.prudential.com. Please log on 15 minutes early in the event necessary

      7/2/25 8:35:00 AM ET
      $PRU
      Life Insurance
      Finance
    • Prudential Financial Elects Tom Stoddard to Board of Directors

      Prudential Financial, Inc. ((PRU) announced today that Tom Stoddard has been elected to the Board of Directors as an independent director, effective June 30, 2025. He will serve on the Board's Audit and Investment Committees. Stoddard brings to Prudential 35 years of experience in the financial services sector, spanning insurance, asset management, and investment banking. He recently retired as vice chairman of Global Investment Banking at Bank of America, where his responsibilities included the expansion of insurance advisory capabilities. Previously, he was the group chief financial officer at Athora Ltd., a European life insurance and pensions holding company founded by Apollo Global M

      6/30/25 8:35:00 AM ET
      $PRU
      Life Insurance
      Finance

    $PRU
    Leadership Updates

    Live Leadership Updates

    See more
    • Prudential Financial Announces Appointment of Vicki Walia as Chief People Officer

      Lucien Alziari to retire as Chief Human Resources Officer in March 2025 Prudential Financial, Inc. (NYSE:PRU) today announced the appointment of Vicki Walia as Chief People Officer, effective March 31, 2025. Walia currently leads human resources for the company's U.S. Businesses and PGIM, Prudential's global asset management business. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250210352670/en/Vicki Walia appointed Chief People Officer of Prudential Financial, effective March 31, 2025. (Photo: Business Wire) "Vicki is an exceptional leader who deeply cares about our people," said Andrew Sullivan, head of International Busin

      2/11/25 9:10:00 AM ET
      $PRU
      Life Insurance
      Finance
    • Prudential appoints Jacques Chappuis as president and chief executive officer of PGIM

      Jacques Chappuis, formerly co-head of Morgan Stanley Investment Management, will lead PGIM, Prudential Financial, Inc.'s global asset management business, effective May 1, 2025 Chappuis will lead PGIM's next chapter of growth across public and private markets capabilities David Hunt will retire as president and CEO of PGIM and stay on as chairman until July 31, 2025 to ensure a smooth transition Over his successful 13-year tenure, Hunt led PGIM's significant growth and international expansion Prudential Financial, Inc. (NYSE:PRU) announced the appointment of Jacques Chappuis as president and CEO of PGIM, its $1.4 trillion global investment management business, effective May 1, 2025

      11/8/24 10:46:00 AM ET
      $PRU
      Life Insurance
      Finance
    • Advent International Appoints Former EY Global Chairman and CEO Carmine Di Sibio as Operating Partner

      Advent International ("Advent"), one of the largest and most experienced global private equity investors, today announced the appointment of former Ernst & Young LLP ("EY") Global Chairman and CEO Carmine Di Sibio as an Operating Partner. Di Sibio will play an active role in helping the firm identify, source and execute new deals in the business and financial services space and will work closely with Advent's team and current portfolio of investments. "We are thrilled to welcome Carmine to our growing roster of talented, specialized and hands-on Operating Partners," said Chris Egan, Managing Partner at Advent. "After a distinguished career of nearly four decades at EY, Carmine brings an in

      9/30/24 8:00:00 AM ET
      $PRU
      $PYPL
      Life Insurance
      Finance
      Business Services
      Consumer Discretionary

    $PRU
    SEC Filings

    See more
    • SEC Form 8-K filed by Prudential Financial Inc.

      8-K - PRUDENTIAL FINANCIAL INC (0001137774) (Filer)

      6/30/25 9:13:41 AM ET
      $PRU
      Life Insurance
      Finance
    • SEC Form 11-K filed by Prudential Financial Inc.

      11-K - PRUDENTIAL FINANCIAL INC (0001137774) (Filer)

      6/27/25 2:56:42 PM ET
      $PRU
      Life Insurance
      Finance
    • Amendment: SEC Form SCHEDULE 13G/A filed by Prudential Financial Inc.

      SCHEDULE 13G/A - PRUDENTIAL FINANCIAL INC (0001137774) (Filed by)

      5/15/25 5:53:19 PM ET
      $PRU
      Life Insurance
      Finance

    $PRU
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • SEC Form 4 filed by Director Stoddard Thomas D

      4 - PRUDENTIAL FINANCIAL INC (0001137774) (Issuer)

      7/10/25 2:19:42 PM ET
      $PRU
      Life Insurance
      Finance
    • New insider Stoddard Thomas D claimed no ownership of stock in the company (SEC Form 3)

      3 - PRUDENTIAL FINANCIAL INC (0001137774) (Issuer)

      7/9/25 1:44:36 PM ET
      $PRU
      Life Insurance
      Finance
    • Large owner Prudential Insurance Co Of America bought $48,000,000 worth of Class I Common Stock (1,675,978 units at $28.64) (SEC Form 4)

      4 - PRUDENTIAL FINANCIAL INC (0001137774) (Reporting)

      6/18/25 10:06:03 AM ET
      $PRU
      Life Insurance
      Finance

    $PRU
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Large owner Prudential Insurance Co Of America bought $48,000,000 worth of Class I Common Stock (1,675,978 units at $28.64) (SEC Form 4)

      4 - PRUDENTIAL FINANCIAL INC (0001137774) (Reporting)

      6/18/25 10:06:03 AM ET
      $PRU
      Life Insurance
      Finance
    • Large owner Prudential Insurance Co Of America bought $18,000,000 worth of Class I common shares of beneficial interest (721,732 units at $24.94) (SEC Form 4)

      4 - PRUDENTIAL FINANCIAL INC (0001137774) (Reporting)

      3/28/25 4:36:07 PM ET
      $PRU
      Life Insurance
      Finance
    • Large owner Prudential Insurance Co Of America bought $39,750,000 worth of Class I Common Stock (1,393,289 units at $28.53) (SEC Form 4)

      4 - PRUDENTIAL FINANCIAL INC (0001137774) (Reporting)

      3/27/25 2:58:38 PM ET
      $PRU
      Life Insurance
      Finance

    $PRU
    Financials

    Live finance-specific insights

    See more
    • Prudential Financial, Inc. to Announce Second Quarter 2025 Earnings; Schedules Conference Call

      Prudential Financial, Inc. (NYSE:PRU) will release its second quarter 2025 earnings on Wednesday, July 30, 2025, after the market closes. The earnings news release, the financial supplement, and related materials will be posted on the company's Investor Relations website at investor.prudential.com. Members of Prudential's senior management will host a conference call on Thursday, July 31, 2025, at 11:00 a.m. ET to discuss with the investment community the company's second quarter results. Conference Call Information The conference call will be broadcast live over the company's Investor Relations website at investor.prudential.com. Please log on 15 minutes early in the event necessary

      7/2/25 8:35:00 AM ET
      $PRU
      Life Insurance
      Finance
    • PGIM Closed End Funds declare distributions for June, July, and August 2025

      PGIM High Yield Bond Fund, Inc. (NYSE:ISD), PGIM Global High Yield Fund, Inc. (NYSE:GHY) and PGIM Short Duration High Yield Opportunities Fund (NYSE:SDHY) declared today monthly distributions for June, July, and August 2025. The distribution amounts and schedule for each fund appears below: Fund Name Ticker Distribution Per Share Change from Prior Distribution PGIM High Yield Bond Fund, Inc. ISD $0.105 – PGIM Global High Yield Fund, Inc. GHY $0.105 – PGIM Short Duration High Yield Opportunities Fund SDHY $0.108 – Month Ex-Date Record Date Payable Date June

      5/30/25 4:18:00 PM ET
      $GHY
      $ISD
      $PRU
      $SDHY
      Trusts Except Educational Religious and Charitable
      Finance
      Life Insurance
      Finance/Investors Services
    • Prudential Financial Declares Quarterly Dividend on Common Stock

      Prudential Financial, Inc. (NYSE:PRU) announced today the declaration of a quarterly dividend of $1.35 per share of Common Stock, payable on June 12, 2025, to shareholders of record at the close of business on May 20, 2025. Prudential Financial, Inc. ((PRU), a global financial services leader and premier active global investment manager with approximately $1.5 trillion in assets under management as of March 31, 2025, has operations in the United States, Asia, Europe, and Latin America. Prudential's diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential's iconic R

      5/6/25 4:18:00 PM ET
      $PRU
      Life Insurance
      Finance

    $PRU
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Prudential Financial Inc.

      SC 13G/A - PRUDENTIAL FINANCIAL INC (0001137774) (Filed by)

      11/14/24 5:43:10 PM ET
      $PRU
      Life Insurance
      Finance
    • Amendment: SEC Form SC 13G/A filed by Prudential Financial Inc.

      SC 13G/A - PRUDENTIAL FINANCIAL INC (0001137774) (Filed by)

      11/14/24 5:22:45 PM ET
      $PRU
      Life Insurance
      Finance
    • Amendment: SEC Form SC 13G/A filed by Prudential Financial Inc.

      SC 13G/A - PRUDENTIAL FINANCIAL INC (0001137774) (Filed by)

      11/14/24 5:12:29 PM ET
      $PRU
      Life Insurance
      Finance