HERITAGE FINANCIAL CORPORATION Financial Reports

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HERITAGE FINANCIAL CORPORATION

RSSD ID 5513121
217 SOUTH JAMES CAMPBELL BOULEVARD	Quarter Ended :	2025-12-31
COLUMBIA, TN, 38401	Updated :	2026-03-07

Institution Profile

Year Opened :

2020

Institution Type :

Holding Company

Reserve District :

Atlanta

Federal Regulator :

FED

Entity Type :

Bank Holding Company

Fiscal Year End :

12/31

Structure :

Corporation (stock)

S-Corp :

External Auditor :

RubinBrown

Related Bank / Thrift	Assets	Asset Concentration
Heritage Bank & Trust	401,532	Commercial Lending Specialization

Financial Fast Facts
Balance Sheet (USD, in thousands)		Income Statement (USD, in thousands, ytd)

Total Assets	31,866	Total Operating Income	500
Total Liabilities	8,955	Total Operating Expenses	625
Total Equity Capital	22,911	Equity in Undistributed Income	2,943
		Net income (loss)	2,981

Miscellaneous
Cash Dividends Declared by Bank Holding Company	0
Total Consolidated Assets of Bank Holding Company	406,120

Source of Data: FDIC, FRB, NCUA, OCC, SEC, U.S. Department of the Treasury