| |
| |
|
| Insider
Information: |
Mcdonald Bryan |
| Relationship: |
President and COO |
| City: |
Oak Harbor |
| State: |
WA |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
26,053 |
|
|
Indirect Shares
|
9,113 |
|
|
| Direct
Value |
$492,662 |
|
|
|
Indirect Value
|
$172,327 |
|
|
| Total
Shares |
35,166 |
|
|
| Total
Value |
$664,989 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
0
|
0
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
0.0
|
0.0
|
| Percentage
Gain/Loss : |
0.0%
|
0.0%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Heritage Financial Corp |
HFWA |
President and COO |
2024-03-15 |
26,053 |
2015-02-25 |
9,113 |
Premium* |
|
|
|
|
|
|
|
|
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|
|
Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| HFWA |
Heritage Financial Corp |
President and COO |
• – – |
2024-03-15 |
4 |
D |
$18.38 |
$11,984 |
D/D |
(652) |
26,053 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
President and COO |
• – – |
2024-03-15 |
4 |
OE |
$18.38 |
$72,601 |
D/D |
3,950 |
26,705 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
President and COO |
• – – |
2023-03-15 |
4 |
D |
$22.83 |
$21,552 |
D/D |
(944) |
22,755 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
President and COO |
• – – |
2023-03-15 |
4 |
OE |
$22.83 |
$123,602 |
D/D |
5,414 |
23,699 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
President and COO |
• – – |
2022-03-15 |
4 |
D |
$25.46 |
$15,200 |
D/D |
(597) |
18,285 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
President and COO |
• – – |
2022-03-15 |
4 |
OE |
$25.46 |
$80,021 |
D/D |
3,143 |
18,882 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2021-03-15 |
4 |
OE |
$29.66 |
$75,722 |
D/D |
2,553 |
16,250 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2021-03-15 |
4 |
D |
$29.66 |
$15,156 |
D/D |
(511) |
15,739 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2020-03-16 |
4 |
D |
$21.54 |
$15,423 |
D/D |
(716) |
13,697 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2020-03-16 |
4 |
OE |
$21.54 |
$76,165 |
D/D |
3,536 |
14,413 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2020-03-10 |
4 |
D |
$21.26 |
$5,145 |
D/D |
(242) |
10,877 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2019-09-11 |
4 |
S |
$26.67 |
$106,680 |
D/D |
(4,000) |
11,119 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2019-03-15 |
4 |
OE |
$31.36 |
$33,398 |
D/D |
1,065 |
15,350 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2019-03-15 |
4 |
D |
$31.36 |
$7,244 |
D/D |
(231) |
15,119 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2019-03-11 |
4 |
D |
$30.74 |
$14,048 |
D/D |
(457) |
14,285 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and COO |
• – – |
2018-08-06 |
4 |
D |
$35.50 |
$124,250 |
D/D |
(3,500) |
14,742 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and CLO |
• – – |
2018-03-15 |
4 |
OE |
$31.90 |
$17,354 |
D/D |
544 |
18,366 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and CLO |
• – – |
2018-03-15 |
4 |
D |
$31.90 |
$3,956 |
D/D |
(124) |
18,242 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and CLO |
• – – |
2018-03-10 |
4 |
D |
$31.20 |
$17,472 |
D/D |
(560) |
17,822 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and CLO |
• – – |
2018-02-28 |
4 |
A |
$0.00 |
$0 |
D/D |
1,563 |
3,194 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and CLO |
• – – |
2017-02-23 |
4 |
A |
$0.00 |
$0 |
D/D |
3,262 |
22,662 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and CLO |
• – – |
2016-11-14 |
4 |
S |
$21.09 |
$26,616 |
D/D |
(1,262) |
19,400 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and CLO |
• – – |
2016-11-14 |
4 |
OE |
$15.12 |
$19,081 |
D/D |
1,262 |
20,662 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and CLO |
• – – |
2016-09-09 |
4 |
S |
$18.42 |
$18,475 |
D/D |
(1,003) |
19,400 |
0 |
- |
|
| HFWA |
Heritage Financial Corp |
EVP and CLO |
• – – |
2016-09-08 |
4 |
S |
$18.40 |
$78,815 |
D/D |
(4,283) |
20,403 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
| |
Free Registration Required For Full Results. Limit: 25
|
|
| |
Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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