Heritage Financial Corporation
US ˙ NasdaqGS ˙ US42722X1063

SecurityHFWA / Heritage Financial Corporation
InsiderBrian Charneski
This page shows the track record and history of CHARNESKI BRIAN insider trades in Heritage Financial Corporation. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Brian Charneski in HFWA / Heritage Financial Corporation. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Max		 Price at
Max		 Max
Profit ($)		 Max Return (%)
2023-09-13 5,000 16.7000 5,000 16.7000 83,500 322 23.1700 32,350 38.74
2023-05-04 5,000 15.8777 5,000 15.8777 79,388
2020-03-12 3,325 18.4237 3,325 18.4237 61,259
2014-08-07 2,000 15.9700 2,000 15.9700 31,940

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HFWA / Heritage Financial Corporation Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Brian Charneski in HFWA / Heritage Financial Corporation. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares		 Reported
Price		 Adjusted
Shares		 Adjusted
Price		 Cost Basis Days to
Min		 Price at
Min		 Max Loss
Avoided ($)		 Max Loss
Avoided (%)
2022-11-01 2,000 33.6260 2,000 33.6260 67,252 192 15.2600 -36,732 -54.62
2022-10-31 2,000 33.6695 2,000 33.6695 67,339
2021-03-15 3,325 29.6860 3,325 29.6860 98,706
2021-03-09 2,000 29.6200 2,000 29.6200 59,240
2018-07-27 420 36.0400 420 36.0400 15,137
2018-07-27 2,200 36.2020 2,200 36.2020 79,644
2017-12-06 1,200 31.8000 1,200 31.8000 38,160
2017-12-06 800 31.7600 800 31.7600 25,408

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HFWA / Heritage Financial Corporation Insider Trades
Insider Transaction History
File
Date		 Trade
Date		 Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price		 Unit
Price		 Units
Changed		 Value
Changed (1K)		 Remaining
Options		 Remaining
Shares
2025-05-02 2025-05-01 4 CHARNESKI BRIAN HFWA Common Stock M - Exercise D 23.0400 2,928 67 42,491
2024-05-02 2024-05-01 4 CHARNESKI BRIAN HFWA Common Stock M - Exercise D 18.2600 3,023 55 39,563
2023-09-13 2023-09-13 4 CHARNESKI BRIAN HFWA Common Stock P - Purchase D 16.7000 5,000 84 36,540
2023-05-04 2023-05-04 4 CHARNESKI BRIAN by Corporation HFWA Common Stock P - Purchase I 15.8777 5,000 79 13,675
2023-05-01 2023-05-01 4 CHARNESKI BRIAN HFWA Common Stock M - Exercise D 17.4100 1,808 31 31,540
2022-11-01 2022-11-01 4 CHARNESKI BRIAN HFWA Common Stock S - Sale D 33.6260 -2,000 -67 29,732
2022-11-01 2022-10-31 4 CHARNESKI BRIAN HFWA Common Stock S - Sale D 33.6695 -2,000 -67 31,732
2022-05-04 2022-05-03 4 CHARNESKI BRIAN HFWA Restricted Stock Units M - Exercise D 0.00 24.8500 -1,713 -43 0
2022-05-04 2022-05-03 4 CHARNESKI BRIAN HFWA Common Stock M - Exercise D 24.8500 1,713 43 33,732
2021-06-24 2021-06-23 4 CHARNESKI BRIAN HFWA Restricted Stock Units A - Award D 0.00 24.8100 1,713 42 1,713
2021-05-05 2021-05-04 4 CHARNESKI BRIAN HFWA Restricted Stock Units M - Exercise D 0.00 28.4200 -1,991 -57 0
2021-05-05 2021-05-04 4 CHARNESKI BRIAN HFWA Common Stock M - Exercise D 28.4200 1,991 57 32,019
2021-03-16 2021-03-15 4 CHARNESKI BRIAN by Corporation HFWA Common Stock S - Sale I 29.6860 -3,325 -99 10,675
2021-03-10 2021-03-09 4 CHARNESKI BRIAN by Corporation HFWA Common Stock S - Sale I 29.6200 -2,000 -59 12,000
2020-05-05 2020-05-04 4 CHARNESKI BRIAN HFWA Restricted Stock Units M - Exercise D 0.00 19.4000 -1,291 -25 0
2020-05-05 2020-05-04 4 CHARNESKI BRIAN HFWA Common Stock M - Exercise D 19.4000 1,291 25 30,028
2020-03-13 2020-03-12 4 CHARNESKI BRIAN by Corporation HFWA Common Stock P - Purchase I 18.4237 3,325 61 14,000
2019-06-28 2019-06-27 4 CHARNESKI BRIAN HFWA Restricted Stock Units A - Award D 0.00 29.0500 1,291 38 1,291
2019-05-22 2019-05-01 4 CHARNESKI BRIAN HFWA Restricted Stock Units M - Exercise D 0.00 -968 0
2019-05-22 2019-05-01 4 CHARNESKI BRIAN HFWA Common Stock M - Exercise D 968 28,737
2018-07-27 2018-07-27 4 CHARNESKI BRIAN HFWA Common Stock S - Sale D 36.2020 -2,200 -80 27,769
2018-07-27 2018-07-27 4 CHARNESKI BRIAN by Trust HFWA Common Stock S - Sale I 36.0400 -420 -15 0
2018-06-27 2018-06-26 4 CHARNESKI BRIAN HFWA Restricted Stock Units A - Award D 0.00 33.6000 968 33 968
2018-05-01 2018-05-01 4 CHARNESKI BRIAN HFWA Restricted Stock Units M - Exercise D 0.00 30.1500 -1,167 -35 0
2018-05-01 2018-05-01 4 CHARNESKI BRIAN HFWA Common Stock M - Exercise D 30.1500 1,167 35 29,969
2017-12-07 2017-12-06 4 CHARNESKI BRIAN HFWA Common Stock S - Sale D 31.7600 -800 -25 28,802
2017-12-07 2017-12-06 4 CHARNESKI BRIAN HFWA Common Stock S - Sale D 31.8000 -1,200 -38 29,602
2017-06-22 2017-06-21 4 CHARNESKI BRIAN HFWA Restricted Stock Units A - Award D 1,167 1,167
2016-06-23 2016-06-21 4 CHARNESKI BRIAN HFWA Common Stock A - Award D 1,421 30,802
2015-06-25 2015-06-23 4 CHARNESKI BRIAN HFWA Common Stock A - Award D 1,113 29,381
2014-08-07 2014-08-07 4 CHARNESKI BRIAN by Corporation HFWA Common Stock P - Purchase I 15.9700 2,000 32 10,675
2014-07-25 2014-07-24 4 CHARNESKI BRIAN HFWA Common Stock A - Award D 1,252 28,268
2013-08-05 2013-08-05 4 CHARNESKI BRIAN HFWA Non-Qualified Stock Option F - Taxes D 11.35 -1,500 0
2013-08-05 2013-08-05 4 CHARNESKI BRIAN HFWA Common Stock M - Exercise D 11.3500 1,500 17 27,016
2013-06-28 2013-06-26 4 CHARNESKI BRIAN HFWA Common Stock A - Award D 1,228 25,516
2012-06-28 2012-06-26 4 CHARNESKI BRIAN HFWA Common Stock A - Award D 14.2100 1,232 18 24,288
2011-03-28 2011-03-24 4 CHARNESKI BRIAN HFWA Common Stock A - Award D 244 23,056
2010-05-27 2010-05-25 4 CHARNESKI BRIAN HFWA Common Stock, no par value A - Award D 14.7700 237 4 21,762
2010-05-27 2009-02-26 4 CHARNESKI BRIAN HFWA Non-Qualified Stock Option A - Award D 11.35 11.3500 1,500 17 9,675
P
Köp på öppna marknaden eller privat köp av icke-derivatsäkerhet
S
Köp på öppna marknaden eller privat försäljning av icke-derivatsäkerhet
A
Bevilja, tilldelning eller annat förvärv av värdepapper från företaget (såsom en option)
C
Omvandling av derivat
D
Försäljning eller överföring av värdepapper tillbaka til företaget
F
Betalning av lösenpris eller skatteskuld med del av värdepapper som erhållits från bolaget
G
Överlåtelse av värdepapper från eller till insidern
K
Aktieswappar och liknande säkringsaffärer
M
Utövande eller omvandling av derivatsäkerhet som erhållits från företaget (som en option)
V
En transaktion friviligt rapporterad på schema 4
J
Andra (med en fotnot som beskriver transaktionen)