Heritage Financial Corporation
US ˙ NasdaqGS ˙ US42722X1063

SecurityHFWA / Heritage Financial Corporation
InsiderCurran Amy E.
This page shows the track record and history of Curran Amy E. 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 Curran Amy E. 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 (%)
There are no known unplanned open-market trades for this insider

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 Curran Amy E. 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 (%)
2025-03-17 858 23.7700 858 23.7700 20,395 25 20.9700 -2,402 -11.78

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
2025-06-17 2025-06-16 4 Curran Amy E. HFWA Common Stock F - Taxes D 22.7600 -124 -3 25,331
2025-06-17 2025-06-16 4 Curran Amy E. HFWA Common Stock M - Exercise D 22.7600 576 13 25,455
2025-06-17 2025-06-16 4 Curran Amy E. HFWA Common Stock M - Exercise D 22.7600 526 12 24,879
2025-03-18 2025-03-17 4 Curran Amy E. HFWA Common Stock S - Sale D 23.7700 -858 -20 24,353
2025-03-18 2025-03-17 4 Curran Amy E. HFWA Common Stock M - Exercise D 23.7700 1,619 38 25,211
2025-03-18 2025-03-17 4 Curran Amy E. HFWA Common Stock M - Exercise D 23.7700 895 21 23,592
2025-03-18 2025-03-17 4 Curran Amy E. HFWA Common Stock M - Exercise D 23.7700 1,061 25 22,697
2025-03-18 2025-03-17 4 Curran Amy E. HFWA Common Stock M - Exercise D 23.7700 776 18 21,636
2025-03-18 2025-03-17 4 Curran Amy E. HFWA Common Stock M - Exercise D 23.7700 154 4 20,860
2024-06-18 2024-06-15 4 Curran Amy E. HFWA Common Stock F - Taxes D 16.6800 -119 -2 20,706
2024-06-18 2024-06-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 16.6800 576 10 20,825
2024-06-18 2024-06-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 16.6800 526 9 20,249
2024-03-18 2024-03-15 4 Curran Amy E. HFWA Common Stock F - Taxes D 18.3800 -679 -12 19,723
2024-03-18 2024-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 18.3800 583 11 20,402
2024-03-18 2024-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 18.3800 155 3 19,819
2024-03-18 2024-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 18.3800 1,061 20 19,664
2024-03-18 2024-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 18.3800 775 14 18,603
2024-03-18 2024-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 18.3800 895 16 17,828
2023-06-16 2023-06-15 4 Curran Amy E. HFWA Common Stock F - Taxes D 17.6000 -98 -2 16,933
2023-06-16 2023-06-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 17.6000 576 10 17,031
2023-03-16 2023-03-15 4 Curran Amy E. HFWA Common Stock F - Taxes D 22.8300 -462 -11 16,455
2023-03-16 2023-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 22.8300 895 20 16,917
2023-03-16 2023-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 22.8300 567 13 16,022
2023-03-16 2023-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 22.8300 154 4 15,455
2023-03-16 2023-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 22.8300 201 5 15,301
2023-03-16 2023-03-15 4 Curran Amy E. HFWA Common Stock M - Exercise D 22.8300 436 10 15,100
2023-01-06 3 Curran Amy E. HFWA Common Stock D 14,664
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)