Heritage Financial Corporation
US ˙ NasdaqGS ˙ US42722X1063

SecurityHFWA / Heritage Financial Corporation
InsiderWilliam Glasby
This page shows the track record and history of Glasby William 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 William Glasby 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 William Glasby 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 (%)
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 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
2025-06-12 2025-06-11 4 Glasby William HFWA Common Stock G - Gift D -420 8,730
2025-03-18 2025-03-17 4 Glasby William HFWA Common Stock F - Taxes D 23.7700 -1,160 -28 9,150
2025-03-18 2025-03-17 4 Glasby William HFWA Common Stock M - Exercise D 23.7700 1,824 43 10,310
2025-03-18 2025-03-17 4 Glasby William HFWA Common Stock M - Exercise D 23.7700 302 7 8,486
2025-03-18 2025-03-17 4 Glasby William HFWA Common Stock M - Exercise D 23.7700 1,571 37 8,184
2025-03-18 2025-03-17 4 Glasby William HFWA Common Stock M - Exercise D 23.7700 980 23 6,613
2024-12-16 2024-12-15 4 Glasby William HFWA Common Stock F - Taxes D 26.1700 -48 -1 5,633
2024-12-16 2024-12-15 4 Glasby William HFWA Common Stock M - Exercise D 26.1700 265 7 5,681
2024-12-10 2024-12-10 4 Glasby William HFWA Common Stock G - Gift D -3,795 5,416
2024-03-18 2024-03-15 4 Glasby William HFWA Common Stock F - Taxes D 18.3800 -840 -15 9,211
2024-03-18 2024-03-15 4 Glasby William HFWA Common Stock M - Exercise D 18.3800 1,571 29 10,051
2024-03-18 2024-03-15 4 Glasby William HFWA Common Stock M - Exercise D 18.3800 533 10 8,480
2024-03-18 2024-03-15 4 Glasby William HFWA Common Stock M - Exercise D 18.3800 302 6 7,947
2024-03-18 2024-03-15 4 Glasby William HFWA Common Stock M - Exercise D 18.3800 979 18 7,645
2023-12-18 2023-12-15 4 Glasby William HFWA Common Stock F - Taxes D 21.5600 -49 -1 6,666
2023-12-18 2023-12-15 4 Glasby William HFWA Common Stock M - Exercise D 21.5600 265 6 6,715
2023-03-16 2023-03-15 4 Glasby William HFWA Common Stock F - Taxes D 22.8300 -588 -13 6,450
2023-03-16 2023-03-15 4 Glasby William HFWA Common Stock M - Exercise D 22.8300 979 22 7,038
2023-03-16 2023-03-15 4 Glasby William HFWA Common Stock M - Exercise D 22.8300 578 13 6,059
2023-03-16 2023-03-15 4 Glasby William HFWA Common Stock M - Exercise D 22.8300 518 12 5,481
2023-03-16 2023-03-15 4 Glasby William HFWA Common Stock M - Exercise D 22.8300 302 7 4,963
2022-12-15 2022-12-15 4 Glasby William HFWA Common Stock F - Taxes D 30.0600 -63 -2 4,661
2022-12-15 2022-12-15 4 Glasby William HFWA Common Stock M - Exercise D 30.0600 265 8 4,724
2022-03-16 2022-03-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 25.4600 -518 -13 1,051
2022-03-16 2022-03-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 25.4600 -302 -8 2,413
2022-03-16 2022-03-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 25.4600 -578 -15 578
2022-03-16 2022-03-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 25.4500 -469 -12 0
2022-03-16 2022-03-15 4 Glasby William HFWA Common Stock F - Taxes D 25.4600 -472 -12 4,459
2022-03-16 2022-03-15 4 Glasby William HFWA Common Stock M - Exercise D 25.4500 518 13 4,931
2022-03-16 2022-03-15 4 Glasby William HFWA Common Stock M - Exercise D 25.4500 302 8 4,413
2022-03-16 2022-03-15 4 Glasby William HFWA Common Stock M - Exercise D 25.4500 578 15 4,111
2022-03-16 2022-03-15 4 Glasby William HFWA Common Stock M - Exercise D 25.4500 469 12 3,533
2022-02-24 2022-02-22 4 Glasby William HFWA Restricted Stock Units A - Award D 0.00 25.8700 2,938 76 2,938
2021-12-16 2021-12-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 -265 2,118
2021-12-16 2021-12-15 4 Glasby William HFWA Common Stock F - Taxes D -48 3,064
2021-12-16 2021-12-15 4 Glasby William HFWA Common Stock M - Exercise D 265 3,112
2021-03-16 2021-03-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -302 -9 2,715
2021-03-16 2021-03-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -578 -17 1,156
2021-03-16 2021-03-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -470 -14 469
2021-03-16 2021-03-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -448 -13 0
2021-03-16 2021-03-15 4 Glasby William HFWA Common Stock F - Taxes D 29.6600 -442 -13 2,847
2021-03-16 2021-03-15 4 Glasby William HFWA Common Stock M - Exercise D 29.6600 302 9 3,289
2021-03-16 2021-03-15 4 Glasby William HFWA Common Stock M - Exercise D 29.6600 578 17 2,987
2021-03-16 2021-03-15 4 Glasby William HFWA Common Stock M - Exercise D 29.6600 470 14 2,409
2021-03-16 2021-03-15 4 Glasby William HFWA Common Stock M - Exercise D 29.6600 448 13 1,939
2021-03-01 2021-02-25 4 Glasby William HFWA Restricted Stock Units A - Award D 0.00 26.0000 1,569 41 1,569
2020-12-15 2020-12-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 24.1700 -265 -6 2,383
2020-12-15 2020-12-15 4 Glasby William HFWA Common Stock F - Taxes D 24.1700 -55 -1 1,491
2020-12-15 2020-12-15 4 Glasby William HFWA Common Stock M - Exercise D 265 1,546
2020-09-15 2020-09-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 19.8600 -112 -2 0
2020-09-15 2020-09-15 4 Glasby William HFWA Common Stock F - Taxes D 19.8600 -17 -0 1,281
2020-09-15 2020-09-15 4 Glasby William HFWA Common Stock M - Exercise D 112 1,298
2020-03-17 2020-03-16 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 21.5400 -448 -10 448
2020-03-17 2020-03-16 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 21.5400 -470 -10 939
2020-03-17 2020-03-16 4 Glasby William HFWA Common Stock F - Taxes D 21.5400 -235 -5 1,186
2020-03-17 2020-03-16 4 Glasby William HFWA Common Stock M - Exercise D 21.5400 448 10 1,421
2020-03-17 2020-03-16 4 Glasby William HFWA Common Stock M - Exercise D 21.5400 470 10 973
2020-02-27 2020-02-26 4 Glasby William HFWA Restricted Stock Units A - Award D 0.00 24.8600 3,017 75 3,017
2020-02-27 2020-02-26 4 Glasby William HFWA Restricted Stock Units A - Award D 0.00 24.8600 1,734 43 1,734
2019-11-06 2019-11-04 4 Glasby William HFWA Restricted Stock Units A - Award D 0.00 28.3300 2,648 75 2,648
2019-09-16 2019-09-16 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 -112 112
2019-09-16 2019-09-16 4 Glasby William HFWA Common Stock F - Taxes D 28.0000 -22 -1 503
2019-09-16 2019-09-16 4 Glasby William HFWA Common Stock M - Exercise D 112 525
2019-03-18 2019-03-15 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 31.3600 -449 -14 896
2019-03-18 2019-03-15 4 Glasby William HFWA Common Stock F - Taxes D 31.3600 -125 -4 413
2019-03-18 2019-03-15 4 Glasby William HFWA Common Stock M - Exercise D 31.3600 449 14 538
2019-03-01 2019-02-27 4 Glasby William HFWA Restricted Stock Units A - Award D 0.00 33.0400 1,409 47 1,409
2018-09-18 2018-09-17 4 Glasby William HFWA Restricted Stock Units M - Exercise D 0.00 -113 224
2018-09-18 2018-09-17 4 Glasby William HFWA Common Stock F - Taxes D 37.1000 -24 -1 89
2018-09-18 2018-09-17 4 Glasby William HFWA Common Stock M - Exercise D 113 113
2018-03-16 2018-02-28 4 Glasby William HFWA Restricted Stock Units A - Award D 0.00 1,345 1,345
2018-03-01 2018-02-28 4 Glasby William HFWA Restricted Stock Units A - Award D 1,345 1,682
2017-10-12 3 Glasby William HFWA Restricted Stock Units D 674
2017-10-12 3 Glasby William HFWA Restricted Stock Units D 674
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)