Heritage Financial Corporation
US ˙ NasdaqGS ˙ US42722X1063

SecurityHFWA / Heritage Financial Corporation
InsiderBryan McDonald
This page shows the track record and history of McDonald Bryan 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 Bryan McDonald 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 Bryan McDonald 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 (%)
2019-09-11 4,000 26.6700 4,000 26.6700 106,680 245 15.6800 -43,960 -41.21
2016-11-14 1,262 21.0900 1,262 21.0900 26,616
2016-09-09 1,003 18.4200 1,003 18.4200 18,475
2016-09-08 3,528 18.4000 3,528 18.4000 64,915
2016-09-08 755 18.4100 755 18.4100 13,900
2015-12-10 5,090 18.5000 5,090 18.5000 94,165
2015-12-07 210 19.0000 210 19.0000 3,990

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
2025-03-19 2025-03-17 4 McDonald Bryan HFWA Common Stock F - Taxes D 23.7700 -146 -3 31,063
2025-03-19 2025-03-17 4 McDonald Bryan HFWA Common Stock M - Exercise D 23.7700 921 22 31,209
2025-03-18 2025-03-17 4 McDonald Bryan HFWA Common Stock F - Taxes D 23.7700 -954 -23 30,288
2025-03-18 2025-03-17 4 McDonald Bryan HFWA Common Stock M - Exercise D 23.7700 1,115 27 31,242
2025-03-18 2025-03-17 4 McDonald Bryan HFWA Common Stock M - Exercise D 23.7700 2,208 52 30,127
2025-03-18 2025-03-17 4 McDonald Bryan HFWA Common Stock M - Exercise D 23.7700 1,866 44 27,919
2024-03-18 2024-03-15 4 McDonald Bryan HFWA Common Stock F - Taxes D 18.3800 -652 -12 26,053
2024-03-18 2024-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 18.3800 880 16 26,705
2024-03-18 2024-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 18.3800 920 17 25,825
2024-03-18 2024-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 18.3800 1,036 19 24,905
2024-03-18 2024-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 18.3800 1,114 20 23,869
2023-03-16 2023-03-15 4 McDonald Bryan HFWA Common Stock F - Taxes D 22.8300 -944 -22 22,755
2023-03-16 2023-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 22.8300 920 21 23,699
2023-03-16 2023-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 22.8300 855 20 22,779
2023-03-16 2023-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 22.8300 903 21 21,924
2023-03-16 2023-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 22.8300 2,736 62 21,021
2022-03-16 2022-03-15 4 McDonald Bryan HFWA Performance Share Units M - Exercise D 0.00 25.4600 -755 -19 0
2022-03-16 2022-03-15 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 25.4600 -856 -22 1,735
2022-03-16 2022-03-15 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 25.4600 -903 -23 903
2022-03-16 2022-03-15 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 25.4600 -629 -16 0
2022-03-16 2022-03-15 4 McDonald Bryan HFWA Common Stock F - Taxes D 25.4600 -597 -15 18,285
2022-03-16 2022-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 25.4600 755 19 18,882
2022-03-16 2022-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 25.4600 856 22 18,127
2022-03-16 2022-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 25.4600 903 23 17,271
2022-03-16 2022-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 25.4600 629 16 16,368
2022-02-24 2022-02-22 4 McDonald Bryan HFWA Restricted Stock Units A - Award D 0.00 25.8700 2,761 71 2,761
2022-02-24 2022-02-22 4 McDonald Bryan HFWA Performance Share Units A - Award D 0.00 25.8700 2,761 71 2,761
2021-03-16 2021-03-15 4 McDonald Bryan HFWA Performance Share Units M - Exercise D 0.00 29.6600 -499 -15 1,064
2021-03-16 2021-03-15 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -521 -15 0
2021-03-16 2021-03-15 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -904 -27 1,806
2021-03-16 2021-03-15 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -629 -19 629
2021-03-16 2021-03-15 4 McDonald Bryan HFWA Common Stock F - Taxes D 29.6600 -511 -15 15,739
2021-03-16 2021-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 29.6600 499 15 16,250
2021-03-16 2021-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 29.6600 521 15 15,751
2021-03-16 2021-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 29.6600 904 27 15,230
2021-03-16 2021-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 29.6600 629 19 14,326
2021-03-01 2021-02-25 4 McDonald Bryan HFWA Restricted Stock Units A - Award D 0.00 26.0000 2,591 67 2,591
2021-03-01 2021-02-25 4 McDonald Bryan HFWA Performance Share Units A - Award D 0.00 26.0000 2,591 67 2,591
2020-03-17 2020-03-16 4 McDonald Bryan HFWA Performance Share Units M - Exercise D 0.00 21.5400 -1,842 -40 0
2020-03-17 2020-03-16 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 21.5400 -630 -14 1,258
2020-03-17 2020-03-16 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 21.5400 -543 -12 0
2020-03-17 2020-03-16 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 21.5400 -521 -11 521
2020-03-17 2020-03-16 4 McDonald Bryan HFWA Common Stock F - Taxes D 21.5400 -716 -15 13,697
2020-03-17 2020-03-16 4 McDonald Bryan HFWA Common Stock M - Exercise D 21.5400 1,842 40 14,413
2020-03-17 2020-03-16 4 McDonald Bryan HFWA Common Stock M - Exercise D 21.5400 630 14 12,571
2020-03-17 2020-03-16 4 McDonald Bryan HFWA Common Stock M - Exercise D 21.5400 543 12 11,941
2020-03-17 2020-03-16 4 McDonald Bryan HFWA Common Stock M - Exercise D 21.5400 521 11 11,398
2020-03-11 2020-03-10 4 McDonald Bryan HFWA Common Stock F - Taxes D 21.2600 -242 -5 10,877
2020-02-27 2020-02-26 4 McDonald Bryan HFWA Restricted Stock Units A - Award D 0.00 24.8600 2,710 67 2,710
2020-02-27 2020-02-26 4 McDonald Bryan HFWA Performance Share Units A - Award D 0.00 24.8600 2,710 67 2,710
2019-09-11 2019-09-11 4 McDonald Bryan HFWA Common Stock S - Sale D 26.6700 -4,000 -107 11,119
2019-03-18 2019-03-15 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 31.3600 -544 -17 1,631
2019-03-18 2019-03-15 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 31.3600 -521 -16 1,042
2019-03-18 2019-03-15 4 McDonald Bryan HFWA Common Stock F - Taxes D 31.3600 -231 -7 15,119
2019-03-18 2019-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 31.3600 544 17 15,350
2019-03-18 2019-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 31.3600 521 16 14,806
2019-03-11 2019-03-11 4 McDonald Bryan HFWA Common Stock F - Taxes D 30.7400 -457 -14 14,285
2019-03-01 2019-02-27 4 McDonald Bryan HFWA Performance Share Units A - Award D 0.00 33.0400 1,888 62 1,888
2019-03-01 2019-02-27 4 McDonald Bryan HFWA Restricted Stock Units A - Award D 0.00 33.0400 1,888 62 1,888
2018-08-07 2018-08-06 4 McDonald Bryan HFWA Common Stock D - Sale to Issuer D 35.5000 -3,500 -124 14,742
2018-03-16 2018-03-15 4 McDonald Bryan HFWA Restricted Stock Units M - Exercise D 0.00 31.9000 -544 -17 1,087
2018-03-16 2018-03-15 4 McDonald Bryan HFWA Common Stock F - Taxes D 31.9000 -124 -4 18,242
2018-03-16 2018-03-15 4 McDonald Bryan HFWA Common Stock M - Exercise D 31.9000 544 17 18,366
2018-03-16 2018-02-28 4 McDonald Bryan HFWA Restricted Stock Units A - Award D 0.00 1,563 1,563
2018-03-16 2018-02-28 4 McDonald Bryan HFWA Performance Share Units A - Award D 0.00 1,563 1,563
2018-03-13 2018-03-10 4 McDonald Bryan HFWA Common Stock F - Taxes D 31.2000 -560 -17 17,822
2018-03-01 2018-02-28 4 McDonald Bryan HFWA Performance Share Units A - Award D 1,563 3,194
2018-03-01 2018-02-28 4 McDonald Bryan HFWA Restricted Stock Units A - Award D 1,563 3,194
2017-03-13 2017-03-10 4 McDonald Bryan HFWA Common Stock F - Taxes D 23.9500 -615 -15 21,644
2017-03-13 2016-03-10 4 McDonald Bryan HFWA Common Stock F - Taxes D 17.6600 -403 -7 22,259
2017-02-24 2017-02-23 4 McDonald Bryan HFWA Common Stock A - Award D 1,631 22,662
2017-02-24 2017-02-23 4 McDonald Bryan HFWA Common Stock A - Award D 1,631 22,662
2016-11-15 2016-11-14 4 McDonald Bryan HFWA Stock Option M - Exercise D 15.12 15.1200 -1,262 -19 0
2016-11-15 2016-11-14 4 McDonald Bryan HFWA Common Stock S - Sale D 21.0900 -1,262 -27 19,400
2016-11-15 2016-11-14 4 McDonald Bryan HFWA Common Stock M - Exercise D 15.1200 1,262 19 20,662
2016-09-09 2016-09-09 4 McDonald Bryan HFWA Common Stock S - Sale D 18.4200 -1,003 -18 19,400
2016-09-09 2016-09-08 4 McDonald Bryan HFWA Common Stock S - Sale D 18.4100 -755 -14 20,403
2016-09-09 2016-09-08 4 McDonald Bryan HFWA Common Stock S - Sale D 18.4000 -3,528 -65 21,158
2016-02-29 2016-02-25 4 McDonald Bryan HFWA Common Stock A - Award D 3,273 24,686
2015-12-14 2015-12-10 4 McDonald Bryan HFWA Common Stock S - Sale D 18.5000 -5,090 -94 21,413
2015-12-14 2015-03-10 4 McDonald Bryan HFWA Common Stock F - Taxes D 16.1200 -207 -3 26,503
2015-12-09 2015-12-07 4 McDonald Bryan HFWA Common Stock S - Sale D 19.0000 -210 -4 26,710
2015-10-29 2015-10-28 4 McDonald Bryan HFWA Stock Option M - Exercise D 8.26 -5,286 0
2015-10-29 2015-10-28 4 McDonald Bryan HFWA Common Stock M - Exercise D 8.2600 5,286 44 26,920
2015-02-26 2015-02-25 4 McDonald Bryan HFWA Common Stock A - Award D 2,905 21,634
2014-05-09 3 McDonald Bryan HFWA Common Stock D 37,109
2014-05-09 3 McDonald Bryan 401k HFWA Common Stock I 36,759
2014-05-09 3 McDonald Bryan HFWA Common Stock D 30,887
2014-05-09 3 McDonald Bryan HFWA Common Stock D 33,965
2014-05-09 3 McDonald Bryan HFWA Common Stock D 37,109
2014-05-09 3 McDonald Bryan 401k HFWA Common Stock I 36,759
2014-05-09 3 McDonald Bryan HFWA Common Stock D 30,887
2014-05-09 3 McDonald Bryan HFWA Common Stock D 33,965
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)