Heritage Financial Corporation
US ˙ NasdaqGS ˙ US42722X1063

SecurityHFWA / Heritage Financial Corporation
InsiderFrederick B Rivera
This page shows the track record and history of Rivera Frederick B 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 Frederick B Rivera 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 (%)
2023-12-14 100 21.6400 100 21.6400 2,164 328 27.2800 564 26.06
2023-12-11 600 20.2300 600 20.2300 12,138
2023-05-19 600 16.3400 600 16.3400 9,804

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 Frederick B Rivera 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 (%)
2025-01-27 1,300 25.3900 1,300 25.3900 33,007 74 20.9700 -5,746 -17.41
2025-01-27 2,700 25.4500 2,700 25.4500 68,715

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 Rivera Frederick B HFWA Common Stock M - Exercise D 23.0400 2,928 67 6,772
2025-01-27 2025-01-27 4 Rivera Frederick B HFWA Common Stock S - Sale D 25.4500 -2,700 -69 3,844
2025-01-27 2025-01-27 4 Rivera Frederick B HFWA Common Stock S - Sale D 25.3900 -1,300 -33 6,544
2024-05-02 2024-05-01 4 Rivera Frederick B HFWA Common Stock M - Exercise D 18.2600 3,023 55 7,844
2023-12-14 2023-12-14 4 Rivera Frederick B HFWA Common Stock P - Purchase D 21.6400 100 2 4,821
2023-12-11 2023-12-11 4 Rivera Frederick B HFWA Common Stock P - Purchase D 20.2300 600 12 4,721
2023-05-19 2023-05-19 4 Rivera Frederick B HFWA Common Stock P - Purchase D 16.3400 600 10 4,121
2023-05-01 2023-05-01 4 Rivera Frederick B HFWA Common Stock M - Exercise D 17.4100 1,808 31 3,521
2022-05-04 2022-05-03 4 Rivera Frederick B HFWA Restricted Stock Units M - Exercise D 0.00 24.8500 -1,713 -43 0
2022-05-04 2022-05-03 4 Rivera Frederick B HFWA Common Stock M - Exercise D 24.8500 1,713 43 1,713
2021-06-24 2021-06-23 4 Rivera Frederick B HFWA Restricted Stock Units A - Award D 0.00 24.8100 1,713 42 1,713
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)