Heritage Financial Corporation
US ˙ NasdaqGS ˙ US42722X1063

SecurityHFWA / Heritage Financial Corporation
InsiderSabrina C Robison
This page shows the track record and history of Robison Sabrina C 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 Sabrina C Robison 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 Sabrina C Robison 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
2025-03-18 2025-03-17 4 Robison Sabrina C HFWA Common Stock F - Taxes D 23.7700 -749 -18 30,145
2025-03-18 2025-03-17 4 Robison Sabrina C HFWA Common Stock M - Exercise D 23.7700 1,362 32 30,894
2025-03-18 2025-03-17 4 Robison Sabrina C HFWA Common Stock M - Exercise D 23.7700 265 6 29,532
2025-03-18 2025-03-17 4 Robison Sabrina C HFWA Common Stock M - Exercise D 23.7700 1,147 27 29,267
2025-03-18 2025-03-17 4 Robison Sabrina C HFWA Common Stock M - Exercise D 23.7700 873 21 28,120
2024-12-16 2024-12-15 4 Robison Sabrina C HFWA Common Stock F - Taxes D 26.1700 -47 -1 27,247
2024-12-16 2024-12-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 248 27,294
2024-03-18 2024-03-15 4 Robison Sabrina C HFWA Common Stock F - Taxes D 18.3800 -627 -12 27,046
2024-03-18 2024-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 18.3800 873 16 27,673
2024-03-18 2024-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 18.3800 1,147 21 26,800
2024-03-18 2024-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 18.3800 475 9 25,653
2024-03-18 2024-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 18.3800 265 5 25,178
2023-12-18 2023-12-15 4 Robison Sabrina C HFWA Common Stock F - Taxes D 21.5600 -52 -1 24,913
2023-12-18 2023-12-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 21.5600 247 5 24,965
2023-03-16 2023-03-15 4 Robison Sabrina C HFWA Common Stock F - Taxes D 22.8300 -417 -10 24,718
2023-03-16 2023-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 22.8300 872 20 25,135
2023-03-16 2023-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 22.8300 515 12 24,263
2023-03-16 2023-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 22.8300 461 11 23,748
2022-03-16 2022-03-15 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 25.4600 -462 -12 936
2022-03-16 2022-03-15 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 25.4600 -515 -13 515
2022-03-16 2022-03-15 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 25.4600 -467 -12 0
2022-03-16 2022-03-15 4 Robison Sabrina C HFWA Common Stock F - Taxes D 25.4600 -305 -8 23,287
2022-03-16 2022-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 25.4600 462 12 23,592
2022-03-16 2022-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 25.4600 515 13 23,130
2022-03-16 2022-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 25.4600 467 12 22,615
2022-02-24 2022-02-22 4 Robison Sabrina C HFWA Restricted Stock Units A - Award D 0.00 25.8700 2,618 68 2,618
2021-03-16 2021-03-15 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -461 -14 0
2021-03-16 2021-03-15 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -515 -15 1,030
2021-03-16 2021-03-15 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 29.6600 -467 -14 467
2021-03-16 2021-03-15 4 Robison Sabrina C HFWA Common Stock F - Taxes D 29.6600 -372 -11 22,148
2021-03-16 2021-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 29.6600 461 14 22,520
2021-03-16 2021-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 29.6600 515 15 22,059
2021-03-16 2021-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 29.6600 467 14 21,544
2021-03-01 2021-02-25 4 Robison Sabrina C HFWA Restricted Stock Units A - Award D 0.00 26.0000 1,398 36 1,398
2020-03-17 2020-03-16 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 21.5400 -461 -10 461
2020-03-17 2020-03-16 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 21.5400 -458 -10 0
2020-03-17 2020-03-16 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 21.5400 -467 -10 934
2020-03-17 2020-03-16 4 Robison Sabrina C HFWA Common Stock F - Taxes D 21.5400 -339 -7 21,077
2020-03-17 2020-03-16 4 Robison Sabrina C HFWA Common Stock M - Exercise D 21.5400 461 10 21,416
2020-03-17 2020-03-16 4 Robison Sabrina C HFWA Common Stock M - Exercise D 21.5400 458 10 20,955
2020-03-17 2020-03-16 4 Robison Sabrina C HFWA Common Stock M - Exercise D 21.5400 467 10 20,497
2020-03-11 2020-03-10 4 Robison Sabrina C HFWA Common Stock F - Taxes D 21.2600 -154 -3 20,030
2020-02-27 2020-02-26 4 Robison Sabrina C HFWA Restricted Stock Units A - Award D 0.00 24.8600 1,545 38 1,545
2020-01-28 2020-01-27 4 Robison Sabrina C HFWA Incentive Stock Option M - Exercise D 14.77 14.7700 -2,270 -34 0
2020-01-28 2020-01-27 4 Robison Sabrina C HFWA Common Stock M - Exercise D 14.7700 2,270 34 20,184
2019-03-18 2019-03-15 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 31.3600 -458 -14 458
2019-03-18 2019-03-15 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 31.3600 -462 -14 922
2019-03-18 2019-03-15 4 Robison Sabrina C HFWA Common Stock F - Taxes D 31.3600 -194 -6 17,914
2019-03-18 2019-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 31.3600 458 14 18,108
2019-03-18 2019-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 31.3600 462 14 17,650
2019-03-11 2019-03-11 4 Robison Sabrina C HFWA Common Stock F - Taxes D 30.7400 -342 -11 17,188
2019-03-01 2019-02-27 4 Robison Sabrina C HFWA Restricted Stock Units A - Award D 0.00 33.0400 1,401 46 1,401
2018-06-11 2018-06-10 4 Robison Sabrina C HFWA Common Stock F - Taxes D 33.8500 -139 -5 17,530
2018-03-16 2018-03-15 4 Robison Sabrina C HFWA Restricted Stock Units M - Exercise D 0.00 31.9000 -459 -15 916
2018-03-16 2018-03-15 4 Robison Sabrina C HFWA Common Stock F - Taxes D 31.9000 -109 -3 17,669
2018-03-16 2018-03-15 4 Robison Sabrina C HFWA Common Stock M - Exercise D 31.9000 459 15 17,778
2018-03-16 2018-02-28 4 Robison Sabrina C HFWA Restricted Stock Units A - Award D 0.00 1,384 1,384
2018-03-13 2018-03-10 4 Robison Sabrina C HFWA Common Stock F - Taxes D 31.2000 -342 -11 17,319
2018-03-01 2018-02-28 4 Robison Sabrina C HFWA Restricted Stock Units A - Award D 1,384 2,759
2017-06-13 2017-06-10 4 Robison Sabrina C HFWA Common Stock F - Taxes D 25.5000 -304 -8 19,036
2017-03-13 2017-03-10 4 Robison Sabrina C HFWA Common Stock F - Taxes D 23.9500 -377 -9 19,340
2017-02-24 2017-02-23 4 Robison Sabrina C HFWA Common Stock A - Award D 1,375 19,717
2016-06-27 2016-06-25 4 Robison Sabrina C HFWA Common Stock F - Taxes D 17.0200 -114 -2 18,342
2016-06-27 2016-06-10 4 Robison Sabrina C HFWA Common Stock F - Taxes D 17.6300 -304 -5 18,456
2016-05-11 3 Robison Sabrina C HFWA Common Stock D 48,885
2016-05-11 3 Robison Sabrina C 401 K HFWA Common Stock I 41,490
2016-05-11 3 Robison Sabrina C HFWA Common Stock D 48,885
2016-05-11 3 Robison Sabrina C 401 K HFWA Common Stock I 41,490
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)