Heritage Financial Corporation
US ˙ NasdaqGS ˙ US42722X1063

SecurityHFWA / Heritage Financial Corporation
InsiderAnn Watson
This page shows the track record and history of Watson Ann 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 Ann Watson 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 (%)
2014-05-12 2,000 16.1900 2,000 16.1900 32,380 182 17.9700 3,560 10.99
2013-03-15 2,000 14.5480 2,000 14.5480 29,096

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 Ann Watson 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
2025-05-02 2025-05-01 4 Watson Ann HFWA Common Stock M - Exercise D 23.0400 2,928 67 23,903
2024-05-02 2024-05-01 4 Watson Ann HFWA Common Stock M - Exercise D 18.2600 3,023 55 20,975
2023-05-01 2023-05-01 4 Watson Ann HFWA Common Stock M - Exercise D 17.4100 1,808 31 17,952
2022-05-04 2022-05-03 4 Watson Ann HFWA Restricted Stock Units M - Exercise D 0.00 24.8500 -1,713 -43 0
2022-05-04 2022-05-03 4 Watson Ann HFWA Common Stock M - Exercise D 24.8500 1,713 43 16,144
2021-06-24 2021-06-23 4 Watson Ann HFWA Restricted Stock Units A - Award D 0.00 24.8100 1,713 42 1,713
2021-05-05 2021-05-04 4 Watson Ann HFWA Restricted Stock Units M - Exercise D 0.00 28.4200 -1,991 -57 0
2021-05-05 2021-05-04 4 Watson Ann HFWA Common Stock M - Exercise D 1,991 14,431
2020-05-05 2020-05-04 4 Watson Ann HFWA Restricted Stock Units M - Exercise D 0.00 19.4000 -1,291 -25 0
2020-05-05 2020-05-04 4 Watson Ann HFWA Common Stock M - Exercise D 19.4000 1,291 25 12,440
2019-06-28 2019-06-27 4 Watson Ann HFWA Restricted Stock Units A - Award D 0.00 29.0500 1,291 38 1,291
2019-05-22 2019-05-01 4 Watson Ann HFWA Restricted Stock Units M - Exercise D 0.00 -968 0
2019-05-22 2019-05-01 4 Watson Ann HFWA Common Stock M - Exercise D 968 11,149
2018-06-27 2018-06-26 4 Watson Ann HFWA Restricted Stock Units A - Award D 0.00 33.6000 968 33 968
2018-05-01 2018-05-01 4 Watson Ann HFWA Restricted Stock Units M - Exercise D 0.00 30.1500 -1,167 -35 0
2018-05-01 2018-05-01 4 Watson Ann HFWA Common Stock M - Exercise D 30.1500 1,167 35 10,181
2017-06-22 2017-06-21 4 Watson Ann HFWA Restricted Stock Units A - Award D 1,167 1,167
2016-06-23 2016-06-21 4 Watson Ann HFWA Common Stock A - Award D 1,421 9,014
2015-06-25 2015-06-23 4 Watson Ann HFWA Common Stock A - Award D 1,113 7,593
2014-07-25 2014-07-24 4 Watson Ann HFWA Common Stock A - Award D 1,252 6,480
2014-05-12 2014-05-12 4 Watson Ann HFWA Common Stock P - Purchase D 16.1900 2,000 32 5,228
2013-06-28 2013-06-26 4 Watson Ann HFWA Common Stock A - Award D 1,228 3,228
2013-03-15 2013-03-15 4 Watson Ann HFWA Common Stock P - Purchase D 14.5480 2,000 29 2,000
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)