Insider Transactions

What Heritage Financial Corp's executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.

Insider trades

	3 months	12 months
Open-market buys	0	1
Sells	6	12
Total trades	6	99

Shares traded

	3 months	12 months
Acquired	0	100,094
Disposed	35,679	65,910
Net activity	−35,679	+34,184

See the story behind these numbers

View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.

Open-market buyer Disclosed 10b5-1 Heavy discretionary Sign up free

All transactions

All Buys Sells

Insider	Relation	Date	Transaction	Shares	Price	Value	Shares held
Rivera Frederick B	Director	Sep 15	Open-market sale · S	−1,300	$28.57	−$37.1K	5,890
Charneski Brian	Director	Sep 03	Open-market sale · S	−13,675	$29.18	−$399K	0
Ray Matthew T.	EVP Chief Lending Officer	Aug 13	Open-market sale · S	−3,692	$30.10	−$111K	22,735
Chalfant Tony	EVP Chief Credit Officer	Aug 05	Open-market sale · S	−3,234	$29.92	−$96.8K	20,362
Lyon Jeffrey S	Director	Aug 05	Open-market sale · S	−10,000	$30.00	−$300K	40,719
Wilson Kelli Ann	EVP Chief Banking Officer	Jul 30	Open-market sale · S	−3,778	$29.69	−$112K	3,099
Glasby William	EVP Chief Information Officer	Jul 17	Withheld — tax / exercise cost · F	−3,379	$30.52	−$103K	22,344
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+1,846	$30.52	+$56.3K	25,723
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+1,846	$30.52	+$56.3K	23,877
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+1,846	$30.52	+$56.3K	22,031
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+1,595	$30.52	+$48.7K	20,185
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+1,595	$30.52	+$48.7K	18,590
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+1,824	$30.52	+$55.7K	16,995
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+301	$30.52	+$9.19K	15,171
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+301	$30.52	+$9.19K	14,870
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+301	$30.52	+$9.19K	14,569
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+302	$30.52	+$9.22K	14,268
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+264	$30.52	+$8.06K	13,966
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+264	$30.52	+$8.06K	13,702
Glasby William	EVP Chief Information Officer	Jul 17	Exercise / conversion · M	+265	$30.52	+$8.09K	13,438

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