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Insider Trading Intelligence
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BM

Bryan Mcdonald

HFWA
PRESIDENT AND COO · HERITAGE FINANCIAL CORP /WA/ · CIK 0001500101
FILING MIX · LIFETIME54%/46%
BUYS
43
SELLS
37
TOTAL VALUE
$3.40M
COMPANIES
1
ACTIVE SINCE
Feb 2020
HOLDINGS NOW
36,054
AVG SELL PX
$23.49
TRADE KIND
SHOWING 80 / 80
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
1 backtested trades · 8 horizons · 2 pending
Forward-return performance of every backtestable P/S trade by Bryan Mcdonald, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d1+100.00%+8.65%+4.16%+4.49%+4.49%—
14d1+100.00%+8.47%+4.88%+3.58%+3.58%—
30d1+100.00%+11.60%+4.30%+7.30%+7.30%—
60d1+100.00%+11.34%+3.84%+7.50%+7.50%—
90d1+100.00%+25.94%+5.17%+20.77%+20.77%—
180d1+100.00%+19.49%+13.76%+5.73%+5.73%—
1y1(1 pending)——————
2y1(1 pending)——————
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
HFWA · 36,054 shares · as of Mar 16, 2026
09,01418,02727,04136,054202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 43 buys / 37 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President
1,743$24.89$43.4K33,921Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President
1,743$24.89$43.4K3,488Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President
1,115$24.89$27.8K0Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President
267$24.89$6.6K34,188Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President
267$24.89$6.6K0Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President
1,115$24.89$27.8K32,178Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President
939$24.89$23.4K35,115Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President
1,866$24.89$46.4K1,867Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President
1,866$24.89$46.4K36,054Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
7,081$27.54$195.0K7,081Feb 25, 2026Feb 27, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
7,081$27.54$195.0K7,081Feb 25, 2026Feb 27, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President
19,106$22.32$426.4K31,363Nov 20, 2025Nov 24, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
2,208$23.77$52.5K30,127Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
1,115$23.77$26.5K1,115Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
1,866$23.77$44.4K3,733Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
2,208$23.77$52.5K0Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
1,115$23.77$26.5K31,242Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
1,866$23.77$44.4K27,919Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
954$23.77$22.7K30,288Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President
921$23.77$21.9K0Mar 17, 2025Mar 19, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President
921$23.77$21.9K31,209Mar 17, 2025Mar 19, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President
146$23.77$3.5K31,063Mar 17, 2025Mar 19, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
5,232$24.29$127.1K5,232Feb 25, 2025Feb 27, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
5,231$24.29$127.1K5,231Feb 25, 2025Feb 27, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
880$18.38$16.2K0Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
1,036$18.38$19.0K0Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
652$18.38$12.0K26,053Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
1,036$18.38$19.0K24,905Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
920$18.38$16.9K921Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
1,114$18.38$20.5K23,869Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
1,114$18.38$20.5K2,230Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
920$18.38$16.9K25,825Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
880$18.38$16.2K26,705Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
5,599$18.16$101.7K11,198Feb 26, 2024Feb 28, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
5,599$18.16$101.7K5,599Feb 26, 2024Feb 28, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
903$22.83$20.6K0Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
944$22.83$21.6K22,755Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
920$22.83$21.0K23,699Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
2,736$22.83$62.5K0Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
920$22.83$21.0K1,841Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
855$22.83$19.5K22,779Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
903$22.83$20.6K21,924Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
2,736$22.83$62.5K21,021Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
855$22.83$19.5K880Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
3,344$28.28$94.6K3,344Feb 22, 2023Feb 24, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
3,345$28.28$94.6K3,345Feb 22, 2023Feb 24, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
755$25.46$19.2K18,882Mar 15, 2022Mar 16, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
903$25.46$23.0K17,271Mar 15, 2022Mar 16, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
856$25.46$21.8K1,735Mar 15, 2022Mar 16, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
629$25.46$16.0K0Mar 15, 2022Mar 16, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
597$25.46$15.2K18,285Mar 15, 2022Mar 16, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
856$25.46$21.8K18,127Mar 15, 2022Mar 16, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
President and COO
629$25.46$16.0K16,368Mar 15, 2022Mar 16, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
755$25.46$19.2K0Mar 15, 2022Mar 16, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
President and COO
903$25.46$23.0K903Mar 15, 2022Mar 16, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,761$25.87$71.4K2,761Feb 22, 2022Feb 24, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,761$25.87$71.4K2,761Feb 22, 2022Feb 24, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP and COO
499$29.66$14.8K16,250Mar 15, 2021Mar 16, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP and COO
904$29.66$26.8K15,230Mar 15, 2021Mar 16, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP and COO
521$29.66$15.5K15,751Mar 15, 2021Mar 16, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
629$29.66$18.7K629Mar 15, 2021Mar 16, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
904$29.66$26.8K1,806Mar 15, 2021Mar 16, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP and COO
629$29.66$18.7K14,326Mar 15, 2021Mar 16, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
499$29.66$14.8K1,064Mar 15, 2021Mar 16, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
511$29.66$15.2K15,739Mar 15, 2021Mar 16, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
521$29.66$15.5K0Mar 15, 2021Mar 16, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,591$26.00$67.4K2,591Feb 25, 2021Mar 1, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,591$26.00$67.4K2,591Feb 25, 2021Mar 1, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
543$21.54$11.7K0Mar 16, 2020Mar 17, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP and COO
1,842$21.54$39.7K14,413Mar 16, 2020Mar 17, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
630$21.54$13.6K1,258Mar 16, 2020Mar 17, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP and COO
630$21.54$13.6K12,571Mar 16, 2020Mar 17, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP and COO
543$21.54$11.7K11,941Mar 16, 2020Mar 17, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
716$21.54$15.4K13,697Mar 16, 2020Mar 17, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
521$21.54$11.2K521Mar 16, 2020Mar 17, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP and COO
521$21.54$11.2K11,398Mar 16, 2020Mar 17, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
1,842$21.54$39.7K0Mar 16, 2020Mar 17, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP and COO
242$21.26$5.1K10,877Mar 10, 2020Mar 11, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,710$24.86$67.4K2,710Feb 26, 2020Feb 27, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,710$24.86$67.4K2,710Feb 26, 2020Feb 27, 2020 ↗View →
Other insiders · HFWA
Loading peer insiders…
About this filer
CIK 0001500101
ROLE
President and COO
PRIMARY
HFWA
COMPANIES
1
ACTIVE SINCE
Feb 2020
MARKETPEEL · /INSIDER/0001500101DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
FREE · DAILY · 6 AM ET

The morning brief, before the bell.

One short email. Insider buys, congressional trades, and plain-English analysis.

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