MarketPeel
Insider Trading Intelligence
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Frederick B. Rivera

HFWA
DIRECTOR · HERITAGE FINANCIAL CORP /WA/ · CIK 0001838045
FILING MIX · LIFETIME64%/36%
BUYS
14
SELLS
8
TOTAL VALUE
$980.1K
COMPANIES
1
ACTIVE SINCE
Jun 2021
HOLDINGS NOW
1,999
AVG SELL PX
$23.27
TRADE KIND
SHOWING 22 / 22
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
6 backtested trades · 8 horizons · 5 pending
Forward-return performance of every backtestable P/S trade by Frederick B. Rivera, 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
7d6+66.67%+1.48%+0.55%+0.93%+0.48%
14d6+66.67%+3.30%+1.31%+1.99%+1.42%
30d6+83.33%-1.67%+1.26%-2.92%-3.38%
60d6+66.67%-3.63%+0.91%-4.54%+1.50%
90d6+50.00%-4.58%+2.33%-6.91%-3.06%
180d6(1 pending)+60.00%-8.14%+10.48%-18.63%-14.87%
1y6(1 pending)+60.00%+14.07%+24.61%-10.54%-11.00%
2y6(3 pending)+100.00%+29.71%+48.37%-18.66%-27.03%
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 · 1,999 shares · as of Jun 17, 2026
01,9613,9225,8837,84420222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 14 buys / 8 sellsCOVERAGE · 21 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
1,999$27.52$55.0K1,999Jun 17, 2026Jun 17, 2026View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
2,218$27.61$61.2K7,190May 1, 2026May 4, 2026View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
2,218$27.61$61.2K0May 1, 2026May 4, 2026View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
1,800$26.31$47.3K4,972Feb 3, 2026Feb 3, 2026View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,218$22.55$50.0K2,218Jun 18, 2025Jun 23, 2025View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
2,928$23.04$67.5K0May 1, 2025May 2, 2025View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
2,928$23.04$67.5K6,772May 1, 2025May 2, 2025View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
2,700$25.45$68.7K3,844Jan 27, 2025Jan 27, 2025View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
1,300$25.39$33.0K6,544Jan 27, 2025Jan 27, 2025View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,928$17.08$50.0K2,928Jun 18, 2024Jun 20, 2024View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
3,023$18.26$55.2K0May 1, 2024May 2, 2024View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
3,023$18.26$55.2K7,844May 1, 2024May 2, 2024View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
100$21.64$2.2K4,821Dec 14, 2023Dec 14, 2023View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
600$20.23$12.1K4,721Dec 11, 2023Dec 11, 2023View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
3,023$16.54$50.0K3,023Jun 21, 2023Jun 22, 2023View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
600$16.34$9.8K4,121May 19, 2023May 19, 2023View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
1,808$17.41$31.5K3,521May 1, 2023May 1, 2023View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
1,808$17.41$31.5K0May 1, 2023May 1, 2023View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
1,808$24.07$43.5K1,808Jun 20, 2022Jun 20, 2022View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
1,713$24.85$42.6K1,713May 3, 2022May 4, 2022View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
1,713$24.85$42.6K0May 3, 2022May 4, 2022View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
1,713$24.81$42.5K1,713Jun 23, 2021Jun 23, 2021View →
Other insiders · HFWA
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About this filer
CIK 0001838045
ROLE
Director
PRIMARY
HFWA
COMPANIES
1
ACTIVE SINCE
Jun 2021
MARKETPEEL · /INSIDER/0001838045DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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