Brian Charneski

Track

Insider profile

Performance

Overall performance
3.9
Performance over holding periods
4.2
30 days 90 days 120 days
Average return 3% 8.2% 15.1%
Success rate 78% 68% 82%
Transactions
8 50% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 108%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
Brian Charneski's trades of Heritage Financial Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
18.22
Quantity 56,250 -46.3%
Value US$3,128,353
Transaction date
Purchase
Price
438.45
Quantity 12,911 -23.8%
Value US$4,678,377
Transaction date
Purchase
Price
379.26
Quantity 22,464 +14.4%
Value US$1,565,550
Transaction date
Sale
Price
33.63
Quantity 2,000 -6.3%
Value US$67,252
Transaction date
Sale
Price
33.67
Quantity 2,000 -5.9%
Value US$67,339
Transaction date
Sale
Price
29.69
Quantity 3,325 -23.8%
Value US$98,706
Transaction date
Sale
Price
29.62
Quantity 2,000 -14.3%
Value US$59,240
Transaction date
Purchase
Price
18.42
Quantity 3,325 +31.1%
Value US$61,259
Transaction date
Purchase
Price
19.96
Quantity 2,000 +14.3%
Value US$39,920
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-09-03 2026-09-03
S Sale
56,250 -46.3%
18.22
US$3,128,353 		56,250 -46.3% 18.22 US$3,128,353
2023-09-13 2023-09-13
B Purchase
12,911 -23.8%
438.45
US$4,678,377 		12,911 -23.8% 438.45 US$4,678,377
2023-05-04 2023-05-04
B Purchase
22,464 +14.4%
379.26
US$1,565,550 		22,464 +14.4% 379.26 US$1,565,550
2022-11-01 2022-11-01
S Sale
2,000 -6.3%
33.63
US$67,252 		2,000 -6.3% 33.63 US$67,252
2022-11-01 2022-10-31
S Sale
2,000 -5.9%
33.67
US$67,339 		2,000 -5.9% 33.67 US$67,339
2021-03-16 2021-03-15
S Sale
3,325 -23.8%
29.69
US$98,706 		3,325 -23.8% 29.69 US$98,706
2021-03-10 2021-03-09
S Sale
2,000 -14.3%
29.62
US$59,240 		2,000 -14.3% 29.62 US$59,240
2020-03-13 2020-03-12
B Purchase
3,325 +31.1%
18.42
US$61,259 		3,325 +31.1% 18.42 US$61,259
2004-05-04 2004-05-03
B Purchase
2,000 +14.3%
19.96
US$39,920 		2,000 +14.3% 19.96 US$39,920