Brian Vance

Track

Insider profile

Currently holds a position at Heritage Financial Corp

Performance

Overall performance
3.7
Performance over holding periods
3.7
30 days 90 days 120 days
Average return 2% 8.2% 15.1%
Success rate 100% 68% 82%
Transactions
9 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Executive Chairman of the Board Heritage Financial Corp July 1, 2019 -
Chief Executive Officer, Director Heritage Financial Corp July 10, 2018 - July 1, 2019
President, Chief Executive Officer, Director Heritage Financial Corp Oct. 1, 2006 - July 10, 2018
Brian Vance'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
37.89
Quantity 65,243 +11.2%
Value US$300,128
Transaction date
Sale
Price
151.05
Quantity 43,916 -29.7%
Value US$3,463,214
Transaction date
Sale
Price
319.21
Quantity 57,730 -39.8%
Value US$3,998,867
Transaction date
Sale
Price
29.00
Quantity 3,667 -3.3%
Value US$106,343
Transaction date
Sale
Price
23.79
Quantity 4,516 -4.1%
Value US$107,423
Transaction date
Sale
Price
26.82
Quantity 2,274 -2.3%
Value US$60,980
Transaction date
Sale
Price
30.74
Quantity 3,885 -3.7%
Value US$119,422
Transaction date
Sale
Price
31.53
Quantity 12,705 -11.0%
Value US$400,589
Transaction date
Sale
Price
31.48
Quantity 916 -0.8%
Value US$28,836
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2022-11-03 2022-11-02
S Sale
65,243 +11.2%
37.89
US$300,128 		65,243 +11.2% 37.89 US$300,128
2022-06-07 2022-06-07
S Sale
43,916 -29.7%
151.05
US$3,463,214 		43,916 -29.7% 151.05 US$3,463,214
2021-05-11 2021-05-11
S Sale
57,730 -39.8%
319.21
US$3,998,867 		57,730 -39.8% 319.21 US$3,998,867
2021-05-11 2021-05-10
S Sale
3,667 -3.3%
29.00
US$106,343 		3,667 -3.3% 29.00 US$106,343
2020-11-12 2020-11-11
S Sale
4,516 -4.1%
23.79
US$107,423 		4,516 -4.1% 23.79 US$107,423
2019-09-10 2019-09-10
S Sale
2,274 -2.3%
26.82
US$60,980 		2,274 -2.3% 26.82 US$60,980
2019-04-30 2019-04-29
S Sale
3,885 -3.7%
30.74
US$119,422 		3,885 -3.7% 30.74 US$119,422
2019-03-15 2019-03-15
S Sale
12,705 -11.0%
31.53
US$400,589 		12,705 -11.0% 31.53 US$400,589
2019-03-15 2019-03-14
S Sale
916 -0.8%
31.48
US$28,836 		916 -0.8% 31.48 US$28,836