Brian Charneski - Net Worth and Insider Trading
Brian Charneski Net Worth
The estimated net worth of Brian Charneski is at least $652,970 dollars as of 2024-04-28. Brian Charneski is the Director of Heritage Financial Corp and owns about 36,540 shares of Heritage Financial Corp (HFWA) stock worth over $652,970. Details can be seen in Brian Charneski's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Brian Charneski has not made any transactions after 2023-09-13 and currently still holds the listed stock(s).
Transaction Summary of Brian Charneski
Brian Charneski Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Brian Charneski owns 1 companies in total, including Heritage Financial Corp (HFWA) .
Click here to see the complete history of Brian Charneski’s form 4 insider trades.
Insider Ownership Summary of Brian Charneski
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HFWA | Heritage Financial Corp | 2023-09-13 | director |
Brian Charneski Latest Holdings Summary
Brian Charneski currently owns a total of 1 stock. Brian Charneski owns 36,540 shares of Heritage Financial Corp (HFWA) as of September 13, 2023, with a value of $652,970.
Latest Holdings of Brian Charneski
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HFWA | Heritage Financial Corp | 2023-09-13 | 36,540 | 17.87 | 652,970 |
Holding Weightings of Brian Charneski
Brian Charneski Form 4 Trading Tracker
According to the SEC Form 4 filings, Brian Charneski has made a total of 6 transactions in Heritage Financial Corp (HFWA) over the past 5 years, including 3 buys and 3 sells. The most-recent trade in Heritage Financial Corp is the acquisition of 5,000 shares on September 13, 2023, which cost Brian Charneski around $83,500.
Insider Trading History of Brian Charneski
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Brian Charneski Trading Performance
GuruFocus tracks the stock performance after each of Brian Charneski's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Brian Charneski is 8.15%. GuruFocus also compares Brian Charneski's trading performance to market benchmark return within the same time period. The performance of stocks bought by Brian Charneski within 3 months outperforms 5 times out of 7 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Brian Charneski's insider trading performs compared to the benchmark.
Performance of Brian Charneski
Average Return
24.91%
Outperforming Transactions
100%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 3.9 | 8.15 | 6.03 | 24.91 | 10.88 | 7.77 |
| Relative Return to S&P 500(%) | 1.33 | 2.77 | -2.49 | 8.22 | -3.21 | -3.19 |
Brian Charneski Ownership Network
Ownership Network List of Brian Charneski
Ownership Network Relation of Brian Charneski
Brian Charneski Owned Company Details
What does Heritage Financial Corp do?
Who are the key executives at Heritage Financial Corp?
Brian Charneski is the director of Heritage Financial Corp. Other key executives at Heritage Financial Corp include EVP Chief Lending Officer Matthew T. Ray , EVP Chief Banking Officer Kelli Ann Wilson , and EVP Director Commercial Lend Amy E. Curran .
Heritage Financial Corp (HFWA) Insider Trades Summary
Over the past 18 months, Brian Charneski made 3 insider transaction in Heritage Financial Corp (HFWA) with a net purchase of 6,000. Other recent insider transactions involving Heritage Financial Corp (HFWA) include a net purchase of 700 shares made by Frederick B Rivera , a net sale of 5,148 shares made by Brian L Vance , and a net purchase of 1,750 shares made by Jeffrey S Lyon .
In summary, during the past 3 months, insiders sold 0 shares of Heritage Financial Corp (HFWA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 10,341 shares of Heritage Financial Corp (HFWA) were sold and 12,450 shares were bought by its insiders, resulting in a net purchase of 2,109 shares.
Heritage Financial Corp (HFWA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Heritage Financial Corp Insider Transactions
Brian Charneski Mailing Address
Above is the net worth, insider trading, and ownership report for Brian Charneski. You might contact Brian Charneski via mailing address: P O Box 1578, Olympia Wa 98507.
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