Brian L Vance - Net Worth and Insider Trading

Brian L Vance Net Worth

The estimated net worth of Brian L Vance is at least $2 Million dollars as of 2024-04-16. Brian L Vance is the Director of Heritage Financial Corp and owns about 92,365 shares of Heritage Financial Corp (HFWA) stock worth over $2 Million. Details can be seen in Brian L Vance'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 L Vance has not made any transactions after 2022-11-02 and currently still holds the listed stock(s).

Transaction Summary of Brian L Vance

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Brian L Vance Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Brian L Vance owns 1 companies in total, including Heritage Financial Corp () .

Click here to see the complete history of Brian L Vance’s form 4 insider trades.

Insider Ownership Summary of Brian L Vance

Ticker Comapny Transaction Date Type of Owner
Heritage Financial Corp 2022-11-02 director & President and CEO

Brian L Vance Latest Holdings Summary

Brian L Vance currently owns a total of 1 stock. Brian L Vance owns 92,365 shares of Heritage Financial Corp (HFWA) as of November 2, 2022, with a value of $2 Million.

Latest Holdings of Brian L Vance

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
HFWA Heritage Financial Corp 2022-11-02 92,365 17.27 1,595,144

Holding Weightings of Brian L Vance


Brian L Vance Form 4 Trading Tracker

According to the SEC Form 4 filings, Brian L Vance has made a total of 7 transactions in Heritage Financial Corp (HFWA) over the past 5 years, including 0 buys and 7 sells. The most-recent trade in Heritage Financial Corp is the sale of 5,148 shares on November 2, 2022, which brought Brian L Vance around $168,494.

Insider Trading History of Brian L Vance

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
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  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Brian L Vance Trading Performance

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Brian L Vance Ownership Network

Ownership Network List of Brian L Vance

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Ownership Network Relation of Brian L Vance


Brian L Vance Owned Company Details

What does Heritage Financial Corp do?

Who are the key executives at Heritage Financial Corp?

Brian L Vance is the director & President and CEO 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 () Insider Trades Summary

Over the past 18 months, Brian L Vance made 1 insider transaction in Heritage Financial Corp () with a net sale of 5,148. Other recent insider transactions involving Heritage Financial Corp () include a net purchase of 6,000 shares made by Brian Charneski , a net purchase of 700 shares made by Frederick B Rivera , and a net sale of 3,124 shares made by Tony Chalfant .

In summary, during the past 3 months, insiders sold 0 shares of Heritage Financial Corp () in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 15,465 shares of Heritage Financial Corp () were sold and 12,450 shares were bought by its insiders, resulting in a net sale of 3,015 shares.

Heritage Financial Corp ()'s detailed insider trading history can be found in Insider Trading Tracker table.

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Heritage Financial Corp Insider Transactions

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Brian L Vance Mailing Address

Above is the net worth, insider trading, and ownership report for Brian L Vance. You might contact Brian L Vance via mailing address: 2204 57th Way Nw, Olympia Wa 98502.

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