Kelli Holz
CIK: 0001183910
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)0 (0.0%)
Position reduction
Option Exercises (M)0 (0.0%)
Derivative conversions
Awards (A)2 (33.3%)
Compensation grants
Other (G, F, J, C, D, …)4 (66.7%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
WAFD
WAFD INC
Officer
Discretionary Trading P&L
Holdings
Transaction History (6 total)
- Oct 31, 2026WAFD
WAFD INC
Tax Payment(F)Direct2.2K shares at avg. $29.35$65K - Nov 11, 2025WAFD
WAFD INC
Award(A)Direct21.6K shares at avg. $30.56$660K - Oct 31, 2025WAFD
WAFD INC
Disposition(D)Direct10.6K shares- - Oct 31, 2025WAFD
WAFD INC
Tax Payment(F)Direct3.1K shares at avg. $29.03$90K - Nov 12, 2024WAFD
WAFD INC
Award(A)Direct17K shares at avg. $37.43$635K - Oct 31, 2024WAFD
WAFD INC
Tax Payment(F)Direct5.2K shares at avg. $33.98$176K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Oct 31, 2026 | WAFD WAFD INC | Tax Payment(F) | 2,231 | $29.35 | $65,480 | Direct |
| Nov 11, 2025 | WAFD WAFD INC | Award(A) | 21,609 | $30.56 | $660,371 | Direct |
| Oct 31, 2025 | WAFD WAFD INC | Disposition(D) | 10,630 | - | - | Direct |
| Oct 31, 2025 | WAFD WAFD INC | Tax Payment(F) | 3,090 | $29.03 | $89,703 | Direct |
| Nov 12, 2024 | WAFD WAFD INC | Award(A) | 16,965 | $37.43 | $635,000 | Direct |
| Oct 31, 2024 | WAFD WAFD INC | Tax Payment(F) | 5,168 | $33.98 | $175,609 | Direct |
1-6 of 6 transactions
About HOLZ KELLI
HOLZ KELLI (SEC CIK 0001183910) files insider reports with the SEC as EVP & CFO of WAFD INC (WAFD).
Signal8 holds 5 ownership filings by HOLZ KELLI, all Form 4s, filed between Nov 4, 2024 and Nov 3, 2026. Those filings report 6 transactions, from Oct 31, 2024 to Oct 31, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on HOLZ KELLI's filings is in SEATTLE, WA.
Recent filings by HOLZ KELLI
- Oct 31, 2026: Tax withholding of WAFD shares (Form 4, code F).
- Nov 11, 2025: Grant or award of WAFD shares (Form 4, code A).
- Oct 31, 2025: Disposition to issuer transaction of WAFD shares (Form 4, code D).
- Oct 31, 2025: Tax withholding of WAFD shares (Form 4, code F).
- Nov 12, 2024: Grant or award of WAFD shares (Form 4, code A).
Other insiders filing for WAFD INC (WAFD)
- Robison Kim E, EVP & Chief Operations Officer
- Sanden Blayne, SVP & PAO
- Mauer Ryan, EVP & Chief Credit Officer
- BEARDALL BRENT J, President & CEO
- Cooper Cathy E, EVP & Chief Consumer Banker
- Hill Erin, Director