Kelli Ann Wilson

CIK: 0001961133

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)2 (12.5%)

Position reduction

Option Exercises (M)9 (56.3%)

Derivative conversions

Awards (A)2 (12.5%)

Compensation grants

Other (G, F, J, C, D, …)3 (18.8%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

HFWA

HERITAGE FINANCIAL CORP /WA/

Officer

Discretionary Trading P&L

Holdings

Transaction History (16 total)

HFWA
HERITAGE FINANCIAL CORP /WA/
Jul 30, 2026
Sale(S)
Direct
3.8K shares at avg. $29.69$112K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 16, 2026
Exercise(M)
Direct
1.5K shares at avg. $24.89$36K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 16, 2026
Exercise(M)
Direct
1.3K shares at avg. $24.89$33K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 16, 2026
Tax Payment(F)
Direct
719 shares at avg. $24.89$18K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 16, 2026
Exercise(M)
Direct
530 shares at avg. $24.89$13K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 16, 2026
Exercise(M)
Direct
490 shares at avg. $24.89$12K
HFWA
HERITAGE FINANCIAL CORP /WA/
Feb 25, 2026
Award(A)
Restricted Stock Units
Direct
5K shares at avg. $27.54-
HFWA
HERITAGE FINANCIAL CORP /WA/
Jan 26, 2026
Sale(S)
Direct
1.9K shares at avg. $26.48$50K
HFWA
HERITAGE FINANCIAL CORP /WA/
Jun 16, 2025
Tax Payment(F)
Direct
52 shares at avg. $22.76$1K
HFWA
HERITAGE FINANCIAL CORP /WA/
Jun 16, 2025
Exercise(M)
Direct
526 shares at avg. $22.76$12K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 17, 2025
Exercise(M)
Direct
490 shares at avg. $23.77$12K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 17, 2025
Exercise(M)
Direct
531 shares at avg. $23.77$13K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 17, 2025
Exercise(M)
Direct
1.5K shares at avg. $23.77$35K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 17, 2025
Tax Payment(F)
Direct
600 shares at avg. $23.77$14K
HFWA
HERITAGE FINANCIAL CORP /WA/
Mar 17, 2025
Exercise(M)
Direct
392 shares at avg. $23.77$9K
HFWA
HERITAGE FINANCIAL CORP /WA/
Feb 25, 2025
Award(A)
Restricted Stock Units
Direct
4K shares at avg. $24.29-

		Type	Shares	Price		Ownership
Jul 30, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Sale(S)	3,778	$29.69	$112,178	Direct
Mar 16, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	1,453	$24.89	$36,165	Direct
Mar 16, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	1,345	$24.89	$33,477	Direct
Mar 16, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Tax Payment(F)	719	$24.89	$17,896	Direct
Mar 16, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	530	$24.89	$13,192	Direct
Mar 16, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	490	$24.89	$12,196	Direct
Feb 25, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Award(A) Restricted Stock Units	5,037	$27.54	-	Direct
Jan 26, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Sale(S)	1,900	$26.48	$50,307	Direct
Jun 16, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Tax Payment(F)	52	$22.76	$1,184	Direct
Jun 16, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	526	$22.76	$11,972	Direct
Mar 17, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	490	$23.77	$11,647	Direct
Mar 17, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	531	$23.77	$12,622	Direct
Mar 17, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	1,453	$23.77	$34,538	Direct
Mar 17, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Tax Payment(F)	600	$23.77	$14,262	Direct
Mar 17, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	392	$23.77	$9,318	Direct
Feb 25, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Award(A) Restricted Stock Units	4,035	$24.29	-	Direct

1-16 of 16 transactions

About Wilson Kelli Ann

Wilson Kelli Ann (SEC CIK 0001961133) files insider reports with the SEC as EVP Chief Banking Officer of HERITAGE FINANCIAL CORP /WA/ (HFWA).

Signal8 holds 7 ownership filings by Wilson Kelli Ann, all Form 4s, filed between Feb 27, 2025 and Jul 30, 2026. Those filings report 16 transactions, from Feb 25, 2025 to Jul 30, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on Wilson Kelli Ann's filings is in OLYMPIA, WA.

Recent filings by Wilson Kelli Ann

Jul 30, 2026: Open-market sale of HFWA shares (Form 4, code S).
Mar 16, 2026: Option exercises of HFWA shares (2 lines, Form 4, code M).
Mar 16, 2026: Tax withholding of HFWA shares (Form 4, code F).
Mar 16, 2026: Option exercises of HFWA shares (2 lines, Form 4, code M).
Feb 25, 2026: Grant or award of HFWA derivative securities (Form 4, code A).

Other insiders filing for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Casey Patrick William, EVP, Chief Information Officer
Rivera Frederick B, Director
CHARNESKI BRIAN, Director
Glasby William, EVP Chief Information Officer
Ray Matthew T., EVP Chief Lending Officer
LYON JEFFREY S, Director

How to read Form 4 transaction codes