Wilson Kelli Ann
SEC insider (Form 3/4/5 filer). CIK 0001961133. EVP Chief Banking Officer at HERITAGE FINANCIAL CORP /WA/ (HFWA). 16 reported Form 4/5 transactions since Sep 2024; latest on Jul 30, 2026. Located in OLYMPIA, WA.
Companies Wilson Kelli Ann has filed insider reports for
- HERITAGE FINANCIAL CORP /WA/ (HFWA): Officer, EVP Chief Banking Officer
Wilson Kelli Ann
CIK: 0001961133
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
HERITAGE FINANCIAL CORP /WA/
Discretionary Trading P&L
Holdings
Transaction History (16 total)
- Jul 30, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
SaleDirect3.8K shares at avg. $29.69$112K - Mar 16, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
ExerciseDirect1.5K shares at avg. $24.89$36K - Mar 16, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
ExerciseDirect1.3K shares at avg. $24.89$33K - Mar 16, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
Tax PaymentDirect719 shares at avg. $24.89$18K - Mar 16, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
ExerciseDirect530 shares at avg. $24.89$13K - Mar 16, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
ExerciseDirect490 shares at avg. $24.89$12K - Feb 25, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
AwardDirectRestricted Stock Units
5K shares at avg. $27.54- - Jan 26, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
SaleDirect1.9K shares at avg. $26.48$50K - Jun 16, 2025HFWA
HERITAGE FINANCIAL CORP /WA/
Tax PaymentDirect52 shares at avg. $22.76$1K - Jun 16, 2025HFWA
HERITAGE FINANCIAL CORP /WA/
ExerciseDirect526 shares at avg. $22.76$12K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jul 30, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Sale | 3,778 | $29.69 | $112,178 | Direct |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Exercise | 1,453 | $24.89 | $36,165 | Direct |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Exercise | 1,345 | $24.89 | $33,477 | Direct |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Tax Payment | 719 | $24.89 | $17,896 | Direct |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Exercise | 530 | $24.89 | $13,192 | Direct |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Exercise | 490 | $24.89 | $12,196 | Direct |
| Feb 25, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Award Restricted Stock Units | 5,037 | $27.54 | - | Direct |
| Jan 26, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Sale | 1,900 | $26.48 | $50,307 | Direct |
| Jun 16, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | Tax Payment | 52 | $22.76 | $1,184 | Direct |
| Jun 16, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | Exercise | 526 | $22.76 | $11,972 | Direct |
1-10 of 16 transactions