Wilson Kelli Ann
SEC CIK 1961133 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| HFWA | HERITAGE FINANCIAL CORP /WA/ | EVP Chief Banking Off | 3,099 | — | $162.5K | 16 | 2023-03-15 | 2026-07-30 |
Most active insiders at HFWA, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | McDonald Bryan | Pres | $426.4K | — |
| 2 | CHARNESKI BRIAN | Dir | — | $399.1K |
| 3 | LYON JEFFREY S | Dir | — | $300.0K |
| 4 | Chalfant Tony | EVP Chief Credit Off | — | $225.8K |
| 5 | Wilson Kelli Ann | EVP Chief Banking Off | — | $162.5K |
| 6 | Robison Sabrina C | EVP Chief HR Off | — | $150.1K |
| 7 | Ray Matthew T. | EVP Chief Lending Off | — | $111.1K |
| 8 | Hinson Donald | EVPand CFO | — | $109.0K |
| 9 | Rivera Frederick B | Dir | — | $84.5K |
| 10 | Saunders Karen R | Dir | — | — |
Transactions 16
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-07-30 17:12 | 2026-07-30 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | S - Sale | $29.69 | -3,778 | 3,099 | -55% | -$112.2K | |
| D | 2026-03-18 | 2026-03-16 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $24.89 | -719 | 6,877 | -9% | -$17.9K |
| DM | 2026-03-18 | 2026-03-16 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $24.89 | +3,818 | 6,251 | +157% | +$95.0K |
| 2026-01-26 | 2026-01-26 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | S - Sale | $26.48 | -1,900 | 3,778 | -33% | -$50.3K | |
| D | 2025-06-17 | 2025-06-16 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $22.76 | -52 | 5,678 | -0.9% | -$1,184 |
| D | 2025-06-17 | 2025-06-16 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $22.76 | +526 | 5,730 | +10% | +$12.0K |
| DM | 2025-03-18 | 2025-03-17 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $23.77 | +2,866 | 3,330 | +618% | +$68.1K |
| D | 2025-03-18 | 2025-03-17 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $23.77 | -600 | 5,204 | -10% | -$14.3K |
| D | 2024-06-18 | 2024-06-15 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $16.68 | -47 | 2,938 | -2% | -$783.96 |
| D | 2024-06-18 | 2024-06-15 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $16.68 | +526 | 2,985 | +21% | +$8,774 |
| D | 2024-03-18 | 2024-03-15 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $18.38 | -421 | 2,459 | -15% | -$7,738 |
| DM | 2024-03-18 | 2024-03-15 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $18.38 | +1,743 | 2,880 | +153% | +$32.0K |
| D | 2023-06-16 | 2023-06-15 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $17.60 | +526 | 1,209 | +77% | +$9,258 |
| D | 2023-06-16 | 2023-06-15 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $17.60 | -72 | 1,137 | -6% | -$1,267 |
| DM | 2023-03-16 | 2023-03-15 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | M - OptEx | $22.83 | +909 | 322 | New | +$20.8K |
| D | 2023-03-16 | 2023-03-15 | HFWA | HERITAGE FINANCIAL CORP /WA/ | Wilson Kelli Ann | EVP Chief Banking Off | F - Tax | $22.83 | -226 | 683 | -25% | -$5,160 |
Purchase Sale Sale after option exercise All abbreviations