Kelli Ann Wilson is EVP Chief Banking Officer of HERITAGE FINANCIAL CORP . Currently has a direct ownership of 5,204 shares of HFWA, which is worth approximately $123,178. The most recent transaction as insider was on Mar 17, 2025, when has been sold 600 shares (Common Stock) at a price of $23.77 per share, resulting in proceeds of $14,262. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 5.2K
77.13% 3M change
111.63% 12M change
Total Value Held $123,178

Kelli Ann Wilson Transaction History

Date Transaction Value Shares Traded Shares Held Form
Mar 17 2025
SELL
Payment of exercise price or tax liability
$14,262 $23.77 p/Share
600 Reduced 10.34%
5,204 Common Stock
Mar 17 2025
BUY
Exercise of conversion of derivative security
$68,124 $23.77 p/Share
2,866 Added 33.06%
5,804 Common Stock
Jun 15 2024
SELL
Payment of exercise price or tax liability
$783 $16.68 p/Share
47 Reduced 1.57%
2,938 Common Stock
Jun 15 2024
BUY
Exercise of conversion of derivative security
$8,773 $16.68 p/Share
526 Added 14.98%
2,985 Common Stock
Mar 15 2024
SELL
Payment of exercise price or tax liability
$7,737 $18.38 p/Share
421 Reduced 14.62%
2,459 Common Stock
Mar 15 2024
BUY
Exercise of conversion of derivative security
$32,036 $18.38 p/Share
1,743 Added 37.7%
2,880 Common Stock
Jun 15 2023
SELL
Payment of exercise price or tax liability
$1,267 $17.6 p/Share
72 Reduced 5.96%
1,137 Common Stock
Jun 15 2023
BUY
Exercise of conversion of derivative security
$9,257 $17.6 p/Share
526 Added 30.32%
1,209 Common Stock
Mar 15 2023
SELL
Payment of exercise price or tax liability
$5,159 $22.83 p/Share
226 Reduced 24.86%
683 Common Stock
Mar 15 2023
BUY
Exercise of conversion of derivative security
$20,752 $22.83 p/Share
909 Added 50.0%
909 Common Stock
KAW

Kelli Ann Wilson

EVP Chief Banking Officer
Olympia, WA

Track Institutional and Insider Activities on HFWA

Follow HERITAGE FINANCIAL CORP and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells HFWA shares.

Notify only if

Insider Trading

Get notified when an Heritage Financial Corp insider buys or sells HFWA shares.

Notify only if

News

Receive news related to HERITAGE FINANCIAL CORP

Track Activities on HFWA