Kelli Ann Wilson Heritage Financial Corp (HFWA) insider trading activity

Kelli Ann Wilson is EVP Chief Banking Officer of HERITAGE FINANCIAL CORP . Currently has a direct ownership of 5,678 shares of HFWA, which is worth approximately $143,880. The most recent transaction as insider was on Jun 16, 2025, when has been sold 52 shares (Common Stock) at a price of $22.76 per share, resulting in proceeds of $1,183. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 5.68K

9.11% 3M change

93.26% 12M change

Total Value Held $143,880

Kelli Ann Wilson Transaction History

Date	Transaction	Value	Shares Traded	Shares Held
Jun 16 2025	SELL Payment of exercise price or tax liability	$1,183 $22.76 p/Share	52 Reduced 0.91%	5,678 Common Stock
Jun 16 2025	BUY Exercise of conversion of derivative security	$11,971 $22.76 p/Share	526 Added 8.41%	5,730 Common Stock
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

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