Who
Kelli Ann Wilson
EVP Chief Banking Officer
Company insider
Files Form 4 as: EVP Chief Banking Officer, Heritage Financial.
In numbers
- Trades disclosed
- 62
- Buys
- 0
- Sells
- 2
- Bought
- $0
- Sold
- $325K
- Companies
- 1
- Companies where not an officer
- 0
- First trade
- 22 Feb 2023
- Last trade
- 30 Jul 2026
- Last filed
- 30 Jul 2026
Companies traded
Activity over time
1 Jan – 1 Oct
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 30 Jul 2026filed 30 Jul 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Sold | $112K3,778 at $29.69 | filing |
| 30 Jul 2026filed 30 Jul 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Sold | $112K3,778 at $29.69 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code M | $12K490 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code M | $13K530 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code M | $36K1,453 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage Financialoption or derivative · Regional banks | SEC FORM 4 Code M | $12K490 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage Financialoption or derivative · Regional banks | SEC FORM 4 Code M | $13K530 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage Financialoption or derivative · Regional banks | SEC FORM 4 Code M | $36K1,453 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage Financialoption or derivative · Regional banks | SEC FORM 4 Code M | $33K1,345 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code M | $33K1,345 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code F | $18K719 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage Financialoption or derivative · Regional banks | SEC FORM 4 Code M | $12K490 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage Financialoption or derivative · Regional banks | SEC FORM 4 Code M | $13K530 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage Financialoption or derivative · Regional banks | SEC FORM 4 Code M | $36K1,453 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code M | $12K490 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code M | $13K530 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code M | $36K1,453 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code M | $33K1,345 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage FinancialRegional banks | SEC FORM 4 Code F | $18K719 at $24.89 | filing |
| 16 Mar 2026filed 18 Mar 2026 | HFWA Heritage Financialoption or derivative · Regional banks | SEC FORM 4 Code M | $33K1,345 at $24.89 | filing |
News
Heritage Financial (NASDAQ:HFWA) Releases Earnings Results, Beats Estimates By $0.05 EPSHFWA · dailypolitical.com · 22 Oct 2026Head to Head Comparison: Heritage Financial (NASDAQ:HFWA) & SmartFinancial (NASDAQ:SMBK)HFWA · tickerreport.com · 18 Oct 2026
0 headlines in the last 90 days name Kelli Ann Wilson; 2 articles from the last 14 days about the 1 company they traded most, at most three about any one of them.