Insider · CIK 0001961133
Kelli Ann Wilson
Files at HFWA (HERITAGE FINANCIAL CORP /WA/). First filing Jan 26, 2026, latest Jul 30, 2026.
In brief
Kelli Ann Wilson files SEC Form 4 as officer at HFWA (HERITAGE FINANCIAL CORP /WA/). Since Jan 26, 2026, Kelli Ann Wilson has reported 0 open-market buys worth $0 and 2 open-market sells worth $162k, the latest filed on Jul 30, 2026.
A track record needs three past buys with six months of prices behind them; Kelli Ann Wilson has 0, so none is measured yet.
The newest scored trade: sold $112k of HFWA on Jul 30, 2026, filed Jul 30, 2026, scored 60 (notable). In the last 12 months: 0 buys worth $0 and 2 sells worth $162k.
Where the trades landed
Last year at the company this insider has traded most, with each buy and sell on the bar it happened.
HFWA: HERITAGE FINANCIAL CORP /WA/
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™
Signals
This insider’s open-market buys and sells, scored.
| Score | Company | Value | Holdings | Price context | Filed |
|---|---|---|---|---|---|
| 60Notable | HERITAGE FINANCIAL CORP /WA/ | $112k 3,778 shares | -55% | +40% from low-5% from high | |
| 40Moderate | HERITAGE FINANCIAL CORP /WA/ | $50k 1,900 shares | -33% | +30% from low-6% from high |
Planned sales
Form 144 notices this insider filed before selling restricted or control stock, newest first.
| Filed | Company | Shares | Value | Sale date | Past 3 months |
|---|---|---|---|---|---|
| Jul 30, 2026 | HFWA HERITAGE FINANCIAL CORPORATION | 3,778 0.01% of outstanding | $112k | Jul 30, 2026 | none |
| Jan 26, 2026 | HFWA HERITAGE FINANCIAL CORPORATION | 1,900 0.01% of outstanding | $50k | Jan 26, 2026 | none |
Transactions
Every row this insider has filed, 38 in all, newest first.
| Date | Company | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | SOpen-market sale Common Stock | -3,778 | $29.69 | $112k | 3,099 | Jul 30, 2026 |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +490 | $24.89 | $12k | 4,268 | Mar 18, 2026 |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +530 | $24.89 | $13k | 4,798 | Mar 18, 2026 |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +1,453 | $24.89 | $36k | 6,251 | Mar 18, 2026 |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +1,345 | $24.89 | $33k | 7,596 | Mar 18, 2026 |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | FTax withholding Common Stock | -719 | $24.89 | $18k | 6,877 | Mar 18, 2026 |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -490 | $24.89 | $12k | 0 | Mar 18, 2026 |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -530 | $24.89 | $13k | 3,714 | Mar 18, 2026 |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -1,453 | $24.89 | $36k | 1,453 | Mar 18, 2026 |
| Mar 16, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -1,345 | $24.89 | $33k | 2,690 | Mar 18, 2026 |
| Feb 25, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | AGrant or award Restricted Stock Unitsderivative | +5,037 | $27.54 | $139k | 5,037 | Feb 27, 2026 |
| Jan 26, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | SOpen-market sale Common Stock | -1,900 | $26.48 | $50k | 3,778 | Jan 26, 2026 |
| Jun 16, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +526 | $22.76 | $12k | 5,730 | Jun 17, 2025 |
| Jun 16, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | FTax withholding Common Stock | -52 | $22.76 | $1,184 | 5,678 | Jun 17, 2025 |
| Jun 16, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -526 | $22.76 | $12k | 0 | Jun 17, 2025 |
| Mar 17, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +392 | $23.77 | $9,318 | 3,330 | Mar 18, 2025 |
| Mar 17, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +490 | $23.77 | $12k | 3,820 | Mar 18, 2025 |
| Mar 17, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +531 | $23.77 | $13k | 4,351 | Mar 18, 2025 |
| Mar 17, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +1,453 | $23.77 | $35k | 5,804 | Mar 18, 2025 |
| Mar 17, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | FTax withholding Common Stock | -600 | $23.77 | $14k | 5,204 | Mar 18, 2025 |
| Mar 17, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -392 | $23.77 | $9,318 | 0 | Mar 18, 2025 |
| Mar 17, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -490 | $23.77 | $12k | 490 | Mar 18, 2025 |
| Mar 17, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -531 | $23.77 | $13k | 4,244 | Mar 18, 2025 |
| Mar 17, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -1,453 | $23.77 | $35k | 2,906 | Mar 18, 2025 |
| Feb 25, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | AGrant or award Restricted Stock Unitsderivative | +4,035 | $24.29 | $98k | 4,035 | Feb 27, 2025 |
| Jun 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +526 | $16.68 | $8,774 | 2,985 | Jun 18, 2024 |
| Jun 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | FTax withholding Common Stock | -47 | $16.68 | $784 | 2,938 | Jun 18, 2024 |
| Jun 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -526 | $16.68 | $8,774 | 526 | Jun 18, 2024 |
| Mar 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +530 | $18.38 | $9,741 | 1,667 | Mar 18, 2024 |
| Mar 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +391 | $18.38 | $7,187 | 2,058 | Mar 18, 2024 |
| Mar 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +490 | $18.38 | $9,006 | 2,548 | Mar 18, 2024 |
| Mar 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Common Stock | +332 | $18.38 | $6,102 | 2,880 | Mar 18, 2024 |
| Mar 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | FTax withholding Common Stock | -421 | $18.38 | $7,738 | 2,459 | Mar 18, 2024 |
| Mar 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -530 | $18.38 | $9,741 | 4,775 | Mar 18, 2024 |
| Mar 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -391 | $18.38 | $7,187 | 392 | Mar 18, 2024 |
| Mar 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -490 | $18.38 | $9,006 | 980 | Mar 18, 2024 |
| Mar 15, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | MOption exercise Restricted Stock Unitsderivative | -332 | $18.38 | $6,102 | 0 | Mar 18, 2024 |
| Feb 26, 2024 | HFWA HERITAGE FINANCIAL CORP /WA/ | AGrant or award Restricted Stock Unitsderivative | +4,359 | $18.16 | $79k | 4,359 | Feb 28, 2024 |
Questions about Kelli Ann Wilson
Answered from the filings on this page, as of the latest one.
Is Kelli Ann Wilson buying or selling?
In the last 12 months Kelli Ann Wilson reported 0 open-market buys worth $0 and 2 open-market sells worth $162k on SEC Form 4; the latest was sold $112k of HFWA on Jul 30, 2026. Grants, option exercises and tax withholding are not counted.
How did Kelli Ann Wilson's past buys perform?
Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Kelli Ann Wilson has 0.
Where does Kelli Ann Wilson file Form 4?
Kelli Ann Wilson has filed Form 4 at HFWA (HERITAGE FINANCIAL CORP /WA/) as EVP Chief Banking Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.