Kelli Ann Wilson is EVP Chief Banking Officer of HERITAGE FINANCIAL CORP . Currently has a direct ownership of 2,938 shares of HFWA, which is worth approximately $71,834. The most recent transaction as insider was on Jun 15, 2024, when has been sold 47 shares (Common Stock) at a price of $16.68 per share, resulting in proceeds of $783. This information was disclosed in a Form 4 filing with the Securities and Exchange Commission (SEC).

Shares Held (Direct Ownership) 2.94K
0% 3M change
158.4% 12M change
Total Value Held $71,834

Kelli Ann Wilson Transaction History

Date Transaction Value Shares Traded Shares Held Form
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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