Wilson Kelli Ann

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Wilson Kelli Ann
CIK #0001961133
EDGAR Form CIK 2011 - 2026
3 [0001961133]
4 [0001961133]
Form 3/4/5 Subject 2011 - 2026
Heritage Financial Corp /WA/
Wilson Kelli Ann
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Heritage Financial Corp /WA/ HFWA
Common Stock
2026-03-16 Tax withheld 719 $24.89 17,896
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2026-03-16 Option exercise 1,453 $24.89 36,165
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2026-03-16 Option exercise 1,345 $24.89 33,477
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2026-03-16 Option exercise 530 $24.89 13,192
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2026-03-16 Option exercise 490 $24.89 12,196
Heritage Financial Corp /WA/ HFWA
Common Stock
2026-03-16 Option exercise 1,453 $24.89 36,165
Heritage Financial Corp /WA/ HFWA
Common Stock
2026-03-16 Option exercise 490 $24.89 12,196
Heritage Financial Corp /WA/ HFWA
Common Stock
2026-03-16 Option exercise 530 $24.89 13,192
Heritage Financial Corp /WA/ HFWA
Common Stock
2026-03-16 Option exercise 1,345 $24.89 33,477
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2026-02-25 Grant 5,037 $27.54 138,719
Heritage Financial Corp /WA/ HFWA
Common Stock
2026-01-26 Sell 1,900 $26.48 50,312
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2025-06-16 Option exercise 526 $22.76 11,972
Heritage Financial Corp /WA/ HFWA
Common Stock
2025-06-16 Option exercise 526 $22.76 11,972
Heritage Financial Corp /WA/ HFWA
Common Stock
2025-06-16 Tax withheld 52 $22.76 1,184
Heritage Financial Corp /WA/ HFWA
Common Stock
2025-03-17 Option exercise 1,453 $23.77 34,538
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2025-03-17 Option exercise 490 $23.77 11,647
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2025-03-17 Option exercise 531 $23.77 12,622
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2025-03-17 Option exercise 1,453 $23.77 34,538
Heritage Financial Corp /WA/ HFWA
Restricted Stock Units · derivative
2025-03-17 Option exercise 392 $23.77 9,318
Heritage Financial Corp /WA/ HFWA
Common Stock
2025-03-17 Tax withheld 600 $23.77 14,262
showing 20 of 49 most recent transactions
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com