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Kelli Ann Wilson Insider Profile

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Kelli Ann Wilson, EVP Chief Banking Officer at Heritage Financial, holds 3.10K shares in Heritage Financial (Ticker: HFWA). Most recently, Kelli Ann Wilson Sold 3,778 shares of Heritage Financial on Jul 30, 2026 for an estimated value of $112.17K.
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Kelli Ann Wilson

Kelli Ann Wilson
Heritage Financial (HFWA)
EVP Chief Banking Officer

Ranked #59,016 out of 109,193 Corporate Insiders

Profitable Transactions

50%
1 out of 2 Profitable Transactions

Average Return

-4.40%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark
How are Insiders Ranked?

Insider Holdings

$86K
100.00%
A breakdown of Kelli Ann Wilson's holdings
See the Top Stocks by Insiders

Insider Roles

Heritage Financial
(HFWA)
EVP Chief Banking Officer
Roles that Kelli Ann Wilson holds in companies
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Most Profitable Insider Trade

Stock:
Heritage Financial
(HFWA)
Rating:Informative Sell
Date:Jul 30, 2026 - Today
Return:+2.50%
The most profitable trade made by Kelli Ann Wilson
See the Latest Stocks Traded by Insiders

Kelli Ann Wilson's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
HFWA
Heritage Financial
Jul 30, 2026
EVP Chief Banking Officer
Informative Sell
112.17K
$85.63K
Success Rate for
HFWA
1 out of 2 profitable transactions on
HFWA
50%
Average Return for
HFWA
Average return per transaction on
HFWA
-4.40%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Mar 16, 2023
Uninformative Buy
$15.59K
683
$22.82
―
Jun 16, 2023
Uninformative Buy
$7.99K
454
$17.60
―
Mar 18, 2024
Uninformative Buy
$24.30K
1,322
$18.38
―
Jun 18, 2024
Uninformative Buy
$7.99K
479
$16.68
―
Mar 18, 2025
Uninformative Buy
$53.86K
2,266
$23.77
―
List of latest transactions for each holding click on a transaction to see Kelli Ann Wilson's performance on stock
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Kelli Ann Wilson insider profile FAQ

What is the percentage of profitable transactions made by Kelli Ann Wilson?
The percentage of profitable transactions made by Kelli Ann Wilson is 50%.
    What is the average return per transaction made by Kelli Ann Wilson?
    The average return per transaction made by Kelli Ann Wilson is -4.40%.
      What stocks does Kelli Ann Wilson hold?
      Kelli Ann Wilson holds: HFWA stocks.
        What was Kelli Ann Wilson’s latest transaction?
        Kelli Ann Wilson latest transaction was an Informative Sell of $112.17K.
          What was Kelli Ann Wilson's most profitable transaction?
          Kelli Ann Wilson’s most profitable transaction was an Informative Sell of HFWA stock on July 30, 2026. The return on the trade was 2.50%.
            What is Kelli Ann Wilson's role in Heritage Financial?
            Kelli Ann Wilson's role in Heritage Financial is EVP Chief Banking Officer.
              How can I follow the stock ratings of top corporate insiders?
              Head over to our Expert Center to see a list of the Top 100 corporate insiders and follow the corporate insiders of your choice. Visit their profiles for more details about their stock transactions and see how they perform on a stock-by-stock basis.