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Kelli Ann Wilson Insider Profile

4 Followers
Kelli Ann Wilson, EVP Chief Banking Officer at Heritage Financial, holds 2.46K shares in Heritage Financial (Ticker: HFWA).
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Kelli Ann Wilson

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

Not Ranked
Kelli Ann Wilson has not reported sufficient informative transactions and therefore cannot be ranked.
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$44K
100.00%
A breakdown of Kelli Ann Wilson's holdings

Insider Roles

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

Most Profitable Insider Trade

Currently, no data available
The most profitable trade made by Kelli Ann Wilson

Kelli Ann Wilson's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Heritage Financial
Mar 18, 2024
EVP Chief Banking Officer
Uninformative Sell
7.74K
$43.94K
Kelli Ann Wilson has not reported any informative transactions for HFWA, therefore, performance cannot be measured.
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Jun 16, 2023
Uninformative Sell
$1.27K
-
$0.00
Mar 18, 2024
Uninformative Sell
$7.74K
-
$0.00
Mar 16, 2023
Uninformative Sell
$5.16K
-
$0.00
List of latest transactions for each holding click on a transaction to see Kelli Ann Wilson's performance on stock

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 ―.
    What is the average return per transaction made by Kelli Ann Wilson?
    The average return per transaction made by Kelli Ann Wilson is ―.
      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 Uninformative Sell of $7.74K.
          What was Kelli Ann Wilson's most profitable transaction?
          Kelli Ann Wilson’s most profitable transaction was an Uninformative Buy of stock on ―. The return on the trade was ―.
            What is Kelli Ann Wilson's role in Heritage Financial?
            Kelli Ann Wilson's role in Heritage Financial is EVP Chief Banking Officer.
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