Wilson Kelli Ann — SEC Form 4 filings
SEC reporting owner CIK 1961133. 10 Form 4 filings on record with FilingPulse; latest filed 2026-07-30.
Transaction summary — filings shown
Covers all 10 filings on record, filed 2024-02-28 to 2026-07-30. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 2 legs across 2 filings — 5,678 shares, $162,485 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 36.
- Largest priced transaction: sale of 3,778 shares @ $29.69 ($112,178) in HERITAGE FINANCIAL CORP /WA/, filed 2026-07-30.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/ (HFWA) | EVP Chief Banking Officer | 10 | — | 2 legs · 5,678 sh · $162,485 | 36 |
Form 4 filings — Wilson Kelli Ann
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-07-30 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Sale (S): 3,778 @ $29.69 | EDGAR |
| 2026-03-18 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Option exercise (M): 490 @ $24.89 · Option exercise (M): 530 @ $24.89 · Option exercise (M): 1,453 @ $24.89 · Option exercise (M): 1,345 @ $24.89 · Tax withholding (F): 719 @ $24.89 · Option exercise (M): 490 (derivative) @ $24.89 · +3 more | EDGAR |
| 2026-02-27 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Grant/award (A): 5,037 (derivative) @ $27.54 | EDGAR |
| 2026-01-26 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Sale (S): 1,900 @ $26.48 | EDGAR |
| 2025-06-17 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Option exercise (M): 526 @ $22.76 · Tax withholding (F): 52 @ $22.76 · Option exercise (M): 526 (derivative) @ $22.76 | EDGAR |
| 2025-03-18 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Option exercise (M): 392 @ $23.77 · Option exercise (M): 490 @ $23.77 · Option exercise (M): 531 @ $23.77 · Option exercise (M): 1,453 @ $23.77 · Tax withholding (F): 600 @ $23.77 · Option exercise (M): 392 (derivative) @ $23.77 · +3 more | EDGAR |
| 2025-02-27 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Grant/award (A): 4,035 (derivative) @ $24.29 | EDGAR |
| 2024-06-18 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Option exercise (M): 526 @ $16.68 · Tax withholding (F): 47 @ $16.68 · Option exercise (M): 526 (derivative) @ $16.68 | EDGAR |
| 2024-03-18 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Option exercise (M): 530 @ $18.38 · Option exercise (M): 391 @ $18.38 · Option exercise (M): 490 @ $18.38 · Option exercise (M): 332 @ $18.38 · Tax withholding (F): 421 @ $18.38 · Option exercise (M): 530 (derivative) @ $18.38 · +3 more | EDGAR |
| 2024-02-28 | 4 | HERITAGE FINANCIAL CORP /WA/ (HFWA) | Grant/award (A): 4,359 (derivative) @ $18.16 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
Need this as JSON?
GET https://api.filingpulse.io/v1/insider-trades?owner_cik=1961133 returns every filing on this page — normalized, with footnotes and derivative legs — and webhooks push new filings to you in seconds. API docs →