Kelli Ann Wilson - SEC Form 4 Insider Trading Activity
Summary
Updated Aug 3, 2026
Kelli Ann Wilson has filed 1 SEC Form 4 filing across 1 company in the last 90 days - selling. Lifetime open-market sales: $162K.
Profile
Kelli Ann Wilson holds the role of EVP Chief Banking Officer at HERITAGE FINANCIAL CORP (HFWA). Wilson has reported 4 insider filings with the SEC since 2025. The most recent filing was in March 2026.
| Role | EVP Chief Banking Officer |
|---|---|
| Notability | 34/100 |
Board memberships
- HERITAGE FINANCIAL CORP /WA/
Reported roles
- EVP Chief Banking Officer
Trading Pattern
InsiderAlpha's records for Kelli Ann Wilson go back to 2025: 5 primary Form 4 filings, an average of 2.5 per year. No transaction on record carries a Rule 10b5-1 flag - the filings look discretionary rather than pre-scheduled, which makes their timing more informative as a signal.
Career & Filing History
Every role Kelli Ann Wilson has reported on a Form 4, reconstructed from the filings themselves - reporting insiders must state their relationship to the issuer (officer title, director seat, or 10% ownership) on every filing.
- EVP Chief Banking Officer at HERITAGE FINANCIAL CORP /WA/ (HFWA) - 5 filings, 2025 to 2026
Recent Transactions
| Date | Ticker | Company | Code | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-07-30 | HFWA | HERITAGE FINANCIAL CORP /WA/ | S - Open-market sale | 3.8K | $29.69 | $112K |
| 2026-03-18 | HFWA | HERITAGE FINANCIAL CORP /WA/ | F - Tax withholding / forfeiture | 719 | $24.89 | $18K |
| 2026-03-18 | HFWA | HERITAGE FINANCIAL CORP /WA/ | M - Option exercise | 1.3K | $24.89 | $33K |
| 2026-03-18 | HFWA | HERITAGE FINANCIAL CORP /WA/ | M - Option exercise | 1.5K | $24.89 | $36K |
| 2026-03-18 | HFWA | HERITAGE FINANCIAL CORP /WA/ | M - Option exercise | 530 | $24.89 | $13K |
| 2026-03-18 | HFWA | HERITAGE FINANCIAL CORP /WA/ | M - Option exercise | 490 | $24.89 | $12K |
| 2026-01-26 | HFWA | HERITAGE FINANCIAL CORP /WA/ | S - Open-market sale | 1.9K | $26.48 | $50K |
| 2025-06-16 | HFWA | HERITAGE FINANCIAL CORP /WA/ | F - Tax withholding / forfeiture | 52 | $22.76 | $1K |
| 2025-06-16 | HFWA | HERITAGE FINANCIAL CORP /WA/ | M - Option exercise | 526 | $22.76 | $12K |
Companies - Last 90 Days
- HERITAGE FINANCIAL CORP /WA/ (HFWA) - 1 filing, last 2026-07-30
Other Insiders Active in the Same Stocks
Insiders who reported open-market trades at the companies Kelli Ann Wilson has recently filed at. Multiple unrelated insiders buying the same stock within a short window - cluster buying - has historically been one of the strongest Form 4 signals.
- Bryan McDonald - $426K of HFWA open-market activity in the last 12 months
- Sabrina C. Robison - $150K of HFWA open-market activity in the last 12 months
- Tony Chalfant - $129K of HFWA open-market activity in the last 12 months
- Donald Hinson - $109K of HFWA open-market activity in the last 12 months
- Frederick B. Rivera - $47K of HFWA open-market activity in the last 12 months
More Notable Insiders
Other corporate insiders with significant SEC Form 4 track records on InsiderAlpha:
- Kennedy Lewis Investment Holdings II LLC
- KENNEDY LEWIS MANAGEMENT LP
- James M. Kilts
- Richard D. Kinder
- Steven B. Klinsky
- Adam Koppel
- Kenneth Krogulski
- L1 Capital Pty Ltd
Frequently Asked Questions
Who is Kelli Ann Wilson?
Kelli Ann Wilson holds the role of EVP Chief Banking Officer at HERITAGE FINANCIAL CORP (HFWA). Wilson has reported 4 insider filings with the SEC since 2025. The most recent filing was in March 2026.…
How many SEC Form 4 filings has Kelli Ann Wilson submitted recently?
1 primary Form 4 filing in the last 90 days, covering 1 company.
Has Kelli Ann Wilson been buying or selling stock?
Recorded transactions: 0 open-market purchases and 2 open-market sales ($162K) across all tracked filings.
Where can I see all of Kelli Ann Wilson's SEC filings?
All Form 4 filings, transaction values, and 10b5-1 plan flags are listed on this page and updated in real time as new SEC EDGAR filings are processed.
Learn More
Open the live Kelli Ann Wilson profile on InsiderAlpha for real-time alerts, AI-scored trade ideas, and full transaction history.