KELLI HOLZ
CIK 1183910 · EVP & CFO · last filed 2025-11-12
KELLI HOLZ is an EVP & CFO who has filed 10 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing shows the insider was granted $660.4K of WAFDP on Nov 12, 2025. Current disclosed insider exposure totals $1.9M across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$1.85M
2
10
$0
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| WAFDP | EVP & CFO | 114,027 | $16.25 | $1.85M | $0 | 7 | 2025-11-12 |
| HORIZON FINANCIAL CORP (HRZB) Delisted | SVP | 11,574 | — | — | $0 | 3 | 2008-12-19 |
Recent Filings
10 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-11-12 | WAFDP | Grant (A) | +21,609 | $660.4K | EDGAR |
| 2025-11-04 | WAFDP | Mixed | −13,720 | -$89.7K | EDGAR |
| 2024-11-14 | WAFDP | Grant (A) | +16,965 | $635.0K | EDGAR |
| 2024-11-04 | WAFDP | Tax (F) | −5,168 | -$175.6K | EDGAR |
| 2023-11-16 | WAFDP | Grant (A) | +22,973 | $635.0K | EDGAR |
| 2023-11-02 | WAFDP | Mixed | −3,886 | -$30.2K | EDGAR |
| 2023-03-13 | WAFDP | Grant (A) | +47,304 | $0 | EDGAR |
| 2008-12-19 | HORIZON FINANCIAL CORP (HRZB) Delisted | Grant (A) | — | $0 | EDGAR |
| 2007-11-02 | HORIZON FINANCIAL CORP (HRZB) Delisted | Exer (M) | +1,200 | $8.6K | EDGAR |
| 2007-06-27 | HORIZON FINANCIAL CORP (HRZB) Delisted | Grant (A) | +372 | $0 | EDGAR |