Kelli Ann Wilson
CIK 1961133 · EVP Chief Banking Officer · last filed 2026-07-30
Kelli Ann Wilson is an EVP Chief Banking Officer who has filed 15 SEC Form 4 insider transactions across 1 company since 2023. The most recent filing, for HFWA, was dated Jul 30, 2026. Across all open-market trades the lifetime net is −$162.5K, making them a net seller over the disclosed history. Current disclosed insider exposure totals $90.8K 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.
$90.8K
1
15
-$162.5K
Filer Profile
OLYMPIA, WA 98501
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| HFWA | EVP Chief Banking Officer | 3,099 | $29.29 | $90.8K | -$162.5K | 13 | 2026-07-30 |
Recent Filings
15 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-07-30 | HFWA | Notice (144) | −3,778 | -$112.2K | EDGAR |
| 2026-07-30 | HFWA | Sell (S) | −3,778 | -$112.2K | EDGAR |
| 2026-03-18 | HFWA | Mixed | +3,099 | $77.1K | EDGAR |
| 2026-02-27 | HFWA | Grant (A) | — | $0 | EDGAR |
| 2026-01-26 | HFWA | Notice (144) | −1,900 | -$50.3K | EDGAR |
| 2026-01-26 | HFWA | Sell (S) | −1,900 | -$50.3K | EDGAR |
| 2025-06-17 | HFWA | Mixed | +474 | $10.8K | EDGAR |
| 2025-03-18 | HFWA | Mixed | +2,266 | $53.9K | EDGAR |
| 2025-02-27 | HFWA | Grant (A) | — | $0 | EDGAR |
| 2024-06-18 | HFWA | Mixed | +479 | $8.0K | EDGAR |
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.