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KW

Kelli Ann Wilson

HFWA
EVP CHIEF BANKING OFFICER · HERITAGE FINANCIAL CORP /WA/ · CIK 0001961133
FILING MIX · LIFETIME47%/53%
BUYS
23
SELLS
26
TOTAL VALUE
$1.10M
COMPANIES
1
ACTIVE SINCE
Feb 2023
HOLDINGS NOW
3,714
AVG SELL PX
$23.04
TRADE KIND
SHOWING 49 / 49
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
1 backtested trades · 8 horizons · 3 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Kelli Ann Wilson, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d1+0.00%+0.38%+0.39%-0.01%-0.01%—
14d1+0.00%+6.72%+0.18%+6.54%+6.54%—
30d1+0.00%+4.52%+0.06%+4.46%+4.46%—
60d1+100.00%-4.48%-8.46%+3.99%+3.99%—
90d1+0.00%+3.76%+3.24%+0.52%+0.52%—
180d1(1 pending)——————
1y1(1 pending)——————
2y1(1 pending)——————
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
HFWA · 3,714 shares · as of Mar 16, 2026
01,8993,7985,6977,596202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
FLOW · 23 buys / 26 sellsCOVERAGE · 13 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
490$24.89$12.2K4,268Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
719$24.89$17.9K6,877Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
490$24.89$12.2K0Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
1,453$24.89$36.2K1,453Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
1,345$24.89$33.5K2,690Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
1,453$24.89$36.2K6,251Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
1,345$24.89$33.5K7,596Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
530$24.89$13.2K4,798Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
530$24.89$13.2K3,714Mar 16, 2026Mar 18, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
5,037$27.54$138.7K5,037Feb 25, 2026Feb 27, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
1,900$26.48$50.3K3,778Jan 26, 2026Jan 26, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
52$22.76$1.2K5,678Jun 16, 2025Jun 17, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
526$22.76$12.0K0Jun 16, 2025Jun 17, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
526$22.76$12.0K5,730Jun 16, 2025Jun 17, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
1,453$23.77$34.5K2,906Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
392$23.77$9.3K3,330Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
531$23.77$12.6K4,351Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
600$23.77$14.3K5,204Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
1,453$23.77$34.5K5,804Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
531$23.77$12.6K4,244Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
392$23.77$9.3K0Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
490$23.77$11.6K490Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
490$23.77$11.6K3,820Mar 17, 2025Mar 18, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
4,035$24.29$98.0K4,035Feb 25, 2025Feb 27, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
526$16.68$8.8K2,985Jun 15, 2024Jun 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
526$16.68$8.8K526Jun 15, 2024Jun 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
47$16.68$7842,938Jun 15, 2024Jun 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
530$18.38$9.7K4,775Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
490$18.38$9.0K980Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
332$18.38$6.1K0Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
332$18.38$6.1K2,880Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
530$18.38$9.7K1,667Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
421$18.38$7.7K2,459Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
391$18.38$7.2K2,058Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
490$18.38$9.0K2,548Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
391$18.38$7.2K392Mar 15, 2024Mar 18, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
4,359$18.16$79.2K4,359Feb 26, 2024Feb 28, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
526$17.60$9.3K1,052Jun 15, 2023Jun 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
72$17.60$1.3K1,137Jun 15, 2023Jun 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
526$17.60$9.3K1,209Jun 15, 2023Jun 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
391$22.83$8.9K713Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
226$22.83$5.2K683Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
322$22.83$7.4K322Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
322$22.83$7.4K332Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
EVP Chief Banking Officer
196$22.83$4.5K909Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
391$22.83$8.9K783Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
EVP Chief Banking Officer
196$22.83$4.5K0Mar 15, 2023Mar 16, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
5,305$28.28$150.0K5,305Feb 22, 2023Feb 23, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
1,470$28.28$41.6K1,470Feb 22, 2023Feb 23, 2023 ↗View →
Other insiders · HFWA
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About this filer
CIK 0001961133
ROLE
EVP Chief Banking Officer
PRIMARY
HFWA
COMPANIES
1
ACTIVE SINCE
Feb 2023
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