Kelli Ann Wilson's most recent trade in Heritage Financial Corp. was a trade of 526 Restricted Stock Units done . Disclosure was reported to the exchange on June 16, 2025.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 16 Jun 2025 | 526 | 0 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.76 per share. | 16 Jun 2025 | 526 | 5,730 (0%) | 0% | 22.8 | 11,972 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.77 per share. | 16 Jun 2025 | 52 | 5,678 (0%) | 0% | 22.8 | 1,184 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 1,453 | 2,906 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 1,453 | 5,804 (0%) | 0% | 23.8 | 34,538 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 23.77 per share. | 17 Mar 2025 | 600 | 5,204 (0%) | 0% | 23.8 | 14,262 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 531 | 4,244 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 531 | 4,351 (0%) | 0% | 23.8 | 12,622 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 490 | 490 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 490 | 3,820 (0%) | 0% | 23.8 | 11,647 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.77 per share. | 17 Mar 2025 | 392 | 3,330 (0%) | 0% | 23.8 | 9,318 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 17 Mar 2025 | 392 | 0 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Wilson Ann Kelli | EVP Chief Banking Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 25 Feb 2025 | 4,035 | 4,035 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 16.68 per share. | 15 Jun 2024 | 526 | 2,985 (0%) | 0% | 16.7 | 8,774 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jun 2024 | 526 | 526 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 16.68 per share. | 15 Jun 2024 | 47 | 2,938 (0%) | 0% | 16.7 | 784 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 530 | 4,775 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2024 | 530 | 1,667 (0%) | 0% | 18.4 | 9,741 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 490 | 980 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2024 | 490 | 2,548 (0%) | 0% | 18.4 | 9,006 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 18.38 per share. | 15 Mar 2024 | 421 | 2,459 (0%) | 0% | 18.4 | 7,738 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 391 | 392 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2024 | 391 | 2,058 (0%) | 0% | 18.4 | 7,187 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.38 per share. | 15 Mar 2024 | 332 | 2,880 (0%) | 0% | 18.4 | 6,102 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2024 | 332 | 0 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Feb 2024 | 4,359 | 4,359 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Jun 2023 | 526 | 1,052 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 17.60 per share. | 15 Jun 2023 | 526 | 1,209 (0%) | 0% | 17.6 | 9,258 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 17.60 per share. | 15 Jun 2023 | 72 | 1,137 (0%) | 0% | 17.6 | 1,267 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 391 | 783 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 391 | 713 (0%) | 0% | 22.8 | 8,927 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 322 | 332 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 322 | 322 (0%) | 0% | 22.8 | 7,351 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 22.83 per share. | 15 Mar 2023 | 226 | 683 (0%) | 0% | 22.8 | 5,160 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 22.83 per share. | 15 Mar 2023 | 196 | 909 (0%) | 0% | 22.8 | 4,475 | Common Stock |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2023 | 196 | 0 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2023 | 5,305 | 5,305 | - | - | Restricted Stock Units | |
| Heritage Financial Corp. | Kelli Ann Wilson | EVP Chief Banking Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 22 Feb 2023 | 1,470 | 1,470 | - | - | Restricted Stock Units |