Wilson Kelli Ann 4
4 · HERITAGE FINANCIAL CORP /WA/ · Filed Jan 26, 2026
Research Summary
AI-generated summary of this filing
Heritage Financial (HFWA) EVP Kelli Ann Wilson Sells 1,900 Shares
What Happened Kelli Ann Wilson, EVP & Chief Banking Officer of Heritage Financial Corp (HFWA), reported a sale of 1,900 shares on January 26, 2026. The shares were disposed at $26.48 each for total proceeds of approximately $50,307. The filing reports this as a sale (code S), an open-market or private sale.
Key Details
- Transaction date: 2026-01-26
- Price per share: $26.48; Total value: ~$50,307
- Transaction type: Sale (code S) — open-market/private sale as reported
- Shares owned after transaction: Not specified in the provided filing
- Footnotes/plan: No 10b5-1 plan, tax-withholding, or other special footnotes noted in the filing
- Timeliness: Filing date is 2026-01-26 (same day); no late filing indicated
Context Insider sales can be routine (diversification, tax planning, or liquidity) and do not by themselves indicate a change in company fundamentals. This transaction is modest in size ($~50k) relative to many insider trades and should be weighed with other insider activity and company developments.
Insider Transaction Report
Form 4
Wilson Kelli Ann
EVP Chief Banking Officer
Transactions
- Sale
Common Stock
2026-01-26$26.48/sh−1,900$50,307→ 3,778 total
Signature
/s/Kaylene Lahn Attorney in Fact for Kelli A. Wilson|2026-01-26