Wilson Kelli Ann

Track

Insider profile

Performance

Overall performance
1.5
Performance over holding periods
1.5
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 69% 68% 82%
Transactions
2 0% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Wilson Kelli Ann's trades of Heritage Financial Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
61.32
Quantity 59,617 +42.5%
Value US$3,758,677
Transaction date
Proposed sale
Price
14.96
Quantity 19,062
Value US$679,749
Transaction date
Proposed sale
Price
196.78
Quantity 6,546
Value US$2,167,817
Transaction date
Sale
Price
26.48
Quantity 1,900 -33.5%
Value US$50,307
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-07-30 2026-07-30
S Sale
59,617 +42.5%
61.32
US$3,758,677 		59,617 +42.5% 61.32 US$3,758,677
2026-07-30 2026-07-30
PrS Proposed sale
19,062
14.96
US$679,749 		19,062 14.96 US$679,749
2026-01-26 2026-01-26
PrS Proposed sale
6,546
196.78
US$2,167,817 		6,546 196.78 US$2,167,817
2026-01-26 2026-01-26
S Sale
1,900 -33.5%
26.48
US$50,307 		1,900 -33.5% 26.48 US$50,307