Kelli Ann Wilson net worth and biography

Kelli Wilson Biography and Net Worth

EVP of Heritage Financial

Kelli joined Heritage Bank in 2013 as a regional manager. She was named director of branch banking in 2020 before stepping into her current role. She has worked in the financial industry for over 34 years and has a broad mix of retail, sales and management experience. She is a graduate of Pacific Coast Banking School and currently serves on the Retail Banking Committee for the Washington Bankers Association.

What is Kelli Ann Wilson's net worth?: The estimated net worth of Kelli Ann Wilson is at least $106.12 thousand as of January 26th, 2026. Wilson owns 3,778 shares of Heritage Financial stock worth more than $106,124 as of February 16th. This net worth evaluation does not reflect any other investments that Wilson may own. Learn More about Kelli Ann Wilson's net worth.
How do I contact Kelli Ann Wilson?: The corporate mailing address for Wilson and other Heritage Financial executives is 201 FIFTH AVENUE S.W., OLYMPIA WA, 98501. Heritage Financial can also be reached via phone at (360) 943-1500 and via email at [email protected]. Learn More on Kelli Ann Wilson's contact information.
Has Kelli Ann Wilson been buying or selling shares of Heritage Financial?: During the last ninety days, Kelli Ann Wilson has sold $50,312.00 of Heritage Financial stock. Most recently, Kelli Ann Wilson sold 1,900 shares of the business's stock in a transaction on Monday, January 26th. The shares were sold at an average price of $26.48, for a transaction totalling $50,312.00. Following the completion of the sale, the executive vice president now directly owns 3,778 shares of the company's stock, valued at $100,041.44. Learn More on Kelli Ann Wilson's trading history.
Who are Heritage Financial's active insiders?: Heritage Financial's insider roster includes Tony Chalfant (EVP), Brian Charneski (Director), John Clees (Director), Amy Curran (Executive Vice President Director of Commercial Lending), Jeffrey Deuel (CEO & Director), Donald Hinson (EVP, CFO), Cindy Huntley (EVP), Jeffrey Lyon (Director), Bryan Mcdonald (President), Frederick Rivera (CEO and Founder), Brian Vance (Director), and Kelli Wilson (EVP). Learn More on Heritage Financial's active insiders.
Are insiders buying or selling shares of Heritage Financial?: In the last twelve months, Heritage Financial insiders bought shares 1 times. They purchased a total of 19,106 shares worth more than $426,445.92. In the last twelve months, insiders at the financial services provider sold shares 6 times. They sold a total of 19,679 shares worth more than $494,213.44. The most recent insider tranaction occured on February, 11th when EVP Tony Chalfant sold 4,668 shares worth more than $129,070.20. Insiders at Heritage Financial own 1.9% of the company. Learn More about insider trades at Heritage Financial.
Information on this page was last updated on 2/11/2026.

Kelli Ann Wilson Insider Trading History at Heritage Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
1/26/2026	Sell	1,900	$26.48	$50,312.00	3,778

Kelli Ann Wilson Buying and Selling Activity at Heritage Financial

Heritage Financial Company Overview

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company's loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. It also originates loans that are guaranteed by the U.S. Small Business Administration; and provides objective advice from trusted advisers. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.

Today's Range

Now: $28.09

$27.47

$28.28

50 Day Range

MA: $25.46

$23.65

$28.19

2 Week Range

Now: $28.09

$19.84

$28.44

Volume

231,574 shs

Average Volume

286,379 shs

Market Capitalization

$953.94 million

P/E Ratio

14.33

Dividend Yield

3.42%

Beta

0.53