Kimberly T Ellwanger - Net Worth and Insider Trading
Kimberly T Ellwanger Net Worth
The estimated net worth of Kimberly T Ellwanger is at least $282,253 dollars as of 2024-11-12. Kimberly T Ellwanger is the Director of Heritage Financial Corp and owns about 10,481 shares of Heritage Financial Corp (HFWA) stock worth over $282,253. Details can be seen in Kimberly T Ellwanger's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Kimberly T Ellwanger has not made any transactions after 2012-06-13 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Kimberly T Ellwanger
Kimberly T Ellwanger Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Kimberly T Ellwanger owns 1 companies in total, including Heritage Financial Corp (HFWA) .
Click here to see the complete history of Kimberly T Ellwanger’s form 4 insider trades.
Insider Ownership Summary of Kimberly T Ellwanger
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| HFWA | Heritage Financial Corp | 2015-06-23 | director |
Kimberly T Ellwanger Latest Holdings Summary
Kimberly T Ellwanger currently owns a total of 1 stock. Kimberly T Ellwanger owns 10,481 shares of Heritage Financial Corp (HFWA) as of June 13, 2012, with a value of $282,253.
Latest Holdings of Kimberly T Ellwanger
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HFWA | Heritage Financial Corp | 2012-06-13 | 10,481 | 26.93 | 282,253 |
Holding Weightings of Kimberly T Ellwanger
Kimberly T Ellwanger Form 4 Trading Tracker
According to the SEC Form 4 filings, Kimberly T Ellwanger has made a total of 0 transactions in Heritage Financial Corp (HFWA) over the past 5 years. The most-recent trade in Heritage Financial Corp is the acquisition of 948 shares on June 13, 2012, which cost Kimberly T Ellwanger around $12,798.
Insider Trading History of Kimberly T Ellwanger
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Kimberly T Ellwanger Trading Performance
GuruFocus tracks the stock performance after each of Kimberly T Ellwanger's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Kimberly T Ellwanger is 9.98%. GuruFocus also compares Kimberly T Ellwanger's trading performance to market benchmark return within the same time period. The performance of stocks bought by Kimberly T Ellwanger within 3 months outperforms 2 times out of 3 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Kimberly T Ellwanger's insider trading performs compared to the benchmark.
Performance of Kimberly T Ellwanger
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | 12.11 | | | | | |
| Relative Return to S&P 500(%) | 11.09 | | | | | |
Kimberly T Ellwanger Ownership Network
Ownership Network List of Kimberly T Ellwanger
Ownership Network Relation of Kimberly T Ellwanger
Kimberly T Ellwanger Owned Company Details
What does Heritage Financial Corp do?
Who are the key executives at Heritage Financial Corp?
Kimberly T Ellwanger is the director of Heritage Financial Corp. Other key executives at Heritage Financial Corp include EVP Chief Credit Officer Tony Chalfant , EVP Chief Lending Officer Matthew T. Ray , and EVP Chief Banking Officer Kelli Ann Wilson .
Heritage Financial Corp (HFWA) Insider Trades Summary
Over the past 18 months, Kimberly T Ellwanger made no insider transaction in Heritage Financial Corp (HFWA). Other recent insider transactions involving Heritage Financial Corp (HFWA) include a net purchase of 700 shares made by Frederick B Rivera , a net purchase of 5,000 shares made by Brian Charneski , and a net sale of 2,975 shares made by Tony Chalfant .
In summary, during the past 3 months, insiders sold 2,975 shares of Heritage Financial Corp (HFWA) in total and bought 0 shares, with a net sale of 2,975 shares. During the past 18 months, 2,975 shares of Heritage Financial Corp (HFWA) were sold and 5,700 shares were bought by its insiders, resulting in a net purchase of 2,725 shares.
Heritage Financial Corp (HFWA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Heritage Financial Corp Insider Transactions
Kimberly T Ellwanger Mailing Address
Above is the net worth, insider trading, and ownership report for Kimberly T Ellwanger. You might contact Kimberly T Ellwanger via mailing address: Po Box 1578, Olympia Wa 98507.
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