Last updated: 20 June 2024 at 11:45am EST

Ann Watson Net Worth




The estimated Net Worth of Ann Watson is at least $538 Thousand dollars as of 1 May 2024. Ms. Watson owns over 3,023 units of Heritage stock worth over $447,607 and over the last 12 years she sold HFWA stock worth over $0. In addition, she makes $90,585 as Independent Director at Heritage.

Ms. Watson HFWA stock SEC Form 4 insiders trading

Ann has made over 9 trades of the Heritage stock since 2013, according to the Form 4 filled with the SEC. Most recently she exercised 3,023 units of HFWA stock worth $55,200 on 1 May 2024.

The largest trade she's ever made was exercising 3,023 units of Heritage stock on 1 May 2024 worth over $55,200. On average, Ann trades about 726 units every 185 days since 2013. As of 1 May 2024 she still owns at least 20,975 units of Heritage stock.

You can see the complete history of Ms. Watson stock trades at the bottom of the page.





Ann Watson biography

Ann Watson is an Independent Director of the Company. Ann Watson has served since 2015 as the Chief Operating Officer of Cascadia Capital LLC, an investment banking firm headquartered in Seattle, Washington. Ms. Watson previously served for two years as the Chief Financial Officer of Moss Adams LLP, a regional public accounting firm. She has also served as Chief Human Resources Officer, Management Committee Member, Russell Mellon Board Member overseeing the Russell Indexes and as a Director in the Corporate Finance Group at Russell Investments, spanning a 15-year time period. Prior to joining Russell Investments, she spent seven years with Chemical Bank/Manufacturers Hanover in New York and abroad where she held multiple global roles including strategic planning, loan workouts, client relationship management and credit analysis. Ms. Watson is a graduate of Columbia University with a Master of Business Administration and a graduate of Whitman College with a Bachelor of Arts in Economics. Ms. Watson currently serves as a trustee of the Seattle Foundation where she was the past Board Chair and on the Whitman College Audit Committee. Among her prior community roles, she served on the Board of the Washington Economic Development Finance Authority and on the Executive Committee of the Washington State China Relations Council. Ms. Watson brings extensive financial services industry and corporate financial knowledge to the Board, including merger and acquisition experience. Her significant leadership, compensation and human resources experience add to the Board's perspective.

What is the salary of Ann Watson?

As the Independent Director of Heritage, the total compensation of Ann Watson at Heritage is $90,585. There are 14 executives at Heritage getting paid more, with Brian Vance having the highest compensation of $1,436,670.



How old is Ann Watson?

Ann Watson is 58, she's been the Independent Director of Heritage since 2012. There are 13 older and 5 younger executives at Heritage. The oldest executive at Heritage Financial Corp. is Stephen Dennis, 74, who is the Independent Director.

What's Ann Watson's mailing address?

Ann's mailing address filed with the SEC is PO BOX 1578, , OLYMPIA, WA, 98507.

Insiders trading at Heritage

Over the last 26 years, insiders at Heritage have traded over $11,549,696 worth of Heritage stock and bought 77,594 units worth $1,270,295 . The most active insiders traders include Brian L Vance, Donald V Rhodes, and H Edward Odegard. On average, Heritage executives and independent directors trade stock every 23 days with the average trade being worth of $61,182. The most recent stock trade was executed by Tony Chalfant on 15 June 2024, trading 1,315 units of HFWA stock currently worth $21,934.



What does Heritage do?

heritage financial corp is a real estate company located in 201 5th ave sw, olympia, washington, united states.



What does Heritage's logo look like?

Heritage Financial Corp. logo

Complete history of Ms. Watson stock trades at Heritage

Date
#
Company
Insider
Trans.
Transaction
Shares Price per share Total value Shares after Source
1 May 2024 Ann Watson
Director
Option 3,023 $18.26 $55,200
1 May 2024
20,975
1 May 2023 Ann Watson
Director
Option 1,808 $17.41 $31,477
1 May 2023
17,952
3 May 2022 Ann Watson
Director
Option 1,713 $24.85 $42,568
3 May 2022
16,144
4 May 2021 Ann Watson
Director
Option 1,991 $28.42 $56,584
4 May 2021
14,431
4 May 2020 Ann Watson
Director
Option 1,291 $19.40 $25,045
4 May 2020
12,440
1 May 2019 Ann Watson
Director
Option 968 $30.31 $29,340
1 May 2019
11,149
1 May 2018 Ann Watson
Director
Option 1,167 $30.15 $35,185
1 May 2018
10,181
12 May 2014 Ann Watson
Director
Buy 2,000 $16.19 $32,380
12 May 2014
5,228
15 Mar 2013 Ann Watson
Director
Buy 2,000 $14.55 $29,100
15 Mar 2013
2,000


Heritage executives and stock owners

Heritage executives and other stock owners filed with the SEC include: