Kelli Holz
CIK 1183910 · View on SEC EDGAR ↗
Insider
First SEC filing: Jan. 4, 2023 · Latest: Jan. 4, 2023
On this page
Insider at
Insider transactions
0 buys (P)
0 sells (S)
Net:
$0
+ 9 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
No open-market trades on record; showing all filings.
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Nov. 11, 2025 | WAFDP | A | 21,609 | $30.56 | $660,371 | 114,027 Direct | +23.38% | Acquired | -45.8% (price as of 2026-08-21) |
| Oct. 31, 2025 | WAFDP | F | 3,090 | $29.03 | $89,703 | 92,418 Direct | -3.24% | Disposed | -42.9% (price as of 2026-08-21) |
| Oct. 31, 2025 | WAFDP | D | 10,630 | — | — | 95,508 Direct | -10.02% | Disposed | (price as of 2026-08-21) |
| Nov. 12, 2024 | WAFDP | A | 16,965 | $37.43 | $635,000 | 103,846 Direct | +19.53% | Acquired | -55.7% (price as of 2026-08-21) |
| Oct. 31, 2024 | WAFDP | F | 5,168 | $33.98 | $175,609 | 86,881 Direct | -5.61% | Disposed | -51.2% (price as of 2026-08-21) |
| Nov. 14, 2023 | WAFDP | A | 22,973 | $27.64 | $634,974 | 90,140 Direct | +34.20% | Acquired | -40.1% (price as of 2026-08-21) |
| Oct. 31, 2023 | WAFDP | F | 1,225 | $24.68 | $30,233 | 67,167 Direct | -1.79% | Disposed | -32.9% (price as of 2026-08-21) |
| Oct. 31, 2023 | WAFDP | D | 2,661 | — | — | 68,392 Direct | -3.75% | Disposed | (price as of 2026-08-21) |
| March 9, 2023 | WAFDP | A | 47,304 | — | — | 70,004 Direct | +208.39% | Acquired | (price as of 2026-08-21) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Initial ownership (Form 3) 5 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Jan. 4, 2023 | WAFDP | Common Stock | 22,657 | Direct |
| Jan. 4, 2023 | WAFDP | Non-Qualified Stock Option (right to buy)→ Common Stock (564) | 564 | Direct |
| Jan. 4, 2023 | WAFDP | Non-Qualified Stock Option (right to buy)→ Common Stock (652) | 652 | Direct |
| Jan. 4, 2023 | WAFDP | Non-Qualified Stock Option (right to buy)→ Common Stock (1,276) | 1,276 | Direct |
| Jan. 4, 2023 | WAFDP | Non-Qualified Stock Option (right to buy)→ Common Stock (607) | 607 | Direct |