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Insider · CIK 0001219977

Jeffrey S Lyon

director

Files at HFWA (HERITAGE FINANCIAL CORP /WA/). First filing Aug 5, 2026, latest Aug 5, 2026.

In brief

Jeffrey S Lyon files SEC Form 4 as director at HFWA (HERITAGE FINANCIAL CORP /WA/). Since Aug 5, 2026, Jeffrey S Lyon has reported 0 open-market buys worth $0 and 1 open-market sell worth $300k, the latest filed on Aug 5, 2026.

A track record needs three past buys with six months of prices behind them; Jeffrey S Lyon has 0, so none is measured yet.

The newest scored trade: sold $300k of HFWA on Aug 5, 2026, filed Aug 5, 2026, scored 49 (moderate). In the last 12 months: 0 buys worth $0 and 1 sell worth $300k.

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 1
$0 bought, $300k sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

HFWA: HERITAGE FINANCIAL CORP /WA/

HFWAOct 12, 2026 · close 27.24

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
49Moderate
HFWAsell 4
HERITAGE FINANCIAL CORP /WA/
$300k
10,000 shares
-20%+44% from low-3% from high

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Aug 4, 2026 HFWA
HERITAGE FINANCIAL CORPORATION COMMON STOCK
10,000
0.02% of outstanding
$300kAug 4, 2026none

Transactions

Every row this insider has filed, 7 in all, newest first.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Aug 5, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
SOpen-market sale
Common Stock
-10,000$30.00$300k40,719Aug 5, 2026
Jun 17, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
AGrant or award
Restricted Stock Unitsderivative
+1,999$27.52$55k1,999Jun 17, 2026
May 1, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
MOption exercise
Common Stock
+2,218$27.61$61k50,719May 4, 2026
May 1, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
MOption exercise
Restricted Stock Unitsderivative
-2,218$27.61$61k0May 4, 2026
Jun 18, 2025HFWA
HERITAGE FINANCIAL CORP /WA/
AGrant or award
Restricted Stock Unitsderivative
+2,218$22.55$50k2,218Jun 23, 2025
May 1, 2025HFWA
HERITAGE FINANCIAL CORP /WA/
MOption exercise
Common Stock
+2,928$23.04$67k48,501May 2, 2025
May 1, 2025HFWA
HERITAGE FINANCIAL CORP /WA/
MOption exercise
Restricted Stock Unitsderivative
-2,928$23.04$67k0May 2, 2025

Questions about Jeffrey S Lyon

Answered from the filings on this page, as of the latest one.

Is Jeffrey S Lyon buying or selling?

In the last 12 months Jeffrey S Lyon reported 0 open-market buys worth $0 and 1 open-market sell worth $300k on SEC Form 4; the latest was sold $300k of HFWA on Aug 5, 2026. Grants, option exercises and tax withholding are not counted.

How did Jeffrey S Lyon's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and Jeffrey S Lyon has 0.

Where does Jeffrey S Lyon file Form 4?

Jeffrey S Lyon has filed Form 4 at HFWA (HERITAGE FINANCIAL CORP /WA/). A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Jeffrey S Lyon: insider trades and track record | InsiderTell