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sellModerate cluster of 4

Jeffrey S Lyon sold $300k of HFWA

director at HERITAGE FINANCIAL CORP /WA/. 10,000 shares at an average of $30.00, traded Aug 5, 2026, filed Aug 5, 2026.

Warning score
49
Value
$300k
10,000 shares
Holdings after
40,719
-20% from before
From 52-week low
+44%
low $20.91, close $30.01
From 52-week high
-3%
high $30.99, as of Aug 5, 2026

Score components

  • Role
    Director
    +15
  • Trade size
    $300k at market
    +14
  • Share of holdings sold
    Sold 20% of holdings
    +5
  • Cluster
    4 insiders selling within 14 days
    +15

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

HFWAOct 12, 2026 · close 27.24
Since filing Aug 5, 2026: -9.2%SPY +1.3% · excess -10.6%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001628280-26-053598, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Aug 5, 2026SOpen-market sale
Common Stock
-10,000$30.00$300k40,719Aug 5, 2026

Related signals

Other insiders at HERITAGE FINANCIAL CORP /WA/ and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
34Weak
HFWAsell 2
HERITAGE FINANCIAL CORP /WA/
Frederick B Rivera
director
$37k
1,300 shares
-18%
59Moderate
HFWAsell 2
HERITAGE FINANCIAL CORP /WA/
Brian Charneski
director
$399k
13,675 shares
-100%
45Moderate
HFWAsell 4
HERITAGE FINANCIAL CORP /WA/
Matthew T. Ray
EVP Chief Lending Officer
$111k
3,692 shares
-14%
45Moderate
HFWAsell 4
HERITAGE FINANCIAL CORP /WA/
Tony Chalfant
EVP Chief Credit Officer
$97k
3,234 shares
-14%
60Notable
HFWAsell 4
HERITAGE FINANCIAL CORP /WA/
Kelli Ann Wilson
EVP Chief Banking Officer
$112k
3,778 shares
-55%
32Weak
HFWAsell
HERITAGE FINANCIAL CORP /WA/
Donald Hinson
EVPand Chief Financial Officer
$109k
3,842 shares
-9%
31Weak
HFWAsell
HERITAGE FINANCIAL CORP /WA/
Sabrina C Robison
EVP Chief HR Officer
$150k
5,440 shares
-16%
39Weak
HFWAsell 2
HERITAGE FINANCIAL CORP /WA/
Tony Chalfant
EVP Chief Credit Officer
$129k
4,668 shares
-19%
46Moderate
HFWAsell 3
HERITAGE FINANCIAL CORP /WA/
Frederick B Rivera
director
$47k
1,800 shares
-27%
40Moderate
HFWAsell 2
HERITAGE FINANCIAL CORP /WA/
Kelli Ann Wilson
EVP Chief Banking Officer
$50k
1,900 shares
-33%

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 sold $300k of HFWA | InsiderTell