Jeffrey S. Lyon

CIK: 0001219977

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)1 (20.0%)

Position reduction

Option Exercises (M)2 (40.0%)

Derivative conversions

Awards (A)2 (40.0%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (1)

HFWA

HERITAGE FINANCIAL CORP /WA/

Director

Discretionary Trading P&L

Holdings

Transaction History (5 total)

HFWA
HERITAGE FINANCIAL CORP /WA/
Aug 5, 2026
Sale(S)
Direct
10K shares at avg. $30.00$300K
HFWA
HERITAGE FINANCIAL CORP /WA/
Jun 17, 2026
Award(A)
Restricted Stock Units
Direct
2K shares at avg. $27.52-
HFWA
HERITAGE FINANCIAL CORP /WA/
May 1, 2026
Exercise(M)
Direct
2.2K shares at avg. $27.61$61K
HFWA
HERITAGE FINANCIAL CORP /WA/
Jun 18, 2025
Award(A)
Restricted Stock Units
Direct
2.2K shares at avg. $22.55-
HFWA
HERITAGE FINANCIAL CORP /WA/
May 1, 2025
Exercise(M)
Direct
2.9K shares at avg. $23.04$67K

		Type	Shares	Price		Ownership
Aug 5, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Sale(S)	10,000	$30.00	$300,000	Direct
Jun 17, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Award(A) Restricted Stock Units	1,999	$27.52	-	Direct
May 1, 2026	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	2,218	$27.61	$61,239	Direct
Jun 18, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Award(A) Restricted Stock Units	2,218	$22.55	-	Direct
May 1, 2025	HFWA HERITAGE FINANCIAL CORP /WA/	Exercise(M)	2,928	$23.04	$67,461	Direct

1-5 of 5 transactions

About LYON JEFFREY S

LYON JEFFREY S (SEC CIK 0001219977) files insider reports with the SEC as Director of HERITAGE FINANCIAL CORP /WA/ (HFWA).

Signal8 holds 5 ownership filings by LYON JEFFREY S, all Form 4s, filed between May 2, 2025 and Aug 5, 2026. Those filings report 5 transactions, from May 1, 2025 to Aug 5, 2026. Signal8's Form 4 history starts in Sep 2024.

The business address on LYON JEFFREY S's filings is in OLYMPIA, WA.

Recent filings by LYON JEFFREY S

Aug 5, 2026: Open-market sale of HFWA shares (Form 4, code S).
Jun 17, 2026: Grant or award of HFWA derivative securities (Form 4, code A).
May 1, 2026: Option exercise of HFWA shares (Form 4, code M).
Jun 18, 2025: Grant or award of HFWA derivative securities (Form 4, code A).
May 1, 2025: Option exercise of HFWA shares (Form 4, code M).

Other insiders filing for HERITAGE FINANCIAL CORP /WA/ (HFWA)

Casey Patrick William, EVP, Chief Information Officer
Rivera Frederick B, Director
CHARNESKI BRIAN, Director
Glasby William, EVP Chief Information Officer
Ray Matthew T., EVP Chief Lending Officer
Chalfant Tony, EVP Chief Credit Officer

How to read Form 4 transaction codes