LYON JEFFREY S
SEC insider (Form 3/4/5 filer). CIK 0001219977. Director at HERITAGE FINANCIAL CORP /WA/ (HFWA). 5 reported Form 4/5 transactions since Sep 2024; latest on Aug 5, 2026. Located in OLYMPIA, WA.
Companies LYON JEFFREY S has filed insider reports for
- HERITAGE FINANCIAL CORP /WA/ (HFWA): Director
LYON JEFFREY S
CIK: 0001219977
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
HERITAGE FINANCIAL CORP /WA/
Discretionary Trading P&L
Holdings
Transaction History (5 total)
- Aug 5, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
SaleDirect10K shares at avg. $30.00$300K - Jun 17, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
AwardDirectRestricted Stock Units
2K shares at avg. $27.52- - May 1, 2026HFWA
HERITAGE FINANCIAL CORP /WA/
ExerciseDirect2.2K shares at avg. $27.61$61K - Jun 18, 2025HFWA
HERITAGE FINANCIAL CORP /WA/
AwardDirectRestricted Stock Units
2.2K shares at avg. $22.55- - May 1, 2025HFWA
HERITAGE FINANCIAL CORP /WA/
ExerciseDirect2.9K shares at avg. $23.04$67K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 5, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Sale | 10,000 | $30.00 | $300,000 | Direct |
| Jun 17, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Award Restricted Stock Units | 1,999 | $27.52 | - | Direct |
| May 1, 2026 | HFWA HERITAGE FINANCIAL CORP /WA/ | Exercise | 2,218 | $27.61 | $61,239 | Direct |
| Jun 18, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | Award Restricted Stock Units | 2,218 | $22.55 | - | Direct |
| May 1, 2025 | HFWA HERITAGE FINANCIAL CORP /WA/ | Exercise | 2,928 | $23.04 | $67,461 | Direct |
1-5 of 5 transactions