LYON JEFFREY S
SEC CIK 1219977 · EDGAR
BoughtSold
Companies
| Ticker | Company | Title | Holding | Bought | Sold | Trades | First | Last |
|---|---|---|---|---|---|---|---|---|
| HFWA | HERITAGE FINANCIAL CORP /WA/ | Dir | 40.7K | $30.4K | $300.0K | 8 | 2017-02-01 | 2026-08-05 |
Most active insiders at HFWA, 12 months
| # | Insider | Title | Bought | Sold |
|---|---|---|---|---|
| 1 | McDonald Bryan | Pres | $426.4K | — |
| 2 | CHARNESKI BRIAN | Dir | — | $399.1K |
| 3 | LYON JEFFREY S | Dir | — | $300.0K |
| 4 | Chalfant Tony | EVP Chief Credit Off | — | $225.8K |
| 5 | Wilson Kelli Ann | EVP Chief Banking Off | — | $162.5K |
| 6 | Robison Sabrina C | EVP Chief HR Off | — | $150.1K |
| 7 | Ray Matthew T. | EVP Chief Lending Off | — | $111.1K |
| 8 | Hinson Donald | EVPand CFO | — | $109.0K |
| 9 | Rivera Frederick B | Dir | — | $84.5K |
| 10 | Saunders Karen R | Dir | — | — |
Transactions 8
| X | Filed | Traded | Ticker | Company | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-08-05 17:44 | 2026-08-05 | HFWA | HERITAGE FINANCIAL CORP /WA/ | LYON JEFFREY S | Dir | S - Sale | $30.00 | -10.0K | 40.7K | -20% | -$300.0K | |
| D | 2026-05-04 12:16 | 2026-05-01 | HFWA | HERITAGE FINANCIAL CORP /WA/ | LYON JEFFREY S | Dir | M - OptEx | $27.61 | +2,218 | 50.7K | +5% | +$61.2K |
| D | 2025-05-02 | 2025-05-01 | HFWA | HERITAGE FINANCIAL CORP /WA/ | LYON JEFFREY S | Dir | M - OptEx | $23.04 | +2,928 | 48.5K | +6% | +$67.5K |
| D | 2024-05-02 | 2024-05-01 | HFWA | HERITAGE FINANCIAL CORP /WA/ | LYON JEFFREY S | Dir | M - OptEx | $18.26 | +3,023 | 45.6K | +7% | +$55.2K |
| D | 2023-05-01 | 2023-05-01 | HFWA | HERITAGE FINANCIAL CORP /WA/ | LYON JEFFREY S | Dir | M - OptEx | $17.41 | +1,808 | 42.5K | +4% | +$31.5K |
| 2023-04-27 | 2023-04-26 | HFWA | HERITAGE FINANCIAL CORP /WA/ | LYON JEFFREY S | Dir | P - Purchase | $17.37 | +1,750 | 40.7K | +4% | +$30.4K | |
| D | 2022-05-04 | 2022-05-03 | HFWA | HERITAGE FINANCIAL CORP /WA/ | LYON JEFFREY S | Dir | M - OptEx | $24.85 | +1,713 | 39.0K | +5% | +$42.6K |
| MI | 2022-03-07 | 2017-02-01+ | HFWA | HERITAGE FINANCIAL CORP /WA/ | LYON JEFFREY S | Dir | G - Gift | $0.00 | -6,085 | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations