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Who

Jeffrey S. Lyon

Director

Company insider

Files Form 4 as: Director, Heritage Financial.

In numbers

Trades disclosed
69
Buys
6
Sells
1
Bought
$122K
Sold
$600K
Companies
1
Companies where not an officer
1
First trade
31 Jan 2008
Last trade
5 Aug 2026
Last filed
5 Aug 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
HFWA Heritage FinancialDirector · Regional banks · last 5 Aug 20266 buys · 1 sell

Activity over time

1 Nov 2024 – 1 Oct 2026
10Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
5 Aug 2026filed 5 Aug 2026HFWA Heritage FinancialRegional banksSEC FORM 4 Sold$300K10,000 at $30.00filing
5 Aug 2026filed 5 Aug 2026HFWA Heritage FinancialRegional banksSEC FORM 4 Sold$300K10,000 at $30.00filing
17 Jun 2026filed 17 Jun 2026HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$55K1,999 at $27.52filing
17 Jun 2026filed 17 Jun 2026HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$55K1,999 at $27.52filing
1 May 2026filed 4 May 2026HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$61K2,218 at $27.61filing
1 May 2026filed 4 May 2026HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$61K2,218 at $27.61filing
1 May 2026filed 4 May 2026HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$61K2,218 at $27.61filing
1 May 2026filed 4 May 2026HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$61K2,218 at $27.61filing
18 Jun 2025filed 23 Jun 2025HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$50K2,218 at $22.55filing
1 May 2025filed 2 May 2025HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$67K2,928 at $23.04filing
1 May 2025filed 2 May 2025HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$67K2,928 at $23.04filing
18 Jun 2024filed 20 Jun 2024HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$50K2,928 at $17.08filing
1 May 2024filed 2 May 2024HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$55K3,023 at $18.26filing
1 May 2024filed 2 May 2024HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$55K3,023 at $18.26filing
21 Jun 2023filed 22 Jun 2023HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$50K3,023 at $16.54filing
1 May 2023filed 1 May 2023HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$31K1,808 at $17.41filing
1 May 2023filed 1 May 2023HFWA Heritage FinancialRegional banksSEC FORM 4 Code M$31K1,808 at $17.41filing
26 Apr 2023filed 27 Apr 2023HFWA Heritage FinancialRegional banksSEC FORM 4 Bought$30K1,750 at $17.37filing
20 Jun 2022filed 21 Jun 2022HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code A$44K1,808 at $24.07filing
3 May 2022filed 4 May 2022HFWA Heritage Financialoption or derivative · Regional banksSEC FORM 4 Code M$43K1,713 at $24.85filing

News

Sectors

Financials7

Buys in green, sells in red, by the company’s sector.

Related people

Frederick B. RiveraDirector · Director at Heritage Financial Corp /wa/, filing Form 4 there in the last year
Brian CharneskiDirector · Director at Heritage Financial Corp /wa/, filing Form 4 there in the last year
Matthew T. RayEVP Chief Lending Officer · EVP Chief Lending Officer at Heritage Financial Corp /wa/, filing Form 4 there in the last year
Tony ChalfantEVP Chief Credit Officer · EVP Chief Credit Officer at Heritage Financial Corp /wa/, filing Form 4 there in the last year
Kelli Ann WilsonEVP Chief Banking Officer · EVP Chief Banking Officer at Heritage Financial Corp /wa/, filing Form 4 there in the last year