Jeffrey S. Lyon - SEC Form 4 Insider Trading Activity
Summary
Updated Aug 3, 2026
Jeffrey S. Lyon has filed 1 SEC Form 4 filing across 1 company in the last 90 days.
Profile
Jeffrey S. Lyon serves as Director of HERITAGE FINANCIAL CORP (HFWA). Lyon has reported 4 insider filings with the SEC since 2025. The most recent filing was in June 2026.
| Role | Director |
|---|---|
| Notability | 26/100 |
Board memberships
- HERITAGE FINANCIAL CORP /WA/
Reported roles
- Director
Trading Pattern
InsiderAlpha's records for Jeffrey S. Lyon go back to 2025: 4 primary Form 4 filings, an average of 2.0 per year. No transaction on record carries a Rule 10b5-1 flag - the filings look discretionary rather than pre-scheduled, which makes their timing more informative as a signal.
Career & Filing History
Every role Jeffrey S. Lyon has reported on a Form 4, reconstructed from the filings themselves - reporting insiders must state their relationship to the issuer (officer title, director seat, or 10% ownership) on every filing.
- Director at HERITAGE FINANCIAL CORP /WA/ (HFWA) - 4 filings, 2025 to 2026
Recent Transactions
| Date | Ticker | Company | Code | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-04 | HFWA | HERITAGE FINANCIAL CORP /WA/ | M - Option exercise | 2.2K | $27.61 | $61K |
| 2025-05-01 | HFWA | HERITAGE FINANCIAL CORP /WA/ | M - Option exercise | 2.9K | $23.04 | $67K |
Companies - Last 90 Days
- HERITAGE FINANCIAL CORP /WA/ (HFWA) - 1 filing, last 2026-06-17
Other Insiders Active in the Same Stocks
Insiders who reported open-market trades at the companies Jeffrey S. Lyon has recently filed at. Multiple unrelated insiders buying the same stock within a short window - cluster buying - has historically been one of the strongest Form 4 signals.
- Bryan McDonald - $426K of HFWA open-market activity in the last 12 months
- Kelli Ann Wilson - $162K of HFWA open-market activity in the last 12 months
- Sabrina C. Robison - $150K of HFWA open-market activity in the last 12 months
- Tony Chalfant - $129K of HFWA open-market activity in the last 12 months
- Donald Hinson - $109K of HFWA open-market activity in the last 12 months
- Frederick B. Rivera - $47K of HFWA open-market activity in the last 12 months
More Notable Insiders
Other corporate insiders with significant SEC Form 4 track records on InsiderAlpha:
- Arun Jeldi
- Jan Philipp Jenisch
- Marc Johnson
- James Jones
- Andrew T. Kaplan
- A. J. Kazimi
- Michael John Kazley
- Kennedy Lewis Investment Holdings II LLC
Frequently Asked Questions
Who is Jeffrey S. Lyon?
Jeffrey S. Lyon serves as Director of HERITAGE FINANCIAL CORP (HFWA). Lyon has reported 4 insider filings with the SEC since 2025. The most recent filing was in June 2026.…
How many SEC Form 4 filings has Jeffrey S. Lyon submitted recently?
1 primary Form 4 filing in the last 90 days, covering 1 company.
Where can I see all of Jeffrey S. Lyon's SEC filings?
All Form 4 filings, transaction values, and 10b5-1 plan flags are listed on this page and updated in real time as new SEC EDGAR filings are processed.
Learn More
Open the live Jeffrey S. Lyon profile on InsiderAlpha for real-time alerts, AI-scored trade ideas, and full transaction history.