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JL

Jeffrey S. Lyon

HFWA
DIRECTOR · HERITAGE FINANCIAL CORP /WA/ · CIK 0001219977
FILING MIX · LIFETIME62%/38%
BUYS
16
SELLS
10
TOTAL VALUE
$1.38M
COMPANIES
1
ACTIVE SINCE
Feb 2017
HOLDINGS NOW
40,719
AVG SELL PX
$25.61
TRADE KIND
SHOWING 26 / 26
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
2 backtested trades · 8 horizonsHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Jeffrey S. Lyon, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d2+0.00%-11.42%-8.53%-2.89%-2.89%—
14d2+0.00%-5.02%-9.19%+4.17%+4.17%—
30d2+0.00%-9.74%-6.79%-2.94%-2.94%—
60d2+0.00%-10.53%+0.70%-11.22%-11.22%—
90d2+50.00%-3.80%+8.44%-12.24%-12.24%—
180d2+0.00%-6.08%+11.26%-17.33%-17.33%—
1y2+100.00%+18.29%+27.76%-9.47%-9.47%—
2y2+100.00%+26.74%+43.70%-16.97%-16.97%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
HFWA · 40,719 shares · as of Aug 5, 2026
012,68025,36038,03950,719201820192020202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2017
2017
2017
2017
2018
2018
2018
2018
2019
2019
2019
2019
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
2026
FLOW · 16 buys / 10 sellsCOVERAGE · 39 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
10,000$30.00$300.0K40,719Aug 5, 2026Aug 5, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
1,999$27.52$55.0K1,999Jun 17, 2026Jun 17, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
2,218$27.61$61.2K50,719May 1, 2026May 4, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
2,218$27.61$61.2K0May 1, 2026May 4, 2026 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,218$22.55$50.0K2,218Jun 18, 2025Jun 23, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
2,928$23.04$67.5K0May 1, 2025May 2, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
2,928$23.04$67.5K48,501May 1, 2025May 2, 2025 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
2,928$17.08$50.0K2,928Jun 18, 2024Jun 20, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
3,023$18.26$55.2K45,573May 1, 2024May 2, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
3,023$18.26$55.2K0May 1, 2024May 2, 2024 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
3,023$16.54$50.0K3,023Jun 21, 2023Jun 22, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
1,808$17.41$31.5K42,550May 1, 2023May 1, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
1,808$17.41$31.5K0May 1, 2023May 1, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
1,750$17.37$30.4K40,742Apr 26, 2023Apr 27, 2023 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
1,808$24.07$43.5K1,808Jun 20, 2022Jun 21, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
1,713$24.85$42.6K0May 3, 2022May 4, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
1,713$24.85$42.6K38,992May 3, 2022May 4, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
1,713$24.81$42.5K1,713Jun 23, 2021Jun 24, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
1,991$28.42$56.6K0May 4, 2021May 5, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
1,991$28.42$56.6K37,279May 4, 2021May 5, 2021 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALEGRANT
Gift
2,850——0Mar 12, 2021Mar 7, 2022 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASEGRANT
Stock grant
1,991$18.84$37.5K1,991Jun 26, 2020Jun 29, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
1,291$19.40$25.0K35,288May 4, 2020May 5, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALE
1,291$19.40$25.0K0May 4, 2020May 5, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
PURCHASE
2,000$23.38$46.8K33,997Mar 5, 2020Mar 6, 2020 ↗View →
HFWA
HERITAGE FINANCIAL CORP /WA/
SALEGRANT
Gift
3,235——0Feb 1, 2017Mar 7, 2022 ↗View →
Other insiders · HFWA
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About this filer
CIK 0001219977
ROLE
Director
PRIMARY
HFWA
COMPANIES
1
ACTIVE SINCE
Feb 2017
MARKETPEEL · /INSIDER/0001219977DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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