Jeffrey S. Lyon is Director at HERITAGE FINANCIAL CORP /WA/ (HFWA). They have made 6 open-market trades across 1 company since 2011, most recently 2026-08-05.
CIK 0001219977
Unrated. We grade insiders only on stock they chose to buy on the open market. Grants, option exercises and vesting say nothing about timing, so they don't count — which is why someone can file often and still have no grade. It isn't a bad sign: unrated buys beat every graded tier below A.
5 open-market purchases totalling $122K since 2011, against 1 sale. Across 5 scored buys the stock is down 0.2% at ninety days, and 5.1 points behind the S&P over the same stretch.
5 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| HFWA | 40,719 | $1.1M |
Shares reported on the most recent Form 4, priced at the 2026-08-05 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 20% | 0% | 20% |
| Avg Move | -3.2% | -3.1% | -0.2% |
| Alpha | +3.2% | -2.9% | -5.1% |
| Scored | 5 | 5 | 5 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| HFWA | SELL | 2026-08-05 | 2026-08-05 | $30.00 | $300K | -2.2% | -3.2% | — |
| HFWA | BUY | 2023-04-26 | 2023-04-27 | $17.37 | $30K | -10.6% | -3.6% | +8.4% |
| HFWA | BUY | 2020-03-05 | 2020-03-06 | $23.38 | $47K | +2.0% | -8.0% | -5.8% |
| HFWA | BUY | 2011-09-09 | 2011-09-12 | $10.98 | $22K | -2.4% | -1.2% | -1.2% |
| HFWA | BUY | 2011-09-01 | 2011-09-02 | $11.50 | $10K | -2.4% | -1.2% | -1.2% |
| HFWA | BUY | 2011-08-26 | 2011-08-29 | $11.50 | $13K | -2.4% | -1.2% | -1.2% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.