Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/HFWA · Entity 1370 | Director | August 05, 2026 | August 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HERITAGE FINANCIAL CORP /WA/
Report date August 05, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,719 |
Reported balance
After 2026-08-05 transaction · row 1
1 source rowRow 1 · 2026-08-05 · Sale · Disposed 10,000 · Balance 40,719 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 05, 2026 Filed Aug 5, 2026 21:44 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | SaleCommon Stock | 10,000 | $30.00 | $300,000.00 |
DisclosureSEC source: 0001628280-26-053598 · wk-form4_1785966283.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,719 Read SEC document |
| June 17, 2026 Filed Jun 17, 2026 20:46 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,999 | $27.52 Strike: $0.00 | $55,012.48 |
DisclosureSEC source: 0001628280-26-043972 · wk-form4_1781729210.xml · derivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,999 Underlying: Common Stock · 1,999 shares Expires 2027-05-03 Read SEC document |
| May 01, 2026 Filed May 4, 2026 16:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,218 | $27.61 Strike: $0.00 | $61,238.98 |
DisclosureSEC source: 0001628280-26-029630 · wk-form4_1777911402.xml · derivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,218 shares Expires 2026-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2026 Filed May 4, 2026 16:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,218 | $27.61 | $61,238.98 |
DisclosureSEC source: 0001628280-26-029630 · wk-form4_1777911402.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,719 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 16:45 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,218 | $22.55 Strike: $0.00 | $50,015.90 |
DisclosureSEC source: 0001046025-25-000140 · wk-form4_1750697100.xml · derivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,218 Underlying: Common Stock · 2,218 shares Expires 2026-05-01 Read SEC document |
| May 01, 2025 Filed May 2, 2025 17:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 2,928 | $23.04 Strike: $0.00 | $67,461.12 |
DisclosureSEC source: 0001046025-25-000096 · wk-form4_1746207048.xml · derivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,928 shares Expires 2025-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2025 Filed May 2, 2025 17:30 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 2,928 | $23.04 | $67,461.12 |
DisclosureSEC source: 0001046025-25-000096 · wk-form4_1746207048.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,501 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 15:37 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 2,928 | $17.08 Strike: $0.00 | $50,010.24 |
DisclosureSEC source: 0001046025-24-000136 · wk-form4_1718897828.xml · derivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,928 Underlying: Common Stock · 2,928 shares Expires 2025-05-01 Read SEC document |
| May 01, 2024 Filed May 2, 2024 21:26 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 3,023 | $18.26 Strike: $0.00 | $55,199.98 |
DisclosureSEC source: 0001046025-24-000096 · wk-form4_1714685205.xml · derivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,023 shares Expires 2024-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2024 Filed May 2, 2024 21:26 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 3,023 | $18.26 | $55,199.98 |
DisclosureSEC source: 0001046025-24-000096 · wk-form4_1714685205.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,573 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 21, 2023 Filed Jun 22, 2023 20:45 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 3,023 | $16.54 Strike: $0.00 | $50,000.42 |
DisclosureSEC source: 0001046025-23-000166 · wk-form4_1687466710.xml · derivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,023 Underlying: Common Stock · 3,023 shares Expires 2024-05-01 Read SEC document |
| May 01, 2023 Filed May 1, 2023 23:02 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,808 | $17.41 Strike: $0.00 | $31,477.28 |
DisclosureSEC source: 0001046025-23-000107 · wf-form4_168298214935805.xml · derivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,808 shares Expires 2023-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2023 Filed May 1, 2023 23:02 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,808 | $17.41 | $31,477.28 |
DisclosureSEC source: 0001046025-23-000107 · wf-form4_168298214935805.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,550 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 21:19 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | PurchaseCommon Stock | 1,750 | $17.37 | $30,388.75 |
DisclosureSEC source: 0001046025-23-000086 · wf-form4_168263034393186.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,742 Read SEC document |
| June 20, 2022 Filed Jun 21, 2022 17:29 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,808 | $24.07 Strike: $0.00 | $43,518.56 |
DisclosureSEC source: 0001046025-22-000118 · wf-form4_165583254362685.xml · derivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,808 Underlying: Common Stock · 1,808 shares Expires 2023-05-01 Read SEC document |
| May 03, 2022 Filed May 4, 2022 21:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,713 | $24.85 Strike: $0.00 | $42,568.05 |
DisclosureSEC source: 0001046025-22-000093 · wf-form4_165170133053730.xml · derivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,713 shares Expires 2022-05-03 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2022 Filed May 4, 2022 21:56 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,713 | $24.85 | $42,568.05 |
DisclosureSEC source: 0001046025-22-000093 · wf-form4_165170133053730.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,992 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 23, 2021 Filed Jun 24, 2021 16:16 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,713 | $24.81 Strike: $0.00 | $42,499.53 |
DisclosureSEC source: 0001046025-21-000136 · wf-form4_162455139693443.xml · derivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,713 Underlying: Common Stock · 1,713 shares Expires 2022-05-03 Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,991 | $28.42 Strike: $0.00 | $56,584.22 |
DisclosureSEC source: 0001046025-21-000102 · wf-form4_162024625758157.xml · derivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,991 shares Expires 2021-05-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2021 Filed May 5, 2021 20:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,991 | $28.42 | $56,584.22 |
DisclosureSEC source: 0001046025-21-000102 · wf-form4_162024625758157.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,279 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 12, 2021 Filed Mar 7, 2022 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GiftCommon Stock | 2,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-22-000033 · wf-form4_164668071071806.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by daughter Disclosed balance after: 0 Read SEC document |
| June 26, 2020 Filed Jun 29, 2020 16:24 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,991 | $18.84 Strike: $0.00 | $37,510.44 |
DisclosureSEC source: 0001046025-20-000155 · wf-form4_159344785379712.xml · derivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,991 Underlying: Common Stock · 1,991 shares Expires 2021-05-04 Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,291 | $19.40 Strike: $0.00 | $25,045.40 |
DisclosureSEC source: 0001046025-20-000112 · wf-form4_158871376042395.xml · derivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,291 shares Expires 2020-05-04 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2020 Filed May 5, 2020 21:22 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,291 | $19.40 | $25,045.40 |
DisclosureSEC source: 0001046025-20-000112 · wf-form4_158871376042395.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,288 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 05, 2020 Filed Mar 6, 2020 17:15 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | PurchaseCommon Stock | 2,000 | $23.38 | $46,760.00 |
DisclosureSEC source: 0001046025-20-000039 · wf-form4_158351492445305.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,997 Read SEC document |
| June 27, 2019 Filed Jun 28, 2019 20:09 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 1,291 | $29.05 Strike: $0.00 | $37,503.55 |
DisclosureSEC source: 0001046025-19-000127 · wf-form4_156175258062973.xml · derivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,291 Underlying: Common Stock · 1,291 shares Expires 2020-05-04 Read SEC document |
| May 01, 2019 Filed May 22, 2019 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 968 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001046025-19-000099 · wf-form4_155855289491140.xml · derivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 968 shares Expires 2019-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2019 Filed May 22, 2019 19:21 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 968 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-19-000099 · wf-form4_155855289491140.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,997 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2018 Filed Jun 27, 2018 23:07 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units · Derivative | 968 | $33.60 Strike: $0.00 | $32,524.80 |
DisclosureSEC source: 0001046025-18-000136 · wf-form4_153014080760012.xml · derivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 968 Underlying: Common Stock · 968 shares Expires 2019-05-01 Read SEC document |
| May 01, 2018 Filed May 1, 2018 23:03 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionRestricted Stock Units · Derivative | 1,167 | $30.15 Strike: $0.00 | $35,185.05 |
DisclosureSEC source: 0001046025-18-000097 · wf-form4_152521579889658.xml · derivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,167 shares Expires 2018-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2018 Filed May 1, 2018 23:03 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | Exercise / conversionCommon Stock | 1,167 | $30.15 | $35,185.05 |
DisclosureSEC source: 0001046025-18-000097 · wf-form4_152521579889658.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,029 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 21, 2017 Filed Jun 22, 2017 23:06 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GrantRestricted Stock Units | 1,167 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000112 · wf-form4_149817275670586.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,167 Read SEC document |
| February 01, 2017 Filed Mar 7, 2022 19:18 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GiftCommon Stock | 3,235 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-22-000033 · wf-form4_164668071071806.xml · nonDerivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 0 Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 18:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GiftCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000002 · wf-form4_148346893753867.xml · nonDerivative · entry 2 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son Disclosed balance after: 3,235 Read SEC document |
| December 29, 2016 Filed Jan 3, 2017 18:42 UTC | HERITAGE FINANCIAL CORP /WA/ HFWA · Entity 1370 | GiftCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001046025-17-000002 · wf-form4_148346893753867.xml · nonDerivative · entry 1 LYON JEFFREY S · CIK 0001219977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,862 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.