Jeffrey S Lyon - Net Worth and Insider Trading
Jeffrey S Lyon Net Worth
The estimated net worth of Jeffrey S Lyon is at least $897,139 dollars as of 2024-09-23. Jeffrey S Lyon is the Director of Heritage Financial Corp and owns about 40,742 shares of Heritage Financial Corp (HFWA) stock worth over $897,139. Details can be seen in Jeffrey S Lyon's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jeffrey S Lyon has not made any transactions after 2023-04-26 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jeffrey S Lyon
Jeffrey S Lyon Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jeffrey S Lyon owns 1 companies in total, including Heritage Financial Corp (HFWA) .
Click here to see the complete history of Jeffrey S Lyon’s form 4 insider trades.
Insider Ownership Summary of Jeffrey S Lyon
Ticker | Comapny | Transaction Date | Type of Owner |
---|---|---|---|
HFWA | Heritage Financial Corp | 2023-04-26 | director |
Jeffrey S Lyon Latest Holdings Summary
Jeffrey S Lyon currently owns a total of 1 stock. Jeffrey S Lyon owns 40,742 shares of Heritage Financial Corp (HFWA) as of April 26, 2023, with a value of $897,139.
Latest Holdings of Jeffrey S Lyon
Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
---|---|---|---|---|---|
HFWA | Heritage Financial Corp | 2023-04-26 | 40,742 | 22.02 | 897,139 |
Holding Weightings of Jeffrey S Lyon
Jeffrey S Lyon Form 4 Trading Tracker
According to the SEC Form 4 filings, Jeffrey S Lyon has made a total of 2 transactions in Heritage Financial Corp (HFWA) over the past 5 years, including 2 buys and 0 sells. The most-recent trade in Heritage Financial Corp is the acquisition of 1,750 shares on April 26, 2023, which cost Jeffrey S Lyon around $30,398.
Insider Trading History of Jeffrey S Lyon
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Jeffrey S Lyon Trading Performance
GuruFocus tracks the stock performance after each of Jeffrey S Lyon's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jeffrey S Lyon is 4.43%. GuruFocus also compares Jeffrey S Lyon's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jeffrey S Lyon within 3 months outperforms 2 times out of 5 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jeffrey S Lyon's insider trading performs compared to the benchmark.
Performance of Jeffrey S Lyon
Jeffrey S Lyon Ownership Network
Jeffrey S Lyon Owned Company Details
What does Heritage Financial Corp do?
Who are the key executives at Heritage Financial Corp?
Jeffrey S Lyon is the director of Heritage Financial Corp. Other key executives at Heritage Financial Corp include EVP Chief Lending Officer Matthew T. Ray , EVP Chief Banking Officer Kelli Ann Wilson , and EVP Director Commercial Lend Amy E. Curran .
Heritage Financial Corp (HFWA) Insider Trades Summary
Over the past 18 months, Jeffrey S Lyon made 1 insider transaction in Heritage Financial Corp (HFWA) with a net purchase of 1,750. Other recent insider transactions involving Heritage Financial Corp (HFWA) include a net purchase of 10,000 shares made by Brian Charneski , a net purchase of 700 shares made by Frederick B Rivera ,
In summary, during the past 3 months, insiders sold 0 shares of Heritage Financial Corp (HFWA) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Heritage Financial Corp (HFWA) were sold and 12,450 shares were bought by its insiders, resulting in a net purchase of 12,450 shares.
Heritage Financial Corp (HFWA)'s detailed insider trading history can be found in Insider Trading Tracker table.
Heritage Financial Corp Insider Transactions
Jeffrey S Lyon Mailing Address
Above is the net worth, insider trading, and ownership report for Jeffrey S Lyon. You might contact Jeffrey S Lyon via mailing address: 2542 N Vista View Drive, Tacoma Wa 98406.