Jeffrey S. Lyon's most recent trade in Heritage Financial Corp. was a trade of 2,218 Restricted Stock Units done . Disclosure was reported to the exchange on June 18, 2025.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Jun 2025 | 2,218 | 2,218 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 May 2025 | 2,928 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 23.04 per share. | 01 May 2025 | 2,928 | 48,501 (0%) | 0% | 23.0 | 67,461 | Common Stock |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Jun 2024 | 2,928 | 2,928 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 18.26 per share. | 01 May 2024 | 3,023 | 45,573 (0%) | 0% | 18.3 | 55,200 | Common Stock |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 May 2024 | 3,023 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 21 Jun 2023 | 3,023 | 3,023 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 17.41 per share. | 01 May 2023 | 1,808 | 42,550 (0%) | 0% | 17.4 | 31,477 | Common Stock |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 01 May 2023 | 1,808 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Purchase of securities on an exchange or from another person at price $ 17.37 per share. | 26 Apr 2023 | 1,750 | 40,742 (0%) | 0% | 17.4 | 30,389 | Common Stock |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 20 Jun 2022 | 1,808 | 1,808 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 24.85 per share. | 03 May 2022 | 1,713 | 38,992 (0%) | 0% | 24.8 | 42,568 | Common Stock |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 03 May 2022 | 1,713 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 23 Jun 2021 | 1,713 | 1,713 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 04 May 2021 | 1,991 | 0 | - | - | Restricted Stock Units | |
| Heritage Fin Corp | Jeffrey S. Lyon | Director | Exercise or conversion of derivative security received from the company (such as an option) at price $ 28.42 per share. | 04 May 2021 | 1,991 | 37,279 (0%) | 0% | 28.4 | 56,584 | Common Stock |