Jeffrey S Lyon - Net Worth and Insider Trading
Jeffrey S Lyon Net Worth
The estimated net worth of Jeffrey S Lyon is at least $772,468 dollars as of 2024-05-22. Jeffrey S Lyon is the Director of Heritage Financial Corp and owns about 40,742 shares of Heritage Financial Corp (HFWA) stock worth over $772,468. 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 assumption that Jeffrey S Lyon has not made any transactions after 2023-04-26 and currently still holds the listed stock(s).
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 $772,468.
Latest Holdings of Jeffrey S Lyon
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| HFWA | Heritage Financial Corp | 2023-04-26 | 40,742 | 18.96 | 772,468 |
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
- 1
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
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.61 | | | | | |
| Relative Return to S&P 500(%) | 1.87 | | | | | |
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.
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