Jeffrey Lyon Insider Profile

4 Followers
Jeffrey Lyon, Director at Heritage Financial, holds 45.57K shares in Heritage Financial (Ticker: HFWA).
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Jeffrey Lyon

Jeffrey Lyon
Heritage Financial (HFWA)
Director

Ranked #27,120 out of 98,834 Corporate Insiders

Profitable Transactions

100%
3 out of 3 Profitable Transactions

Average Return

+18.60%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$1M
100.00%
A breakdown of Jeffrey Lyon's holdings

Insider Roles

Heritage Financial
(HFWA)
Director
Roles that Jeffrey Lyon holds in companies

Most Profitable Insider Trade

Stock:
Heritage Financial
(HFWA)
Rating:Informative Buy
Date:Mar 06, 2020 - Mar 06, 2021
Return:+32.00%
The most profitable trade made by Jeffrey Lyon

Jeffrey Lyon's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
Heritage Financial
May 02, 2024
Director
Uninformative Buy
55.20K
$1.01M
Success Rate for
HFWA
3 out of 3 profitable transactions on
HFWA
100%
Average Return for
HFWA
Average return per transaction on
HFWA
+18.60%
Date
Transaction
Amount
No. of Shares
Price per Share
Profit
Link to Report
Jun 28, 2013
Uninformative Buy
$0.00
-
$0.00
Jun 29, 2012
Uninformative Buy
$17.51K
-
$14.21
Mar 28, 2011
Uninformative Buy
$0.00
-
$0.00
Sep 02, 2011
Informative Buy
$10.40K
-
$11.50
Dec 13, 2010
Uninformative Buy
$97.50K
-
$13.00
List of latest transactions for each holding click on a transaction to see Jeffrey Lyon's performance on stock

Jeffrey Lyon insider profile FAQ

What is the percentage of profitable transactions made by Jeffrey Lyon?
The percentage of profitable transactions made by Jeffrey Lyon is 100%.
    What is the average return per transaction made by Jeffrey Lyon?
    The average return per transaction made by Jeffrey Lyon is 18.60%.
      What stocks does Jeffrey Lyon hold?
      Jeffrey Lyon holds: HFWA stocks.
        What was Jeffrey Lyon’s latest transaction?
        Jeffrey Lyon latest transaction was an Uninformative Buy of $55.20K.
          What was Jeffrey Lyon's most profitable transaction?
          Jeffrey Lyon’s most profitable transaction was an Informative Buy of HFWA stock on March 6, 2020. The return on the trade was 32.00%.
            What is Jeffrey Lyon's role in Heritage Financial?
            Jeffrey Lyon's role in Heritage Financial is Director.
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