LYON JEFFREY S exercised options at HERITAGE FINANCIAL CORP /WA/
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 1 exercise
Filed: 5/4/2026ACC: 0001628280-26-029630
Director
Since May 2019
0.00
Net shares
Net seller
$61.2K
Total acquired
0
Open market trades
0B · 0S
2
Total transactions
2.22K acquired · 2.22K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
+2.22K
Price / share
$27.61
Trade value
$61.24K
% of position
4.6%
5/1/2026
48.50K→50.72K
Total
Net shares
+2.22K
Net value
$61.24K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 5/1/2026 | M · Option Exercise | +2.22K | $27.61 | $61.24K | 4.6% | 48.50K | 50.72K |
| Total | +2.22K | $61.24K | ||||||
Derivative Transactions1
Restricted Stock Units
Direct
Converts to
Common Stock
2.22K shares
Shares
−2.22K
Strike price
0
Held after
0.00
Exercisable
—
5/1/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Restricted Stock Units Direct | Common Stock2.22K shares | 5/1/2026 | M · Option Exercise | −2.22K | 0 | — | 0.00 |