LYON JEFFREY S

Track

Insider profile

Performance

Overall performance
2.5
Performance over holding periods
4.2
30 days 90 days 120 days
Average return -0% 8.2% 15.1%
Success rate 80% 68% 82%
Transactions
3 67% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance
Performance for realised trades
4.4
Average return 79%
Success rate 73%
Average holding period 220
Transactions 28
Ranking by realised performance
LYON JEFFREY S's trades of Heritage Financial Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Sale
Price
65.26
Quantity 40,408 +32.7%
Value US$4,007,655
Transaction date
Proposed sale
Price
143.44
Quantity 77,685
Value US$3,307,878
Transaction date
Purchase
Price
187.19
Quantity 77,041 -41.7%
Value US$2,966,493
Transaction date
Purchase
Price
23.38
Quantity 2,000 +6.3%
Value US$46,760
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-05 2026-08-05
S Sale
40,408 +32.7%
65.26
US$4,007,655 		40,408 +32.7% 65.26 US$4,007,655
2026-08-04 2026-08-04
PrS Proposed sale
77,685
143.44
US$3,307,878 		77,685 143.44 US$3,307,878
2023-04-27 2023-04-26
B Purchase
77,041 -41.7%
187.19
US$2,966,493 		77,041 -41.7% 187.19 US$2,966,493
2020-03-06 2020-03-05
B Purchase
2,000 +6.3%
23.38
US$46,760 		2,000 +6.3% 23.38 US$46,760