Jeffrey Lyon Biography and Net Worth

Director of Heritage Financial

Jeffrey S. Lyon was the Chairman of Kidder Mathews, headquartered in Seattle, Washington from 2000 to 2023. He retired as CEO for Kidder Matthews on July 1, 2020 and as Chairman on January 1, 2023. He is a member of the Real Estate Advisory Board at the Runstad School of Real Estate at the University of Washington. Mr. Lyon earned a Bachelor of Arts degree in real estate and finance from the University of Oregon and is a certified member of the Commercial Investment Real Estate Institute (CCIM). He is an active community leader serving on the boards of the CCIM Foundation and Evergreen Real Estate Operations companies, a private real estate company. He formerly served on the board of the Economic Development Council for Tacoma-Pierce County. Mr. Lyon has served on the Heritage board since 2000.

What is Jeffrey S. Lyon's net worth?: The estimated net worth of Jeffrey S. Lyon is at least $926,065.66 as of April 26th, 2023. Mr. Lyon owns 40,742 shares of Heritage Financial stock worth more than $926,066 as of April 24th. This net worth estimate does not reflect any other assets that Mr. Lyon may own. Learn More about Jeffrey S. Lyon's net worth.
How do I contact Jeffrey S. Lyon?: The corporate mailing address for Mr. Lyon and other Heritage Financial executives is 201 FIFTH AVENUE S.W., OLYMPIA WA, 98501. Heritage Financial can also be reached via phone at (360) 943-1500 and via email at hfwa@heritagebanknw.com. Learn More on Jeffrey S. Lyon's contact information.
Has Jeffrey S. Lyon been buying or selling shares of Heritage Financial?: Jeffrey S. Lyon has not been actively trading shares of Heritage Financial in the last ninety days. Most recently, on Wednesday, April 26th, Jeffrey S. Lyon bought 1,750 shares of Heritage Financial stock. The stock was acquired at an average cost of $17.36 per share, with a total value of $30,380.00. Following the completion of the transaction, the director now directly owns 40,742 shares of the company's stock, valued at $707,281.12. Learn More on Jeffrey S. Lyon's trading history.
Who are Heritage Financial's active insiders?: Heritage Financial's insider roster includes Tony Chalfant (EVP), Brian Charneski (Director), John Clees (Director), Amy Curran (Executive Vice President Director of Commercial Lending), Jeffrey Deuel (CEO & Director), Donald Hinson (EVP, CFO), Cindy Huntley (EVP), Jeffrey Lyon (Director), Frederick Rivera (CEO and Founder), and Brian Vance (Director). Learn More on Heritage Financial's active insiders.
Are insiders buying or selling shares of Heritage Financial?: In the last twelve months, insiders at the financial services provider sold shares 5 times. They sold a total of 18,286 shares worth more than $448,030.74. The most recent insider tranaction occured on March, 17th when Director Amy E Curran sold 858 shares worth more than $20,394.66. Insiders at Heritage Financial own 1.8% of the company. Learn More about insider trades at Heritage Financial.
Information on this page was last updated on 3/17/2025.

Jeffrey S. Lyon Insider Trading History at Heritage Financial

Transaction Date	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction	Details
4/26/2023	Buy	1,750	$17.36	$30,380.00	40,742
3/5/2020	Buy	2,000	$23.38	$46,760.00	33,997

Jeffrey S. Lyon Buying and Selling Activity at Heritage Financial

Heritage Financial Company Overview

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company's loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. It also originates loans that are guaranteed by the U.S. Small Business Administration; and provides objective advice from trusted advisers. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.

Today's Range

Now: $22.99

$21.64

$23.02

50 Day Range

MA: $23.33

$20.97

$25.27

2 Week Range

Now: $22.99

$16.55

$27.58

Volume

388,737 shs

Average Volume

209,324 shs

Market Capitalization

$781.45 million

P/E Ratio

18.54

Dividend Yield

4.41%

Beta

0.47