Nasdaq · SEC CIK 0001046025
This is the supported SEC-traceable subset, not total insider ownership or personal wealth. Values reflect the current disclosed positions Grizzly Bulls can resolve and value. Latest source filing: Aug 5, 2026 · values through Sep 25, 2026.
Filter the reporting-owner snapshot by holder, role, or security. Position values are shown only where the current reviewed data supports them.
| Holder | Role | Position | Current value | Latest filing |
|---|---|---|---|---|
| Jeffrey S. LyonResearch disclosed relationships | Director | 40,719 sharesCommon stock, no par value | $1.16M | Aug 5, 2026 |
| William GlasbyResearch disclosed relationships | EVP Chief Information Officer | 22,344 sharesCommon stock, no par value | $637.92K | Jul 20, 2026 |
These relationships are joined only when the same single SEC reporting-owner CIK appears unambiguously across the publication-authorized company ownership universe. Name similarity is never used to create a relationship.
SEC reporting-owner CIK 0001219977 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq · Current company | Director | 40,719 sharesCommon stock, no par value | $1.16M | Aug 5, 2026 |
SEC reporting-owner CIK 0001719362 · 1 published company relationship
| Company | SEC relationship | Covered position | Current covered value | Latest filing | Research |
|---|---|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq · Current company | EVP Chief Information Officer | 22,344 sharesCommon stock, no par value | $637.92K | Jul 20, 2026 |
This graph is bounded to the company ownership relationships currently published by Grizzly Bulls. It is not a complete employment, board, ownership, portfolio, or wealth history, and a missing relationship does not establish that none exists.
Each row preserves the reviewed SEC transaction evidence, including the effective-date basis, amendment state, reported post-transaction position when present, and a separately published current covered owner/security position when one can be matched uniquely. Reported price is shown when present. The lab does not calculate gross proceeds, reconstruct balances between filings, or treat historical transactions as current wealth.
| Effective date | Holder | Action | Security | Units | Reported price | Reported position after transaction | Current covered position | Filing |
|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026Transaction date | Jeffrey S. LyonResearch disclosed relationships | SaleSEC code S | Common stock, no par value | 10,000 shares | $30 | 40,719 shares | 40,719 sharesOwner coverage latest filing Aug 5, 2026 | 4Filed Aug 5, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | DispositionSEC code F | Common stock, no par value | 3,379 shares | $30.52 | 22,344 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 1,846 shares | $30.52 | 25,723 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 1,846 shares | $30.52 | 23,877 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 1,846 shares | $30.52 | 22,031 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 1,595 shares | $30.52 | 20,185 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 1,595 shares | $30.52 | 18,590 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 1,824 shares | $30.52 | 16,995 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 301 shares | $30.52 | 15,171 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 301 shares | $30.52 | 14,870 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 301 shares | $30.52 | 14,569 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
| Jul 17, 2026Transaction date | William GlasbyResearch disclosed relationships | AcquisitionSEC code M | Common stock, no par value | 302 shares | $30.52 | 14,268 shares | 22,344 sharesOwner coverage latest filing Jul 20, 2026 | 4Filed Jul 20, 2026 |
A reported post-transaction position is the balance stated in that historical transaction filing. A current covered position is a separate latest owner/security observation and may reflect later filings or activity. They are shown side by side as evidence points, not as a reconstructed continuous ledger.
Published 12 of 17 source candidates under the current reviewed security-resolution rules.
| Security | Instrument family | Covered positions | Covered value |
|---|---|---|---|
| Common stock, no par value | ordinary-share | 2 | $1.8M |
Current holdings: direct positions that the reviewed ownership data can trace to an exact reporting owner, legal security, and current-basis quantity.
Current value: the existing published company-position valuation. This lab does not recalculate security values or infer missing positions.
Transaction evidence: historical flow observations with filing provenance. Reported post-transaction balances and current covered positions are separate evidence points; the lab does not interpolate ownership between them.
Reporting-owner graph: exact reporting-owner CIK relationships across the published company universe. It does not merge people by name or create a complete personal history.
Not included here: a claim of total insider ownership, total personal wealth, institutional 13F ownership, a transaction-value estimate, an insider sentiment score, or an investment recommendation.
This sequence orders only the ownership evidence already published by Grizzly Bulls for the exact reporting-owner relationships above. Transaction rows are ordered by filing date while preserving the separate economic effective date and its basis. Current covered snapshots remain separate latest observations.
The chronology does not interpolate ownership between entries, infer missing activity, pair an amended filing with an assumed parent, infer amendment supersession, or treat a current covered snapshot as proof of continuous ownership.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Aug 5, 2026Latest represented filing date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | Current covered snapshotDirectorValuation observation Sep 25, 2026 | Common stock, no par value: 40,719 sharesCurrent covered company value: $1.16M | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Aug 5, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | SaleSEC code SEffective Aug 5, 2026 · transaction dateReported units 10,000 shares · reported price 30 | Common stock, no par valueReported position after transaction: 40,719 shares | 4 filing0001628280-26-053598 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 1 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
| Evidence date | Company | Observation | Security / position | Source |
|---|---|---|---|---|
| Jul 20, 2026Latest represented filing date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | Current covered snapshotEVP Chief Information OfficerValuation observation Sep 25, 2026 | Common stock, no par value: 22,344 sharesCurrent covered company value: $637.92K | Published current ownership snapshotForms represented: 4Owner filingsIssuer filings |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 1,595 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 20,185 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 1,846 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 22,031 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 1,846 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 23,877 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 1,846 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 25,723 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | DispositionSEC code FEffective Jul 17, 2026 · transaction dateReported units 3,379 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 22,344 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 302 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 14,268 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 301 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 14,569 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 301 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 14,870 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 301 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 15,171 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 1,824 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 16,995 shares | 4 filing0001628280-26-048803 |
| Jul 20, 2026Filed date | HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq | AcquisitionSEC code MEffective Jul 17, 2026 · transaction dateReported units 1,595 shares · reported price 30.52 | Common stock, no par valueReported position after transaction: 18,590 shares | 4 filing0001628280-26-048803 |
Company-level recent transaction history is published for 1 of 1 relationship companies in this graph; 11 published transaction rows for this exact reporting-owner CIK appear in the chronology. 1 relationship company is at the current public transaction-row limit; that does not prove additional rows exist.
These handoffs preserve the exact company identities already represented in the reporting-owner graph. My Stocks keeps a listed company in your existing research lists. Research Inbox is a separate company-change update workflow.
Saving a company to My Stocks never enables updates, and opening Research Inbox never subscribes you automatically. Each update remains an explicit company-level opt-in under the existing Research Inbox consent flow.
| Company | Reporting-owner context | Published evidence | Continue research |
|---|---|---|---|
| HERITAGE FINANCIAL CORP /WA/ (HFWA)Nasdaq · Current company | Jeffrey S. LyonSEC CIK 00012199772 chronology observationsWilliam GlasbySEC CIK 000171936212 chronology observations | 14Published chronology observationsLatest represented evidence Aug 5, 2026 |
These are company-level continuation paths, not reporting-owner subscriptions. Saving or watching one company does not automatically save or watch the other companies connected to the same reporting owner, and it does not create an owner-level alert.
