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HVT

HAVERTY FURNITURE COMPANIES INC

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5603
SEC CIK
0000216085
Parsed reports
471

Last 12 months

Inside the activity.

0 purchase rows · 4 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202501
Dec 202502
Jan 202600
Feb 202600
Mar 202600
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May 202600
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Aug 202601
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
May 08, 2023 Filed May 10, 2023 20:47 UTC
Gill John LinwoodExecutive V.P., Merchandising
Exercise / conversionCommon Stock 1,114 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015131 · form4.xml · nonDerivative · entry 2

Gill John Linwood · CIK 0001658186 · Executive V.P., Merchandising

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,351

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:47 UTC
Gill John LinwoodExecutive V.P., Merchandising
Exercise / conversionCommon Stock 850 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015131 · form4.xml · nonDerivative · entry 1

Gill John Linwood · CIK 0001658186 · Executive V.P., Merchandising

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,237

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionRSUs 2022 · Derivative 873 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · derivative · entry 11

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,694

Underlying: Common Stock · 873 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

F4 · derivative.exercise_date: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

F4 · derivative.expiration_date: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionRSUs 2021 · Derivative 798 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · derivative · entry 10

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 799

Underlying: Common Stock · 798 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F3 · derivative.exercise_date: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F3 · derivative.expiration_date: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionRSUs 2020 · Derivative 1,158 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · derivative · entry 9

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,158 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

F2 · derivative.exercise_date: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

F2 · derivative.expiration_date: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionRSUs 2019.1 · Derivative 765 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · derivative · entry 8

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 765 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 5/1/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 5/1/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 5/1/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionRSUs 2019 · Derivative 675 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · derivative · entry 7

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 675 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 5/1/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 5/1/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 5/1/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Tax withholdingCommon Stock 1,288 $25.57 $32,934.16
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · nonDerivative · entry 6

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,118

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionCommon Stock 873 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · nonDerivative · entry 5

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,406

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionCommon Stock 798 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · nonDerivative · entry 4

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,533

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionCommon Stock 1,158 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · nonDerivative · entry 3

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,735

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionCommon Stock 765 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · nonDerivative · entry 2

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,577

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:45 UTC
Fladger Kelly AllenSVP, Chief HR Officer
Exercise / conversionCommon Stock 675 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015130 · form4.xml · nonDerivative · entry 1

Fladger Kelly Allen · CIK 0001775533 · SVP, Chief HR Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,812

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionRSUs 2022 · Derivative 1,360 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · derivative · entry 12

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,640

Underlying: Common Stock · 1,360 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · derivative.exercise_price: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

F5 · derivative.exercise_date: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

F5 · derivative.expiration_date: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionRSUs 2021.1 · Derivative 1,650 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · derivative · entry 11

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,650

Underlying: Common Stock · 1,650 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Restricted Stock Units granted 3/1/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F4 · derivative.exercise_date: Restricted Stock Units granted 3/1/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F4 · derivative.expiration_date: Restricted Stock Units granted 3/1/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionRSUs 2021 · Derivative 995 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · derivative · entry 10

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 995

Underlying: Common Stock · 995 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F3 · derivative.exercise_date: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F3 · derivative.expiration_date: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionRSUs 2020 · Derivative 1,351 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · derivative · entry 9

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,351 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

F2 · derivative.exercise_date: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

F2 · derivative.expiration_date: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionRSUs 2019 · Derivative 997 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · derivative · entry 8

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 997 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 1/31/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 1/31/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 1/31/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Tax withholdingCommon Stock 2,884 $25.57 $73,743.88
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · nonDerivative · entry 6

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,820

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionCommon Stock 1,360 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · nonDerivative · entry 5

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,704

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionCommon Stock 1,650 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · nonDerivative · entry 4

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,344

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionCommon Stock 995 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · nonDerivative · entry 3

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,694

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionCommon Stock 1,351 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · nonDerivative · entry 2

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,699

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:41 UTC Exercise / conversionCommon Stock 997 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015124 · form4.xml · nonDerivative · entry 1

BURDETTE STEVEN G · CIK 0001222985 · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,348

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:43 UTC
CLARY J EDWARDExecutive VP & CIO
Exercise / conversionRSUs 2022 · Derivative 884 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015126 · form4.xml · derivative · entry 9

CLARY J EDWARD · CIK 0001222986 · Executive VP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,716

Underlying: Common Stock · 884 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

F4 · derivative.exercise_date: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

F4 · derivative.expiration_date: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:43 UTC
CLARY J EDWARDExecutive VP & CIO
Exercise / conversionRSUs 2021 · Derivative 830 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015126 · form4.xml · derivative · entry 8

CLARY J EDWARD · CIK 0001222986 · Executive VP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 830

Underlying: Common Stock · 830 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F3 · derivative.exercise_date: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F3 · derivative.expiration_date: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:43 UTC
CLARY J EDWARDExecutive VP & CIO
Exercise / conversionRSUs 2020 · Derivative 1,114 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015126 · form4.xml · derivative · entry 7

CLARY J EDWARD · CIK 0001222986 · Executive VP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,114 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

F2 · derivative.exercise_date: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

F2 · derivative.expiration_date: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:43 UTC
CLARY J EDWARDExecutive VP & CIO
Exercise / conversionRSUs 2019 · Derivative 862 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015126 · form4.xml · derivative · entry 6

CLARY J EDWARD · CIK 0001222986 · Executive VP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 862 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 1/31/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 1/31/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 1/31/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:43 UTC
CLARY J EDWARDExecutive VP & CIO
Tax withholdingCommon Stock 1,675 $25.57 $42,829.75
Disclosure

SEC source: 0001127602-23-015126 · form4.xml · nonDerivative · entry 5

CLARY J EDWARD · CIK 0001222986 · Executive VP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,171

Read SEC document
May 08, 2023 Filed May 10, 2023 20:43 UTC
CLARY J EDWARDExecutive VP & CIO
Exercise / conversionCommon Stock 884 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015126 · form4.xml · nonDerivative · entry 4

CLARY J EDWARD · CIK 0001222986 · Executive VP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,846

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:43 UTC
CLARY J EDWARDExecutive VP & CIO
Exercise / conversionCommon Stock 830 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015126 · form4.xml · nonDerivative · entry 3

CLARY J EDWARD · CIK 0001222986 · Executive VP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,962

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:43 UTC
CLARY J EDWARDExecutive VP & CIO
Exercise / conversionCommon Stock 1,114 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015126 · form4.xml · nonDerivative · entry 2

CLARY J EDWARD · CIK 0001222986 · Executive VP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 40,132

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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May 08, 2023 Filed May 10, 2023 20:43 UTC
CLARY J EDWARDExecutive VP & CIO
Exercise / conversionCommon Stock 862 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015126 · form4.xml · nonDerivative · entry 1

CLARY J EDWARD · CIK 0001222986 · Executive VP & CIO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,018

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionRSUs 2022 · Derivative 873 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · derivative · entry 11

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,694

Underlying: Common Stock · 873 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

F4 · derivative.exercise_date: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

F4 · derivative.expiration_date: Restricted Stock Units granted 1/26/2022 and vest ratably over 3 years beginning 5/8/2023. Each RSU is equivalent to one share of common stock upon vesting.

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May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionRSUs 2021 · Derivative 605 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · derivative · entry 10

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 605

Underlying: Common Stock · 605 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F3 · derivative.exercise_date: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

F3 · derivative.expiration_date: Restricted Stock Units granted 1/21/2021 and vest ratably over 3 years beginning 5/8/2022. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionRSUs 2020 · Derivative 660 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · derivative · entry 9

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 660 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

F2 · derivative.exercise_date: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

F2 · derivative.expiration_date: Restricted Stock Units granted 1/23/2020 and vest ratably over 3 years beginning 5/8/2021. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionRSUs 2019.1 · Derivative 290 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · derivative · entry 8

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 290 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 8/5/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 8/5/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 8/5/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionRSUs 2019 · Derivative 484 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · derivative · entry 7

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 484 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 8/5/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 8/5/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 8/5/2019 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2020. Each RSU is equivalent to one share of common stock upon vesting.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Tax withholdingCommon Stock 879 $25.57 $22,476.03
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · nonDerivative · entry 6

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,787

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionCommon Stock 873 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · nonDerivative · entry 5

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,666

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionCommon Stock 605 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · nonDerivative · entry 4

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,793

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionCommon Stock 660 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · nonDerivative · entry 3

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,188

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionCommon Stock 290 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · nonDerivative · entry 2

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,528

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:38 UTC
Bautista Helen BerrySenior Vice President, Mktg
Exercise / conversionCommon Stock 484 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015121 · form4.xml · nonDerivative · entry 1

Bautista Helen Berry · CIK 0001784806 · Senior Vice President, Mktg

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,238

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:28 UTC GrantPhantom Stock · Derivative 3,519 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001127602-23-015111 · form4.xml · derivative · entry 2

Schiller Derek Gordon · CIK 0001825383 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,519

Underlying: Common Stock · 3,519 shares

Expires not disclosed

F1 · derivative.exercise_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan.

F1 · derivative.expiration_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:30 UTC GrantPhantom Stock · Derivative 7,199 $25.57 Strike: $0.00 $184,078.43
Disclosure

SEC source: 0001127602-23-015113 · form4.xml · derivative · entry 2

TRUJILLO ALFREDO · CIK 0001268773 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,941

Underlying: Common Stock · 7,199 shares

Expires not disclosed

F1 · derivative.exercise_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan.

F1 · derivative.expiration_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:25 UTC GrantCommon Stock 1,564 $25.57 $39,991.48
Disclosure

SEC source: 0001127602-23-015109 · form4.xml · nonDerivative · entry 2

PALMER VICKI R · CIK 0001142394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,237

F2 · shares: Annual stock grant pursuant to Non-Employee Director Compensation Plan.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:25 UTC GrantCommon Stock 1,955 $25.57 $49,989.35
Disclosure

SEC source: 0001127602-23-015109 · form4.xml · nonDerivative · entry 1

PALMER VICKI R · CIK 0001142394 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 56,673

F1 · shares: Portion of annual retainer paid in stock pursuant to Non-Employee Director Compensation Plan.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:23 UTC GrantPhantom Stock · Derivative 4,989 $25.57 Strike: $0.00 $127,568.73
Disclosure

SEC source: 0001127602-23-015107 · form4.xml · derivative · entry 3

MANGUM MYLLE H · CIK 0001175893 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,297

Underlying: Common Stock · 4,989 shares

Expires not disclosed

F3 · derivative.exercise_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan.

F3 · derivative.expiration_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan.

Read SEC document
May 08, 2023 Filed May 10, 2023 20:23 UTC GrantCommon Stock 1,564 $25.57 $39,991.48
Disclosure

SEC source: 0001127602-23-015107 · form4.xml · nonDerivative · entry 2

MANGUM MYLLE H · CIK 0001175893 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,677

F2 · shares: Annual stock grant pursuant to Non-Employee Director Compensation Plan.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.