Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAVERTY FURNITURE COMPANIES INCHVT · Entity 5603 | Director | May 07, 2018 | May 09, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HAVERTY FURNITURE COMPANIES INC
Report date May 07, 2018 · Filed May 09, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 35,481 |
Reported balance
After 2018-05-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-07 · Grant · Acquired 3,760 · Balance 35,481 F1: Deferred under Directors' Deferred Compensation Plan. Settlement will occur upon the earlier to occur of (i) termination of service on the Board of Directors, or (ii) death. |
| Common StockSEC Table I · non-derivative | Direct | 3 |
Reported balance
Holding disclosure · report date 2018-05-07 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3 |
Filing footnotes · ownership attribution and instrument terms
F1: Deferred under Directors' Deferred Compensation Plan. Settlement will occur upon the earlier to occur of (i) termination of service on the Board of Directors, or (ii) death.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 07, 2018 Filed May 9, 2018 20:00 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantPhantom Stock · Derivative | 3,760 | $19.45 Strike: $0.00 | $73,132.00 |
DisclosureSEC source: 0001127602-18-016730 · form4.xml · derivative · entry 2 SCHUERMANN FRED L · CIK 0001214529 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,481 Underlying: Common Stock · 3,760 shares Expires not disclosed F1 · derivative.exercise_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur upon the earlier to occur of (i) termination of service on the Board of Directors, or (ii) death. F1 · derivative.expiration_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur upon the earlier to occur of (i) termination of service on the Board of Directors, or (ii) death. Read SEC document |
| November 08, 2017 Filed Nov 9, 2017 21:44 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | SaleCommon Stock | 1,950 | $23.15 | $45,134.70 |
DisclosureSEC source: 0001127602-17-031756 · form4.xml · nonDerivative · entry 1 SCHUERMANN FRED L · CIK 0001214529 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3 F1 · price: This transaction was executed in multiple trades at prices ranging from $23.1050 to $23.2000. The price reported reflects the weighted average sale price. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in the footnote. Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:55 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantPhantom Stock · Derivative | 1,715 | $25.60 Strike: $0.00 | $43,904.00 |
DisclosureSEC source: 0001127602-17-017562 · form4.xml · derivative · entry 2 SCHUERMANN FRED L · CIK 0001214529 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,721 Underlying: Common Stock · 1,715 shares Expires not disclosed F1 · derivative.exercise_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur upon the earlier to occur of (i) termination of service on the Board of Directors, or (ii) death. F1 · derivative.expiration_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur upon the earlier to occur of (i) termination of service on the Board of Directors, or (ii) death. Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:55 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantCommon Stock | 1,953 | $25.60 | $49,996.80 |
DisclosureSEC source: 0001127602-17-017562 · form4.xml · nonDerivative · entry 1 SCHUERMANN FRED L · CIK 0001214529 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,953 Read SEC document |
| December 01, 2016 Filed Dec 5, 2016 22:24 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GiftCommon Stock | 408 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069165 · form4.xml · nonDerivative · entry 1 SCHUERMANN FRED L · CIK 0001214529 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 21:05 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | SaleCommon Stock | 2,300 | $21.53 | $49,520.61 |
DisclosureSEC source: 0001127602-16-068655 · form4.xml · nonDerivative · entry 1 SCHUERMANN FRED L · CIK 0001214529 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408 F1 · price: This transaction was executed in multiple trades at prices ranging from $21.50 to $21.6750. The price reported reflects the weighted average sale price. Upon request by the Commission staff, the Issuer, or a security holder of the Issuer, the Reporting Person will provide full information regarding the number of shares sold at each separate price within the range set forth in the footnote. 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.