Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQUIFAX INCEFX · Entity 3235 | Director | March 30, 2018 | April 03, 2018 |
| HAVERTY FURNITURE COMPANIES INCHVT · Entity 5603 | Director | May 08, 2017 | May 10, 2017 |
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.
EQUIFAX INC
Report date March 30, 2018 · Filed April 03, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom Stock UnitsSEC Table II · derivative / convertible security | Direct | 43,549 |
Reported balance
After 2018-03-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2018-03-30 · Grant · Acquired 218 · Balance 43,549 F1: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director.
HAVERTY FURNITURE COMPANIES INC
Report date May 08, 2017 · Filed May 10, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 75,296 |
Reported balance
After 2017-05-08 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-05-08 · Grant · Acquired 6,842 · Balance 75,296 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 | 56,095 |
Reported balance
Holding disclosure · report date 2017-05-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 56,095 |
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 |
|---|---|---|---|---|---|---|
| March 30, 2018 Filed Apr 3, 2018 20:18 UTC | EQUIFAX INC EFX · Entity 3235 | GrantPhantom Stock Units · Derivative | 218 | $117.81 | $25,682.58 |
DisclosureSEC source: 0001225208-18-007162 · doc4.xml · derivative · entry 1 HUMANN L PHILLIP · CIK 0001014178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,549 Underlying: Common Stock · 218 shares Expires not disclosed F1 · derivative.exercise_price: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.exercise_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. Read SEC document |
| December 29, 2017 Filed Jan 3, 2018 21:22 UTC | EQUIFAX INC EFX · Entity 3235 | GrantPhantom Stock Units · Derivative | 217 | $117.92 | $25,588.64 |
DisclosureSEC source: 0001225208-18-000299 · doc4.xml · derivative · entry 1 HUMANN L PHILLIP · CIK 0001014178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,331 Underlying: Common Stock · 217 shares Expires not disclosed F1 · derivative.exercise_price: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.exercise_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. Read SEC document |
| September 29, 2017 Filed Oct 3, 2017 20:21 UTC | EQUIFAX INC EFX · Entity 3235 | GrantPhantom Stock Units · Derivative | 257 | $105.99 | $27,239.43 |
DisclosureSEC source: 0001225208-17-015764 · doc4.xml · derivative · entry 1 HUMANN L PHILLIP · CIK 0001014178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,114 Underlying: Common Stock · 257 shares Expires not disclosed F1 · derivative.exercise_price: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.exercise_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: Represents phantom stock units previously elected by the reporting person to be received as deferred compensation in lieu of annual cash retainer fees under the Company's Director Deferred Compensation Plan. Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 20:30 UTC | EQUIFAX INC EFX · Entity 3235 | GrantPhantom Stock Units · Derivative | 198 | $137.42 | $27,209.16 |
DisclosureSEC source: 0001225208-17-012216 · doc4.xml · derivative · entry 1 HUMANN L PHILLIP · CIK 0001014178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,857 Underlying: Common Stock · 198 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:49 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantPhantom Stock · Derivative | 6,842 | $25.60 Strike: $0.00 | $175,155.20 |
DisclosureSEC source: 0001127602-17-017560 · form4.xml · derivative · entry 2 HUMANN L PHILLIP · CIK 0001014178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,296 Underlying: Common Stock · 6,842 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 04, 2017 Filed May 8, 2017 19:31 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-009289 · doc4.xml · nonDerivative · entry 1 HUMANN L PHILLIP · CIK 0001014178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,425 F1 · security: Award of restricted stock units. The stock vests 100% on 5/4/2018. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 20:35 UTC | EQUIFAX INC EFX · Entity 3235 | GrantPhantom Stock Units · Derivative | 219 | $136.74 | $29,946.06 |
DisclosureSEC source: 0001225208-17-007408 · doc4.xml · derivative · entry 1 HUMANN L PHILLIP · CIK 0001014178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,659.025 Underlying: Common Stock · 219 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 21:53 UTC | EQUIFAX INC EFX · Entity 3235 | GrantPhantom Stock Units · Derivative | 222.025 | $118.23 | $26,250.02 |
DisclosureSEC source: 0001225208-17-000445 · doc4.xml · derivative · entry 1 HUMANN L PHILLIP · CIK 0001014178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,440.025 Underlying: Common Stock · 222.025 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 20:15 UTC | EQUIFAX INC EFX · Entity 3235 | GrantPhantom Stock Units · Derivative | 195 | $134.58 | $26,243.10 |
DisclosureSEC source: 0001225208-16-040034 · doc4.xml · derivative · entry 1 HUMANN L PHILLIP · CIK 0001014178 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,218 Underlying: Common Stock · 195 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, at the election of the reporting person, upon the reporting person's termination of service as a director. 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.