person · Reporting owner

DUKES LAURA ALLISON

Disclosed activity across 22 companies

Tapewire entity: 19091
SEC CIK: 0001674244

Reported relationships

Latest disclosed role at each company.

Company	Last reported as	Report date	Published
HAVERTY FURNITURE COMPANIES INCHVT · Entity 5603	Director	May 11, 2026	May 12, 2026
INVESCO HIGH INCOME 2023 TARGET TERM FUNDIHIT · Entity 109120	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Advantage Municipal Income Trust IIVKI · Entity 5663	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Bond FundVBF · Entity 6443	SMD and CFO	August 01, 2020	August 05, 2020
Invesco California Value Municipal Income TrustVCV · Entity 5455	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Dynamic Credit Opportunities FundVTA · Entity 16170	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Dynamic Credit Opportunity FundVTA · Entity 31453	Director	July 21, 2021	July 30, 2021
Invesco High Income 2024 Target Term FundIHTA · Entity 94855	SMD and CFO	August 01, 2020	August 05, 2020
Invesco High Income Trust IIVLT · Entity 8827	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Ltd.IVZ · Entity 125	Chief Financial Officer	September 04, 2026	September 09, 2026
Invesco Municipal Income Opportunities TrustOIA · Entity 5991	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Municipal Opportunity TrustVMO · Entity 8836	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Municipal TrustVKQ · Entity 8832	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Pennsylvania Value Municipal Income TrustVPV · Entity 8842	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Private Asset-Based Credit FundINPAC · Entity 18931	Officer	August 19, 2026	August 27, 2026
Invesco Quality Municipal Income TrustIQI · Entity 8838	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Senior Income TrustVVR · Entity 5546	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Senior Loan FundVSLAX · Entity 84266	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Trust for Investment Grade MunicipalsVGM · Entity 5406	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Trust for Investment Grade New York MunicipalsVTN · Entity 6496	SMD and CFO	August 01, 2020	August 05, 2020
Invesco Value Municipal Income TrustIIM · Entity 5352	SMD and CFO	August 01, 2020	August 05, 2020

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 11, 2026 · Filed May 12, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00	Direct	45,529	Reported balance After 2026-05-11 transaction · row 1 Instrument identity requires review; Table II rows are not merged. 1 source row Row 1 · 2026-05-11 · Grant · Acquired 6,881 · Balance 45,529 F1: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan.

Filing footnotes · ownership attribution and instrument terms

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

INVESCO HIGH INCOME 2023 TARGET TERM FUND

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Advantage Municipal Income Trust II

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Bond Fund

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco California Value Municipal Income Trust

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Dynamic Credit Opportunities Fund

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Dynamic Credit Opportunity Fund

Report date July 21, 2021 · Filed July 30, 2021

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2021-07-21 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco High Income 2024 Target Term Fund

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco High Income Trust II

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Ltd.

Report date September 04, 2026 · Filed September 09, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	251,583	Ending reported balance After 2026-09-04 transaction · row 2 2 source rows · reconciled sequence Row 1 · 2026-09-04 · Sale · Disposed 31,075 · Balance 259,183 F1: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2: Reflects the weighted average sale price. The range of prices for such transactions is $33.125 - $33.185. Row 2 · 2026-09-04 · Gift · Disposed 7,600 · Balance 251,583

Filing footnotes · ownership attribution and instrument terms

F1: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price.

F2: Reflects the weighted average sale price. The range of prices for such transactions is $33.125 - $33.185.

Invesco Municipal Income Opportunities Trust

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Municipal Opportunity Trust

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Municipal Trust

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Pennsylvania Value Municipal Income Trust

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Private Asset-Based Credit Fund

Report date August 19, 2026 · Filed August 27, 2026

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2026-08-19 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Quality Municipal Income Trust

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Senior Income Trust

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Senior Loan Fund

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Trust for Investment Grade Municipals

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Trust for Investment Grade New York Municipals

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Invesco Value Municipal Income Trust

Report date August 01, 2020 · Filed August 05, 2020

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common SharesSEC Table I · non-derivative	Direct	0	Reported balance Holding disclosure · report date 2020-08-01 · row 1 Holding and transaction disclosures are not merged. 1 source row Row 1 · Balance 0

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

SUNTRUST BANKS INC

Report date December 06, 2019 · Filed December 09, 2019

Section 16 reporting ended · disclosed 2019-12-09. Current position is not established by this disclosure.

Security / award	Ownership account	Disclosed shares / units	Disclosure context
Common StockSEC Table I · non-derivative	Direct	0	Reported balance After 2019-12-06 transaction · row 1 1 source row Row 1 · 2019-12-06 · Disposition to issuer · Disposed 43,943.297 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock.
OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.41 · Expires 2023-02-26	Direct	0	Reported balance After 2019-12-06 transaction · row 2 Instrument identity requires review; Table II rows are not merged. 1 source row Row 2 · 2019-12-06 · Disposition to issuer · Disposed 5,061 · Balance 0 F3: This option was replaced with an option to purchase 6,553 shares of BB&T common stock at an exercise price of $21.17 per share. F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger.
Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-14	Direct	0	Reported balance After 2019-12-06 transaction · row 3 Instrument identity requires review; Table II rows are not merged. 1 source row Row 3 · 2019-12-06 · Disposition to issuer · Disposed 1,573.659 · Balance 0 F4: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F5: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,038 shares of BB&T common stock.
Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-13	Direct	0	Reported balance After 2019-12-06 transaction · row 4 Instrument identity requires review; Table II rows are not merged. 1 source row Row 4 · 2019-12-06 · Disposition to issuer · Disposed 1,953.809 · Balance 0 F4: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F6: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,530 shares of BB&T common stock.
Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13	Direct	0	Reported balance After 2019-12-06 transaction · row 5 Instrument identity requires review; Table II rows are not merged. 1 source row Row 5 · 2019-12-06 · Disposition to issuer · Disposed 1,953.812 · Balance 0 F4: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F6: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,530 shares of BB&T common stock.
Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2020-02-08	Direct	0	Reported balance After 2019-12-06 transaction · row 6 Instrument identity requires review; Table II rows are not merged. 1 source row Row 6 · 2019-12-06 · Disposition to issuer · Disposed 11,034.433 · Balance 0 F4: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F7: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 14,290 shares of BB&T common stock.
Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-08	Direct	0	Reported balance After 2019-12-06 transaction · row 7 Instrument identity requires review; Table II rows are not merged. 1 source row Row 7 · 2019-12-06 · Disposition to issuer · Disposed 11,034.433 · Balance 0 F4: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F7: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 14,290 shares of BB&T common stock.
Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-02-08	Direct	0	Reported balance After 2019-12-06 transaction · row 8 Instrument identity requires review; Table II rows are not merged. 1 source row Row 8 · 2019-12-06 · Disposition to issuer · Disposed 11,033.404 · Balance 0 F4: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F7: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 14,290 shares of BB&T common stock.
Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13	Direct	18,079.631	Reported balance After 2019-12-06 transaction · row 9 Instrument identity requires review; Table II rows are not merged. 1 source row Row 9 · 2019-12-06 · Grant · Acquired 18,079.631 · Balance 18,079.631 F8: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target.
Phantom Stock UnitsSEC Table II · derivative / convertible security · Expires 2021-02-13	Direct	0	Reported balance After 2019-12-06 transaction · row 10 Instrument identity requires review; Table II rows are not merged. 1 source row Row 10 · 2019-12-06 · Disposition to issuer · Disposed 18,079.631 · Balance 0 F9: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F10: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 23,413 shares of BB&T common stock.

Filing footnotes · ownership attribution and instrument terms

F1: Disposed of in connection with the Agreement and Plan of Merger by and between SunTrust Banks, Inc. ("SunTrust") and BB&T Corporation ("BB&T"), dated February 7, 2019 and amended as of June 14, 2019 (the "Merger Agreement"), pursuant to which SunTrust was merged with and into BB&T, effective December 6, 2019 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of SunTrust common stock was exchanged for 1.295 shares of BB&T common stock. The closing price of BB&T common stock on the New York Stock Exchange on the effective date of the Merger was $54.24. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of SunTrust common stock.

F2: Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding and unexercised option to purchase shares of SunTrust common stock automatically converted into an option to purchase shares of BB&T common stock, with the number of underlying shares and the exercise price determined as set forth in the Merger Agreement. Each option to purchase shares of BB&T common stock is subject to the same terms and conditions (including vesting and exercisability terms) as the corresponding option to purchase shares of SunTrust common stock immediately prior to the effective time of the Merger.

F3: This option was replaced with an option to purchase 6,553 shares of BB&T common stock at an exercise price of $21.17 per share.

F4: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F5: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,038 shares of BB&T common stock.

F6: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,530 shares of BB&T common stock.

F7: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 14,290 shares of BB&T common stock.

F8: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target.

F9: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger.

F10: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 23,413 shares of BB&T common stock.

Transaction history

JSON API

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 date	Company	Activity / security	Shares / units	Reported price	Reported value	Details
September 04, 2026 Filed Sep 9, 2026 16:33 UTC	Invesco Ltd. IVZ · Entity 125	GiftCommon Shares	7,600	$0.00	$0.00	Disclosure SEC source: 0001674244-26-000010 · wk-form4_1788971581.xml · nonDerivative · entry 2 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 251,583 Read SEC document
September 04, 2026 Filed Sep 9, 2026 16:33 UTC	Invesco Ltd. IVZ · Entity 125	SaleCommon Shares	31,075	$33.16	$1,030,537.12	Disclosure SEC source: 0001674244-26-000010 · wk-form4_1788971581.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 259,183 F1 · date: The reporting person effected multiple same-way open market sale transactions on the same day at different prices through a trade order executed by a broker-dealer. The reporting person has reported on a single line all such transactions that occurred within a one dollar price. range. The reporting person hereby undertakes to provide upon request by the Securities and Exchange Commission staff, the issuer or a shareholder of the issuer, full information regarding the number of shares sold at each separate price. F2 · price: Reflects the weighted average sale price. The range of prices for such transactions is $33.125 - $33.185. Read SEC document
July 02, 2026 Filed Jul 7, 2026 14:49 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	52,003	$27.01	$1,404,601.03	Disclosure SEC source: 0001674244-26-000004 · wk-form4_1783435770.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 290,258 Read SEC document
May 11, 2026 Filed May 12, 2026 20:44 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantPhantom Stock · Derivative	6,881	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0000216085-26-000041 · form4.xml · derivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,529 Underlying: Common Stock · 6,881 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
February 28, 2026 Filed Mar 3, 2026 14:38 UTC	Invesco Ltd. IVZ · Entity 125	GrantRestricted Stock Units · Derivative	73,257	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · derivative · entry 7 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,257 Underlying: Common Shares · 73,257 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC	Invesco Ltd. IVZ · Entity 125	Exercise / conversionRestricted Stock Units · Derivative	26,362	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · derivative · entry 6 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,089 Underlying: Common Shares · 26,362 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 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC	Invesco Ltd. IVZ · Entity 125	Exercise / conversionRestricted Stock Units · Derivative	17,659	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · derivative · entry 5 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,317 Underlying: Common Shares · 17,659 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 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	58,064	$26.26	$1,524,760.64	Disclosure SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · nonDerivative · entry 4 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 342,261 Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	26,362	$0.00	$0.00	Disclosure SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · nonDerivative · entry 3 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400,325 Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	17,659	$0.00	$0.00	Disclosure SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · nonDerivative · entry 2 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 373,963 Read SEC document
February 28, 2026 Filed Mar 3, 2026 14:38 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	63,131	$0.00	$0.00	Disclosure SEC source: 0001674244-26-000002 · wk-form4_1772548710.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 356,304 Read SEC document
August 27, 2025 Filed Aug 28, 2025 16:57 UTC	Invesco Ltd. IVZ · Entity 125	GiftCommon Shares	34,764	$0.00	$0.00	Disclosure SEC source: 0001674244-25-000005 · wk-form4_1756400228.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 293,173 F1 · kind: This transaction is a bona fide gift. Read SEC document
May 12, 2025 Filed May 14, 2025 20:19 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantPhantom Stock · Derivative	6,532	$21.00 Strike: $0.00	$137,172.00	Disclosure SEC source: 0001127602-25-014279 · form4.xml · derivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,648 Underlying: Common Stock · 6,532 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
February 28, 2025 Filed Mar 4, 2025 19:01 UTC	Invesco Ltd. IVZ · Entity 125	GrantRestricted Stock Units · Derivative	105,451	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · derivative · entry 5 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 105,451 Underlying: Common Shares · 105,451 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2025 Filed Mar 4, 2025 19:01 UTC	Invesco Ltd. IVZ · Entity 125	Exercise / conversionRestricted Stock Units · Derivative	17,658	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · derivative · entry 4 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,976 Underlying: Common Shares · 17,658 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 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2025 Filed Mar 4, 2025 19:01 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	27,606	$17.39	$480,068.34	Disclosure SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · nonDerivative · entry 3 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 327,937 Read SEC document
February 28, 2025 Filed Mar 4, 2025 19:01 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	17,658	$0.00	$0.00	Disclosure SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · nonDerivative · entry 2 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,543 Read SEC document
February 28, 2025 Filed Mar 4, 2025 19:01 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	12,805	$0.00	$0.00	Disclosure SEC source: 0001674244-25-000002 · wk-form4_1741114882.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 337,885 Read SEC document
October 25, 2024 Filed Oct 25, 2024 20:43 UTC	Invesco Ltd. IVZ · Entity 125	GiftCommon Shares	30,727	$0.00	$0.00	Disclosure SEC source: 0001674244-24-000006 · wk-form4_1729888985.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 325,080 F1 · kind: This transaction is a bona fide gift. Read SEC document
May 15, 2024 Filed May 17, 2024 20:44 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	25,097	$16.31	$409,332.07	Disclosure SEC source: 0001674244-24-000004 · wk-form4_1715978613.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 355,807 Read SEC document
May 06, 2024 Filed May 7, 2024 20:16 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantPhantom Stock · Derivative	5,272	$29.48 Strike: $0.00	$155,418.56	Disclosure SEC source: 0001127602-24-014437 · form4.xml · derivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,116 Underlying: Common Stock · 5,272 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
February 28, 2024 Filed Mar 1, 2024 13:47 UTC	Invesco Ltd. IVZ · Entity 125	GrantRestricted Stock Units · Derivative	70,634	$0.00 Strike: $0.00	$0.00	Disclosure SEC source: 0001674244-24-000002 · wk-form4_1709300846.xml · derivative · entry 3 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,634 Underlying: Common Shares · 70,634 shares Expires not disclosed F1 · security: Each Restricted Stock Unit represents a contingent right to receive one Common Share of Invesco Ltd. F2 · derivative.exercise_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. F2 · derivative.expiration_date: The Restricted Stock Units vest in four equal installments and expire upon the employee's termination of employment. Read SEC document
February 28, 2024 Filed Mar 1, 2024 13:47 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	28,262	$15.29	$432,125.98	Disclosure SEC source: 0001674244-24-000002 · wk-form4_1709300846.xml · nonDerivative · entry 2 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380,904 Read SEC document
February 28, 2024 Filed Mar 1, 2024 13:47 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	31,792	$0.00	$0.00	Disclosure SEC source: 0001674244-24-000002 · wk-form4_1709300846.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409,166 Read SEC document
July 03, 2023 Filed Jul 3, 2023 21:28 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	116,754	$0.00	$0.00	Disclosure SEC source: 0001209191-23-040650 · doc4.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 377,374 Read SEC document
May 15, 2023 Filed May 17, 2023 20:30 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	25,243	$15.21	$383,946.03	Disclosure SEC source: 0001209191-23-030199 · doc4.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 260,620 Read SEC document
May 08, 2023 Filed May 10, 2023 20:14 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantPhantom Stock · Derivative	5,330	$25.57 Strike: $0.00	$136,288.10	Disclosure SEC source: 0001127602-23-015099 · form4.xml · derivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,844 Underlying: Common Stock · 5,330 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
February 28, 2023 Filed Mar 2, 2023 21:09 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	9,196	$17.66	$162,401.36	Disclosure SEC source: 0001209191-23-014613 · doc4.xml · nonDerivative · entry 2 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,863 Read SEC document
February 28, 2023 Filed Mar 2, 2023 21:09 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	43,389	$0.00	$0.00	Disclosure SEC source: 0001209191-23-014613 · doc4.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,059 Read SEC document
May 15, 2022 Filed May 17, 2022 20:34 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	25,243	$17.84	$450,335.12	Disclosure SEC source: 0001209191-22-029672 · doc4.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,670 Read SEC document
May 09, 2022 Filed May 10, 2022 20:21 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantPhantom Stock · Derivative	5,009	$27.86 Strike: $0.00	$139,550.74	Disclosure SEC source: 0001127602-22-013974 · form4.xml · derivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,514 Underlying: Common Stock · 5,009 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
February 28, 2022 Filed Mar 2, 2022 22:11 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	3,621	$21.24	$76,910.04	Disclosure SEC source: 0001209191-22-014895 · doc4.xml · nonDerivative · entry 2 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,913 Read SEC document
February 28, 2022 Filed Mar 2, 2022 22:11 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	49,435	$0.00	$0.00	Disclosure SEC source: 0001209191-22-014895 · doc4.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 280,534 Read SEC document
September 03, 2021 Filed Jan 28, 2022 21:40 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GiftCommon Stock	5,666	$0.00	$0.00	Disclosure SEC source: 0001127602-22-002427 · form5.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document
May 14, 2021 Filed May 18, 2021 20:59 UTC	Invesco Ltd. IVZ · Entity 125	Tax withholdingCommon Shares	24,895	$27.96	$696,064.20	Disclosure SEC source: 0001209191-21-033564 · doc4.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,099 Read SEC document
May 10, 2021 Filed May 11, 2021 20:46 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantPhantom Stock · Derivative	2,348	$46.63 Strike: $0.00	$109,487.24	Disclosure SEC source: 0001127602-21-016244 · form4.xml · derivative · entry 2 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,505 Underlying: Common Stock · 2,348 shares Expires not disclosed F2 · derivative.exercise_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan. F2 · derivative.expiration_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan. Read SEC document
May 09, 2021 Filed May 11, 2021 20:46 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantCommon Stock	428	$46.63	$19,957.64	Disclosure SEC source: 0001127602-21-016244 · form4.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,666 F1 · shares: Annual stock grant pursuant to Non-Employee Director Compensation Plan for the 2020-2021 board year. Read SEC document
February 28, 2021 Filed Mar 1, 2021 21:42 UTC	Invesco Ltd. IVZ · Entity 125	GrantCommon Shares	32,114	$0.00	$0.00	Disclosure SEC source: 0001209191-21-015257 · doc4.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,994 Read SEC document
May 15, 2020 Filed May 18, 2020 20:20 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantPhantom Stock · Derivative	5,136	$15.77 Strike: $0.00	$80,994.72	Disclosure SEC source: 0001127602-20-016911 · form4.xml · derivative · entry 2 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,403 Underlying: Common Stock · 5,136 shares Expires not disclosed F2 · derivative.exercise_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan. F2 · derivative.expiration_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan. Read SEC document
May 15, 2020 Filed May 29, 2020 20:16 UTC Amendment	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantPhantom Stock · Derivative	5,550	$15.77 Strike: $0.00	$87,523.50	Disclosure SEC source: 0001127602-20-018152 · form4a.xml · derivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,817 Underlying: Common Stock · 5,550 shares Expires not disclosed F1 · shares: The original Form 4, filed on May 18, 2020, is being amended by this Form 4 amendment solely to correct an administrative error, which did not include the number of shares accrued for the year under the Directors Deferred Compensation Plan. As a result of this administrative error, the corrected transaction reflects an increase by 414 shares in the number of phantom stock shares reported. F2 · derivative.exercise_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan. F2 · derivative.expiration_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan. Read SEC document
May 15, 2020 Filed Oct 5, 2020 20:21 UTC Amendment	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantPhantom Stock · Derivative	5,890	$14.86 Strike: $0.00	$87,525.40	Disclosure SEC source: 0001127602-20-026523 · form4a.xml · derivative · entry 2 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,157 Underlying: Common Stock · 5,890 shares Expires not disclosed F1 · shares: The original Form 4 filed on May 18, 2020 and amended on May 29, 2020 is being amended by this Form 4 amendment solely to correct an administrative error related to the share price used in calculating the number of shares earned. F3 · shares: Deferred under Directors' Deferred Compensation Plan. On May 29, 2020, the number of shares was incorrectly reported as 5,550 based on a $15.77 price per share instead of 5,890 shares based on a $14.86 price per share, an increase of 340 shares. F4 · derivative.exercise_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan. F4 · derivative.expiration_date: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan. Read SEC document
May 14, 2020 Filed May 18, 2020 20:20 UTC	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantCommon Stock	1,346	$14.86	$20,001.56	Disclosure SEC source: 0001127602-20-016911 · form4.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,186 F1 · shares: Annual stock grant pursuant to Non-Employee Director Compensation Plan. Read SEC document
May 14, 2020 Filed Oct 5, 2020 20:21 UTC Amendment	HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603	GrantCommon Stock	1,398	$14.31	$20,005.38	Disclosure SEC source: 0001127602-20-026523 · form4a.xml · nonDerivative · entry 1 DUKES LAURA ALLISON · CIK 0001674244 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,238 F1 · shares: The original Form 4 filed on May 18, 2020 and amended on May 29, 2020 is being amended by this Form 4 amendment solely to correct an administrative error related to the share price used in calculating the number of shares earned. F2 · shares: Annual stock grant pursuant to Non-Employee Director Compensation Plan. The number of shares was incorrectly reported as 1,346 based on a $14.86 price per share instead of 1,398 shares based on a $14.31 price per share, an increase of 52 shares. Read SEC document
December 06, 2019 Filed Dec 9, 2019 16:01 UTC	SUNTRUST BANKS INC STI · Entity 106623	Disposition to issuerPhantom Stock Units · Derivative	18,079.631	Not disclosed	Not disclosed	Disclosure SEC source: 0000750556-19-000227 · edgar.xml · derivative · entry 10 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,079.631 shares Expires 2021-02-13 F9 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested restricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including service-based vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F10 · price: These performance-vested restricted stock units were replaced with BB&T restricted stock units convertible into an aggregate of 23,413 shares of BB&T common stock. Read SEC document
December 06, 2019 Filed Dec 9, 2019 16:01 UTC	SUNTRUST BANKS INC STI · Entity 106623	GrantPhantom Stock Units · Derivative	18,079.631	Not disclosed	Not disclosed	Disclosure SEC source: 0000750556-19-000227 · edgar.xml · derivative · entry 9 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,079.631 Underlying: Common Stock · 18,079.631 shares Expires 2021-02-13 F8 · derivative.exercise_price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. F8 · price: Represents performance-vested restricted stock units, each convertible into one share of SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan. Transaction represents the satisfaction of all performance vesting conditions in connection with the Merger pursuant to the terms of the Merger Agreement. Awards remain subject to service-based vesting requirements, including a one-year deferral for awards as a result of performance-vesting conditions being met in excess of 130% of target. Read SEC document
December 06, 2019 Filed Dec 9, 2019 16:01 UTC	SUNTRUST BANKS INC STI · Entity 106623	Disposition to issuerPhantom Stock Units · Derivative	11,033.404	Not disclosed	Not disclosed	Disclosure SEC source: 0000750556-19-000227 · edgar.xml · derivative · entry 8 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,033.404 shares Expires 2022-02-08 F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F7 · price: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 14,290 shares of BB&T common stock. Read SEC document
December 06, 2019 Filed Dec 9, 2019 16:01 UTC	SUNTRUST BANKS INC STI · Entity 106623	Disposition to issuerPhantom Stock Units · Derivative	11,034.433	Not disclosed	Not disclosed	Disclosure SEC source: 0000750556-19-000227 · edgar.xml · derivative · entry 7 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,034.433 shares Expires 2021-02-08 F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F7 · price: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 14,290 shares of BB&T common stock. Read SEC document
December 06, 2019 Filed Dec 9, 2019 16:01 UTC	SUNTRUST BANKS INC STI · Entity 106623	Disposition to issuerPhantom Stock Units · Derivative	11,034.433	Not disclosed	Not disclosed	Disclosure SEC source: 0000750556-19-000227 · edgar.xml · derivative · entry 6 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,034.433 shares Expires 2020-02-08 F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F7 · price: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 14,290 shares of BB&T common stock. Read SEC document
December 06, 2019 Filed Dec 9, 2019 16:01 UTC	SUNTRUST BANKS INC STI · Entity 106623	Disposition to issuerPhantom Stock Units · Derivative	1,953.812	Not disclosed	Not disclosed	Disclosure SEC source: 0000750556-19-000227 · edgar.xml · derivative · entry 5 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,953.812 shares Expires 2021-02-13 F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F6 · price: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,530 shares of BB&T common stock. Read SEC document
December 06, 2019 Filed Dec 9, 2019 16:01 UTC	SUNTRUST BANKS INC STI · Entity 106623	Disposition to issuerPhantom Stock Units · Derivative	1,953.809	Not disclosed	Not disclosed	Disclosure SEC source: 0000750556-19-000227 · edgar.xml · derivative · entry 4 DUKES LAURA ALLISON · CIK 0001674244 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,953.809 shares Expires 2020-02-13 F4 · derivative.exercise_price: Represents time-vested restricted stock units, each convertible into one share SunTrust common stock, under the SunTrust Banks, Inc. 2009 Stock Plan or the SunTrust Banks, Inc. 2018 Omnibus Incentive Compensation Plan. Pursuant to the Merger Agreement, at the effective time of the Merger, each outstanding SunTrust time-vested restricted stock unit automatically converted into a BB&T time-vested retricted stock unit convertible into shares of BB&T common stock, with the number of underlying shares of BB&T common stock determined as set forth in the Merger Agreement. Each BB&T time-vested restricted stock unit is subject to the same terms and conditions (including vesting terms) as applied to the corresponding SunTrust time-vested restricted stock unit immediately prior to the effective time of the Merger. F6 · price: These time-vested restricted stock units were replaced with BB&T time-vested restricted stock units convertible into an aggregate of 2,530 shares of BB&T common stock. 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.