Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAVERTY FURNITURE COMPANIES INCHVT · Entity 5603 | Director · Executive Chairman | August 17, 2026 | August 19, 2026 |
| OXFORD INDUSTRIES INCOXM · Entity 5385 | Director | December 11, 2023 | December 12, 2023 |
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 August 17, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 71,705 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Sale · Disposed 20,991 · Balance 71,705 F1: The reported sale was effected for personal estate, tax and financial planning purposes. F2: Sale prices ranged from $27.88 to $28.46 for a weighted average of $28.16. |
| Common StockSEC Table I · non-derivative | IndirectBy Georgia Limited Partnership | 7,850 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 7,850 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 29,689 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 29,689 |
| Class A Common StockSEC Table I · non-derivative | Direct | 125,236 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 125,236 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Spouse | 1,950 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,950 |
| Class A Common StockSEC Table I · non-derivative | IndirectBy Villa Clare, LP | 603,497 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 603,497 |
| PRSUs 2024SEC Table II · derivative / convertible security | Direct | 13,553 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 13,553 F3: Performance Restricted Stock Units ("PRSU") award granted 01/25/2024. Each PRSU represents a contingent right to receive one share of HVT common stock and was earned based on EBITDA for the year ended December 31, 2024, and will vest on February 28, 2027. |
| PRSUs 2025SEC Table II · derivative / convertible security | Direct | 15,903 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 15,903 F4: Performance Restrict Stock Units ("PRSU") award granted 01/22/2025. Each PRSU represents a contingent right to receive one share of HVT common stock and was earned based on EBITDA for the year ended December 31, 2025 and will vest on February 28, 2028. |
| PRSUs 2025.1SEC Table II · derivative / convertible security | Direct | 3,224 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 3,224 F5: Performance Restrict Stock Units ("PRSU") award granted 01/22/2025. Each PRSU represents a contingent right to receive one share of HVT common stock and was earned based on consolidated sales for the year ended December 31, 2025 and will vest on February 28, 2028. |
| RSUs 2024SEC Table II · derivative / convertible security | Direct | 2,795 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 2,795 F6: Restricted Stock Units granted 1/25/2024 and vest ratably over 3 years beginning 5/8/2025. Each RSU is equivalent to one share of common stock upon vesting. |
| RSUs 2025SEC Table II · derivative / convertible security | Direct | 2,583 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 2,583 F7: Restricted Stock Units granted 1/23/2025 and vest ratably over 3 years beginning 5/8/2026. Each RSU is equivalent to one share of common stock upon vesting. |
| RSUs 2026SEC Table II · derivative / convertible security | Direct | 2,424 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 2,424 F8: Restricted Stock Units granted 1/22/2026 and vest ratably over 3 years beginning 5/8/2027. Each RSU is equivalent to one share of common stock upon vesting. |
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,299 |
Reported balance
Holding disclosure · report date 2026-08-17 · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · Balance 7,299 F9: 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: The reported sale was effected for personal estate, tax and financial planning purposes.
F2: Sale prices ranged from $27.88 to $28.46 for a weighted average of $28.16.
F3: Performance Restricted Stock Units ("PRSU") award granted 01/25/2024. Each PRSU represents a contingent right to receive one share of HVT common stock and was earned based on EBITDA for the year ended December 31, 2024, and will vest on February 28, 2027.
F4: Performance Restrict Stock Units ("PRSU") award granted 01/22/2025. Each PRSU represents a contingent right to receive one share of HVT common stock and was earned based on EBITDA for the year ended December 31, 2025 and will vest on February 28, 2028.
F5: Performance Restrict Stock Units ("PRSU") award granted 01/22/2025. Each PRSU represents a contingent right to receive one share of HVT common stock and was earned based on consolidated sales for the year ended December 31, 2025 and will vest on February 28, 2028.
F6: Restricted Stock Units granted 1/25/2024 and vest ratably over 3 years beginning 5/8/2025. Each RSU is equivalent to one share of common stock upon vesting.
F7: Restricted Stock Units granted 1/23/2025 and vest ratably over 3 years beginning 5/8/2026. Each RSU is equivalent to one share of common stock upon vesting.
F8: Restricted Stock Units granted 1/22/2026 and vest ratably over 3 years beginning 5/8/2027. Each RSU is equivalent to one share of common stock upon vesting.
F9: Deferred under Directors' Deferred Compensation Plan. Settlement will occur as prescribed by the elections under the Plan.
OXFORD INDUSTRIES INC
Report date December 11, 2023 · Filed December 12, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,276 |
Reported balance
After 2023-12-11 transaction · row 1
1 source rowRow 1 · 2023-12-11 · Gift · Disposed 1,006 · Balance 17,276 |
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 |
|---|---|---|---|---|---|---|
| February 28, 2017 Filed Mar 2, 2017 22:00 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionCommon Stock | 6,447 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009794 · form4.xml · nonDerivative · entry 1 SMITH CLARENCE H · CIK 0001209399 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,648 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 |
| January 30, 2017 Filed Feb 1, 2017 22:09 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantPRSUs 2016.1 · Derivative | 1,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003383 · form4.xml · derivative · entry 11 SMITH CLARENCE H · CIK 0001209399 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,635 Underlying: Common Stock · 1,635 shares Expires not disclosed F6 · derivative.exercise_price: Performance Restricted Stock Units ("PRSUs") award granted 1/26/2016 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the Company's sales performance for each of the four years 2016 -2019. This amount represent the number of performance units earned for fiscal 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017 and will vest on May 8, 2017. F6 · derivative.exercise_date: Performance Restricted Stock Units ("PRSUs") award granted 1/26/2016 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the Company's sales performance for each of the four years 2016 -2019. This amount represent the number of performance units earned for fiscal 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017 and will vest on May 8, 2017. F6 · derivative.expiration_date: Performance Restricted Stock Units ("PRSUs") award granted 1/26/2016 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the Company's sales performance for each of the four years 2016 -2019. This amount represent the number of performance units earned for fiscal 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017 and will vest on May 8, 2017. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:09 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantPRSUs 2016 · Derivative | 16,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003383 · form4.xml · derivative · entry 10 SMITH CLARENCE H · CIK 0001209399 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,109 Underlying: Common Stock · 16,109 shares Expires not disclosed F5 · derivative.exercise_price: Performance Restricted Stock Units ("PRSUs") award granted 1/26/2016 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the EBITDA for the year ended December 31, 2016. This amount represents the number of performance units earned for fiscal year 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017. The performance units vest on February 28, 2019. F5 · derivative.exercise_date: Performance Restricted Stock Units ("PRSUs") award granted 1/26/2016 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the EBITDA for the year ended December 31, 2016. This amount represents the number of performance units earned for fiscal year 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017. The performance units vest on February 28, 2019. F5 · derivative.expiration_date: Performance Restricted Stock Units ("PRSUs") award granted 1/26/2016 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the EBITDA for the year ended December 31, 2016. This amount represents the number of performance units earned for fiscal year 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017. The performance units vest on February 28, 2019. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:09 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantPRSUs 2015.1 · Derivative | 1,422 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003383 · form4.xml · derivative · entry 9 SMITH CLARENCE H · CIK 0001209399 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,422 Underlying: Common Stock · 1,422 shares Expires not disclosed F4 · derivative.exercise_price: Performance Restricted Stock Units ("PRSUs") award granted 1/23/2015 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the Company's sales performance for each of the four years 2015 -2018. This amount represent the number of performance units earned for fiscal 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017 and will vest on May 8, 2017. F4 · derivative.exercise_date: Performance Restricted Stock Units ("PRSUs") award granted 1/23/2015 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the Company's sales performance for each of the four years 2015 -2018. This amount represent the number of performance units earned for fiscal 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017 and will vest on May 8, 2017. F4 · derivative.expiration_date: Performance Restricted Stock Units ("PRSUs") award granted 1/23/2015 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the Company's sales performance for each of the four years 2015 -2018. This amount represent the number of performance units earned for fiscal 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017 and will vest on May 8, 2017. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:09 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantPRSUs 2014.1 · Derivative | 970 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003383 · form4.xml · derivative · entry 8 SMITH CLARENCE H · CIK 0001209399 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 970 Underlying: Common Stock · 970 shares Expires not disclosed F3 · derivative.exercise_price: Performance Restricted Stock Units ("PRSUs") award granted 1/17/2014 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the Company's sales performance for each of the four years 2014 - 2017. This amount represents the number of performance units earned for fiscal 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017 and will vest on May 8, 2017. F3 · derivative.exercise_date: Performance Restricted Stock Units ("PRSUs") award granted 1/17/2014 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the Company's sales performance for each of the four years 2014 - 2017. This amount represents the number of performance units earned for fiscal 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017 and will vest on May 8, 2017. F3 · derivative.expiration_date: Performance Restricted Stock Units ("PRSUs") award granted 1/17/2014 under the 2014 Long-Term Incentive Plan. Each performance unit represents a contingent right to receive one share of the Company's common stock based on the Company's sales performance for each of the four years 2014 - 2017. This amount represents the number of performance units earned for fiscal 2016, which were certified by the Executive Compensation and Employee Benefits Committee on 1/30/2017 and will vest on May 8, 2017. Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:54 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GiftCommon Stock | 1,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-069717 · form4.xml · nonDerivative · entry 1 SMITH CLARENCE H · CIK 0001209399 · Director · Chairman, President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,201 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.