Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HUNTINGTON BANCSHARES INC /MD/HBAN · Entity 3125 | Director | October 01, 2026 | October 05, 2026 |
| National Vision Holdings, Inc.EYE · Entity 1716 | Director | June 17, 2026 | June 22, 2026 |
| OXFORD INDUSTRIES INCOXM · Entity 5385 | Director | June 30, 2026 | July 02, 2026 |
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.
HUNTINGTON BANCSHARES INC /MD/
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 77,274.683 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 95.915 · Balance 77,274.683 |
National Vision Holdings, Inc.
Report date June 17, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,377 |
Reported balance
After 2026-06-17 transaction · row 1
1 source rowRow 1 · 2026-06-17 · Grant · Acquired 11,350 · Balance 55,377 F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share on National Vision Holdings, Inc. common stock. The RSUs vest in full on the first anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit ("RSU") represents a contingent right to receive one share on National Vision Holdings, Inc. common stock. The RSUs vest in full on the first anniversary of the date of grant.
OXFORD INDUSTRIES INC
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,026 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 3,871 · Balance 17,026 F1: The securities reported constitute restricted shares granted by the Issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities reported constitute restricted shares granted by the Issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the Issuer.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Cadence Bancorporation
Report date October 29, 2021 · Filed October 29, 2021
Section 16 reporting ended · disclosed 2021-10-29. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common Stock, par value $0.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2021-10-29 transaction · row 1
1 source rowRow 1 · 2021-10-29 · Disposition to issuer · Disposed 22,780 · Balance 0 F1: Disposed of in connection with the Agreement and Plan of Merger by and between BancorpSouth Bank ("BXS") and Cadence Bancorporation ("Cadence"), dated April 12, 2021 and amended as of May of 27, 2021 (the "Merger Agreement"), pursuant to which Cadence was merged with and into BXS, effective October 29, 2021 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of Cadence common stock par value $0.01 was converted into the right to receive .70 shares of the BXS's common stock par value $2.50 per share ("the Exchange Ratio"), subject to cash in lieu of fractional shares. The opening price of the BXS's common stock on the New York Stock Exchange on the effective date of the Merger was $29.16. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Cadence common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in connection with the Agreement and Plan of Merger by and between BancorpSouth Bank ("BXS") and Cadence Bancorporation ("Cadence"), dated April 12, 2021 and amended as of May of 27, 2021 (the "Merger Agreement"), pursuant to which Cadence was merged with and into BXS, effective October 29, 2021 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of Cadence common stock par value $0.01 was converted into the right to receive .70 shares of the BXS's common stock par value $2.50 per share ("the Exchange Ratio"), subject to cash in lieu of fractional shares. The opening price of the BXS's common stock on the New York Stock Exchange on the effective date of the Merger was $29.16. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Cadence common stock.
STATE BANK FINANCIAL CORP
Report date January 01, 2019 · Filed January 03, 2019
Section 16 reporting ended · disclosed 2019-01-03. 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 2019-01-01 transaction · row 1
1 source rowRow 1 · 2019-01-01 · Disposition to issuer · Disposed 7,241 · Balance 0 F1: Disposed of pursuant to an agreement and plan of merger between STBZ and Cadence Bancorporation ("Cadence") in exchange for 9,203 shares of Cadence Class A common stock having a market value of $16.78 per share as of December 31, 2018, the last trading day before the effective date of the merger, which represents an exchange ratio of 1.271 shares of Cadence Class A common stock for each share of STBZ common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of pursuant to an agreement and plan of merger between STBZ and Cadence Bancorporation ("Cadence") in exchange for 9,203 shares of Cadence Class A common stock having a market value of $16.78 per share as of December 31, 2018, the last trading day before the effective date of the merger, which represents an exchange ratio of 1.271 shares of Cadence Class A common stock for each share of STBZ common stock.
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 |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 21:04 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantCommon Stock | 95.915 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-008212 · doc4.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,274.683 Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 19:02 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantCommon Stock | 79.768 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-006459 · doc4.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,178.768 Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:58 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 3,871 | $0.00 | $0.00 |
DisclosureSEC source: 0000075288-26-000072 · wk-form4_1783025905.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,026 F1 · price: The securities reported constitute restricted shares granted by the Issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the Issuer. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:30 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 11,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001397236-26-000002 · wk-form4_1782160204.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,377 F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share on National Vision Holdings, Inc. common stock. The RSUs vest in full on the first anniversary of the date of grant. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:33 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantCommon Stock | 9,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-004951 · doc4.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,099 F1 · shares: An award of deferred stock units - the underlying shares are deliverable to the Reporting Person six months following separation from service as a director. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 22:33 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001818 · doc4.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 67,779 Read SEC document |
| February 01, 2026 Filed Feb 4, 2026 02:23 UTC | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantCommon Stock | 70,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001271 · doc4.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,696 F1 · price: Acquired in connection with Huntington's acquisition of Cadence Bank on February 1, 2026. Pursuant to the merger agreement, each issued and outstanding share of Cadence Bank common stock held by the reporting person was converted into the right to receive 2.475 shares of Huntington common stock. These shares were also reported as owned by the Reporting Person on the Form 3 filed on the date hereof. Read SEC document |
| February 01, 2026 Filed Feb 12, 2026 22:31 UTC Amendment | HUNTINGTON BANCSHARES INC /MD/ HBAN · Entity 3125 | GrantCommon Stock | 70,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-001816 · doc4a.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,779 F1 · price: Acquired in connection with Huntington's acquisition of Cadence Bank on February 1, 2026. Pursuant to the merger agreement, each issued and outstanding share of Cadence Bank common stock held by the reporting person was converted into the right to receive 2.475 shares of Huntington common stock. These shares were also reported as owned by the Reporting Person on the Form 3 filed on the date hereof. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 21:26 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 3,354 | $0.00 | $0.00 |
DisclosureSEC source: 0000075288-25-000095 · wk-form4_1751405170.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,155 F1 · price: The securities reported constitute restricted shares granted by the Issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the Issuer. Read SEC document |
| June 18, 2025 Filed Jun 23, 2025 20:32 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 7,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001397236-25-000002 · wk-form4_1750710730.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,027 F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of National Vision Holdings, Inc. common stock. The RSUs vest in full on the first anniversary of the date of grant. Read SEC document |
| August 12, 2024 Filed Aug 14, 2024 20:26 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | PurchaseCommon Stock | 1,000 | $10.37 | $10,365.00 |
DisclosureSEC source: 0001397236-24-000004 · wk-form4_1723667206.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,635 Read SEC document |
| June 28, 2024 Filed Jul 1, 2024 20:20 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 1,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000075288-24-000034 · wk-form4_1719865227.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,801 F1 · price: The securities reported constitute restricted shares granted by the Issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the Issuer. Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 20:14 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 12,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001397236-24-000002 · wk-form4_1718741656.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,635 F1 · shares: Each restricted stock unit ("RSU") represents a contingent right to receive one share of National Vision Holdings, Inc. common stock. The RSUs vest in full on the first anniversary of the date of grant. Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 20:30 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-010405 · form4-04052024_040401.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,553 Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 12:30 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 1,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010515 · form4-07032023_080707.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,053 F1 · price: The securities reported constitute restricted shares granted by the Issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the Issuer. Read SEC document |
| June 14, 2023 Filed Jun 16, 2023 20:34 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 5,352 | $0.00 | $0.00 |
DisclosureSEC source: 0001397236-23-000002 · wk-form4_1686947637.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,976 F1 · shares: Represents a restricted stock unit ("RSU") grant pursuant to NVHI's non-employee director compensation policy. The RSUs vest in full on the one year anniversary of the date of grant, subject to the Reporting Person's continuous service through such vesting date. F2 · price: Each RSU represents a contingent right to receive one share of NVHI common stock. Read SEC document |
| January 05, 2023 Filed Mar 13, 2023 20:54 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GiftCommon Stock | 515 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-004777 · form5-03132023_080329.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,885 Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 21:15 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 1,239 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007194 · form4-07012022_050707.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,400 F1 · price: The securities reported constitute restricted shares granted by the Issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a nonemployee director of the Issuer. Read SEC document |
| June 15, 2022 Filed Jun 17, 2022 20:41 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 5,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001397236-22-000004 · wf-form4_165549844380525.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,624 F1 · shares: Represents a restricted stock unit ("RSU") grant pursuant to NVHI's non-employee director compensation policy. The RSUs vest in full on the one year anniversary of the date of grant, subject to the Reporting Person's continuous service through such vesting date. F2 · price: Each RSU represents a contingent right to receive one share of NVHI common stock. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:49 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | PurchaseCommon Stock | 1,000 | $25.71 | $25,707.00 |
DisclosureSEC source: 0001397236-22-000002 · wf-form4_165273412017652.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 Read SEC document |
| January 13, 2022 Filed Mar 8, 2022 22:19 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GiftCommon Stock | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-002757 · form5-03082022_020324.xml · nonDerivative · entry 2 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,161 Read SEC document |
| January 05, 2022 Filed Mar 8, 2022 22:19 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GiftCommon Stock | 35 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-002757 · form5-03082022_020324.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,436 Read SEC document |
| October 29, 2021 Filed Oct 29, 2021 20:05 UTC | Cadence Bancorporation CADE · Entity 134036 | Disposition to issuerClass A Common Stock, par value $0.01 per share | 22,780 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001702696-21-000067 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of in connection with the Agreement and Plan of Merger by and between BancorpSouth Bank ("BXS") and Cadence Bancorporation ("Cadence"), dated April 12, 2021 and amended as of May of 27, 2021 (the "Merger Agreement"), pursuant to which Cadence was merged with and into BXS, effective October 29, 2021 (the "Merger"). Pursuant to the Merger, each issued and outstanding share of Cadence common stock par value $0.01 was converted into the right to receive .70 shares of the BXS's common stock par value $2.50 per share ("the Exchange Ratio"), subject to cash in lieu of fractional shares. The opening price of the BXS's common stock on the New York Stock Exchange on the effective date of the Merger was $29.16. As a result of the Merger, the reporting person no longer beneficially owns, directly or indirectly, any shares of Cadence common stock. Read SEC document |
| September 20, 2021 Filed Sep 21, 2021 19:41 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share | 856 | $21.17 | $18,121.52 |
DisclosureSEC source: 0001702696-21-000056 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,780 F1 · shares: Director fees paid in stock. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 20:07 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 1,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003343 · form4-07012021_040720.xml · nonDerivative · entry 2 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,471 F1 · price: The securities reported constitute restricted shares granted by the Issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a nonemployee director of the Issuer. Read SEC document |
| June 16, 2021 Filed Jun 17, 2021 20:55 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share | 831 | $21.81 | $18,124.11 |
DisclosureSEC source: 0001702696-21-000046 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,923 F1 · shares: Director fees paid in stock. F2 · balance_after: On March 16, 2021 Ms. Hepner acquired 745 Class A Common Stock for director fees. However, it was reported on the March 18, 2021 Form 4 as 746 shares. In order to correct this error, one less share is being reported in Ms. Hepner's total of 21,923 shares. Read SEC document |
| June 10, 2021 Filed Jul 1, 2021 20:07 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GiftCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-003343 · form4-07012021_040720.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,460 Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 20:44 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 2,061 | $0.00 | $0.00 |
DisclosureSEC source: 0001397236-21-000002 · wf-form4_162344422509514.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,588 F1 · shares: Restricted stock award granted as director compensation, which will vest on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| March 16, 2021 Filed Mar 18, 2021 19:20 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantClass A Common Stock, par value $0.01 per share | 746 | $23.47 | $17,508.62 |
DisclosureSEC source: 0001702696-21-000016 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,093 F1 · shares: Director fee paid in stock. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 21:39 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 1,154.1 | $15.16 | $17,496.16 |
DisclosureSEC source: 0001702696-20-000066 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,347.27 Read SEC document |
| September 15, 2020 Filed Sep 17, 2020 20:40 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 1,947 | $8.99 | $17,497.69 |
DisclosureSEC source: 0001702696-20-000054 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,193 F1 · balance_after: Total includes shares purchased in Dividend Reinvestment Plan during 2020. Read SEC document |
| June 30, 2020 Filed Jul 2, 2020 20:05 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 1,704 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-20-001793 · form4-07022020_010743.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,635 F1 · price: The securities reported constitute restricted shares granted by the Issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the Issuer. Read SEC document |
| June 15, 2020 Filed Jun 17, 2020 14:00 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 2,116 | $8.27 | $17,496.15 |
DisclosureSEC source: 0001702696-20-000042 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,111 Read SEC document |
| June 11, 2020 Filed Jun 15, 2020 20:38 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 3,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001397236-20-000003 · wf-form4_159225350288897.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,527 F1 · shares: Restricted stock award granted as director compensation, which will vest on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| March 13, 2020 Filed Mar 16, 2020 20:32 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 2,206 | $7.93 | $17,497.77 |
DisclosureSEC source: 0001702696-20-000017 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,994 Read SEC document |
| December 19, 2019 Filed Dec 20, 2019 22:33 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 993.7592 | $17.61 | $17,500.00 |
DisclosureSEC source: 0001702696-19-000057 · primary_doc.xml · nonDerivative · entry 2 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,788.5455 Read SEC document |
| December 13, 2019 Filed Dec 20, 2019 22:33 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 26.3139 | $17.02 | $447.96 |
DisclosureSEC source: 0001702696-19-000057 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,794.79 Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 22:44 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 15.2984 | $17.96 | $274.76 |
DisclosureSEC source: 0001702696-19-000043 · primary_doc.xml · nonDerivative · entry 2 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,768.47 F1 · shares: Purchased through Dividend Reinvestment Plan. Read SEC document |
| September 16, 2019 Filed Sep 17, 2019 22:44 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 974.3875 | $17.96 | $17,500.00 |
DisclosureSEC source: 0001702696-19-000043 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,753.174 Read SEC document |
| June 28, 2019 Filed Jul 1, 2019 20:18 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 989 | $0.00 | $0.00 |
DisclosureSEC source: 0000075288-19-000066 · wf-form4_156201228279187.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,931 F1 · price: The securities reported constitute restricted shares granted by the issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the issuer. Read SEC document |
| June 14, 2019 Filed Jun 19, 2019 16:52 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, Par value $0.01 per share | 6.842 | $19.84 | $135.75 |
DisclosureSEC source: 0001702696-19-000024 · primary_doc.xml · nonDerivative · entry 2 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,778.7865 F1 · shares: Dividend reinvestment purchase. Read SEC document |
| June 14, 2019 Filed Jun 19, 2019 16:52 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, Par Value $0.01 per share | 787.5226 | $19.84 | $15,625.00 |
DisclosureSEC source: 0001702696-19-000024 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,771.9445 Read SEC document |
| June 12, 2019 Filed Jun 14, 2019 21:28 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 3,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001710155-19-000043 · wf-form4_156054772170695.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,895 F1 · acquired: Restricted stock award granted as director compensation, which will vest on the first anniversary of the grant date, subject to continued service through the vesting date. Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:35 UTC | Cadence Bancorporation CADE · Entity 134036 | PurchaseClass A Common Stock, par value $0.01 per share | 781.4219 | $20.00 | $15,625.00 |
DisclosureSEC source: 0001702696-19-000004 · primary_doc.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,984.4219 Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 13:42 UTC | STATE BANK FINANCIAL CORP STBZ · Entity 161358 | Disposition to issuerCOMMON STOCK | 7,241 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001497275-19-000029 · wf-form4_154654090380806.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of pursuant to an agreement and plan of merger between STBZ and Cadence Bancorporation ("Cadence") in exchange for 9,203 shares of Cadence Class A common stock having a market value of $16.78 per share as of December 31, 2018, the last trading day before the effective date of the merger, which represents an exchange ratio of 1.271 shares of Cadence Class A common stock for each share of STBZ common stock. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 21:48 UTC | Cadence Bancorporation CADE · Entity 134036 | GrantCadence Class A Common Stock | 9,203 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001614184-19-000018 · wf-form4_154655207924880.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,203 F1 · shares: Represents shares of common stock of Cadence Bancorporation (the "Issuer") received in exchange for 7,241 shares of common stock of State Bank Financial Corporation ("STBZ") pursuant to the merger of STBZ with and into the Issuer (the "Merger"). F2 · price: The exchange ratio in the Merger was 1.271 shares of Issuer common stock for each share of STBZ common stock, with fractional shares paid in cash. On the effective date of the Merger, the most recent closing price of the Issuer's common stock was $16.78 per share, and the most recent closing price of STBZ's common stock was $21.59 per share. Read SEC document |
| June 29, 2018 Filed Jul 2, 2018 20:05 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0000075288-18-000038 · wf-form4_153056189343198.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,942 F1 · price: The securities reported constitute restricted shares granted by the issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the issuer. Read SEC document |
| May 23, 2018 Filed May 25, 2018 11:14 UTC | STATE BANK FINANCIAL CORP STBZ · Entity 161358 | GrantCOMMON STOCK | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001497275-18-000067 · wf-form4_152726123778085.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,241 Read SEC document |
| January 22, 2018 Filed Jan 24, 2018 21:02 UTC | National Vision Holdings, Inc. EYE · Entity 1716 | GrantCommon Stock | 2,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-003075 · form4.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,363 F1 · shares: Restricted stock award granted as director compensation, which will vest in three installments beginning on the first anniversary of the grant date, subject to continued service through the applicable vesting date. Read SEC document |
| June 30, 2017 Filed Jul 5, 2017 20:12 UTC | OXFORD INDUSTRIES INC OXM · Entity 5385 | GrantCommon Stock | 1,040 | $0.00 | $0.00 |
DisclosureSEC source: 0000075288-17-000036 · wf-form4_149928552641385.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,099 F1 · price: The securities reported constitute restricted shares granted by the issuer under the Oxford Industries, Inc. Long Term Stock Incentive Plan relating to the reporting person's annual retainer as a non-employee director of the issuer. 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.