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 |
|---|---|---|---|---|---|---|
| May 25, 2017 Filed May 30, 2017 14:21 UTC | STATE BANK FINANCIAL CORP STBZ · Entity 161358 | GrantCOMMON STOCK | 1,155 | $0.00 | $0.00 |
DisclosureSEC source: 0001497275-17-000055 · wf-form4_149616849244481.xml · nonDerivative · entry 1 Hepner Virginia A · CIK 0001397236 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,355 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.