Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HAVERTY FURNITURE COMPANIES INCHVT · Entity 5603 | Director · President and CEO | May 08, 2026 | May 12, 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.
HAVERTY FURNITURE COMPANIES INC
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,328 |
Ending reported balance
After 2026-05-08 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-05-08 · Exercise / conversion · Acquired 1,411 · Balance 20,399 Row 2 · 2026-05-08 · Exercise / conversion · Acquired 1,415 · Balance 21,814 Row 3 · 2026-05-08 · Exercise / conversion · Acquired 3,178 · Balance 24,992 Row 4 · 2026-05-08 · Tax withholding · Disposed 2,664 · Balance 22,328 |
| RSUs 2023SEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-05-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-08 · Exercise / conversion · Disposed 1,411 · Balance 0 F1: Restricted Stock Units granted 1/26/2023 and vest ratably over 3 years beginning 5/8/2024. Each RSU is equivalent to one share of common stock upon vesting. |
| RSUs 2024SEC Table II · derivative / convertible security | Direct | 1,414 |
Reported balance
After 2026-05-08 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-05-08 · Exercise / conversion · Disposed 1,415 · Balance 1,414 F2: 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 | 6,170 |
Reported balance
After 2026-05-08 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-05-08 · Exercise / conversion · Disposed 3,178 · Balance 6,170 F3: 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. |
| Class A Common StockSEC Table I · non-derivative | Direct | 41,030 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 41,030 |
| RSUs 2026SEC Table II · derivative / convertible security | Direct | 11,190 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance 11,190 F4: 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. |
| PRSUs 2024SEC Table II · derivative / convertible security | Direct | 4,160 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · Balance 4,160 F5: 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 | 37,990 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · Balance 37,990 F6: 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 | 7,702 |
Reported balance
Holding disclosure · report date 2026-05-08 · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · Balance 7,702 F7: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock Units granted 1/26/2023 and vest ratably over 3 years beginning 5/8/2024. Each RSU is equivalent to one share of common stock upon vesting.
F2: 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.
F3: 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.
F4: 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.
F5: 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.
F6: 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.
F7: 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.
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 24, 2017 Filed May 24, 2017 21:52 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | SaleCommon Stock | 4,800 | $23.50 | $112,800.00 |
DisclosureSEC source: 0001127602-17-019301 · form4.xml · nonDerivative · entry 1 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,657 Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionStock Appreciation Rights · Derivative | 9,375 | $0.00 Strike: $18.14 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · derivative · entry 12 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,375 shares Expires 2020-01-24 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. F5 · derivative.exercise_date: Stock-Settled Appreciation rights ("SARs") granted under the 2004 Long-Term Incentive Plan. SARs vest in four equal installments, beginning on 5/8/2014, and expire seven years from the grant date. Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionRSUs 2016 · Derivative | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · derivative · entry 11 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,987 Underlying: Common Stock · 1,330 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. F4 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 1/26/2016 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2017. Each RSU is equivalent to one share of common stock upon vesting. F4 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 1/26/2016 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2017. Each RSU is equivalent to one share of common stock upon vesting. F4 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 1/26/2016 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2017. Each RSU is equivalent to one share of common stock upon vesting. Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionRSUs 2015 · Derivative | 1,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · derivative · entry 10 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,312 Underlying: Common Stock · 1,156 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. F3 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 1/23/2015 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2016. Each RSU is equivalent to one share of common stock upon vesting. F3 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 1/23/2015 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2016. Each RSU is equivalent to one share of common stock upon vesting. F3 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 1/23/2015 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2016. Each RSU is equivalent to one share of common stock upon vesting. Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionRSUs 2014 · Derivative | 908 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · derivative · entry 9 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 907 Underlying: Common Stock · 908 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. F2 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 1/17/2014 under the 2004 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2015. Each RSU is equivalent to one share of common stock upon vesting. F2 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 1/17/2014 under the 2004 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2015. Each RSU is equivalent to one share of common stock upon vesting. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 1/17/2014 under the 2004 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2015. Each RSU is equivalent to one share of common stock upon vesting. Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionRSUs 2013 · Derivative | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · derivative · entry 8 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,750 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 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 1/24/2013 under the 2004 Long-Term Incentive Plan. RSUs vest equally over 4 years, beginning 5/8/2014. Each RSU is equivalent to one share of common stock upon vesting. F1 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 1/24/2013 under the 2004 Long-Term Incentive Plan. RSUs vest equally over 4 years, beginning 5/8/2014. Each RSU is equivalent to one share of common stock upon vesting. F1 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 1/24/2013 under the 2004 Long-Term Incentive Plan. RSUs vest equally over 4 years, beginning 5/8/2014. Each RSU is equivalent to one share of common stock upon vesting. Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Tax withholdingCommon Stock | 9,272 | $25.60 | $237,363.20 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · nonDerivative · entry 6 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,457 Read SEC document |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionCommon Stock | 9,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · nonDerivative · entry 5 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,729 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 |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionCommon Stock | 1,330 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · nonDerivative · entry 4 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,354 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 |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionCommon Stock | 1,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · nonDerivative · entry 3 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,024 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 |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionCommon Stock | 908 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · nonDerivative · entry 2 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,868 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 |
| May 08, 2017 Filed May 10, 2017 20:59 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-017566 · form4.xml · nonDerivative · entry 1 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,960 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 |
| February 28, 2017 Filed Mar 2, 2017 21:46 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionPRSUs 2014 · Derivative | 2,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009768 · form4.xml · derivative · entry 4 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,577 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 · 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 EBITDA for the year ended December 31, 2014. This amount represents the number of performance units earned for fiscal year 2014, which were certified by the Executive Compensation and Employee Benefits Committee on 1/23/2015. The performance units vest on February 28, 2017. F1 · 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 EBITDA for the year ended December 31, 2014. This amount represents the number of performance units earned for fiscal year 2014, which were certified by the Executive Compensation and Employee Benefits Committee on 1/23/2015. The performance units vest on February 28, 2017. F1 · 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 EBITDA for the year ended December 31, 2014. This amount represents the number of performance units earned for fiscal year 2014, which were certified by the Executive Compensation and Employee Benefits Committee on 1/23/2015. The performance units vest on February 28, 2017. Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:46 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Tax withholdingCommon Stock | 860 | $23.20 | $19,952.00 |
DisclosureSEC source: 0001127602-17-009768 · form4.xml · nonDerivative · entry 2 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,210 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:46 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | Exercise / conversionCommon Stock | 2,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-009768 · form4.xml · nonDerivative · entry 1 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,070 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 21:57 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantRSUs 2017 · Derivative | 5,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003367 · form4.xml · derivative · entry 4 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: Common Stock · 5,250 shares Expires not disclosed F2 · derivative.exercise_price: Restricted Stock Units ("RSUs") award granted 1/30/2017 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2018. Each RSU is equivalent to one share of common stock upon vesting. F2 · derivative.exercise_date: Restricted Stock Units ("RSUs") award granted 1/30/2017 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2018. Each RSU is equivalent to one share of common stock upon vesting. F2 · derivative.expiration_date: Restricted Stock Units ("RSUs") award granted 1/30/2017 under the 2014 Long-Term Incentive Plan. RSUs vest ratably over 4 years, beginning 5/8/2018. Each RSU is equivalent to one share of common stock upon vesting. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 21:57 UTC | HAVERTY FURNITURE COMPANIES INC HVT · Entity 5603 | GrantPRSUs 2016 · Derivative | 5,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-003367 · form4.xml · derivative · entry 3 BURDETTE STEVEN G · CIK 0001222985 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,615 Underlying: Common Stock · 5,615 shares Expires not disclosed F1 · 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. F1 · 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. F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.