Haverty Furniture Companies, Inc. (HVT)
Atlanta, GA, US
Haverty Furniture Companies, Inc. (HVT) is a specialty retailer distributing residential furniture and home accessories across the U.S. The company's core offering features furniture under its exclusive Havertys brand, complemented by custom upholstery services and diverse aesthetic styles. Beyond its furniture collections, Havertys also stocks mattress product lines from major manufacturers such as Sealy, Stearns and Foster, Tempur-Pedic, and Serta, in addition to its proprietary Skye label. Customers can purchase items through its network of retail showrooms or via its online platform. As of the close of 2021, Haverty operated 121 showrooms situated in 16 states, primarily spanning the Southern and Midwestern regions. The company, which traces its origins to 1885, maintains its corporate headquarters in Atlanta, Georgia.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.23% | -2.34% | -5.09% | -18.51% | -6.96% | -8.99% | +1.24% | -18.17% | -49.45% | +18.05% | +2,451.18% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
42.00
+64.2%
|
-
Revenue growth Home Improvement: +3.5%+5.0% ★ Q1'26: +4.1% (vs Q1'25)
-
EPS growth Home Improvement: +2.9%+0.0% Q1'26: -99.9% (vs Q1'25)
-
FCF margin FCF growth · Home Improvement: +33.5%+3.5% Q1'26: -5.2% (vs Q1'25)
-
EBIT margin Home Improvement: +5.8%+3.5% Q1'26: +2.6% (vs Q1'25)
-
ROIC Home Improvement: +4.8%+5.0% ★ Q1'26: +3.4% (vs Q1'25)
-
Share dilution Home Improvement: +0.0%-1.9% ★ Q1'26: +0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Home Improvement: 2.28×4.27× ★ Q1'26: 4.88× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2010 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 2 Rev. Ana. 1 EPS Ana. |
Dec 2027 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
861.92M
est: 776.22M (+11.0%)
|
787.06M
est: 468.80M (+67.9%)
|
693.05M
est: 713.96M (-2.9%)
|
620.33M
est: 880.02M (-29.5%)
|
670.07M
est: 447.89M (+49.6%)
|
746.09M
est: 616.42M (+21.0%)
|
768.41M
est: 643.57M (+19.4%)
|
804.87M
est: 804.90M (0.0%)
|
821.57M
est: 821.60M (0.0%)
|
819.87M
est: 819.90M (0.0%)
|
817.73M
est: 817.70M (+0.0%)
|
802.29M
est: 799.34M (+0.4%)
|
748.25M
est: 741.99M (+0.8%)
|
1.01B
est: 1.01B (+0.3%)
|
1.05B
est: 1.03B (+1.3%)
|
862.13M
est: 793.72M (+8.6%)
|
722.90M
est: 718.37M (+0.6%)
|
759.00M
est: 754.56M (+0.6%)
|
797.20M
786.72M – 807.68M
+5.7% YoY
|
856.85M
835.09M – 878.60M
+7.5% YoY
|
| EBITDA |
50.57M
est: 38.04M (+32.9%)
|
27.39M
est: 21.73M (+26.0%)
|
15.46M
est: 28.66M (-46.1%)
|
24.07M
est: 25.61M (-6.0%)
|
42.75M
est: 45.37M (-5.8%)
|
74.55M
est: 58.25M (+28.0%)
|
48.74M
est: 48.51M (+0.5%)
|
71.70M
est: 68.91M (+4.1%)
|
72.99M
est: 66.09M (+10.4%)
|
72.49M
est: 51.54M (+40.7%)
|
71.49M
est: 55.70M (+28.4%)
|
47.63M
est: 53.28M (-10.6%)
|
59.91M
est: 79.12M (-24.3%)
|
134.66M
est: 113.72M (+18.4%)
|
134.85M
est: 104.34M (+29.2%)
|
85.88M
est: 77.06M (+11.4%)
|
41.47M
est: 69.75M (-40.5%)
|
50.66M
est: 73.26M (-30.9%)
|
77.40M
76.38M – 78.42M
+5.7% YoY
|
83.19M
81.08M – 85.30M
+7.5% YoY
|
| EBIT |
28.91M
est: 19.17M (+50.8%)
|
4.98M
est: -1.36M (+464.7%)
|
-6.14M
est: -1.25M (-389.7%)
|
7.21M
est: 5.90M (+22.1%)
|
23.34M
est: 22.57M (+3.4%)
|
53.10M
est: 41.93M (+26.6%)
|
26.13M
est: 27.66M (-5.5%)
|
45.95M
est: 44.76M (+2.7%)
|
43.95M
est: 38.93M (+12.9%)
|
41.98M
est: 29.21M (+43.7%)
|
41.69M
est: 33.41M (+24.8%)
|
27.03M
est: 28.82M (-6.2%)
|
41.71M
est: 25.84M (+61.4%)
|
118.36M
est: 99.98M (+18.4%)
|
117.93M
est: 91.38M (+29.1%)
|
67.28M
est: 58.79M (+14.4%)
|
19.86M
est: 53.21M (-62.7%)
|
26.83M
est: 55.89M (-52.0%)
|
59.05M
58.27M – 59.82M
+5.7% YoY
|
63.46M
61.85M – 65.07M
+7.5% YoY
|
| Net Income |
16.00M
est: 12.77M (+25.3%)
|
1.76M
est: 1.20M (+46.2%)
|
-12.10M
est: -12.02M (-0.7%)
|
8.44M
est: 6.98M (+21.0%)
|
14.91M
est: 14.69M (+1.5%)
|
32.27M
est: 25.53M (+26.4%)
|
8.59M
est: 11.10M (-22.6%)
|
27.79M
est: 27.03M (+2.8%)
|
28.36M
est: 24.89M (+13.9%)
|
21.08M
est: 14.84M (+42.0%)
|
30.31M
est: 24.04M (+26.1%)
|
21.87M
est: 23.33M (-6.3%)
|
59.15M
est: 44.65M (+32.5%)
|
90.80M
est: 76.70M (+18.4%)
|
89.36M
est: 69.24M (+29.1%)
|
56.32M
est: 38.99M (+44.5%)
|
19.96M
est: 13.99M (+42.6%)
|
19.73M
est: 19.13M (+3.1%)
|
28.32M
24.56M – 28.33M
+48.0% YoY
|
47.23M
36.07M – 48.69M
+66.8% YoY
|
| SGA |
404.52M
est: 329.51M (+22.8%)
|
391.11M
est: 356.53M (+9.7%)
|
364.08M
est: 520.94M (-30.1%)
|
311.90M
est: 327.26M (-4.7%)
|
328.83M
est: 359.52M (-8.5%)
|
348.60M
est: 271.42M (+28.4%)
|
386.28M
est: 365.77M (+5.6%)
|
384.80M
est: 371.78M (+3.5%)
|
399.24M
est: 355.65M (+12.3%)
|
402.88M
est: 283.14M (+42.3%)
|
404.86M
est: 320.29M (+26.4%)
|
407.46M
est: 446.28M (-8.7%)
|
377.29M
est: 406.74M (-7.2%)
|
456.27M
est: 381.45M (+19.6%)
|
486.30M
est: 355.12M (+36.9%)
|
455.81M
est: 321.22M (+41.9%)
|
419.22M
est: 290.72M (+44.2%)
|
—
est: 305.37M (-100.0%)
|
322.63M
318.38M – 326.87M
+5.7% YoY
|
346.77M
337.96M – 355.57M
+7.5% YoY
|
| EPS |
0.72
est: 0.48 (+50.0%)
|
0.08
est: 0.07 (+23.1%)
|
-0.57
est: -0.40 (-44.3%)
|
0.39
est: 0.21 (+90.2%)
|
0.69
est: 0.35 (+97.1%)
|
1.45
est: 0.92 (+57.6%)
|
0.38
est: 1.16 (-67.2%)
|
1.24
est: 1.20 (+3.3%)
|
1.32
est: 1.18 (+12.2%)
|
0.99
est: 1.12 (-11.3%)
|
1.48
est: 1.32 (+12.4%)
|
1.10
est: 1.13 (-2.2%)
|
3.17
est: 1.41 (+124.8%)
|
5.03
est: 4.75 (+5.9%)
|
5.87
est: 5.13 (+14.5%)
|
3.76
est: 2.40 (+56.9%)
|
1.22
est: 0.86 (+42.4%)
|
1.22
est: 1.16 (+5.6%)
|
1.62
1.50 – 1.72
+39.8% YoY
|
2.59
2.20 – 2.96
+60.1% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 3/5 | 2/5 | 3/5 | 2/5 | 2/5 | 4/5 |
| 2026-05-08 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-07 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-06 | B- | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-05 | C | 2/5 | 3/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-24 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-17 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-16 | B | 3/5 | 3/5 | 2/5 | 4/5 | 1/5 | 2/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 2.73M | 16.50% | 2.69M | — | 2.73M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | (. | 1.63M | 8.57% | 1.57M | — | 1.63M | — | IA | Delaware | 2019-02-08 | ↗ |
| 3 | 30-0447847 | 1.17M | 7.10% | 1.15M | — | 1.17M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 4 | 13-3127734 | 1.15M | 6.98% | 1.06M | — | 1.15M | — | HC | Delaware | 2022-02-11 | ↗ |
| 5 | 26-0385758 | 1.15M | 6.98% | 1.06M | — | 1.15M | — | IA | Delaware | 2022-02-11 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 1.12M | 6.80% | — | 27.7K | 1.09M | 37.3K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 7 | 2 | 969.7K | 4.99% | 969.7K | — | 969.7K | — | IA | U.S.A. | 2017-10-10 | ↗ |
| 8 | 23-2772200 | 762.1K | 5.08% | 439.8K | — | 762.1K | — | IA | State of Delaware | 2024-02-09 | ↗ |
| 9 | 52-2343049 | 714.2K | 3.95% | 714.2K | — | 714.2K | — | IA | New York | 2020-02-04 | ↗ |
| 10 | Wellington Management Group LLP | — | 0.00% | — | — | — | — | HC | Massachusetts | 2017-02-09 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 28.3K +28.3K (+100.0%) | 661.00M +661.0M (+100.0%) | 0.18% +0.180 pp | 0.00% +0.001 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 2 | EP WEALTH ADVISORS, LLC | 14.5K +14.5K (+100.0%) | 337.83M +337.8M (+100.0%) | 0.09% +0.092 pp | 0.00% +0.002 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 3 | PZENA INVESTMENT MANAGEMENT LLC | 1.46M -100.0K (-6.4%) | 34.07M -107.4K (-0.3%) | 9.27% -0.635 pp | 0.10% -0.009 pp | USD23.93 -2.4% | 6 qtrs — |
| 4 | BLACKROCK, INC. | 1.44M -66.3K (-4.4%) | 33.60M +601.8K (+1.8%) | 9.14% -0.421 pp | 0.00% +0.000 pp | USD25.99 -10.1% | 6 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 943.8K -11.5K (-1.2%) | 22.05M +1.1M (+5.2%) | 6.00% -0.073 pp | 0.00% +0.000 pp | USD23.93 -2.4% | 51 qtrs — |
| 6 | VANGUARD GROUP INC | 934.6K +23.7K (+2.6%) | 21.83M +1.9M (+9.3%) | 5.94% +0.151 pp | 0.00% +0.000 pp | USD21.32 +9.6% | 84 qtrs — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 700.2K -24.0K (-3.3%) | 16.36M +475.0K (+3.0%) | 4.45% -0.153 pp | 0.03% +0.004 pp | USD24.17 -3.4% | 74 qtrs — |
| 8 | GOLDMAN SACHS GROUP INC | 525.6K -77.8K (-12.9%) | 12.28M -955.2K (-7.2%) | 3.34% -0.494 pp | 0.00% 0.000 pp | USD23.97 -2.5% | 55 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 512.0K +15.9K (+3.2%) | 11.96M +1.1M (+9.9%) | 3.25% +0.101 pp | 0.01% +0.001 pp | USD26.83 -12.9% | 23 qtrs — |
| 10 | LSV ASSET MANAGEMENT | 488.2K -10.7K (-2.1%) | 11.40M +464.0K (+4.2%) | 3.10% -0.068 pp | 0.02% +0.001 pp | USD23.43 -0.3% | 49 qtrs — |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 452.3K +9.4K (+2.1%) | 10.56M +852.4K (+8.8%) | 2.87% +0.060 pp | 0.03% +0.002 pp | USD27.02 -13.5% | 17 qtrs — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 371.8K +64.6K (+21.0%) | 8.69M +1.9M (+28.9%) | 2.36% +0.411 pp | 0.00% +0.000 pp | USD22.42 +4.2% | 57 qtrs — |
| 13 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 354.3K +30.8K (+9.5%) | 8.28M +1.2M (+16.7%) | 2.25% +0.196 pp | 0.48% +0.076 pp | USD30.59 -23.6% | 20 qtrs — |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 337.9K +— (+0.0%) | 7.89M +483.2K (+6.5%) | 2.15% +0.000 pp | 0.00% +0.000 pp | USD22.17 +5.4% | 36 qtrs — |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 321.8K -5.8K (-1.8%) | 7.52M +334.0K (+4.6%) | 2.04% -0.037 pp | 0.00% +0.000 pp | USD24.31 -3.9% | 78 qtrs — |
| 16 | STATE STREET CORP | 314.8K -6.7K (-2.1%) | 7.35M +303.1K (+4.3%) | 2.00% -0.043 pp | 0.00% +0.000 pp | USD23.94 -2.4% | 51 qtrs — |
| 17 | HODGES CAPITAL MANAGEMENT INC. | 211.8K +211.8K (+100.0%) | 4.95M +4.9M (+100.0%) | 1.35% +1.346 pp | 0.43% +0.425 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 18 | DEPRINCE RACE & ZOLLO INC | 209.1K -1.1K (-0.5%) | 4.88M +273.9K (+5.9%) | 1.33% -0.007 pp | 0.09% +0.001 pp | USD27.05 -13.6% | 10 qtrs — |
| 19 | JACOBS LEVY EQUITY MANAGEMENT, INC | 194.2K -8.6K (-4.2%) | 4.54M +89.9K (+2.0%) | 1.23% -0.054 pp | 0.02% 0.000 pp | USD25.92 -9.9% | 6 qtrs — |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 170.6K -17.8K (-9.5%) | 3.98M -146.7K (-3.6%) | 1.08% -0.113 pp | 0.08% -0.005 pp | USD25.86 -9.7% | 45 qtrs — |
| 21 | BANK OF NEW YORK MELLON CORP | 146.4K -49.4K (-25.2%) | 3.42M -873.0K (-20.3%) | 0.93% -0.314 pp | 0.00% 0.000 pp | USD22.85 +2.2% | 66 qtrs — |
| 22 | CWA ASSET MANAGEMENT GROUP, LLC | 144.0K +— (+0.0%) | 3.36M +205.9K (+6.5%) | 0.91% +0.000 pp | 0.12% +0.004 pp | USD27.47 -15.0% | 6 qtrs — |
| 23 | RUSSELL INVESTMENTS GROUP, LTD. | 139.0K -6.9K (-4.7%) | 3.25M +47.8K (+1.5%) | 0.88% -0.044 pp | 0.00% 0.000 pp | USD26.61 -12.2% | 37 qtrs — |
| 24 | NORTHERN TRUST CORP | 125.8K -12.3K (-8.9%) | 2.94M -90.3K (-3.0%) | 0.80% -0.078 pp | 0.00% +0.000 pp | USD23.83 -2.0% | 51 qtrs — |
| 25 | QUBE RESEARCH & TECHNOLOGIES LTD | 124.1K -7.6K (-5.8%) | 2.90M +10.9K (+0.4%) | 0.79% -0.048 pp | 0.00% +0.000 pp | USD24.95 -6.4% | 20 qtrs — |
| 26 | MORGAN STANLEY | 113.0K -202.9K (-64.2%) | 2.64M -4.3M (-61.9%) | 0.72% -1.289 pp | 0.00% 0.000 pp | USD25.13 -7.0% | 51 qtrs — |
| 27 | AQR CAPITAL MANAGEMENT LLC | 110.8K +28.4K (+34.4%) | 2.59M +780.5K (+43.2%) | 0.70% +0.180 pp | 0.00% +0.000 pp | USD23.76 -1.7% | 53 qtrs — |
| 28 | EMPOWERED FUNDS, LLC | 106.2K -7.8K (-6.9%) | 2.48M -19.5K (-0.8%) | 0.67% -0.050 pp | 0.02% -0.006 pp | USD27.61 -15.4% | 11 qtrs — |
| 29 | SEI INVESTMENTS CO | 99.7K +78.8K (+378.0%) | 2.33M +1.9M (+409.2%) | 0.63% +0.501 pp | 0.00% +0.002 pp | USD24.04 -2.8% | 42 qtrs — |
| 30 | AMERIPRISE FINANCIAL INC | 87.3K -2.2K (-2.5%) | 2.04M +75.9K (+3.9%) | 0.55% -0.014 pp | 0.00% +0.000 pp | USD23.06 +1.3% | 55 qtrs — |
| 31 | TECTONIC ADVISORS LLC | 85.2K +85.2K (+100.0%) | 1.99M +2.0M (+100.0%) | 0.54% +0.541 pp | 0.11% +0.105 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 32 | LAZARD ASSET MANAGEMENT LLC | 71.8K +4.9K (+7.2%) | 1.68M +209.2K (+14.2%) | 0.46% +0.031 pp | 0.00% +0.001 pp | USD20.67 +13.0% | 3 qtrs — |
| 33 | D. E. SHAW & CO., INC. | 61.5K +38.5K (+167.0%) | 1.44M +931.3K (+184.5%) | 0.39% +0.244 pp | 0.00% +0.001 pp | USD23.33 +0.1% | 8 qtrs — |
| 34 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 59.6K +— (+0.0%) | 1.39M +85.2K (+6.5%) | 0.38% +0.000 pp | 0.00% +0.000 pp | USD22.26 +4.9% | 5 qtrs — |
| 35 | UBS GROUP AG | 51.4K +25.1K (+95.9%) | 1.20M +624.9K (+108.7%) | 0.33% +0.160 pp | 0.00% +0.000 pp | USD23.34 +0.1% | 45 qtrs — |
| 36 | INSPIRE INVESTING, LLC | 50.8K +50.8K (+100.0%) | 1.19M +1.2M (+100.0%) | 0.32% +0.323 pp | 0.11% +0.107 pp | USD23.36 +0.0% | 6 qtrs — |
| 37 | MILLENNIUM MANAGEMENT LLC | 48.2K +27.3K (+130.6%) | 1.13M +667.1K (+145.6%) | 0.31% +0.173 pp | 0.00% +0.000 pp | USD23.35 +0.0% | 53 qtrs — |
| 38 | HSBC HOLDINGS PLC | 46.2K -875.0 (-1.9%) | 1.08M +44.9K (+4.3%) | 0.29% -0.006 pp | 0.00% +0.000 pp | USD22.44 +4.1% | 6 qtrs — |
| 39 | BARCLAYS PLC | 42.1K +5.0K (+13.6%) | 982.7K -35.0K (-3.4%) | 0.27% +0.032 pp | 0.00% +0.000 pp | USD26.02 -10.2% | 39 qtrs — |
| 40 | WATERS PARKERSON & CO., LLC | 39.9K +4.4K (+12.4%) | 930.9K +153.5K (+19.7%) | 0.25% +0.028 pp | 0.05% +0.008 pp | USD27.46 -14.9% | 12 qtrs — |
| 41 | JPMORGAN CHASE & CO | 37.1K -10.0 (0.0%) | 867.6K +52.9K (+6.5%) | 0.24% 0.000 pp | 0.00% +0.000 pp | USD30.43 -23.2% | 51 qtrs — |
| 42 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 35.2K +35.2K (+100.0%) | 822.0K +822.0K (+100.0%) | 0.22% +0.224 pp | 0.00% +0.001 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 43 | NUVEEN, LLC | 35.0K -3.4K (-8.8%) | 818.3K -23.6K (-2.8%) | 0.22% -0.021 pp | 0.00% +0.000 pp | USD19.72 +18.5% | 4 qtrs — |
| 44 | WULFF, HANSEN & CO. | 30.5K +— (+0.0%) | 713.0K +43.6K (+6.5%) | 0.19% +0.000 pp | 0.60% +0.022 pp | USD26.20 -10.8% | 17 qtrs — |
| 45 | INVESCO LTD. | 29.9K -3.4K (-10.2%) | 699.4K -31.7K (-4.3%) | 0.19% -0.022 pp | 0.00% +0.000 pp | USD25.87 -9.7% | 57 qtrs — |
| 46 | JANE STREET GROUP, LLC | 29.7K -20.0K (-40.3%) | 693.9K -397.2K (-36.4%) | 0.19% -0.127 pp | 0.00% 0.000 pp | USD24.55 -4.8% | 10 qtrs — |
| 47 | MAN GROUP PLC | 28.9K -36.1K (-55.5%) | 675.3K -749.3K (-52.6%) | 0.18% -0.229 pp | 0.00% -0.001 pp | USD21.93 +6.5% | 2 qtrs — |
| 48 | PARALLEL ADVISORS, LLC | 28.7K -26.0 (-0.1%) | 670.0K +40.4K (+6.4%) | 0.18% 0.000 pp | 0.01% +0.001 pp | USD31.87 -26.7% | 27 qtrs — |
| 49 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 27.6K +7.6K (+38.1%) | 644.0K +206.3K (+47.1%) | 0.18% +0.048 pp | 0.00% +0.000 pp | USD22.32 +4.7% | 2 qtrs — |
| 50 | BANK OF AMERICA CORP /DE/ | 25.0K -16.4K (-39.5%) | 584.4K -322.8K (-35.6%) | 0.16% -0.104 pp | 0.00% +0.000 pp | USD22.97 +1.7% | 52 qtrs — |
| 51 | VERITION FUND MANAGEMENT LLC | 23.2K -196.0 (-0.8%) | 541.5K +28.8K (+5.6%) | 0.15% -0.001 pp | 0.00% +0.000 pp | USD27.44 -14.9% | 8 qtrs — |
| 52 | PANAGORA ASSET MANAGEMENT INC | 22.8K +22.8K (+100.0%) | 533.2K +533.2K (+100.0%) | 0.15% +0.145 pp | 0.00% +0.002 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 53 | TOROSO INVESTMENTS, LLC | 21.8K -766.0 (-3.4%) | 510.4K +14.4K (+2.9%) | 0.14% -0.005 pp | 0.00% +0.000 pp | USD23.50 -0.6% | 7 qtrs — |
| 54 | CREATIVE PLANNING | 21.6K +21.6K (+100.0%) | 504.4K +504.4K (+100.0%) | 0.14% +0.137 pp | 0.00% +0.000 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 55 | QUANTINNO CAPITAL MANAGEMENT LP | 21.6K +7.5K (+53.2%) | 504.2K +195.3K (+63.2%) | 0.14% +0.048 pp | 0.00% +0.000 pp | USD21.69 +7.7% | 3 qtrs — |
| 56 | PRUDENTIAL FINANCIAL INC | 20.8K +7.3K (+54.3%) | 486.6K +190.6K (+64.4%) | 0.13% +0.047 pp | 0.00% +0.000 pp | USD22.43 +4.1% | 85 qtrs — |
| 57 | GRAHAM CAPITAL MANAGEMENT, L.P. | 20.0K +20.0K (+100.0%) | 467.6K +467.6K (+100.0%) | 0.13% +0.127 pp | 0.01% +0.011 pp | USD23.36 +0.0% | 5 qtrs — |
| 58 | CITADEL ADVISORS LLC | 19.7K -3.2K (-14.0%) | 460.2K -42.0K (-8.4%) | 0.13% -0.020 pp | 0.00% +0.000 pp | USD21.64 +7.9% | 21 qtrs — |
| 59 | RHUMBLINE ADVISERS | 17.8K -3.9K (-17.8%) | 416.6K -59.2K (-12.4%) | 0.11% -0.025 pp | 0.00% +0.000 pp | USD26.54 -12.0% | 55 qtrs — |
| 60 | ENGINEERS GATE MANAGER LP | 17.7K +4.3K (+31.6%) | 414.3K +118.7K (+40.2%) | 0.11% +0.027 pp | 0.00% +0.002 pp | USD22.27 +4.9% | 6 qtrs — |
| 61 | WELLS FARGO & COMPANY/MN | 16.2K +4.8K (+41.9%) | 378.2K +128.0K (+51.1%) | 0.10% +0.030 pp | 0.00% +0.000 pp | USD26.34 -11.3% | 57 qtrs — |
| 62 | ALLIANCEBERNSTEIN L.P. | 15.8K +— (+0.0%) | 368.4K +22.6K (+6.5%) | 0.10% +0.000 pp | 0.00% +0.000 pp | USD27.03 -13.6% | 61 qtrs — |
| 63 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15.6K -300.0 (-1.9%) | 364.4K +15.7K (+4.5%) | 0.10% -0.002 pp | 0.00% +0.000 pp | USD21.93 +6.5% | 2 qtrs — |
| 64 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 15.5K -845.0 (-5.2%) | 361.5K +3.6K (+1.0%) | 0.10% -0.005 pp | 0.00% +0.000 pp | USD25.88 -9.7% | 35 qtrs — |
| 65 | ACADIAN ASSET MANAGEMENT LLC | 14.8K +3.4K (+29.4%) | 344.0K +95.0K (+38.2%) | 0.09% +0.021 pp | 0.00% +0.000 pp | USD21.26 +9.9% | 38 qtrs — |
| 66 | MARTINGALE ASSET MANAGEMENT L P | 14.7K +14.7K (+100.0%) | 343.9K +343.9K (+100.0%) | 0.09% +0.094 pp | 0.01% +0.009 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 67 | JAMES INVESTMENT RESEARCH INC | 14.0K +— (+0.0%) | 326.6K +20.0K (+6.5%) | 0.09% +0.000 pp | 0.04% +0.002 pp | USD21.66 +7.8% | 35 qtrs — |
| 68 | STATE OF WYOMING | 11.8K +3.2K (+37.5%) | 274.9K +87.2K (+46.5%) | 0.07% +0.020 pp | 0.03% +0.009 pp | USD21.94 +6.5% | 3 qtrs — |
| 69 | DEUTSCHE BANK AG\ | 11.1K -124.0 (-1.1%) | 260.3K +13.2K (+5.3%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD25.23 -7.4% | 50 qtrs — |
| 70 | SG AMERICAS SECURITIES, LLC | 10.2K +10.2K (+100.0%) | 238.0K +238.0K (+100.0%) | 0.06% +0.065 pp | 0.00% +0.000 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 71 | BALYASNY ASSET MANAGEMENT L.P. | 9.2K +9.2K (+100.0%) | 215.4K +215.4K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.000 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 72 | ALGERT GLOBAL LLC | 8.8K +8.8K (+100.0%) | 206.0K +206.0K (+100.0%) | 0.06% +0.056 pp | 0.00% +0.003 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 73 | METLIFE INVESTMENT MANAGEMENT, LLC | 8.1K +— (+0.0%) | 189.2K +11.6K (+6.5%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD24.27 -3.7% | 33 qtrs — |
| 74 | SIGNATUREFD, LLC | 7.2K -9.3K (-56.3%) | 168.7K -193.8K (-53.5%) | 0.05% -0.059 pp | 0.00% -0.003 pp | USD40.37 -42.1% | 27 qtrs — |
| 75 | FMR LLC | 7.2K +5.7K (+378.1%) | 168.5K +135.4K (+409.2%) | 0.05% +0.036 pp | 0.00% +0.000 pp | USD23.50 -0.6% | 30 qtrs — |
| 76 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.3K +1.0 (+0.0%) | 147.1K +9.0K (+6.5%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD24.14 -3.2% | 7 qtrs — |
| 77 | CITIGROUP INC | 6.2K +2.5K (+66.3%) | 143.8K +62.6K (+77.2%) | 0.04% +0.016 pp | 0.00% +0.000 pp | USD29.79 -21.6% | 54 qtrs — |
| 78 | NEW YORK STATE COMMON RETIREMENT FUND | 6.0K +— (+0.0%) | 140.7K +8.6K (+6.5%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD29.86 -21.8% | 81 qtrs — |
| 79 | CANADA PENSION PLAN INVESTMENT BOARD | 6.0K +6.0K (+100.0%) | 140.2K +140.2K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.000 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 80 | CWM, LLC | 5.9K +2.5K (+74.8%) | 139.0K +64.0K (+85.3%) | 0.04% +0.016 pp | 0.00% +0.000 pp | USD22.39 +4.3% | 15 qtrs — |
| 81 | BNP PARIBAS ARBITRAGE, SNC | 5.9K -30.6K (-83.9%) | 136.8K -662.9K (-82.9%) | 0.04% -0.195 pp | 0.00% 0.000 pp | USD23.45 -0.4% | 49 qtrs — |
| 82 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5.6K +— (+0.0%) | 131.0K +8.0K (+6.5%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD16.31 +43.2% | 95 qtrs — |
| 83 | HIGHLINE WEALTH PARTNERS LLC | 3.7K +— (+0.0%) | 86.4K +5.3K (+6.5%) | 0.02% +0.000 pp | 0.02% +0.003 pp | USD20.35 +14.8% | 3 qtrs — |
| 84 | BRYN MAWR TRUST CO | 3.2K +— (+0.0%) | 74.8K +4.6K (+6.5%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD27.47 -15.0% | 6 qtrs — |
| 85 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.1K +— (+0.0%) | 73.0K +4.5K (+6.5%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD22.26 +4.9% | 5 qtrs — |
| 86 | MONTAG A & ASSOCIATES INC | 3.1K +900.0 (+41.6%) | 71.5K +24.1K (+50.9%) | 0.02% +0.006 pp | 0.00% +0.001 pp | USD26.40 -11.5% | 21 qtrs — |
| 87 | AQUATIC CAPITAL MANAGEMENT LLC | 3.0K -8.7K (-74.2%) | 70.8K -186.7K (-72.5%) | 0.02% -0.055 pp | 0.00% -0.003 pp | USD20.88 +11.9% | 6 qtrs — |
| 88 | QUEST PARTNERS LLC | 2.5K +151.0 (+6.4%) | 58.6K +6.9K (+13.3%) | 0.02% +0.001 pp | 0.00% 0.000 pp | USD23.46 -0.4% | 6 qtrs — |
| 89 | COMERICA BANK | 2.3K +— (+0.0%) | 54.0K +3.3K (+6.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD28.78 -18.8% | 10 qtrs — |
| 90 | ADVISOR GROUP HOLDINGS, INC. | 2.2K -613.0 (-21.6%) | 51.9K -12.0K (-18.8%) | 0.01% -0.004 pp | 0.00% +0.000 pp | USD24.97 -6.4% | 24 qtrs — |
| 91 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 2.0K +2.0K (+100.0%) | 45.0K +45.0K (+100.0%) | 0.01% +0.012 pp | 0.00% +0.001 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 92 | EMC CAPITAL MANAGEMENT | 1.9K -343.0 (-15.0%) | 45.0K -5.0K (-10.0%) | 0.01% -0.002 pp | 0.02% -0.004 pp | USD27.73 -15.8% | 16 qtrs — |
| 93 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 1.7K +625.0 (+57.0%) | 40.0K +16.0K (+66.7%) | 0.01% +0.004 pp | 0.00% +0.000 pp | USD22.37 +4.4% | 46 qtrs — |
| 94 | AMERITAS INVESTMENT PARTNERS, INC. | 1.4K +— (+0.0%) | 32.0K +2.0K (+6.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD24.35 -4.1% | 36 qtrs — |
| 95 | LEGAL & GENERAL GROUP PLC | 1.3K +— (+0.0%) | 29.6K +1.8K (+6.5%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD22.83 +2.3% | 46 qtrs — |
| 96 | ROYAL BANK OF CANADA | 1.0K +743.0 (+268.2%) | 24.0K +18.0K (+300.0%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD25.00 -6.6% | 51 qtrs — |
| 97 | TOWER RESEARCH CAPITAL LLC (TRC) | 925.00 +118.0 (+14.6%) | 21.6K +3.9K (+22.1%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD21.20 +10.2% | 23 qtrs — |
| 98 | PINNACLE WEALTH PLANNING SERVICES, INC. | 873.00 +873.0 (+100.0%) | 20.4K +20.4K (+100.0%) | 0.01% +0.006 pp | 0.00% +0.002 pp | USD23.36 +0.0% | 1 qtrs NEW |
| 99 | GAMMA INVESTING LLC | 835.00 +87.0 (+11.6%) | 19.5K +3.1K (+18.9%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD21.55 +8.4% | 9 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Cambria Shareholder Yield ETF SYLD | 0.96% | 9.11M | 0.59% |
| 2 | Hartford Multifactor Small Cap ETF ROSC | 0.35% | 215.0K | 0.34% |
| 3 | Lazard US Systematic Small Cap Equity ETF SYZ | 0.17% | 89.5K | 0.74% |
| 4 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.14% | 807.5K | 0.29% |
| 5 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.12% | 2.02M | 0.47% |
| 6 | Vanguard U.S. Value Factor ETF VFVA | 0.12% | 955.2K | 0.13% |
| 7 | Vanguard U.S. Quality Factor ETF VFQY | 0.11% | 500.3K | 0.13% |
| 8 | Franklin Small Cap Enhanced ETF FSML | 0.09% | 131.8K | 0.45% |
| 9 | Vanguard Global Value Factor ETF VVL.TO | 0.09% | 495.6K | 0.38% |
| 10 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.08% | 1.73M | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-17 | SMITH CLARENCE H | Director | J-Other | A | Class A Common Stock | 700 | 0.00 | — | 125,236 | D | ↗ |
| 2026-02-27 | SMITH CLARENCE H | Director | M-Exempt | D | PRSUs 2023.1 | 2,747 | 0.00 | — | 0 | D | ↗ |
| 2026-02-27 | Hare Richard B | Officer | M-Exempt | D | PRSUs 2023 | 5,669 | 0.00 | — | 0 | D | ↗ |
| 2026-02-27 | Gill John Linwood | Officer | M-Exempt | D | PRSUs 2023.1 | 564 | 0.00 | — | 0 | D | ↗ |
| 2026-02-27 | BURDETTE STEVEN G | Director / Officer | M-Exempt | D | PRSUs 2023.1 | 888 | 0.00 | — | 0 | D | ↗ |
| 2026-02-26 | Smith Edward Kendrick | Director | A-Award | A | Common Stock | 892 | 23.91 | 21.3K | 1,892 | D | ↗ |
| 2026-02-17 | Smith Edward Kendrick | Director | — | — | Common Stock | 0 | 0.00 | — | 1,000 | D | ↗ |
| 2026-01-22 | SMITH CLARENCE H | Director | A-Award | A | RSUs 2026 | 2,424 | 0.00 | — | 2,424 | D | ↗ |
| 2026-01-22 | Hare Richard B | Officer | A-Award | A | RSUs 2026 | 5,970 | 0.00 | — | 5,970 | D | ↗ |
| 2026-01-22 | Gill John Linwood | Officer | A-Award | A | RSUs 2026 | 4,677 | 0.00 | — | 4,677 | D | ↗ |
| 2026-01-22 | BURDETTE STEVEN G | Director / Officer | A-Award | A | RSUs 2026 | 11,190 | 0.00 | — | 11,190 | D | ↗ |
| 2025-12-12 | HAVERTY RAWSON JR | Director | S-Sale | D | Common Stock | 7,500 | 24.86 | 186.5K | 0 | I | ↗ |
| 2025-12-11 | HAVERTY RAWSON JR | Director | J-Other | D | Class A Common Stock | 7,500 | 0.00 | — | 31,640 | I | ↗ |
| 2025-12-10 | HAVERTY RAWSON JR | Director | J-Other | D | Class A Common Stock | 2,331 | 0.00 | — | 6,743 | D | ↗ |
| 2025-11-19 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 4,523 | 22.42 | 101.4K | 0 | D | ↗ |
| 2025-11-12 | SMITH CLARENCE H | Director | F-InKind | D | Common Stock | 688 | 22.85 | 15.7K | 77,178 | D | ↗ |
| 2025-09-17 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 10,003 | 23.10 | 231.1K | 4,523 | D | ↗ |
| 2025-09-16 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 14,997 | 23.02 | 345.2K | 14,526 | D | ↗ |
| 2025-08-27 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 15,000 | 22.84 | 342.6K | 29,523 | D | ↗ |
| 2025-08-01 | SMITH CLARENCE H | Director | J-Other | D | Common Stock | 12,500 | 0.00 | — | 77,178 | D | ↗ |
| 2025-08-01 | Hare Richard B | Officer | J-Other | D | Common Stock | 10,000 | 0.00 | — | 23,497 | D | ↗ |
| 2025-08-01 | HAVERTY RAWSON JR | Director / 10% Owner | J-Other | D | Class A Common Stock | 40,000 | 0.00 | — | 9,074 | D | ↗ |
| 2025-08-01 | Gill John Linwood | Officer | J-Other | D | Common Stock | 10,000 | 0.00 | — | 19,158 | D | ↗ |
| 2025-08-01 | BURDETTE STEVEN G | Director / Officer | J-Other | D | Common Stock | 12,500 | 0.00 | — | 14,743 | D | ↗ |
| 2025-06-17 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 25,000 | 0.00 | — | 4,523 | D | ↗ |
| 2025-06-12 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 8,500 | 0.00 | — | 29,523 | D | ↗ |
| 2025-06-11 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 1,500 | 20.67 | 31.0K | 38,023 | D | ↗ |
| 2025-06-10 | HAVERTY RAWSON JR | Director / 10% Owner | J-Other | D | Class A Common Stock | 35,000 | 0.00 | — | 49,074 | D | ↗ |
| 2025-05-22 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 3,222 | 20.49 | 66.0K | 4,523 | D | ↗ |
| 2025-05-12 | TRUJILLO ALFREDO | Director | A-Award | A | Phantom Stock | 8,153 | 0.00 | — | 66,207 | D | ↗ |
| 2025-05-12 | Schiller Derek Gordon | Director | A-Award | A | Phantom Stock | 5,100 | 0.00 | — | 14,315 | D | ↗ |
| 2025-05-12 | SMITH CLARENCE H | Director | A-Award | A | Phantom Stock | 404 | 0.00 | — | 6,870 | D | ↗ |
| 2025-05-12 | PALMER VICKI R | Director | A-Award | A | Common Stock | 4,523 | 21.00 | 95.0K | 40,982 | D | ↗ |
| 2025-05-12 | Morhous Natalie Bolch | Director | A-Award | A | Common Stock | 4,523 | 21.00 | 95.0K | 7,745 | D | ↗ |
| 2025-05-12 | HOUGH G. THOMAS | Director | A-Award | A | Phantom Stock | 9,774 | 0.00 | — | 29,013 | D | ↗ |
| 2025-05-12 | HAVERTY RAWSON JR | Director / 10% Owner | A-Award | A | Common Stock | 4,523 | 21.00 | 95.0K | 7,745 | D | ↗ |
| 2025-05-12 | DUKES LAURA ALLISON | Director | A-Award | A | Phantom Stock | 6,532 | 0.00 | — | 38,648 | D | ↗ |
| 2025-05-12 | Cote Michael R | Director | A-Award | A | Phantom Stock | 8,576 | 0.00 | — | 20,065 | D | ↗ |
| 2025-05-08 | SMITH CLARENCE H | Director | M-Exempt | D | RSUs 2023 | 2,648 | 0.00 | — | 2,648 | D | ↗ |
| 2025-05-08 | Hare Richard B | Officer | M-Exempt | A | Common Stock | 1,162 | 0.00 | — | 32,704 | D | ↗ |
| 2025-05-08 | Gill John Linwood | Officer | F-InKind | D | Common Stock | 1,191 | 19.38 | 23.1K | 29,158 | D | ↗ |
| 2025-05-08 | BURDETTE STEVEN G | Director / Officer | M-Exempt | A | Common Stock | 1,457 | 0.00 | — | 29,131 | D | ↗ |
| 2025-03-10 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 10,000 | 0.00 | — | 0 | I | ↗ |
| 2025-03-07 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 16,000 | 0.00 | — | 10,000 | I | ↗ |
| 2025-03-03 | HAVERTY RAWSON JR | Director / 10% Owner | J-Other | D | Class A Common Stock | 26,000 | 0.00 | — | 39,140 | I | ↗ |
| 2025-02-28 | SMITH CLARENCE H | Director | M-Exempt | D | PRSUs.1 2022 | 6,237 | 0.00 | — | 0 | D | ↗ |
| 2025-02-28 | Hare Richard B | Officer | M-Exempt | A | Common Stock | 6,853 | 0.00 | — | 33,735 | D | ↗ |
| 2025-02-28 | Gill John Linwood | Officer | F-InKind | D | Common Stock | 2,566 | 22.83 | 58.6K | 27,604 | D | ↗ |
| 2025-02-28 | BURDETTE STEVEN G | Officer | M-Exempt | A | Common Stock | 1,899 | 0.00 | — | 29,308 | D | ↗ |
| 2025-01-23 | SMITH CLARENCE H | Director | A-Award | A | RSUs 2025 | 3,913 | 0.00 | — | 3,913 | D | ↗ |
| 2025-01-23 | Hare Richard B | Officer | A-Award | A | RSUs 2025 | 5,693 | 0.00 | — | 5,693 | D | ↗ |
| 2025-01-23 | Gill John Linwood | Officer | A-Award | A | RSUs 2025 | 4,304 | 0.00 | — | 4,304 | D | ↗ |
| 2025-01-23 | BURDETTE STEVEN G | Officer | A-Award | A | RSUs 2025 | 9,348 | 0.00 | — | 9,348 | D | ↗ |
| 2024-11-13 | SMITH CLARENCE H | Director / Officer | M-Exempt | A | Common Stock | 323 | 0.00 | — | 69,599 | D | ↗ |
| 2024-05-17 | Davis Braton Gregory | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,805 | — | ↗ |
| 2024-05-08 | Taylor Janet E | Officer | M-Exempt | A | Common Stock | 880 | 0.00 | — | 61,603 | — | ↗ |
| 2024-05-08 | SMITH CLARENCE H | Director / Officer | M-Exempt | A | Common Stock | 2,419 | 0.00 | — | 71,428 | — | ↗ |
| 2024-05-08 | PARKER JENNY H | Officer | M-Exempt | A | Common Stock | 777 | 0.00 | — | 33,649 | — | ↗ |
| 2024-05-08 | Hare Richard B | Officer | F-InKind | D | Common Stock | 1,558 | 28.58 | 44.5K | 26,882 | — | ↗ |
| 2024-05-08 | Gill John Linwood | Officer | M-Exempt | D | RSUs 2021 | 830 | 0.00 | — | 0 | — | ↗ |
| 2024-05-08 | Fladger Kelly Allen | Officer | M-Exempt | D | RSUs 2021 | 799 | 0.00 | — | 0 | — | ↗ |
| 2024-05-08 | CLARY J EDWARD | Officer | M-Exempt | D | RSUs 2022 | 858 | 0.00 | — | 858 | — | ↗ |
| 2024-05-08 | Bautista Helen Berry | Officer | M-Exempt | A | Common Stock | 880 | 0.00 | — | 13,939 | — | ↗ |
| 2024-05-08 | BURDETTE STEVEN G | Officer | M-Exempt | A | Common Stock | 1,454 | 0.00 | — | 22,082 | — | ↗ |
| 2024-05-06 | TRUJILLO ALFREDO | Director | A-Award | A | Phantom Stock | 7,113 | 0.00 | — | 58,054 | — | ↗ |
| 2024-05-06 | Schiller Derek Gordon | Director | A-Award | A | Phantom Stock | 5,696 | 0.00 | — | 9,215 | — | ↗ |
| 2024-05-06 | SMITH CLARENCE H | Director / Officer | A-Award | A | Phantom Stock | 459 | 0.00 | — | 6,466 | — | ↗ |
| 2024-05-06 | PALMER VICKI R | Director | A-Award | A | Common Stock | 3,222 | 29.48 | 95.0K | 36,459 | — | ↗ |
| 2024-05-06 | Morhous Natalie Bolch | Director | A-Award | A | Common Stock | 3,222 | 29.48 | 95.0K | 3,222 | — | ↗ |
| 2024-05-06 | HOUGH G. THOMAS | Director | A-Award | A | Phantom Stock | 4,359 | 0.00 | — | 19,239 | — | ↗ |
| 2024-05-06 | HAVERTY RAWSON JR | Director / 10% Owner | A-Award | A | Common Stock | 3,222 | 29.48 | 95.0K | 3,222 | — | ↗ |
| 2024-05-06 | DUKES LAURA ALLISON | Director | A-Award | A | Phantom Stock | 5,272 | 0.00 | — | 32,116 | — | ↗ |
| 2024-05-06 | Cote Michael R | Director | A-Award | A | Phantom Stock | 6,015 | 0.00 | — | 11,489 | — | ↗ |
| 2024-02-29 | BURDETTE STEVEN G | Officer | S-Sale | D | Common Stock | 6,500 | 34.35 | 223.3K | 16,663 | — | ↗ |
| 2024-02-28 | Taylor Janet E | Officer | M-Exempt | A | Common Stock | 908 | 0.00 | — | 61,075 | — | ↗ |
| 2024-02-28 | SMITH CLARENCE H | Director / Officer | M-Exempt | A | Common Stock | 6,670 | 0.00 | — | 82,883 | — | ↗ |
| 2024-02-28 | PARKER JENNY H | Officer | M-Exempt | A | Common Stock | 868 | 0.00 | — | 34,437 | — | ↗ |
| 2024-02-28 | Hare Richard B | Officer | M-Exempt | A | Common Stock | 10,290 | 0.00 | — | 28,672 | — | ↗ |
| 2024-02-28 | Gill John Linwood | Officer | A-Award | A | PRSUs 2023 | 4,252 | 0.00 | — | 4,252 | — | ↗ |
| 2024-02-28 | Fladger Kelly Allen | Officer | M-Exempt | D | PRSUs 2021 | 5,082 | 0.00 | — | 0 | — | ↗ |
| 2024-02-28 | CLARY J EDWARD | Officer | F-InKind | D | Common Stock | 3,619 | 33.72 | 122.0K | 46,238 | — | ↗ |
| 2024-02-28 | Bautista Helen Berry | Officer | M-Exempt | D | PRSUs 2021.1 | 688 | 0.00 | — | 0 | — | ↗ |
| 2024-02-28 | BURDETTE STEVEN G | Officer | M-Exempt | A | Common Stock | 1,759 | 0.00 | — | 28,428 | — | ↗ |
| 2024-01-25 | Taylor Janet E | Officer | A-Award | A | RSUs 2024 | 2,606 | 0.00 | — | 2,606 | — | ↗ |
| 2024-01-25 | SMITH CLARENCE H | Director / Officer | A-Award | A | RSUs 2024 | 8,469 | 0.00 | — | 8,469 | — | ↗ |
| 2024-01-25 | PARKER JENNY H | Officer | A-Award | A | RSUs 2024 | 2,606 | 0.00 | — | 2,606 | — | ↗ |
| 2024-01-25 | Hare Richard B | Officer | A-Award | A | RSUs 2024 | 3,600 | 0.00 | — | 3,600 | — | ↗ |
| 2024-01-25 | Gill John Linwood | Officer | A-Award | A | RSUs 2024 | 2,914 | 0.00 | — | 2,914 | — | ↗ |
| 2024-01-25 | Fladger Kelly Allen | Officer | A-Award | A | RSUs 2024 | 2,606 | 0.00 | — | 2,606 | — | ↗ |
| 2024-01-25 | CLARY J EDWARD | Officer | A-Award | A | RSUs 2024 | 2,700 | 0.00 | — | 2,700 | — | ↗ |
| 2024-01-25 | Bautista Helen Berry | Officer | A-Award | A | RSUs 2024 | 2,606 | 0.00 | — | 2,606 | — | ↗ |
| 2024-01-25 | BURDETTE STEVEN G | Officer | A-Award | A | RSUs 2024 | 4,286 | 0.00 | — | 4,286 | — | ↗ |
| 2023-12-07 | Gill John Linwood | Officer | S-Sale | D | Common Stock | 4,000 | 32.47 | 129.9K | 16,477 | — | ↗ |
| 2023-11-15 | HAVERTY RAWSON JR | Director / 10% Owner | S-Sale | D | Common Stock | 3,519 | 31.57 | 111.1K | 0 | — | ↗ |
| 2023-11-07 | SMITH CLARENCE H | Director / Officer | M-Exempt | A | Common Stock | 1,020 | 0.00 | — | 39,881 | — | ↗ |
| 2023-11-07 | PARKER JENNY H | Officer | M-Exempt | D | RSUs 2021 | 35 | 0.00 | — | 764 | — | ↗ |
| 2023-08-30 | PALMER VICKI R | Director | S-Sale | D | Common Stock | 25,000 | 31.16 | 779.1K | 33,237 | — | ↗ |
| 2023-05-19 | MANGUM MYLLE H | Director | S-Sale | D | Common Stock | 5,158 | 26.28 | 135.6K | 3,519 | — | ↗ |
| 2023-05-08 | Taylor Janet E | Officer | M-Exempt | D | RSUs 2020 | 1,158 | 0.00 | — | 0 | — | ↗ |
| 2023-05-08 | TRUJILLO ALFREDO | Director | A-Award | A | Phantom Stock | 7,199 | 0.00 | — | 50,941 | — | ↗ |
| 2023-05-08 | Schiller Derek Gordon | Director | A-Award | A | Phantom Stock | 3,519 | 0.00 | — | 3,519 | — | ↗ |
| 2023-05-08 | SMITH CLARENCE H | Director / Officer | F-InKind | D | Common Stock | 3,444 | 25.57 | 88.1K | 38,861 | — | ↗ |
| 2023-05-08 | PARKER JENNY H | Officer | F-InKind | D | Common Stock | 1,596 | 25.57 | 40.8K | 28,687 | — | ↗ |
| 2023-05-08 | PALMER VICKI R | Director | A-Award | A | Common Stock | 1,564 | 25.57 | 40.0K | 58,237 | — | ↗ |
| 2023-05-08 | MANGUM MYLLE H | Director | A-Award | A | Common Stock | 1,955 | 25.57 | 50.0K | 7,113 | — | ↗ |
| 2023-05-08 | Hare Richard B | Officer | M-Exempt | D | RSUs 2019 | 997 | 0.00 | — | 0 | — | ↗ |
| 2023-05-08 | HOUGH G. THOMAS | Director | A-Award | A | Phantom Stock | 2,958 | 0.00 | — | 14,880 | — | ↗ |
| 2023-05-08 | HAVERTY RAWSON JR | Director / 10% Owner | A-Award | A | Common Stock | 1,955 | 25.57 | 50.0K | 1,955 | — | ↗ |
| 2023-05-08 | Gill John Linwood | Officer | M-Exempt | D | RSUs 2020 | 1,114 | 0.00 | — | 0 | — | ↗ |
| 2023-05-08 | Fladger Kelly Allen | Officer | M-Exempt | D | RSUs 2020 | 1,158 | 0.00 | — | 0 | — | ↗ |
| 2023-05-08 | DUKES LAURA ALLISON | Director | A-Award | A | Phantom Stock | 5,330 | 0.00 | — | 26,844 | — | ↗ |
| 2023-05-08 | Cote Michael R | Director | A-Award | A | Phantom Stock | 5,474 | 0.00 | — | 5,474 | — | ↗ |
| 2023-05-08 | CLARY J EDWARD | Officer | M-Exempt | D | RSUs 2021 | 830 | 0.00 | — | 830 | — | ↗ |
| 2023-05-08 | Bautista Helen Berry | Officer | M-Exempt | A | Common Stock | 484 | 0.00 | — | 7,238 | — | ↗ |
| 2023-05-08 | BURDETTE STEVEN G | Officer | M-Exempt | D | RSUs 2022 | 1,360 | 0.00 | — | 2,640 | — | ↗ |
| 2023-03-09 | Hare Richard B | Officer | S-Sale | D | Common Stock | 7,100 | 32.29 | 229.2K | 15,878 | — | ↗ |
| 2023-03-07 | SMITH CLARENCE H | Director / Officer | S-Sale | D | Common Stock | 13,880 | 34.29 | 475.9K | 34,300 | — | ↗ |
| 2023-03-06 | BURDETTE STEVEN G | Officer | S-Sale | D | Common Stock | 3,789 | 34.00 | 128.8K | 13,351 | — | ↗ |
| 2023-02-28 | Taylor Janet E | Officer | F-InKind | D | Common Stock | 3,916 | 37.74 | 147.8K | 53,076 | — | ↗ |
| 2023-02-28 | SMITH CLARENCE H | Director / Officer | M-Exempt | A | Common Stock | 7,680 | 0.00 | — | 70,747 | — | ↗ |
| 2023-02-28 | PARKER JENNY H | Officer | M-Exempt | A | Common Stock | 1,264 | 0.00 | — | 30,347 | — | ↗ |
| 2023-02-28 | Hare Richard B | Officer | M-Exempt | D | PRSUs 2020.1 | 2,293 | 0.00 | — | 0 | — | ↗ |
| 2023-02-28 | Gill John Linwood | Officer | M-Exempt | A | Common Stock | 1,890 | 0.00 | — | 23,954 | — | ↗ |
| 2023-02-28 | Fladger Kelly Allen | Officer | M-Exempt | A | Common Stock | 1,264 | 0.00 | — | 11,737 | — | ↗ |
| 2023-02-28 | CLARY J EDWARD | Officer | F-InKind | D | Common Stock | 5,858 | 37.74 | 221.1K | 38,156 | — | ↗ |
| 2023-02-28 | Bautista Helen Berry | Officer | M-Exempt | A | Common Stock | 4,200 | 0.00 | — | 7,516 | — | ↗ |
| 2023-02-28 | BURDETTE STEVEN G | Officer | M-Exempt | A | Common Stock | 2,293 | 0.00 | — | 24,247 | — | ↗ |
| 2023-02-27 | PARKER JENNY H | Officer | S-Sale | D | Common Stock | 2,620 | 38.07 | 99.7K | 21,714 | — | ↗ |
| 2023-02-24 | Taylor Janet E | Officer | A-Award | A | PRSUs 2022 | 3,212 | 0.00 | — | 3,212 | — | ↗ |
| 2023-02-24 | SMITH CLARENCE H | Director / Officer | A-Award | A | PRSUs 2022 | 26,612 | 0.00 | — | 26,612 | — | ↗ |
| 2023-02-24 | PARKER JENNY H | Officer | A-Award | A | PRSUs.1 2022 | 783 | 0.00 | — | 783 | — | ↗ |
| 2023-02-24 | Hare Richard B | Officer | A-Award | A | PRSUs.1 2022 | 1,671 | 0.00 | — | 1,671 | — | ↗ |
| 2023-02-24 | Gill John Linwood | Officer | S-Sale | D | Common Stock | 3,612 | 37.51 | 135.5K | 11,039 | — | ↗ |
| 2023-02-24 | Fladger Kelly Allen | Officer | A-Award | A | PRSUs 2022 | 3,212 | 0.00 | — | 3,212 | — | ↗ |
| 2023-02-24 | CLARY J EDWARD | Officer | A-Award | A | PRSUs 2022 | 5,063 | 0.00 | — | 5,063 | — | ↗ |
| 2023-02-24 | Bautista Helen Berry | Officer | A-Award | A | PRSUs 2022 | 3,212 | 0.00 | — | 3,212 | — | ↗ |
| 2023-02-24 | BURDETTE STEVEN G | Officer | A-Award | A | PRSUs.1 2022 | 1,899 | 0.00 | — | 1,899 | — | ↗ |
| 2023-01-26 | Taylor Janet E | Officer | A-Award | A | RSUs 2023 | 2,589 | 0.00 | — | 2,589 | — | ↗ |
| 2023-01-26 | SMITH CLARENCE H | Officer | A-Award | A | RSUs 2023 | 8,025 | 0.00 | — | 8,025 | — | ↗ |
| 2023-01-26 | PARKER JENNY H | Officer | A-Award | A | RSUs 2023 | 2,589 | 0.00 | — | 2,589 | — | ↗ |
| 2023-01-26 | Hare Richard B | Officer | A-Award | A | RSUs 2023 | 3,620 | 0.00 | — | 3,620 | — | ↗ |
| 2023-01-26 | Gill John Linwood | Officer | A-Award | A | RSUs 2023 | 2,715 | 0.00 | — | 2,715 | — | ↗ |
| 2023-01-26 | Fladger Kelly Allen | Officer | A-Award | A | RSUs 2023 | 2,589 | 0.00 | — | 2,589 | — | ↗ |
| 2023-01-26 | CLARY J EDWARD | Officer | A-Award | A | RSUs 2023 | 2,715 | 0.00 | — | 2,715 | — | ↗ |
| 2023-01-26 | Bautista Helen Berry | Officer | A-Award | A | RSUs 2023 | 2,589 | 0.00 | — | 2,589 | — | ↗ |
| 2023-01-26 | BURDETTE STEVEN G | Officer | A-Award | A | RSUs 2023 | 4,276 | 0.00 | — | 4,276 | — | ↗ |
| 2022-12-31 | SMITH CLARENCE H | Officer | — | I | Class A Common Stock | 0 | 0.00 | — | 1,950 | — | ↗ |
| 2022-12-31 | PARKER JENNY H | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-11-21 | HAVERTY RAWSON JR | Officer | D-Return | D | RSUs 2019 | 850 | 31.88 | 27.1K | 0 | — | ↗ |
| 2022-11-11 | Cote Michael R | Director | A-Award | A | Common Stock | 617 | 32.41 | 20.0K | 1,388 | — | ↗ |
| 2022-09-06 | HAVERTY RAWSON JR | Officer | J-Other | D | RSUs 2022 | 88 | 25.64 | 2.3K | 2,479 | — | ↗ |
| 2022-08-12 | HAVERTY RAWSON JR | Officer | S-Sale | D | Common Stock | 3,351 | 29.94 | 100.3K | 0 | — | ↗ |
| 2022-08-11 | BURDETTE STEVEN G | Officer | S-Sale | D | Common Stock | 6,250 | 30.00 | 187.5K | 8,577 | — | ↗ |
| 2022-08-10 | SMITH CLARENCE H | Officer | S-Sale | D | Common Stock | 11,260 | 29.24 | 329.2K | 19,618 | — | ↗ |
| 2022-05-13 | HAVERTY RAWSON JR | Officer | S-Sale | D | Common Stock | 13,905 | 28.44 | 395.4K | 3,351 | — | ↗ |
| 2022-05-13 | Fladger Kelly Allen | Officer | S-Sale | D | Common Stock | 3,104 | 27.88 | 86.5K | 3,104 | — | ↗ |
| 2022-05-09 | Taylor Janet E | Officer | M-Exempt | D | RSUs 2021 | 823 | 0.00 | — | 1,597 | — | ↗ |
| 2022-05-09 | TRUJILLO ALFREDO | Director | A-Award | A | Common Stock | 1,436 | 27.86 | 40.0K | 12,670 | — | ↗ |
| 2022-05-09 | Schiller Derek Gordon | Director | A-Award | A | Common Stock | 1,794 | 27.86 | 50.0K | 6,660 | — | ↗ |
| 2022-05-09 | SMITH CLARENCE H | Director / Officer | M-Exempt | D | RSUs 2020 | 2,640 | 0.00 | — | 2,640 | — | ↗ |
| 2022-05-09 | PARKER JENNY H | Officer | M-Exempt | D | RSUs 2020 | 1,158 | 0.00 | — | 1,158 | — | ↗ |
| 2022-05-09 | PALMER VICKI R | Director | A-Award | A | Common Stock | 1,436 | 27.86 | 40.0K | 52,924 | — | ↗ |
| 2022-05-09 | MANGUM MYLLE H | Director | A-Award | A | Common Stock | 1,794 | 27.86 | 50.0K | 3,722 | — | ↗ |
| 2022-05-09 | Hare Richard B | Officer | M-Exempt | A | Common Stock | 998 | 0.00 | — | 13,930 | — | ↗ |
| 2022-05-09 | HOUGH G. THOMAS | Director | A-Award | A | Common Stock | 1,436 | 27.86 | 40.0K | 13,582 | — | ↗ |
| 2022-05-09 | HAVERTY RAWSON JR | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 848 | 0.00 | — | 18,367 | — | ↗ |
| 2022-05-09 | Gill John Linwood | Officer | M-Exempt | D | RSUs 2018 | 500 | 0.00 | — | 0 | — | ↗ |
| 2022-05-09 | Fladger Kelly Allen | Officer | M-Exempt | A | Common Stock | 765 | 0.00 | — | 4,584 | — | ↗ |
| 2022-05-09 | DUKES LAURA ALLISON | Director | A-Award | A | Phantom Stock | 5,009 | 0.00 | — | 21,514 | — | ↗ |
| 2022-05-09 | CLARY J EDWARD | Officer | F-InKind | D | Common Stock | 1,632 | 27.20 | 44.4K | 31,099 | — | ↗ |
| 2022-05-09 | Bautista Helen Berry | Officer | M-Exempt | A | Common Stock | 291 | 0.00 | — | 2,170 | — | ↗ |
| 2022-05-09 | BURDETTE STEVEN G | Officer | M-Exempt | D | RSUs 2020 | 1,352 | 0.00 | — | 1,351 | — | ↗ |
| 2022-02-28 | Taylor Janet E | Officer | M-Exempt | A | Common Stock | 1,656 | 0.00 | — | 47,244 | — | ↗ |
| 2022-02-28 | SMITH CLARENCE H | Director / Officer | M-Exempt | D | PRSUs 2019 | 8,477 | 0.00 | — | 0 | — | ↗ |
| 2022-02-28 | PARKER JENNY H | Officer | M-Exempt | A | Common Stock | 1,656 | 0.00 | — | 23,548 | — | ↗ |
| 2022-02-28 | Hare Richard B | Officer | M-Exempt | D | PRSUs 2019 | 3,024 | 0.00 | — | 0 | — | ↗ |
| 2022-02-28 | HAVERTY RAWSON JR | Director / Officer / 10% Owner | M-Exempt | D | PRSUs 2019 | 1,656 | 0.00 | — | 0 | — | ↗ |
| 2022-02-28 | Gill John Linwood | Officer | M-Exempt | D | PRSUs 2019 | 1,656 | 0.00 | — | 0 | — | ↗ |
| 2022-02-28 | Fladger Kelly Allen | Officer | M-Exempt | A | Common Stock | 1,491 | 0.00 | — | 4,347 | — | ↗ |
| 2022-02-28 | CLARY J EDWARD | Officer | M-Exempt | A | Common Stock | 2,615 | 0.00 | — | 30,460 | — | ↗ |
| 2022-02-28 | Bautista Helen Berry | Officer | F-InKind | D | Common Stock | 201 | 28.41 | 5.7K | 1,879 | — | ↗ |
| 2022-02-28 | BURDETTE STEVEN G | Officer | M-Exempt | A | Common Stock | 3,024 | 0.00 | — | 13,061 | — | ↗ |
| 2022-01-26 | Taylor Janet E | Officer | A-Award | A | PRSUs 2021.1 | 908 | 0.00 | — | 908 | — | ↗ |
| 2022-01-26 | SMITH CLARENCE H | Director / Officer | A-Award | A | PRSUs 2021 | 37,352 | 0.00 | — | 37,352 | — | ↗ |
| 2022-01-26 | PARKER JENNY H | Officer | A-Award | A | PRSUs 2021.1 | 908 | 0.00 | — | 908 | — | ↗ |
| 2022-01-26 | Hare Richard B | Officer | A-Award | A | RSUs 2022 | 3,520 | 0.00 | — | 3,520 | — | ↗ |
| 2022-01-26 | HAVERTY RAWSON JR | Director / Officer / 10% Owner | A-Award | A | PRSUs 2021.1 | 935 | 0.00 | — | 935 | — | ↗ |
| 2022-01-26 | Gill John Linwood | Officer | A-Award | A | RSUs 2022 | 2,600 | 0.00 | — | 2,600 | — | ↗ |
| 2022-01-26 | Fladger Kelly Allen | Officer | A-Award | A | PRSUs 2021.1 | 908 | 0.00 | — | 908 | — | ↗ |
| 2022-01-26 | CLARY J EDWARD | Officer | A-Award | A | PRSUs 2021 | 8,218 | 0.00 | — | 8,218 | — | ↗ |
| 2022-01-26 | Bautista Helen Berry | Officer | A-Award | A | PRSUs 2021.1 | 688 | 0.00 | — | 688 | — | ↗ |
| 2022-01-26 | BURDETTE STEVEN G | Officer | A-Award | A | PRSUs 2021 | 9,849 | 0.00 | — | 9,849 | — | ↗ |
| 2021-12-31 | SMITH CLARENCE H | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 29,689 | — | ↗ |
| 2021-12-31 | DUKES LAURA ALLISON | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-09-15 | HAVERTY RAWSON JR | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 3,296 | 34.00 | 112.1K | 0 | — | ↗ |
| 2021-09-13 | HAVERTY RAWSON JR | Director / Officer / 10% Owner | J-Other | A | Common Stock | 3,296 | 0.00 | — | 3,296 | — | ↗ |
| 2021-05-10 | TRUJILLO ALFREDO | Director | A-Award | A | Common Stock | 428 | 46.63 | 20.0K | 10,162 | — | ↗ |
| 2021-05-10 | Schiller Derek Gordon | Director | A-Award | A | Common Stock | 1,072 | 46.63 | 50.0K | 3,430 | — | ↗ |
| 2021-05-10 | SMITH CLARENCE H | Director / Officer | A-Award | A | Phantom Stock | 282 | 0.00 | — | 5,001 | — | ↗ |
| 2021-05-10 | PALMER VICKI R | Director | A-Award | A | Common Stock | 428 | 46.63 | 20.0K | 50,416 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2022 | Clarence H. Smith CEO | 725.0K | — | 1.15M | — | 772.7K | 31.0K | 2.68M | 42.94% | ↗ |
| 2 | 2022 | Rawson Haverty Jr. SVP, Real Estate | 350.0K | — | 185.2K | — | 184.2K | 849.2K | 1.57M | 11.81% | ↗ |
| 3 | 2022 | Steven G. Burdette President | 500.0K | — | 384.8K | — | 369.5K | 48.5K | 1.30M | 29.53% | ↗ |
| 4 | 2022 | Richard B. Hare EVP and CFO | 440.0K | — | 338.6K | — | 304.8K | 25.9K | 1.11M | 30.53% | ↗ |
| 5 | 2022 | J. Edward Clary EVP and CIO | 400.0K | — | 250.1K | — | 255.8K | 32.4K | 938.3K | 26.66% | ↗ |
| 6 | 2022 | John L. Gill EVP, Merchandising | 400.0K | — | 250.1K | — | 255.8K | 25.1K | 931.0K | 26.87% | ↗ |
| 7 | 2021 | Clarence H. Smith CEO | 690.0K | — | 1.09M | — | 1.10M | 275.6K | 3.16M | 34.54% | ↗ |
| 8 | 2021 | Steven G. Burdette President | 462.8K | — | 510.7K | — | 494.0K | 45.1K | 1.51M | 33.76% | ↗ |
| 9 | 2021 | Richard B. Hare EVP and CFO | 420.0K | — | 343.9K | — | 436.8K | 27.5K | 1.23M | 28.00% | ↗ |
| 10 | 2021 | J. Edward Clary EVP and CIO | 387.0K | — | 274.6K | — | 371.5K | 28.3K | 1.06M | 25.87% | ↗ |
| 11 | 2021 | John L. Gill EVP, Merchandising | 387.0K | — | 274.6K | — | 371.5K | 25.1K | 1.06M | 25.95% | ↗ |
| 12 | 2020 | Clarence H. Smith CEO | 601.9K | — | 816.8K | — | 954.7K | 63.5K | 2.44M | 33.52% | ↗ |
| 13 | 2020 | Steven G. Burdette President | 365.2K | — | 278.7K | — | 341.2K | 86.0K | 1.07M | 26.02% | ↗ |
| 14 | 2020 | J. Edward Clary EVP and CIO | 351.1K | — | 229.7K | — | 328.1K | 106.0K | 1.01M | 22.63% | ↗ |
| 15 | 2020 | Richard B. Hare EVP and CFO | 365.2K | — | 278.7K | — | 341.2K | 24.2K | 1.01M | 27.61% | ↗ |
| 16 | 2020 | John L. Gill EVP, Merchandising | 351.1K | — | 229.7K | — | 328.1K | 50.2K | 959.1K | 23.95% | ↗ |
| 17 | 2019 | Clarence H. Smith CEO | 660.0K | — | 590.7K | — | 311.6K | 77.7K | 1.64M | 36.02% | ↗ |
| 18 | 2019 | Steven G. Burdette President | 380.0K | — | 270.9K | — | 118.7K | 94.9K | 864.6K | 31.34% | ↗ |
| 19 | 2019 | J. Edward Clary EVP and CIO | 365.0K | — | 234.3K | — | 121.7K | 123.9K | 844.8K | 27.73% | ↗ |
| 20 | 2019 | Richard B. Hare EVP and CFO | 380.0K | — | 270.9K | — | 119.1K | 24.4K | 794.5K | 34.10% | ↗ |
| 21 | 2019 | John L. Gill EVP, Merchandising | 331.7K | — | 173.1K | — | 84.0K | 51.3K | 640.2K | 27.05% | ↗ |
| 22 | 2018 | Clarence H. Smith CEO | 660.0K | — | 592.1K | — | 474.4K | 49.0K | 1.78M | 33.35% | ↗ |
| 23 | 2018 | Richard B. Hare EVP and CFO | 380.0K | — | 259.3K | — | 193.2K | 118.8K | 951.3K | 27.26% | ↗ |
| 24 | 2018 | Steven G. Burdette President | 380.0K | — | 259.3K | — | 180.4K | 27.4K | 847.1K | 30.61% | ↗ |
| 25 | 2018 | J. Edward Clary EVP and CIO | 365.0K | — | 234.1K | — | 187.8K | 31.1K | 818.1K | 28.62% | ↗ |
| 26 | 2008 | Clarence H. Smith President CEO | 465.0K | — | 177.5K | — | — | 12.0K | 699.7K | 25.37% | ↗ |
| 27 | 2008 | Dennis L. Fink EVP CFO | 340.0K | — | 101.4K | — | — | 11.9K | 501.5K | 20.22% | ↗ |
| 28 | 2008 | Clarence H. Ridley Chairman | 401.7K | — | 47.4K | — | — | 11.6K | 499.2K | 9.50% | ↗ |
| 29 | 2008 | M. Tony Wilkerson EVP, Merchandising | 290.0K | — | 80.4K | — | — | 9.8K | 439.5K | 18.30% | ↗ |
| 30 | 2008 | Steven G. Burdette EVP, Operations | 266.6K | — | 75.9K | — | — | 11.9K | 370.3K | 20.50% | ↗ |
| 31 | 2007 | Clarence H. Smith President CEO | 450.0K | — | 143.2K | — | 43.9K | 7.7K | 689.7K | 20.76% | ↗ |
| 32 | 2007 | Clarence H. Ridley Chairman | 420.0K | — | 99.0K | — | 37.8K | 7.3K | 592.6K | 16.70% | ↗ |
| 33 | 2007 | Dennis L. Fink EVP CFO | 330.0K | — | 86.1K | — | 39.6K | 7.8K | 510.5K | 16.87% | ↗ |
| 34 | 2007 | M. Tony Wilkerson EVP, Merchandising | 280.0K | 22.0K | 72.3K | — | 8.4K | 7.7K | 449.1K | 16.09% | ↗ |
| 35 | 2007 | Steven G. Burdette EVP, Operations | 235.0K | 15.0K | 66.1K | — | 35.3K | 7.7K | 369.8K | 17.88% | ↗ |
| 36 | 2007 | Steven G. Burdette EVP, Operations | 235.0K | 15.0K | 66.1K | — | 35.3K | 7.7K | 369.8K | 17.88% | ↗ |
| 37 | 2006 | Clarence H. Ridley Chairman | 410.0K | — | 165.3K | — | 96.0K | 6.0K | 795.4K | 20.79% | ↗ |
| 38 | 2006 | Clarence H. Ridley, Chairman | 410.0K | — | 165.3K | — | 96.0K | 6.0K | 795.4K | 20.79% | ↗ |
| 39 | 2006 | Clarence H. Smith, CEO | 420.0K | — | 97.4K | — | 105.0K | 6.0K | 668.2K | 14.58% | ↗ |
| 40 | 2006 | Clarence H. Smith President CEO | 420.0K | — | 97.4K | — | 105.0K | 6.0K | 668.2K | 14.58% | ↗ |
| 41 | 2006 | Dennis L. Fink EVP CFO | 320.0K | 10.0K | 53.7K | — | 71.0K | 2.9K | 509.9K | 10.54% | ↗ |
| 42 | 2006 | Dennis L. Fink EVP CFO | 320.0K | 10.0K | 53.7K | — | 71.0K | 2.9K | 509.9K | 10.54% | ↗ |
| 43 | 2006 | M. Tony Wilkerson EVP, Merchandising | 270.0K | 8.0K | 46.0K | — | 73.0K | 2.9K | 454.4K | 10.12% | ↗ |
| 44 | 2006 | M. Tony Wilkerson EVP, Merchandising | 270.0K | 8.0K | 46.0K | — | 73.0K | 2.9K | 454.4K | 10.12% | ↗ |
| 45 | 2006 | Rawson Haverty, Jr. SVP, Real Estate and Development | 215.0K | 7.0K | 39.6K | — | 79.0K | 5.9K | 380.9K | 10.40% | ↗ |
| 46 | 2004 | Clarence H. Smith (d) President and Chief Executive Officer | 400.0K | 160.0K | 20.0K | — | — | 2.8K | 582.8K | 3.43% | ↗ |
| 47 | 2004 | Clarence H. Ridley Chairman of the Board | 400.0K | 150.0K | 15.0K | — | — | 3.2K | 568.2K | 2.64% | ↗ |
| 48 | 2004 | Dennis L. Fink Executive Vice President and Chief Financial Officer | 310.0K | 130.0K | 10.0K | — | — | 3.2K | 453.2K | 2.21% | ↗ |
| 49 | 2004 | M. Tony Wilkerson Senior Vice President, Marketing | 250.0K | 125.0K | 8.0K | — | — | 2.8K | 385.8K | 2.07% | ↗ |
| 50 | 2004 | Rawson Haverty, Jr. Senior Vice President, Real Estate and Development | 201.0K | 110.0K | 7.0K | — | — | 3.2K | 321.2K | 2.18% | ↗ |
| 51 | 2003 | Clarence H. Smith (d) President and Chief Executive Officer | 375.0K | 265.0K | — | 25.0K | — | 2.8K | 642.8K | 3.89% | ↗ |
| 52 | 2003 | Clarence H. Ridley Chairman of the Board | 375.0K | 245.0K | — | 25.0K | — | 2.8K | 622.8K | 4.01% | ↗ |
| 53 | 2003 | Dennis L. Fink Executive Vice President and Chief Financial Officer | 300.0K | 215.0K | — | 20.0K | — | 2.8K | 517.8K | 3.86% | ↗ |
| 54 | 2003 | M. Tony Wilkerson Senior Vice President, Marketing | 235.0K | 185.0K | — | 15.0K | — | 2.8K | 422.8K | 3.55% | ↗ |
| 55 | 2003 | Rawson Haverty, Jr. Senior Vice President, Real Estate and Development | 195.0K | 160.0K | — | 15.0K | — | 2.8K | 357.8K | 4.19% | ↗ |
| 56 | 2002 | Clarence H. Ridley Chairman of the Board | 375.0K | 210.0K | — | — | — | 3.2K | 588.2K | 0.00% | ↗ |
| 57 | 2002 | Clarence H. Smith (d) President and Chief Executive Officer | 300.0K | 265.0K | — | 22.0K | — | 3.2K | 568.2K | 3.87% | ↗ |
| 58 | 2002 | Dennis L. Fink Executive Vice President and Chief Financial Officer | 300.0K | 210.0K | — | 18.0K | — | 2.6K | 512.6K | 3.51% | ↗ |
| 59 | 2002 | M. Tony Wilkerson Senior Vice President, Marketing | 230.0K | 172.0K | — | 14.0K | — | 3.2K | 405.2K | 3.45% | ↗ |
| 60 | 2002 | Rawson Haverty, Jr. Senior Vice President, Real Estate and Development | 190.0K | 155.0K | — | 13.0K | — | 3.2K | 348.2K | 3.73% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Steven G. Burdette | President, Chief Executive Officer & Director | 2M | male |
| Clarence H. Smith | Executive Chairman | 1M | male |
| Richard Hare | Executive Vice President & Chief Financial Officer | 962.2K | male |
| John L. Gill | Executive Vice President of Merchandising | 845.8K | male |
| Helen Bautista | Senior Vice President of Marketing & Digital | 480.3K | female |
| Randall A. Davis | Vice President, Corporate Controller & Treasurer | — | male |
| Scott T. Miles | Senior Vice President of Stores | — | male |
| Brendan McGill | Senior Vice President & General Counsel | — | male |
| Tiffany Hinkle | Assistant Vice President of Financial Reporting | — | female |
| Gregory Davis | Senior Vice President of Information Technology | — | male |
| Jenny Hill Parker | Senior Vice President of Finance & Corporate Secretary | — | female |
| Katie R. Mendolera | Senior Vice President of Strategic Development & Real Estate | — | female |
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Community Opinion for HVT
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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