Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIAMS SONOMA INCWSM · Entity 3176 | PRESIDENT WS BRAND | July 10, 2022 | July 12, 2022 |
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.
WILLIAMS SONOMA INC
Report date July 10, 2022 · Filed July 12, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,336 |
Ending reported balance
After 2022-07-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-07-10 · Exercise / conversion · Acquired 2,118 · Balance 23,387 Row 2 · 2022-07-10 · Tax withholding · Disposed 1,051 · Balance 22,336 F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,118 |
Reported balance
After 2022-07-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-07-10 · Exercise / conversion · Disposed 2,118 · Balance 2,118 F2: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2020, 2021, 2022 and 2023. F4: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.
F2: Each restricted stock unit represents a contingent right to receive one share of WSM common stock.
F3: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2020, 2021, 2022 and 2023.
F4: The restricted stock units are cancelled upon vesting and delivery of shares of WSM 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 |
|---|---|---|---|---|---|---|
| September 06, 2020 Filed Sep 9, 2020 23:27 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 2,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024853 · form4.xml · derivative · entry 3 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,795 Underlying: Common Stock · 2,794 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: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2018, 2019, 2020 and 2021. F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| September 06, 2020 Filed Sep 9, 2020 23:27 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 1,386 | $84.56 | $117,200.16 |
DisclosureSEC source: 0001127602-20-024853 · form4.xml · nonDerivative · entry 2 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,731 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| September 06, 2020 Filed Sep 9, 2020 23:27 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 2,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-024853 · form4.xml · nonDerivative · entry 1 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,117 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 |
| July 10, 2020 Filed Jul 14, 2020 23:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 2,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021503 · form4.xml · derivative · entry 3 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,354 Underlying: Common Stock · 2,117 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: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2020, 2021, 2022 and 2023. F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| July 10, 2020 Filed Jul 14, 2020 23:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 1,050 | $84.63 | $88,861.50 |
DisclosureSEC source: 0001127602-20-021503 · form4.xml · nonDerivative · entry 2 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,323 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| July 10, 2020 Filed Jul 14, 2020 23:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 2,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-021503 · form4.xml · nonDerivative · entry 1 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,373 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 |
| June 09, 2020 Filed Jun 11, 2020 23:28 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 8,000 | $86.09 | $688,720.00 |
DisclosureSEC source: 0001127602-20-019464 · form4.xml · nonDerivative · entry 1 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,256 F1 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $86.08 to $86.13. The reporting person undertakes to provide upon request by the U.S. Securities and Exchange Commission staff, the issuer, or a security holder of the issuer, full information regarding the number of shares sold at each separate price. Read SEC document |
| May 01, 2020 Filed May 6, 2020 00:02 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 9,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015562 · form4.xml · derivative · entry 3 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,580 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: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: Represents restricted stock units granted on September 6, 2017, which reflect the satisfaction of performance metrics. The restricted stock units were also subject to a continued service condition, which was satisfied on May 1, 2020. F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| May 01, 2020 Filed May 6, 2020 00:02 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 4,750 | $61.84 | $293,740.00 |
DisclosureSEC source: 0001127602-20-015562 · form4.xml · nonDerivative · entry 2 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,256 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| May 01, 2020 Filed May 6, 2020 00:02 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 9,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015562 · form4.xml · nonDerivative · entry 1 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,006 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 |
| April 18, 2020 Filed Apr 20, 2020 23:57 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 3,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014156 · form4.xml · derivative · entry 4 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,153 Underlying: Common Stock · 3,076 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: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F5 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2019, 2020, 2021 and 2022. F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 18, 2020 Filed Apr 20, 2020 23:57 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 1,526 | $51.64 | $78,802.64 |
DisclosureSEC source: 0001127602-20-014156 · form4.xml · nonDerivative · entry 2 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,426 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2020 Filed Apr 20, 2020 23:57 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 3,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014156 · form4.xml · nonDerivative · entry 1 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,952 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 |
| April 16, 2020 Filed Apr 20, 2020 23:57 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 35,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014156 · form4.xml · derivative · entry 3 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,532 Underlying: Common Stock · 35,532 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2021, 2022, 2023 and 2024. F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| March 25, 2020 Filed Mar 26, 2020 23:50 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 9,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012040 · form4.xml · derivative · entry 1 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,580 Underlying: Common Stock · 9,580 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2 · derivative.exercise_date: Represents restricted stock units granted on September 6, 2017, which reflect the satisfaction of performance metrics. The restricted stock units vest on May 1, 2020, subject to continued service. F3 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 23:24 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 6,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011170 · form4.xml · derivative · entry 3 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,859 Underlying: Common Stock · 6,952 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: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: These restricted stock units will vest in four equal installments on 3/13/2020, 3/13/2021, 3/13/2022 and 3/13/2023. F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 23:24 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 2,396 | $42.62 | $102,117.52 |
DisclosureSEC source: 0001127602-20-011170 · form4.xml · nonDerivative · entry 2 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,876 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| March 13, 2020 Filed Mar 17, 2020 23:24 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 6,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-011170 · form4.xml · nonDerivative · entry 1 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,272 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 |
| September 06, 2019 Filed Sep 9, 2019 23:56 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 2,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028087 · form4.xml · derivative · entry 3 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,589 Underlying: Common Stock · 2,794 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: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2018, 2019, 2020 and 2021. F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 23:56 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 1,386 | $64.83 | $89,854.38 |
DisclosureSEC source: 0001127602-19-028087 · form4.xml · nonDerivative · entry 2 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,320 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| September 06, 2019 Filed Sep 9, 2019 23:56 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 2,794 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-028087 · form4.xml · nonDerivative · entry 1 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,706 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 |
| July 10, 2019 Filed Jul 12, 2019 23:35 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 8,471 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-024503 · form4.xml · derivative · entry 1 Ross Ryan · CIK 0001782311 · PRESIDENT WS BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,471 Underlying: Common Stock · 8,471 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2020, 2021, 2022 and 2023. F3 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. 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.