Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIAMS SONOMA INCWSM · Entity 3176 | PRESIDENT WEST ELM BRAND | April 15, 2022 | April 19, 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 April 15, 2022 · Filed April 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,050 |
Ending reported balance
After 2022-04-18 transaction · row 10
10 source rows · reconciled sequenceRow 1 · 2022-04-15 · Exercise / conversion · Acquired 2,823 · Balance 16,604 Row 2 · 2022-04-15 · Tax withholding · Disposed 1,562 · Balance 15,042 F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Row 3 · 2022-04-16 · Exercise / conversion · Acquired 10,660 · Balance 25,702 Row 4 · 2022-04-16 · Tax withholding · Disposed 5,895 · Balance 19,807 F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Row 5 · 2022-04-18 · Exercise / conversion · Acquired 7,178 · Balance 26,985 Row 6 · 2022-04-18 · Tax withholding · Disposed 3,970 · Balance 23,015 F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Row 7 · 2022-04-18 · Exercise / conversion · Acquired 31,238 · Balance 54,253 Row 8 · 2022-04-18 · Tax withholding · Disposed 17,275 · Balance 36,978 F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Row 9 · 2022-04-18 · Exercise / conversion · Acquired 9,111 · Balance 46,089 Row 10 · 2022-04-18 · Tax withholding · Disposed 5,039 · Balance 41,050 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 | 8,472 |
Reported balance
After 2022-04-15 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2022-04-15 · Exercise / conversion · Disposed 2,823 · Balance 8,472 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 2022, 2023, 2024 and 2025. F4: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 21,320 |
Reported balance
After 2022-04-16 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2022-04-16 · Exercise / conversion · Disposed 10,660 · Balance 21,320 F2: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F5: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2021, 2022, 2023 and 2024. F4: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-04-18 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2022-04-18 · Exercise / conversion · Disposed 7,178 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F6: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2019, 2020, 2021 and 2022. F4: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-04-18 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2022-04-18 · Exercise / conversion · Disposed 31,238 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F7: Represents restricted stock units granted on April 18, 2019, which reflect the satisfaction of performance metrics. The restricted stock units were also subject to a continued service condition, which was satisfied on April 18, 2022. F4: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,112 |
Reported balance
After 2022-04-18 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2022-04-18 · Exercise / conversion · Disposed 9,111 · Balance 9,112 F2: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F8: 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 2022, 2023, 2024 and 2025.
F4: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock.
F5: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2021, 2022, 2023 and 2024.
F6: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2019, 2020, 2021 and 2022.
F7: Represents restricted stock units granted on April 18, 2019, which reflect the satisfaction of performance metrics. The restricted stock units were also subject to a continued service condition, which was satisfied on April 18, 2022.
F8: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2020, 2021, 2022 and 2023.
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 |
|---|---|---|---|---|---|---|
| April 18, 2018 Filed Apr 21, 2018 00:03 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015034 · form4.xml · derivative · entry 3 Bellos Alex · CIK 0001716408 · PRESIDENT WEST ELM BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,463 Underlying: Common Stock · 1,231 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 vest in four equal installments on each anniversary of the grant date in 2017, 2018, 2019 and 2020. 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, 2018 Filed Apr 21, 2018 00:03 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 471 | $48.76 | $22,965.96 |
DisclosureSEC source: 0001127602-18-015034 · form4.xml · nonDerivative · entry 2 Bellos Alex · CIK 0001716408 · PRESIDENT WEST ELM BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,123 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2018 Filed Apr 21, 2018 00:03 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-015034 · form4.xml · nonDerivative · entry 1 Bellos Alex · CIK 0001716408 · PRESIDENT WEST ELM BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,594 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 06, 2018 Filed Jan 9, 2018 23:28 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001495 · form4.xml · derivative · entry 3 Bellos Alex · CIK 0001716408 · PRESIDENT WEST ELM BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,606 Underlying: Common Stock · 2,535 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 parts on 1/6/2018, 1/6/2019, 1/6/2020, and 1/6/2021. F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| January 06, 2018 Filed Jan 9, 2018 23:28 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 1,172 | $53.30 | $62,467.60 |
DisclosureSEC source: 0001127602-18-001495 · form4.xml · nonDerivative · entry 2 Bellos Alex · CIK 0001716408 · PRESIDENT WEST ELM BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,363 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| January 06, 2018 Filed Jan 9, 2018 23:28 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 2,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-001495 · form4.xml · nonDerivative · entry 1 Bellos Alex · CIK 0001716408 · PRESIDENT WEST ELM BRAND 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,535 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.