organization · Reporting owner
2018 Reed Dynasty Trust
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arhaus, Inc.ARHS · Entity 4849 | 10% owner | January 03, 2022 | January 05, 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.
Arhaus, Inc.
Report date January 03, 2022 · Filed January 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 36,470,752 |
Reported balance
After 2022-01-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-01-03 · Gift · Acquired 7,035,433 · Balance 36,470,752 F1: Upon termination of The John P. Reed 2019 GRAT (the "GRAT"), 7,035,433 shares of Class B Common Stock were transferred to the Reporting Person, the holder of the residual interest of the GRAT on January 3, 2022. The transfer of shares of Class B Common Stock to the Reporting Person constitutes a "Permitted Transfer" as defined in the Issuer's Amended and Restated Certificate of Incorporation. Accordingly, following the transfer, the shares remain shares of Class B Common Stock. F2: Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and it is automatically convertible upon the terms and conditions set forth in the Issuer's Amended and Restated Certificate of Incorporation, and has no expiration date. Two directors of the Issuer, Albert T. Adams and William Beargie, are co-trustees of the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon termination of The John P. Reed 2019 GRAT (the "GRAT"), 7,035,433 shares of Class B Common Stock were transferred to the Reporting Person, the holder of the residual interest of the GRAT on January 3, 2022. The transfer of shares of Class B Common Stock to the Reporting Person constitutes a "Permitted Transfer" as defined in the Issuer's Amended and Restated Certificate of Incorporation. Accordingly, following the transfer, the shares remain shares of Class B Common Stock.
F2: Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and it is automatically convertible upon the terms and conditions set forth in the Issuer's Amended and Restated Certificate of Incorporation, and has no expiration date. Two directors of the Issuer, Albert T. Adams and William Beargie, are co-trustees of the Reporting Person.
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 |
|---|---|---|---|---|---|---|
| January 03, 2022 Filed Jan 5, 2022 23:01 UTC | Arhaus, Inc. ARHS · Entity 4849 | GiftClass B Common Stock · Derivative | 7,035,433 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001875444-22-000004 · wf-form4_164142368037062.xml · derivative · entry 1 2018 Reed Dynasty Trust · CIK 0001889614 · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,470,752 Underlying: Class A Common Stock · 7,035,433 shares Expires not disclosed F1 · kind: Upon termination of The John P. Reed 2019 GRAT (the "GRAT"), 7,035,433 shares of Class B Common Stock were transferred to the Reporting Person, the holder of the residual interest of the GRAT on January 3, 2022. The transfer of shares of Class B Common Stock to the Reporting Person constitutes a "Permitted Transfer" as defined in the Issuer's Amended and Restated Certificate of Incorporation. Accordingly, following the transfer, the shares remain shares of Class B Common Stock. F1 · price: Upon termination of The John P. Reed 2019 GRAT (the "GRAT"), 7,035,433 shares of Class B Common Stock were transferred to the Reporting Person, the holder of the residual interest of the GRAT on January 3, 2022. The transfer of shares of Class B Common Stock to the Reporting Person constitutes a "Permitted Transfer" as defined in the Issuer's Amended and Restated Certificate of Incorporation. Accordingly, following the transfer, the shares remain shares of Class B Common Stock. F2 · derivative.exercise_date: Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and it is automatically convertible upon the terms and conditions set forth in the Issuer's Amended and Restated Certificate of Incorporation, and has no expiration date. Two directors of the Issuer, Albert T. Adams and William Beargie, are co-trustees of the Reporting Person. F2 · derivative.expiration_date: Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and it is automatically convertible upon the terms and conditions set forth in the Issuer's Amended and Restated Certificate of Incorporation, and has no expiration date. Two directors of the Issuer, Albert T. Adams and William Beargie, are co-trustees of the Reporting Person. 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.