Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CVS HEALTH CorpCVS · Entity 2884 | Director | May 14, 2026 | May 15, 2026 |
| WILLIAMS SONOMA INCWSM · Entity 3176 | Director | June 18, 2026 | June 22, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CVS HEALTH Corp
Report date May 14, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 18,355.0364 |
Reported balance
After 2026-05-14 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,544.0041 · Balance 18,355.0364 F1: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan.
F2: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person.
WILLIAMS SONOMA INC
Report date June 18, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,198 |
Ending reported balance
After 2026-06-18 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-06-18 · Exercise / conversion · Acquired 162 · Balance 9,770 Row 2 · 2026-06-18 · Exercise / conversion · Acquired 148 · Balance 9,918 Row 3 · 2026-06-18 · Exercise / conversion · Acquired 171 · Balance 10,089 Row 4 · 2026-06-18 · Exercise / conversion · Acquired 109 · Balance 10,198 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,028 |
Reported balance
After 2026-06-18 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-06-18 · Grant · Acquired 1,028 · Balance 1,028 F1: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-18 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-06-18 · Exercise / conversion · Disposed 162 · Balance 0 F3: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F4: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-18 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2026-06-18 · Exercise / conversion · Disposed 148 · Balance 0 F3: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F4: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-18 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2026-06-18 · Exercise / conversion · Disposed 171 · Balance 0 F3: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F4: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-06-18 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-06-18 · Exercise / conversion · Disposed 109 · Balance 0 F3: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F4: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of WSM common stock.
F2: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting.
F3: Each deferred stock unit represents a contingent right to receive one share of WSM common stock.
F4: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period.
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 |
|---|---|---|---|---|---|---|
| June 18, 2026 Filed Jun 22, 2026 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionDeferred Stock Units · Derivative | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000178 · form4.xml · derivative · entry 9 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 109 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F4 · derivative.exercise_date: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. F4 · derivative.expiration_date: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. Read SEC document |
| June 18, 2026 Filed Jun 22, 2026 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionDeferred Stock Units · Derivative | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000178 · form4.xml · derivative · entry 8 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 171 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F4 · derivative.exercise_date: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. F4 · derivative.expiration_date: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. Read SEC document |
| June 18, 2026 Filed Jun 22, 2026 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionDeferred Stock Units · Derivative | 148 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000178 · form4.xml · derivative · entry 7 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 148 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F4 · derivative.exercise_date: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. F4 · derivative.expiration_date: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. Read SEC document |
| June 18, 2026 Filed Jun 22, 2026 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionDeferred Stock Units · Derivative | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000178 · form4.xml · derivative · entry 6 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 162 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F4 · derivative.exercise_date: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. F4 · derivative.expiration_date: The deferred stock units were delivered to the reporting person on June 18, 2026, the end of the previously elected deferral period. Read SEC document |
| June 18, 2026 Filed Jun 22, 2026 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 1,028 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000178 · form4.xml · derivative · entry 5 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,028 Underlying: Common Stock · 1,028 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 on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| June 18, 2026 Filed Jun 22, 2026 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000178 · form4.xml · nonDerivative · entry 4 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,198 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 18, 2026 Filed Jun 22, 2026 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000178 · form4.xml · nonDerivative · entry 3 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,089 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 18, 2026 Filed Jun 22, 2026 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 148 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000178 · form4.xml · nonDerivative · entry 2 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,918 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 18, 2026 Filed Jun 22, 2026 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000178 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,770 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 11, 2026 Filed Jun 12, 2026 22:14 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,280 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000157 · form4.xml · derivative · entry 2 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,280 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2 · derivative.exercise_date: Vested shares will be delivered to the reporting person on June 11, 2027, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The restricted stock units fully vested on June 11, 2026. Read SEC document |
| June 11, 2026 Filed Jun 12, 2026 22:14 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,280 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000157 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,608 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2026 Filed May 15, 2026 21:08 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantDeferred Stock Units · Derivative | 1,544.0041 | $97.15 Strike: $0.00 | $150,000.00 |
DisclosureSEC source: 0000064803-26-000064 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,355.0364 Underlying: Common Stock · 1,544.0041 shares Expires not disclosed F1 · kind: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. F2 · derivative.expiration_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. Read SEC document |
| February 02, 2026 Filed Feb 3, 2026 23:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantDeferred Stock Units · Derivative | 137 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-26-000026 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137 Underlying: Common Stock · 137 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F2 · shares: The reporting person elected to receive these deferred stock units, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. F3 · derivative.exercise_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2027, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2027, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:41 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantDeferred Stock Units · Derivative | 1,775.3814 | $76.04 Strike: $0.00 | $135,000.00 |
DisclosureSEC source: 0000064803-25-000061 · form4.xml · derivative · entry 2 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,530.0615 Underlying: Common Stock · 1,775.3814 shares Expires not disclosed F2 · shares: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F3 · derivative.exercise_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. F3 · derivative.expiration_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. Read SEC document |
| November 20, 2025 Filed Nov 21, 2025 22:41 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 591 | $76.04 | $44,939.64 |
DisclosureSEC source: 0000064803-25-000061 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 591 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. Read SEC document |
| November 03, 2025 Filed Nov 6, 2025 00:08 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantDeferred Stock Units · Derivative | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0000719955-25-000040 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144 Underlying: Common Stock · 144 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F2 · shares: The reporting person elected to receive these deferred stock units, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. F3 · derivative.exercise_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2027, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2027, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. Read SEC document |
| August 20, 2025 Filed Aug 29, 2025 20:29 UTC | CVS HEALTH Corp CVS · Entity 2884 | SaleCommon Stock | 7,500 | $71.02 | $532,650.00 |
DisclosureSEC source: 0001127602-25-021034 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 22,156 F1 · kind: Sale of shares by the reporting person not timely reported due to an administrative error. Read SEC document |
| August 04, 2025 Filed Aug 5, 2025 23:01 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantDeferred Stock Units · Derivative | 139 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-020128 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139 Underlying: Common Stock · 139 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F2 · shares: The reporting person elected to receive these deferred stock units, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. F3 · derivative.exercise_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2027, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2027, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. Read SEC document |
| June 11, 2025 Filed Jun 13, 2025 22:17 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 1,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-017521 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,280 Underlying: Common Stock · 1,280 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 on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 22:56 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-016265 · form4.xml · derivative · entry 2 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,424 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2 · derivative.exercise_date: Vested shares will be delivered to the reporting person on May 29, 2026, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The restricted stock units fully vested on May 29, 2025. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 22:56 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,424 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-016265 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,328 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2025 Filed May 19, 2025 21:43 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantDeferred Stock Units · Derivative | 2,077.4764 | $60.47 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-25-014954 · form4.xml · derivative · entry 2 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,513.2718 Underlying: Common Stock · 2,077.4764 shares Expires not disclosed F2 · kind: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F3 · derivative.exercise_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. F3 · derivative.expiration_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. Read SEC document |
| May 15, 2025 Filed May 19, 2025 21:43 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 692 | $60.47 | $41,845.24 |
DisclosureSEC source: 0001127602-25-014954 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 692 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. Read SEC document |
| May 05, 2025 Filed May 6, 2025 23:59 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantDeferred Stock Units · Derivative | 144 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-013522 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144 Underlying: Common Stock · 144 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F2 · shares: The reporting person elected to receive these deferred stock units, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. F3 · derivative.exercise_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2027, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2027, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 23:31 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantDeferred Stock Units · Derivative | 109 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-003271 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109 Underlying: Common Stock · 109 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F2 · shares: The reporting person elected to receive these deferred stock units, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. F3 · derivative.exercise_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2026, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2026, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 23:35 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GiftCommon Stock | 820 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-028806 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,904 Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 21:39 UTC | CVS HEALTH Corp CVS · Entity 2884 | GiftCommon Stock | 2,665 | $56.86 | $151,531.90 |
DisclosureSEC source: 0001127602-24-028852 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,567.2482 F1 · kind: Gift of shares by the reporting person to a donor-advised charitable family foundation. Read SEC document |
| November 21, 2024 Filed Nov 25, 2024 22:41 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantDeferred Stock Units · Derivative | 2,200.0876 | $57.10 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-24-027999 · form4.xml · derivative · entry 3 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,173.164 Underlying: Common Stock · 2,200.0876 shares Expires not disclosed F1 · shares: Consists of deferred stock units issued for deferral of a semi-annual retainer in connection with the Issuer's non-employee director compensation policy, valued at the market price, pursuant to the Issuer's 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. F2 · derivative.expiration_date: Consists of deferred stock units, each to be converted into one share of common stock and issued in the future, as elected by the Reporting Person. Read SEC document |
| October 28, 2024 Filed Oct 29, 2024 22:41 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantDeferred Stock Units · Derivative | 171 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-026079 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 171 Underlying: Common Stock · 171 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F2 · shares: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. F3 · derivative.exercise_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2026, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2026, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. Read SEC document |
| July 29, 2024 Filed Jul 31, 2024 23:04 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantDeferred Stock Units · Derivative | 148 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021279 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148 Underlying: Common Stock · 148 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F2 · shares: The reporting person elected to receive these deferred stock units, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. F3 · derivative.exercise_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2026, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2026, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. Read SEC document |
| May 29, 2024 Filed May 30, 2024 23:37 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 712 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017025 · form4.xml · derivative · entry 5 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 712 Underlying: Common Stock · 712 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 on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| May 28, 2024 Filed May 30, 2024 23:37 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017025 · form4.xml · derivative · entry 4 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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 on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| May 28, 2024 Filed May 30, 2024 23:37 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017025 · form4.xml · derivative · entry 3 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,468 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: 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 on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| May 28, 2024 Filed May 30, 2024 23:37 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017025 · form4.xml · nonDerivative · entry 2 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,862 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 28, 2024 Filed May 30, 2024 23:37 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-017025 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,832 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 16, 2024 Filed May 17, 2024 21:38 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantShare Credits · Derivative | 2,184.0229 | $57.52 Strike: $0.00 | $125,625.00 |
DisclosureSEC source: 0001127602-24-015900 · form4.xml · derivative · entry 3 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,747.6598 Underlying: Common Stock · 2,184.0229 shares Expires not disclosed F1 · kind: Consists of share credits issued for deferral of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. F2 · derivative.exercise_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. F2 · derivative.expiration_date: Consists of deferred stock compensation payable pursuant to Reporting Person's election. Read SEC document |
| April 29, 2024 Filed May 1, 2024 23:12 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantDeferred Stock Units · Derivative | 81 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-013796 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81 Underlying: Common Stock · 81 shares Expires not disclosed F1 · derivative.exercise_price: Each deferred stock unit represents a contingent right to receive one share of WSM common stock. F2 · shares: The reporting person elected to receive these deferred stock units, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. F3 · derivative.exercise_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2026, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. F3 · derivative.expiration_date: The deferred stock units are fully vested and will be delivered to the reporting person in June 2026, the end of the deferral period, subject to earlier delivery upon the occurrence of certain events. Read SEC document |
| January 29, 2024 Filed Jan 31, 2024 00:20 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantCommon Stock | 110 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-002673 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,364 F1 · shares: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. Read SEC document |
| December 07, 2023 Filed Dec 9, 2023 00:30 UTC | CVS HEALTH Corp CVS · Entity 2884 | GiftCommon Stock | 3,450 | $74.28 | $256,266.00 |
DisclosureSEC source: 0001127602-23-029182 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,232.2482 F1 · kind: Gift of shares by the reporting person to a donor-advised charitable family foundation. Read SEC document |
| December 06, 2023 Filed Dec 9, 2023 00:15 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 30 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-029181 · form4.xml · derivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30 Underlying: Common Stock · 30 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 on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 21:48 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,925 | $69.13 | $133,075.25 |
DisclosureSEC source: 0001127602-23-027832 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,682.2482 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| October 30, 2023 Filed Oct 31, 2023 23:22 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantCommon Stock | 145 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-026415 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,254 F1 · shares: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. Read SEC document |
| July 31, 2023 Filed Aug 2, 2023 23:17 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantCommon Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-021905 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,109 F1 · shares: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. Read SEC document |
| May 31, 2023 Filed Jun 1, 2023 23:36 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 1,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-017387 · form4.xml · derivative · entry 3 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,468 Underlying: Common Stock · 1,468 shares Expires not disclosed F1 · 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 on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 23:36 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-017387 · form4.xml · derivative · entry 2 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,328 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2 · derivative.exercise_date: The restricted stock units fully vested on May 30, 2023. F2 · derivative.expiration_date: The restricted stock units fully vested on May 30, 2023. Read SEC document |
| May 30, 2023 Filed Jun 1, 2023 23:36 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,328 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-017387 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,958 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 18, 2023 Filed May 19, 2023 20:53 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,437 | $69.31 | $99,598.47 |
DisclosureSEC source: 0001127602-23-016333 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,757.2482 F1 · kind: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. Read SEC document |
| May 01, 2023 Filed May 3, 2023 23:07 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantCommon Stock | 175 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-014368 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 630 F1 · shares: The reporting person elected to receive these fully vested shares, which were granted under the Issuer's 2001 Long-Term Incentive Plan, pursuant to the Issuer's Director Compensation Policy (the "Policy"), in lieu of the cash portion of the annual retainers under the Policy. Read SEC document |
| November 18, 2022 Filed Mar 14, 2025 21:02 UTC | CVS HEALTH Corp CVS · Entity 2884 | GiftCommon Stock | 800 | $97.35 | $77,880.00 |
DisclosureSEC source: 0001127602-25-009505 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 28,964 F1 · kind: Gift of shares by the reporting person to a donor-advised charitable family foundation that was not timely reported due to an administrative error. F2 · timeliness: Since June 2018, the reporting person had reported some shares as directly held when they had been moved into a trust as they were received, and also had inadvertently included an additional 1.2482 shares that had been delivered as cash in lieu of fractional shares in January 2022. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 21:57 UTC | CVS HEALTH Corp CVS · Entity 2884 | GrantCommon Stock | 1,428 | $94.93 | $135,560.04 |
DisclosureSEC source: 0001127602-22-026172 · form4.xml · nonDerivative · entry 1 Finucane Anne A. · CIK 0001511491 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,320.2482 F1 · shares: Consists of common stock issued in payment of a semi-annual retainer, at the market price, pursuant to the 2017 Incentive Compensation Plan. 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.