Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIAMS SONOMA INCWSM · Entity 3176 | Director | May 30, 2019 | June 04, 2019 |
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 May 30, 2019 · Filed June 04, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,328 |
Ending reported balance
After 2019-05-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-30 · Exercise / conversion · Acquired 3,015 · Balance 36,233 Row 2 · 2019-05-30 · Tax withholding · Disposed 905 · Balance 35,328 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 | 0 |
Reported balance
After 2019-05-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-05-30 · Exercise / conversion · Disposed 3,015 · Balance 0 F2: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3: The restricted stock units vested on May 30, 2019. |
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 vested on May 30, 2019.
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 |
|---|---|---|---|---|---|---|
| May 30, 2019 Filed Jun 4, 2019 01:08 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-020593 · form4.xml · derivative · entry 3 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,015 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 vested on May 30, 2019. F3 · derivative.expiration_date: The restricted stock units vested on May 30, 2019. Read SEC document |
| May 30, 2019 Filed Jun 4, 2019 01:08 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 905 | $51.13 | $46,272.65 |
DisclosureSEC source: 0001127602-19-020593 · form4.xml · nonDerivative · entry 2 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,328 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| May 30, 2019 Filed Jun 4, 2019 01:08 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-020593 · form4.xml · nonDerivative · entry 1 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,233 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 02, 2018 Filed Jul 3, 2018 22:41 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 5,000 | $60.51 | $302,550.00 |
DisclosureSEC source: 0001127602-18-022733 · form4.xml · nonDerivative · entry 1 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,218 F1 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $60.41 to $60.56. 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 30, 2018 Filed Jun 1, 2018 00:05 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019452 · form4.xml · derivative · entry 4 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,015 Underlying: Common Stock · 3,015 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F4 · 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. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. F4 · 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. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. Read SEC document |
| May 29, 2018 Filed Jun 1, 2018 00:05 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 3,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019452 · form4.xml · derivative · entry 3 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,172 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 vested on May 29, 2018. F3 · derivative.expiration_date: The restricted stock units vested on May 29, 2018. Read SEC document |
| May 29, 2018 Filed Jun 1, 2018 00:05 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 952 | $53.10 | $50,551.20 |
DisclosureSEC source: 0001127602-18-019452 · form4.xml · nonDerivative · entry 2 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,218 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| May 29, 2018 Filed Jun 1, 2018 00:05 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 3,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019452 · form4.xml · nonDerivative · entry 1 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,170 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 31, 2017 Filed Jun 2, 2017 00:36 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 3,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020127 · form4.xml · derivative · entry 4 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,172 Underlying: Common Stock · 3,172 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F4 · 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. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. F4 · 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. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. Read SEC document |
| May 30, 2017 Filed Jun 2, 2017 00:36 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 2,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020127 · form4.xml · derivative · entry 3 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,897 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 vested on May 30, 2017. F3 · derivative.expiration_date: The restricted stock units vested on May 30, 2017. Read SEC document |
| May 30, 2017 Filed Jun 2, 2017 00:36 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 870 | $49.13 | $42,743.10 |
DisclosureSEC source: 0001127602-17-020127 · form4.xml · nonDerivative · entry 2 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,998 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| May 30, 2017 Filed Jun 2, 2017 00:36 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 2,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020127 · form4.xml · nonDerivative · entry 1 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,868 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 13, 2017 Filed Apr 17, 2017 22:15 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionStock Appreciation Rights · Derivative | 6,750 | $0.00 Strike: $34.13 | $0.00 |
DisclosureSEC source: 0001127602-17-014856 · form4.xml · derivative · entry 4 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,750 shares Expires 2017-05-16 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_date: These stock settled-stock appreciation rights became fully vested and exercisable on May 16, 2008. Read SEC document |
| April 13, 2017 Filed Apr 17, 2017 22:15 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Disposition to issuerCommon Stock | 4,247 | $54.25 | $230,399.75 |
DisclosureSEC source: 0001127602-17-014856 · form4.xml · nonDerivative · entry 3 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,971 F2 · shares: Reflects the number of shares retained by the issuer in connection with the reporting person's exercise of a stock-settled stock appreciation right. Read SEC document |
| April 13, 2017 Filed Apr 17, 2017 22:15 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 752 | $54.25 | $40,796.00 |
DisclosureSEC source: 0001127602-17-014856 · form4.xml · nonDerivative · entry 2 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,218 F1 · shares: Reflects the number of shares retained by the issuer to satisfy tax withholding requirements in connection with the reporting person's exercise of a stock-settled stock appreciation right. Read SEC document |
| April 13, 2017 Filed Apr 17, 2017 22:15 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 6,750 | $54.25 | $366,187.50 |
DisclosureSEC source: 0001127602-17-014856 · form4.xml · nonDerivative · entry 1 Greener Anthony · CIK 0001399100 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,970 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.