Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIAMS SONOMA INCWSM · Entity 3176 | Director | May 29, 2018 | June 01, 2018 |
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 29, 2018 · Filed June 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,576 |
Reported balance
After 2018-05-29 transaction · row 1
1 source rowRow 1 · 2018-05-29 · Exercise / conversion · Acquired 3,172 · Balance 6,576 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-05-29 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-05-29 · Exercise / conversion · Disposed 3,172 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2: The restricted stock units vested on May 29, 2018. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,015 |
Reported balance
After 2018-05-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-05-30 · Grant · Acquired 3,015 · Balance 3,015 F1: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3: 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. |
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 vested on May 29, 2018.
F3: 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.
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, 2018 Filed Jun 1, 2018 00:42 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019466 · form4.xml · derivative · entry 3 STRITZKE JERRY D · CIK 0001285255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,015 Underlying: Common Stock · 3,015 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. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. 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. 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 00:42 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 3,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019466 · form4.xml · derivative · entry 2 STRITZKE JERRY D · CIK 0001285255 · 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. 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 vested on May 29, 2018. F2 · derivative.expiration_date: The restricted stock units vested on May 29, 2018. Read SEC document |
| May 29, 2018 Filed Jun 1, 2018 00:42 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 3,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019466 · form4.xml · nonDerivative · entry 1 STRITZKE JERRY D · CIK 0001285255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,576 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 00:07 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 3,172 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020111 · form4.xml · derivative · entry 3 STRITZKE JERRY D · CIK 0001285255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,172 Underlying: Common Stock · 3,172 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. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. 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. 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 00:07 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 2,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020111 · form4.xml · derivative · entry 2 STRITZKE JERRY D · CIK 0001285255 · 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. 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 vested on May 30, 2017. F2 · derivative.expiration_date: The restricted stock units vested on May 30, 2017. Read SEC document |
| May 30, 2017 Filed Jun 2, 2017 00:07 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 2,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020111 · form4.xml · nonDerivative · entry 1 STRITZKE JERRY D · CIK 0001285255 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,404 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.