Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ECOLAB INC.ECL · Entity 2954 | Director | September 30, 2026 | October 03, 2026 |
| Expedia Group, Inc.EXPE · Entity 3095 | Director · Chief Financial Officer | November 15, 2024 | November 18, 2024 |
| WILLIAMS SONOMA INCWSM · Entity 3176 | EVP CHIEF FINANCIAL OFFICER | July 29, 2022 | August 02, 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.
ECOLAB INC.
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 603.85 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 131.17 · Balance 603.85 F1: Includes 0.92 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 0.92 shares acquired pursuant to a dividend reinvestment feature of the Ecolab Inc. 2001 Non-Employee Director Stock Option and Deferred Compensation Plan.
Expedia Group, Inc.
Report date November 15, 2024 · Filed November 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,903 |
Ending reported balance
After 2024-11-15 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2024-11-15 · Exercise / conversion · Acquired 1,954 · Balance 17,998 Row 2 · 2024-11-15 · Exercise / conversion · Acquired 1,818 · Balance 19,816 Row 3 · 2024-11-15 · Tax withholding · Disposed 1,913 · Balance 17,903 F1: Represents shares of Expedia Group, Inc. Common Stock withheld for payment of taxes due in connection with the vesting of restricted stock units. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2027-02-15 | Direct | 16,368 |
Reported balance
After 2024-11-15 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-11-15 · Exercise / conversion · Disposed 1,818 · Balance 16,368 F2: Date at which first vesting occurs is indicated. One-sixteenth of the total number of restricted stock units vests on May 15, 2023 and an additional one-sixteenth on the fifteenth day of the second month in each quarter thereafter until fully vested. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2028-02-15 | Direct | 25,402 |
Reported balance
After 2024-11-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-11-15 · Exercise / conversion · Disposed 1,954 · Balance 25,402 F3: Date at which first vesting occurs is indicated. One-sixteenth of the total number of restricted stock units vests on May 15, 2024 and an additional one-sixteenth on the fifteenth day of the second month in each quarter thereafter until fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares of Expedia Group, Inc. Common Stock withheld for payment of taxes due in connection with the vesting of restricted stock units.
F2: Date at which first vesting occurs is indicated. One-sixteenth of the total number of restricted stock units vests on May 15, 2023 and an additional one-sixteenth on the fifteenth day of the second month in each quarter thereafter until fully vested.
F3: Date at which first vesting occurs is indicated. One-sixteenth of the total number of restricted stock units vests on May 15, 2024 and an additional one-sixteenth on the fifteenth day of the second month in each quarter thereafter until fully vested.
WILLIAMS SONOMA INC
Report date July 29, 2022 · Filed August 02, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 96,239 |
Reported balance
After 2022-07-29 transaction · row 1
1 source rowRow 1 · 2022-07-29 · Sale · Disposed 5,000 · Balance 96,239 F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 06, 2022. |
| Common StockSEC Table I · non-derivative | IndirectBy Managed Account | 1,107 |
Reported balance
Holding disclosure · report date 2022-07-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,107 F2: Represents the number of shares held by the reporting person in the Williams-Sonoma, Inc. Stock Fund under the Williams-Sonoma, Inc. 401(k) Plan, based on a statement dated July 29, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 06, 2022.
F2: Represents the number of shares held by the reporting person in the Williams-Sonoma, Inc. Stock Fund under the Williams-Sonoma, Inc. 401(k) Plan, based on a statement dated July 29, 2022.
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 |
|---|---|---|---|---|---|---|
| September 28, 2022 Filed Sep 29, 2022 20:18 UTC | Expedia Group, Inc. EXPE · Entity 3095 | GrantRestricted Stock Units · Derivative | 165,078 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-010477 · doc4.xml · derivative · entry 1 Whalen Julie · CIK 0001274281 · Director · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,078 Underlying: Common Stock · 165,078 shares Expires 2026-09-26 Read SEC document |
| July 29, 2022 Filed Aug 2, 2022 23:09 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 5,000 | $140.66 | $703,300.00 |
DisclosureSEC source: 0001127602-22-020279 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,239 F1 · shares: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 06, 2022. Read SEC document |
| June 05, 2022 Filed Jun 6, 2022 23:30 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionRestricted Stock Units · Derivative | 694 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007793 · doc4.xml · derivative · entry 2 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 694 shares Expires 2022-06-05 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_date: Date at which first vesting occurs is indicated. One-third of the total number of restricted stock units ("RSUs") vests on the first vesting date and an additional one-third on each anniversary thereafter until the RSUs are fully vested. Read SEC document |
| June 05, 2022 Filed Jun 6, 2022 23:30 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionCommon Stock | 694 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007793 · doc4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,649 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 01, 2022 Filed Jun 3, 2022 20:39 UTC | Expedia Group, Inc. EXPE · Entity 3095 | GrantRestricted Stock Units · Derivative | 1,933 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007725 · doc4.xml · derivative · entry 5 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,933 Underlying: Common Stock · 1,933 shares Expires 2025-06-01 F1 · derivative.exercise_date: Date at which first vesting occurs is indicated. One-third of the total number of restricted stock units ("RSUs") vests on the first vesting date and an additional one-third on each anniversary thereafter until the RSUs are fully vested. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:39 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionRestricted Stock Units · Derivative | 472 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007725 · doc4.xml · derivative · entry 4 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 940 Underlying: Common Stock · 472 shares Expires 2024-06-01 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_date: Date at which first vesting occurs is indicated. One-third of the total number of restricted stock units ("RSUs") vests on the first vesting date and an additional one-third on each anniversary thereafter until the RSUs are fully vested. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:39 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionRestricted Stock Units · Derivative | 1,049 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007725 · doc4.xml · derivative · entry 3 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,048 Underlying: Common Stock · 1,049 shares Expires 2023-06-01 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_date: Date at which first vesting occurs is indicated. One-third of the total number of restricted stock units ("RSUs") vests on the first vesting date and an additional one-third on each anniversary thereafter until the RSUs are fully vested. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 20:39 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionCommon Stock | 472 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007725 · doc4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,955 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 01, 2022 Filed Jun 3, 2022 20:39 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionCommon Stock | 1,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007725 · doc4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,483 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, 2022 Filed Jun 2, 2022 23:42 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 5,000 | $130.00 | $650,000.00 |
DisclosureSEC source: 0001127602-22-016520 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,239 F1 · shares: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 06, 2022. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 6,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · derivative · entry 16 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,834 Underlying: Common Stock · 6,833 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F9 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2020, 2021, 2022 and 2023. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 23,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · derivative · entry 15 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 23,428 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F8 · derivative.exercise_date: 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. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 8,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · derivative · entry 14 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,076 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F7 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2019, 2020, 2021 and 2022. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 3,388 | $148.98 | $504,744.24 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 10 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,239 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 6,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 9 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,627 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 18, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 11,616 | $148.98 | $1,730,551.68 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 8 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,794 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 23,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 7 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,410 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 18, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 4,005 | $148.98 | $596,664.90 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 6 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,982 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 8,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 5 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,987 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 16, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 10,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · derivative · entry 13 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,320 Underlying: Common Stock · 10,660 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F6 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2021, 2022, 2023 and 2024. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 16, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 5,286 | $148.98 | $787,508.28 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 4 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,911 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 16, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 10,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 3 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,197 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 15, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · derivative · entry 12 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,820 Underlying: Common Stock · 2,606 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2022, 2023, 2024 and 2025. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 15, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 1,293 | $148.98 | $192,631.14 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,537 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 15, 2022 Filed Apr 20, 2022 00:21 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 2,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-012218 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,830 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 |
| March 21, 2022 Filed Mar 23, 2022 23:45 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 10,963 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010268 · form4.xml · derivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,963 Underlying: Common Stock · 10,963 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 in four equal installments on each anniversary of the grant date in 2023, 2024, 2025 and 2026. F3 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| March 18, 2022 Filed Mar 21, 2022 23:33 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 23,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-010108 · form4.xml · derivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,428 Underlying: Common Stock · 23,428 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: Represents restricted stock units granted on April 18, 2019, which reflect the satisfaction of performance metrics. The restricted stock units vest on April 18, 2022, subject to continued service. F3 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| June 15, 2021 Filed Jun 16, 2021 23:26 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 1,988 | $164.51 | $327,045.88 |
DisclosureSEC source: 0001127602-21-020092 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,224 F1 · shares: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2020. F3 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $164.39 to $164.53. 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 |
| June 15, 2021 Filed Jun 16, 2021 23:26 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 1,012 | $163.73 | $165,694.76 |
DisclosureSEC source: 0001127602-21-020092 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,212 F1 · shares: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2020. F2 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $163.35 to $164.01. 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 |
| June 05, 2021 Filed Jun 7, 2021 20:37 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionRestricted Stock Units · Derivative | 693 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009052 · doc4.xml · derivative · entry 2 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 694 Underlying: Common Stock · 693 shares Expires 2022-06-05 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_date: Date at which first vesting occurs is indicated. One-third of the total number of restricted stock units ("RSUs") vests on the first vesting date and an additional one-third on each anniversary thereafter until the RSUs are fully vested. Read SEC document |
| June 05, 2021 Filed Jun 7, 2021 20:37 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionCommon Stock | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-009052 · doc4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,434 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 01, 2021 Filed Jun 2, 2021 22:06 UTC | Expedia Group, Inc. EXPE · Entity 3095 | GrantRestricted Stock Units · Derivative | 1,412 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008847 · doc4.xml · derivative · entry 3 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,412 Underlying: Common Stock · 1,412 shares Expires 2024-06-01 F1 · derivative.exercise_date: Date at which first vesting occurs is indicated. One-third of the total number of restricted stock units ("RSUs") vests on the first vesting date and an additional one-third on each anniversary thereafter until the RSUs are fully vested. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 22:06 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionRestricted Stock Units · Derivative | 1,048 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008847 · doc4.xml · derivative · entry 2 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,097 Underlying: Common Stock · 1,048 shares Expires 2023-06-01 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_date: Date at which first vesting occurs is indicated. One-third of the total number of restricted stock units ("RSUs") vests on the first vesting date and an additional one-third on each anniversary thereafter until the RSUs are fully vested. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 22:06 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionCommon Stock | 1,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008847 · doc4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,741 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 01, 2021 Filed May 5, 2021 00:46 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 6,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-015378 · form4.xml · derivative · entry 4 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,476 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2018, 2019, 2020 and 2021. Vesting of these units was subject to a performance metric, which has been met. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| May 01, 2021 Filed May 5, 2021 00:46 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 3,211 | $170.75 | $548,278.25 |
DisclosureSEC source: 0001127602-21-015378 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,224 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| May 01, 2021 Filed May 5, 2021 00:46 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 6,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-015378 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,435 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 18, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 6,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · derivative · entry 13 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,667 Underlying: Common Stock · 6,834 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F7 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2020, 2021, 2022 and 2023. F8 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 18, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 8,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · derivative · entry 12 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,076 Underlying: Common Stock · 8,075 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F6 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2019, 2020, 2021 and 2022. F8 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 18, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 27,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · derivative · entry 11 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 27,686 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F5 · derivative.exercise_date: Represents restricted stock units granted on April 18, 2018, 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, 2021. F8 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 18, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 3,389 | $174.31 | $590,736.59 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · nonDerivative · entry 8 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,959 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 6,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · nonDerivative · entry 7 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,348 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 18, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 4,004 | $174.31 | $697,937.24 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · nonDerivative · entry 6 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,514 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 8,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · nonDerivative · entry 5 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,518 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 18, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 13,727 | $174.31 | $2,392,753.37 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · nonDerivative · entry 4 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,443 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 27,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · nonDerivative · entry 3 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,170 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 |
| April 16, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 10,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · derivative · entry 10 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,980 Underlying: Common Stock · 10,659 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 restricted stock unit represents a contingent right to receive one share of WSM common stock. F4 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2021, 2022, 2023 and 2024. F8 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| April 16, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 5,285 | $172.08 | $909,442.80 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,484 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 16, 2021 Filed Apr 20, 2021 23:44 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 10,659 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-014136 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,769 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 15, 2021 Filed Apr 17, 2021 00:49 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 10,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-013946 · form4.xml · derivative · entry 5 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,426 Underlying: Common Stock · 10,426 shares Expires not disclosed F6 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F7 · derivative.exercise_date: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2022, 2023, 2024 and 2025. F8 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. 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.