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 |
|---|---|---|---|---|---|---|
| April 15, 2021 Filed Apr 17, 2021 00:49 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 1,300 | $173.18 | $225,134.00 |
DisclosureSEC source: 0001127602-21-013946 · form4.xml · nonDerivative · entry 3 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,110 F1 · shares: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2020. F4 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $173.04 to $173.44. 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 |
| April 15, 2021 Filed Apr 17, 2021 00:49 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 1,100 | $172.30 | $189,530.00 |
DisclosureSEC source: 0001127602-21-013946 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,410 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 $171.96 to $172.77. 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 |
| April 15, 2021 Filed Apr 17, 2021 00:49 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 600 | $170.97 | $102,582.00 |
DisclosureSEC source: 0001127602-21-013946 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,510 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 $170.50 to $171.08. 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 |
| March 25, 2021 Filed Mar 26, 2021 23:13 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 27,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-012126 · form4.xml · derivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,686 Underlying: Common Stock · 27,686 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, 2018, which reflect the satisfaction of performance metrics. The restricted stock units vest on April 18, 2021, 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 |
| December 15, 2020 Filed Dec 18, 2020 00:00 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 3,000 | $108.04 | $324,120.00 |
DisclosureSEC source: 0001127602-20-031883 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,110 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 $107.59 to $108.40. 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 |
| September 15, 2020 Filed Sep 17, 2020 23:29 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 1,400 | $93.96 | $131,544.00 |
DisclosureSEC source: 0001127602-20-025396 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,110 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 $93.59 to $94.26. 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 |
| September 15, 2020 Filed Sep 17, 2020 23:29 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 1,600 | $93.19 | $149,104.00 |
DisclosureSEC source: 0001127602-20-025396 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,510 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 $93.07 to $93.25. 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, 2020 Filed Jun 8, 2020 22:51 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionRestricted Stock Units · Derivative | 693 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-008717 · doc4.xml · derivative · entry 2 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,387 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, 2020 Filed Jun 8, 2020 22:51 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionCommon Stock | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-008717 · doc4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 693 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 02, 2020 Filed Jun 4, 2020 23:43 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 20,000 | $85.02 | $1,700,400.00 |
DisclosureSEC source: 0001127602-20-018912 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,110 F1 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $84.77 to $85.30. 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 01, 2020 Filed Jul 24, 2020 23:08 UTC | Expedia Group, Inc. EXPE · Entity 3095 | GrantRestricted Stock Units · Derivative | 3,145 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-009937 · doc4.xml · derivative · entry 1 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,145 Underlying: Common Stock · 3,145 shares Expires 2023-06-01 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 |
| May 01, 2020 Filed May 5, 2020 23:40 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 22,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015537 · form4.xml · derivative · entry 7 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 22,200 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: Represents restricted stock units granted on May 1, 2017, which reflect the satisfaction of performance metrics. The restricted stock units were also subject to a continued service condition, which was satisfied on May 1, 2020. 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, 2020 Filed May 5, 2020 23:40 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 6,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015537 · form4.xml · derivative · entry 6 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,476 Underlying: Common Stock · 6,475 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, 2020 Filed May 5, 2020 23:40 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 11,007 | $61.84 | $680,672.88 |
DisclosureSEC source: 0001127602-20-015537 · form4.xml · nonDerivative · entry 4 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,110 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| May 01, 2020 Filed May 5, 2020 23:40 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 22,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015537 · form4.xml · nonDerivative · entry 3 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,117 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, 2020 Filed May 5, 2020 23:40 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 3,211 | $61.84 | $198,568.24 |
DisclosureSEC source: 0001127602-20-015537 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,917 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| May 01, 2020 Filed May 5, 2020 23:40 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 6,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015537 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,128 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, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 6,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · derivative · entry 11 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,501 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. F8 · 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, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 8,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · derivative · entry 10 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,151 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. 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, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 5,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · derivative · entry 9 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,746 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 vested in four equal installments on each anniversary of the grant date in 2017, 2018, 2019 and 2020. 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 |
| April 18, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 3,388 | $51.64 | $174,956.32 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · nonDerivative · entry 6 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,653 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 6,833 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · nonDerivative · entry 5 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,041 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, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 4,004 | $51.64 | $206,766.56 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · nonDerivative · entry 4 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,208 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 8,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · nonDerivative · entry 3 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,212 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, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 2,849 | $51.64 | $147,122.36 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,137 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 5,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,986 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, 2020 Filed Apr 21, 2020 00:16 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 42,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-014163 · form4.xml · derivative · entry 8 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,639 Underlying: Common Stock · 42,639 shares Expires not disclosed 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. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| March 25, 2020 Filed Mar 26, 2020 23:53 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 22,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-012042 · form4.xml · derivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,200 Underlying: Common Stock · 22,200 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 May 1, 2017, which reflect the satisfaction of performance metrics. The restricted stock units vest on May 1, 2020, 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 05, 2019 Filed Jun 7, 2019 21:45 UTC | Expedia Group, Inc. EXPE · Entity 3095 | GrantRestricted Stock Units · Derivative | 2,080 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-009034 · doc4.xml · derivative · entry 1 Whalen Julie · CIK 0001274281 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,080 Underlying: Common Stock · 2,080 shares Expires 2022-06-05 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 |
| May 01, 2019 Filed May 3, 2019 23:48 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 9,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017362 · form4.xml · derivative · entry 7 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,251 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 vested in two equal installments on each anniversary of the grant date in 2018 and 2019. 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, 2019 Filed May 3, 2019 23:48 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 6,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017362 · form4.xml · derivative · entry 6 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,951 Underlying: Common Stock · 6,475 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, 2019 Filed May 3, 2019 23:48 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 4,587 | $57.17 | $262,238.79 |
DisclosureSEC source: 0001127602-19-017362 · form4.xml · nonDerivative · entry 4 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,240 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| May 01, 2019 Filed May 3, 2019 23:48 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 9,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017362 · form4.xml · nonDerivative · entry 3 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,827 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, 2019 Filed May 3, 2019 23:48 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 3,211 | $57.17 | $183,572.87 |
DisclosureSEC source: 0001127602-19-017362 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,576 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| May 01, 2019 Filed May 3, 2019 23:48 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 6,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-017362 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,787 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 20, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 4,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016033 · 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 · 4,117 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 2016, 2017, 2018 and 2019. 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 |
| April 20, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 2,042 | $57.31 | $117,027.02 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · nonDerivative · entry 8 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,312 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 20, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 4,117 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · nonDerivative · entry 7 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,354 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, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 27,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · derivative · entry 13 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,334 Underlying: Common Stock · 27,334 shares Expires not disclosed F3 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F8 · 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, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 17,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · derivative · entry 12 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,533 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: Represents restricted stock units granted on April 18, 2016, which reflect the satisfaction of performance metrics. The restricted stock units vested on April 18, 2019, subject to continued service. 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, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 8,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · derivative · entry 11 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,226 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. 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, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 5,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · derivative · entry 10 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,746 Underlying: Common Stock · 5,746 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 2017, 2018, 2019 and 2020. 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 |
| April 18, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 8,693 | $57.62 | $500,890.66 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · nonDerivative · entry 6 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,237 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 17,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · nonDerivative · entry 5 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,930 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, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 4,004 | $57.62 | $230,710.48 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · nonDerivative · entry 4 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,397 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 8,075 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · nonDerivative · entry 3 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,401 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, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 2,849 | $57.62 | $164,159.38 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · nonDerivative · entry 2 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,326 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| April 18, 2019 Filed Apr 23, 2019 00:47 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 5,746 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016033 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,175 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 23, 2019 Filed Mar 26, 2019 00:23 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 17,533 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-013180 · form4.xml · derivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,533 Underlying: Common Stock · 17,533 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, 2016, which reflect the satisfaction of performance metrics. The restricted stock units vest on April 18, 2019, 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 |
| May 29, 2018 Filed May 31, 2018 23:56 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 30,000 | $54.47 | $1,634,100.00 |
DisclosureSEC source: 0001127602-18-019439 · form4.xml · nonDerivative · entry 1 Whalen Julie · CIK 0001274281 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,429 F1 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $54.26 to $54.80. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.