Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIAMS SONOMA INCWSM · Entity 3176 | EVP CHIEF FINANCIAL OFFICER | September 16, 2026 | September 18, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WILLIAMS SONOMA INC
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,138 |
Ending reported balance
After 2026-09-16 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-09-16 · Sale · Disposed 585 · Balance 36,598 F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2025. F2: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $216.74 to $217.69. 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. Row 2 · 2026-09-16 · Sale · Disposed 403 · Balance 36,195 F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2025. F3: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $217.77 to $218.73. 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. Row 3 · 2026-09-16 · Sale · Disposed 202 · Balance 35,993 F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2025. F4: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $218.94 to $219.70. 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. Row 4 · 2026-09-16 · Sale · Disposed 362 · Balance 35,631 F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2025. F5: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $220.07 to $221.00. 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. Row 5 · 2026-09-16 · Sale · Disposed 420 · Balance 35,211 F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2025. F6: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $221.09 to $222.04. 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. Row 6 · 2026-09-16 · Sale · Disposed 635 · Balance 34,576 F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2025. F7: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $222.10 to $223.06. 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. Row 7 · 2026-09-16 · Sale · Disposed 186 · Balance 34,390 F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2025. F8: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $223.21 to $224.19. 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. Row 8 · 2026-09-16 · Sale · Disposed 252 · Balance 34,138 F1: Sale of shares pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 21, 2025. F9: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $224.27 to $224.69. 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. |
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 November 21, 2025.
F2: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $216.74 to $217.69. 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.
F3: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $217.77 to $218.73. 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.
F4: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $218.94 to $219.70. 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.
F5: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $220.07 to $221.00. 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.
F6: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $221.09 to $222.04. 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.
F7: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $222.10 to $223.06. 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.
F8: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $223.21 to $224.19. 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.
F9: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $224.27 to $224.69. 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.
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 |
|---|---|---|---|---|---|---|
| February 23, 2023 Filed Feb 25, 2023 01:38 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007191 · form4.xml · derivative · entry 3 Howie Jeffrey · CIK 0001946355 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,136 Underlying: Common Stock · 1,568 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: These restricted stock units vest in four equal installments on 2/23/2022, 2/23/2023, 2/23/2024 and 2/23/2025. F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| February 23, 2023 Filed Feb 25, 2023 01:38 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 550 | $128.65 | $70,757.50 |
DisclosureSEC source: 0001127602-23-007191 · form4.xml · nonDerivative · entry 2 Howie Jeffrey · CIK 0001946355 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,947 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| February 23, 2023 Filed Feb 25, 2023 01:38 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007191 · form4.xml · nonDerivative · entry 1 Howie Jeffrey · CIK 0001946355 · EVP CHIEF FINANCIAL OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,497 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.