Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIAMS SONOMA INCWSM · Entity 3176 | PRESIDENT POTTERY BARN BRAND | April 04, 2026 | April 07, 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 April 04, 2026 · Filed April 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,244 |
Ending reported balance
After 2026-04-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-04 · Exercise / conversion · Acquired 2,700 · Balance 56,618 Row 2 · 2026-04-04 · Tax withholding · Disposed 1,374 · Balance 55,244 F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,102 |
Reported balance
After 2026-04-04 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-04-04 · Exercise / conversion · Disposed 2,700 · Balance 8,102 F3: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F4: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2026, 2027, 2028 and 2029. F5: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Managed Account | 11,811 |
Reported balance
Holding disclosure · report date 2026-04-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 11,811 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 April 4, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.
F2: 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 April 4, 2026.
F3: Each restricted stock unit represents a contingent right to receive one share of WSM common stock.
F4: The restricted stock units vest in four equal installments on each anniversary of the grant date in 2026, 2027, 2028 and 2029.
F5: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock.
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 |
|---|---|---|---|---|---|---|
| August 01, 2024 Filed Aug 2, 2024 22:52 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 3,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021536 · form4.xml · derivative · entry 4 Bhargava Monica · CIK 0002017200 · PRESIDENT POTTERY BARN BRAND 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,738 Underlying: Common Stock · 3,244 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: These restricted stock units vest in four equal installments on 8/1/2024, 8/1/2025, 8/1/2026 and 8/1/2027. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 22:52 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 1,645 | $154.68 | $254,448.60 |
DisclosureSEC source: 0001127602-24-021536 · form4.xml · nonDerivative · entry 2 Bhargava Monica · CIK 0002017200 · PRESIDENT POTTERY BARN BRAND 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,599 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 22:52 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 3,244 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-021536 · form4.xml · nonDerivative · entry 1 Bhargava Monica · CIK 0002017200 · PRESIDENT POTTERY BARN BRAND 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,244 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 06, 2024 Filed Jun 7, 2024 23:06 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 978 | $300.62 | $294,006.36 |
DisclosureSEC source: 0001127602-24-018226 · form4.xml · nonDerivative · entry 6 Bhargava Monica · CIK 0002017200 · PRESIDENT POTTERY BARN BRAND 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F6 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $300.30 to $301.27. 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 06, 2024 Filed Jun 7, 2024 23:06 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 2,492 | $299.61 | $746,628.12 |
DisclosureSEC source: 0001127602-24-018226 · form4.xml · nonDerivative · entry 5 Bhargava Monica · CIK 0002017200 · PRESIDENT POTTERY BARN BRAND 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 978 F5 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $299.28 to $300.02. 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 06, 2024 Filed Jun 7, 2024 23:06 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 3,325 | $298.52 | $992,579.00 |
DisclosureSEC source: 0001127602-24-018226 · form4.xml · nonDerivative · entry 4 Bhargava Monica · CIK 0002017200 · PRESIDENT POTTERY BARN BRAND 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,470 F4 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $298.22 to $298.94. 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 06, 2024 Filed Jun 7, 2024 23:06 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 201 | $296.53 | $59,602.53 |
DisclosureSEC source: 0001127602-24-018226 · form4.xml · nonDerivative · entry 3 Bhargava Monica · CIK 0002017200 · PRESIDENT POTTERY BARN BRAND 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,795 F3 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $296.53 to $296.99. 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 06, 2024 Filed Jun 7, 2024 23:06 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 1,107 | $295.49 | $327,107.43 |
DisclosureSEC source: 0001127602-24-018226 · form4.xml · nonDerivative · entry 2 Bhargava Monica · CIK 0002017200 · PRESIDENT POTTERY BARN BRAND 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,996 F2 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $295.19 to $295.66. 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 06, 2024 Filed Jun 7, 2024 23:06 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | SaleCommon Stock | 828 | $294.75 | $244,053.00 |
DisclosureSEC source: 0001127602-24-018226 · form4.xml · nonDerivative · entry 1 Bhargava Monica · CIK 0002017200 · PRESIDENT POTTERY BARN BRAND 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,103 F1 · price: Reflects the weighted average price as the shares were sold in multiple transactions. The per share transaction price ranged from $294.19 to $295.07. 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.