Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WILLIAMS SONOMA INCWSM · Entity 3176 | CHIEF ACCOUNTING OFFICER | 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 | 10,960 |
Ending reported balance
After 2026-04-04 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-04-04 · Exercise / conversion · Acquired 702 · Balance 11,318 Row 2 · 2026-04-04 · Tax withholding · Disposed 358 · Balance 10,960 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 | 2,106 |
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 702 · Balance 2,106 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 | 248 |
Reported balance
Holding disclosure · report date 2026-04-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 248 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 |
|---|---|---|---|---|---|---|
| November 23, 2023 Filed Nov 28, 2023 00:20 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028324 · form4.xml · derivative · entry 6 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,362 Underlying: Common Stock · 787 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 2023, 2024, 2025 and 2026. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| November 23, 2023 Filed Nov 28, 2023 00:20 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 273 | $181.47 | $49,541.31 |
DisclosureSEC source: 0001127602-23-028324 · form4.xml · nonDerivative · entry 2 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,157 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| November 23, 2023 Filed Nov 28, 2023 00:20 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 787 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-028324 · form4.xml · nonDerivative · entry 1 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,430 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, 2023 Filed Mar 23, 2023 23:09 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 2,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011237 · form4.xml · derivative · entry 5 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,099 Underlying: Common Stock · 2,099 shares Expires not disclosed 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 2024, 2025, 2026 and 2027. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 23:09 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011237 · form4.xml · derivative · entry 4 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 914 Underlying: Common Stock · 304 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 2023, 2024, 2025 and 2026. F5 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 23:09 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 124 | $119.08 | $14,765.92 |
DisclosureSEC source: 0001127602-23-011237 · form4.xml · nonDerivative · entry 2 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 643 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 23:09 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-011237 · form4.xml · nonDerivative · entry 1 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 767 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 |
| November 24, 2022 Filed Nov 26, 2022 00:18 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 709 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-026405 · form4.xml · derivative · entry 4 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,127 Underlying: Common Stock · 709 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. F5 · derivative.exercise_date: These restricted stock units vest in four equal installments on 11/24/2022, 11/24/2023, 11/24/2024 and 11/24/2025 F4 · derivative.expiration_date: The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Read SEC document |
| November 24, 2022 Filed Nov 26, 2022 00:18 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Tax withholdingCommon Stock | 246 | $123.72 | $30,435.12 |
DisclosureSEC source: 0001127602-22-026405 · form4.xml · nonDerivative · entry 2 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 463 F1 · shares: Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Read SEC document |
| November 24, 2022 Filed Nov 26, 2022 00:18 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 709 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-026405 · form4.xml · nonDerivative · entry 1 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 709 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 |
| November 23, 2022 Filed Nov 26, 2022 00:18 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 3,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-026405 · form4.xml · derivative · entry 3 Brooks Jeremy · CIK 0001946897 · CHIEF ACCOUNTING OFFICER 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,149 Underlying: Common Stock · 3,149 shares Expires not disclosed 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 11/23/2023, 11/23/2024, 11/23/2025 and 11/23/2026. F4 · 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.