Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Finance of America Companies Inc.FOA · Entity 1918 | Director | May 13, 2025 | May 15, 2025 |
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.
Finance of America Companies Inc.
Report date May 13, 2025 · Filed May 15, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 22,280 |
Reported balance
After 2025-05-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-13 · Exercise / conversion · Acquired 10,000 · Balance 22,280 F1: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. F2: Reflects RSUs that upon vesting converted into shares of Common Stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2025-05-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-05-13 · Exercise / conversion · Disposed 10,000 · Balance 0 F3: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F1: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. F4: Reflects RSUs that vested on May 13, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024.
F2: Reflects RSUs that upon vesting converted into shares of Common Stock on a one-for-one basis.
F3: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee.
F4: Reflects RSUs that vested on May 13, 2025.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INTEGRAL AD SCIENCE HOLDING CORP.
Report date December 23, 2025 · Filed December 23, 2025
Section 16 reporting ended · disclosed 2025-12-23. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, $0.001 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-12-23 transaction · row 1
1 source rowRow 1 · 2025-12-23 · Disposition to issuer · Disposed 29,184 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of September 24, 2025 (the "Merger Agreement"), by and among the Issuer, Igloo Group Parent, Inc. ("Parent") and Igloo Group Acquisition Company, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled, extinguished and converted into the right to receive $10.30 per share in cash, without interest thereon (the "Per Share Price"). F2: The shares of Common Stock reported as disposed by the reporting person include 17,637 unvested restricted stock units ("Company RSUs") which were, at or immediately prior the Effective Time, fully vested, cancelled and converted into the right to receive, without interest, an amount in cash equal to the product of (i) the Per Share Price and (ii) the total number of shares of Common Stock subject to such Company RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of September 24, 2025 (the "Merger Agreement"), by and among the Issuer, Igloo Group Parent, Inc. ("Parent") and Igloo Group Acquisition Company, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled, extinguished and converted into the right to receive $10.30 per share in cash, without interest thereon (the "Per Share Price").
F2: The shares of Common Stock reported as disposed by the reporting person include 17,637 unvested restricted stock units ("Company RSUs") which were, at or immediately prior the Effective Time, fully vested, cancelled and converted into the right to receive, without interest, an amount in cash equal to the product of (i) the Per Share Price and (ii) the total number of shares of Common Stock subject to such Company RSUs.
WILLIAMS SONOMA INC
Report date December 16, 2019 · Filed December 19, 2019
Section 16 reporting ended · disclosed 2019-12-19. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,489 |
Reported balance
After 2019-12-16 transaction · row 1
1 source rowRow 1 · 2019-12-16 · Exercise / conversion · Acquired 1,487 · Balance 6,489 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,288 |
Reported balance
After 2019-12-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-12-16 · Exercise / conversion · Disposed 1,487 · Balance 1,288 F1: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. On December 13, 2019, the Board of Directors approved the acceleration of the vesting of 1,487 restricted stock units in connection with and subject to the reporting person's retirement from the Board of Directors, which occurred on December 16, 2019. The remainder of the reporting person's restricted stock units terminated upon his retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of WSM common stock.
F2: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. On December 13, 2019, the Board of Directors approved the acceleration of the vesting of 1,487 restricted stock units in connection with and subject to the reporting person's retirement from the Board of Directors, which occurred on December 16, 2019. The remainder of the reporting person's restricted stock units terminated upon his retirement.
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 |
|---|---|---|---|---|---|---|
| December 23, 2025 Filed Dec 23, 2025 20:16 UTC | INTEGRAL AD SCIENCE HOLDING CORP. IAS · Entity 70858 | Disposition to issuerCommon Stock, $0.001 par value | 29,184 | $10.30 | $300,595.20 |
DisclosureSEC source: 0001193125-25-331281 · ownership.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated as of September 24, 2025 (the "Merger Agreement"), by and among the Issuer, Igloo Group Parent, Inc. ("Parent") and Igloo Group Acquisition Company, Inc. ("Merger Sub"), Merger Sub merged with and into the Issuer (the "Merger"), with the Issuer surviving as a wholly owned subsidiary of Parent. At the effective time of the Merger (the "Effective Time"), each issued and outstanding share of the Issuer's common stock, par value $0.001 per share ("Common Stock"), owned by the reporting person immediately prior to the Effective Time was automatically cancelled, extinguished and converted into the right to receive $10.30 per share in cash, without interest thereon (the "Per Share Price"). F2 · kind: The shares of Common Stock reported as disposed by the reporting person include 17,637 unvested restricted stock units ("Company RSUs") which were, at or immediately prior the Effective Time, fully vested, cancelled and converted into the right to receive, without interest, an amount in cash equal to the product of (i) the Per Share Price and (ii) the total number of shares of Common Stock subject to such Company RSUs. Read SEC document |
| May 13, 2025 Filed May 15, 2025 21:45 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001298008-25-000002 · wk-form4_1747345502.xml · derivative · entry 2 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 10,000 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 RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F1 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. F4 · derivative.exercise_date: Reflects RSUs that vested on May 13, 2025. F4 · derivative.expiration_date: Reflects RSUs that vested on May 13, 2025. F1 · derivative.underlying_shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| May 13, 2025 Filed May 15, 2025 21:45 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 10,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001298008-25-000002 · wk-form4_1747345502.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,280 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 · shares: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. F2 · price: Reflects RSUs that upon vesting converted into shares of Common Stock on a one-for-one basis. F1 · balance_after: The number of restricted stock units ("RSUs") and shares of the Issuer's Class A common stock ("Common Stock") have been adjusted to reflect the Issuer's 1-for-10 reverse stock split of its Common Stock, effective as of 5:00 p.m. Eastern Time on July 25, 2024. Read SEC document |
| May 09, 2025 Filed May 13, 2025 16:07 UTC | INTEGRAL AD SCIENCE HOLDING CORP. IAS · Entity 70858 | GrantCommon Stock, $0.001 par value | 17,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001842718-25-000066 · wk-form4_1747166859.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,184 F1 · kind: Represents Restricted Stock Units which will be settled in shares of common stock of the Issuer and will vest in full on the anniversary of the grant date, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| August 01, 2024 Filed Aug 2, 2024 07:14 UTC | INTEGRAL AD SCIENCE HOLDING CORP. IAS · Entity 70858 | GrantCommon Stock, $0.001 par value | 11,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001298008-24-000011 · wk-form4_1722597266.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,547 F1 · kind: Represents Restricted Stock Units which will be settled in shares of common stock of the Issuer and will vest in full on the date of the Issuer's annual meeting of shareholders to be held in 2025, subject to the Reporting Person's continued service with the Issuer. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:15 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 100,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001298008-24-000004 · wk-form4_1715807689.xml · derivative · entry 3 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires not disclosed F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: These RSUs shall vest on the earlier of (i) May 13, 2025 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F4 · derivative.expiration_date: These RSUs shall vest on the earlier of (i) May 13, 2025 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:15 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 56,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001298008-24-000004 · wk-form4_1715807689.xml · derivative · entry 2 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 56,497 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 RSU represents a contingent right to receive one share of Common Stock. The RSUs will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: Reflects RSUs that vested on May 13, 2024, the date of the Issuer's annual stockholders' meeting following the date of grant. F3 · derivative.expiration_date: Reflects RSUs that vested on May 13, 2024, the date of the Issuer's annual stockholders' meeting following the date of grant. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:15 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 56,497 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001298008-24-000004 · wk-form4_1715807689.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,807 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 · price: Reflects restricted stock units ("RSUs") that upon vesting converted into shares of Class A common stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:26 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 56,497 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000068 · wk-form4_1686601606.xml · derivative · entry 3 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,497 Underlying: Class A Common Stock · 56,497 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: These restricted stock units shall vest on the earlier of (i) June 8, 2024 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. F4 · derivative.expiration_date: These restricted stock units shall vest on the earlier of (i) June 8, 2024 or (ii) the regularly scheduled annual stockholders' meeting of the Issuer following the grant date. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:26 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 47,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001828937-23-000068 · wk-form4_1686601606.xml · derivative · entry 2 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 47,619 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 Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: Reflects restricted stock units that vested on June 8, 2023, the date of the Issuer's annual stockholders' meeting following the date of grant. F3 · derivative.expiration_date: Reflects restricted stock units that vested on June 8, 2023, the date of the Issuer's annual stockholders' meeting following the date of grant. Read SEC document |
| June 08, 2023 Filed Jun 12, 2023 20:26 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 47,619 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001828937-23-000068 · wk-form4_1686601606.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,310 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 · price: Reflects restricted stock units that upon vesting converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| June 09, 2022 Filed Jun 10, 2022 21:25 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 47,619 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-021969 · doc4.xml · derivative · entry 3 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,619 Underlying: Class A Common Stock · 47,619 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F4 · derivative.exercise_date: These restricted stock units shall vest on the earlier of (i) June 9, 2023 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. F4 · derivative.expiration_date: These restricted stock units shall vest on the earlier of (i) June 9, 2023 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:25 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionRestricted Stock Units · Derivative | 18,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-021969 · doc4.xml · derivative · entry 2 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 18,691 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 Common Stock. The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F3 · derivative.exercise_date: Reflects restricted stock units that vested on June 8, 2022, the date of the Issuer's first annual stockholders meeting following the date of grant. F3 · derivative.expiration_date: Reflects restricted stock units that vested on June 8, 2022, the date of the Issuer's first annual stockholders meeting following the date of grant. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 21:25 UTC | Finance of America Companies Inc. FOA · Entity 1918 | Exercise / conversionClass A Common Stock | 18,691 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-22-021969 · doc4.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,691 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 · price: Reflects restricted stock units that upon vesting converted into shares of Class A Common Stock of the Issuer ("Common Stock") on a one-for-one basis. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 21:15 UTC | Finance of America Companies Inc. FOA · Entity 1918 | GrantRestricted Stock Units · Derivative | 18,691 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045564 · doc4.xml · derivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,691 Underlying: Class A Common Stock · 18,691 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of Class A Common Stock of the Issuer ("Common Stock"). The restricted stock units will be settled in either Common Stock or cash (or a combination thereof) at the discretion of the Issuer's compensation committee. F2 · derivative.exercise_date: These restricted stock units vest on the earlier of (i) November 18, 2022 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. F2 · derivative.expiration_date: These restricted stock units vest on the earlier of (i) November 18, 2022 or (ii) the first regularly scheduled annual meeting of the stockholders of the Issuer following the grant date. Read SEC document |
| December 16, 2019 Filed Dec 19, 2019 01:46 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035464 · form4.xml · derivative · entry 2 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,288 Underlying: Common Stock · 1,487 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. 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 on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. On December 13, 2019, the Board of Directors approved the acceleration of the vesting of 1,487 restricted stock units in connection with and subject to the reporting person's retirement from the Board of Directors, which occurred on December 16, 2019. The remainder of the reporting person's restricted stock units terminated upon his retirement. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. On December 13, 2019, the Board of Directors approved the acceleration of the vesting of 1,487 restricted stock units in connection with and subject to the reporting person's retirement from the Board of Directors, which occurred on December 16, 2019. The remainder of the reporting person's restricted stock units terminated upon his retirement. Read SEC document |
| December 16, 2019 Filed Dec 19, 2019 01:46 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-035464 · form4.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,489 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 05, 2019 Filed Jun 7, 2019 00:03 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 2,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-021079 · form4.xml · derivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,775 Underlying: Common Stock · 2,775 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 on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. F2 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Read SEC document |
| May 30, 2019 Filed Jun 4, 2019 00:46 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-020586 · form4.xml · derivative · entry 2 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,015 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. 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 vested on May 30, 2019. F2 · derivative.expiration_date: The restricted stock units vested on May 30, 2019. Read SEC document |
| May 30, 2019 Filed Jun 4, 2019 00:46 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-020586 · form4.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,002 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 30, 2018 Filed Jun 1, 2018 00:29 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 3,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019460 · form4.xml · derivative · entry 3 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,015 Underlying: Common Stock · 3,015 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F3 · derivative.exercise_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. Read SEC document |
| May 29, 2018 Filed Jun 1, 2018 00:29 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 1,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019460 · form4.xml · derivative · entry 2 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,987 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. 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 vested on May 29, 2018. F2 · derivative.expiration_date: The restricted stock units vested on May 29, 2018. Read SEC document |
| May 29, 2018 Filed Jun 1, 2018 00:29 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 1,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019460 · form4.xml · nonDerivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,987 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 |
| October 05, 2017 Filed Oct 6, 2017 23:03 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | GrantRestricted Stock Units · Derivative | 1,987 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029576 · form4.xml · derivative · entry 1 Lord Robert · CIK 0001298008 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,987 Underlying: Common Stock · 1,987 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 on the earlier of the one-year anniversary of the grant date or the day prior to the next annual meeting. F3 · 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.