Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arhaus, Inc.ARHS · Entity 4849 | Chief Logistics Officer | April 12, 2024 | April 16, 2024 |
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.
Arhaus, Inc.
Report date April 12, 2024 · Filed April 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance Share UnitsSEC Table II · derivative / convertible security · Expires 2026-12-31 | Direct | 10,891 |
Reported balance
After 2024-04-12 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2024-04-12 · Grant · Acquired 10,891 · Balance 10,891 F1: Each Performance Share Unit ("PSU") represents a contingent right to receive one share of Class A Common Stock, subject to the achievement of applicable performance criteria over a three-year performance period beginning January 1, 2024 and ending on December 31, 2026. The target number of PSUs is reported in Column 5. The number of shares to be earned and issued may be 0%-200% of the target number of PSUs depending on actual performance. F2: Subject to the Reporting Person's continuous employment with the Issuer, the PSUs granted vest on December 31, 2026, but the PSUs will not settle and payout until the number of PSUs earned is determined by the Issuer's Compensation Committee based on the Company's achievement of performance goals. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 3,630 |
Reported balance
After 2024-04-12 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-04-12 · Grant · Acquired 3,630 · Balance 3,630 F3: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock, subject to the Reporting Person's continuous service to the Issuer. F4: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the transaction date. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Performance Share Unit ("PSU") represents a contingent right to receive one share of Class A Common Stock, subject to the achievement of applicable performance criteria over a three-year performance period beginning January 1, 2024 and ending on December 31, 2026. The target number of PSUs is reported in Column 5. The number of shares to be earned and issued may be 0%-200% of the target number of PSUs depending on actual performance.
F2: Subject to the Reporting Person's continuous employment with the Issuer, the PSUs granted vest on December 31, 2026, but the PSUs will not settle and payout until the number of PSUs earned is determined by the Issuer's Compensation Committee based on the Company's achievement of performance goals.
F3: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock, subject to the Reporting Person's continuous service to the Issuer.
F4: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the transaction date.
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 12, 2024 Filed Apr 16, 2024 21:44 UTC | Arhaus, Inc. ARHS · Entity 4849 | GrantRestricted Stock Units · Derivative | 3,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-24-000052 · wk-form4_1713303864.xml · derivative · entry 2 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,630 Underlying: Class A Common Stock · 3,630 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock, subject to the Reporting Person's continuous service to the Issuer. F4 · derivative.exercise_date: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the transaction date. F4 · derivative.expiration_date: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the transaction date. Read SEC document |
| April 12, 2024 Filed Apr 16, 2024 21:44 UTC | Arhaus, Inc. ARHS · Entity 4849 | GrantPerformance Share Units · Derivative | 10,891 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-24-000052 · wk-form4_1713303864.xml · derivative · entry 1 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,891 Underlying: Class A Common Stock · 10,891 shares Expires 2026-12-31 F1 · derivative.exercise_price: Each Performance Share Unit ("PSU") represents a contingent right to receive one share of Class A Common Stock, subject to the achievement of applicable performance criteria over a three-year performance period beginning January 1, 2024 and ending on December 31, 2026. The target number of PSUs is reported in Column 5. The number of shares to be earned and issued may be 0%-200% of the target number of PSUs depending on actual performance. F2 · derivative.exercise_date: Subject to the Reporting Person's continuous employment with the Issuer, the PSUs granted vest on December 31, 2026, but the PSUs will not settle and payout until the number of PSUs earned is determined by the Issuer's Compensation Committee based on the Company's achievement of performance goals. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 20:54 UTC | Arhaus, Inc. ARHS · Entity 4849 | Exercise / conversionRestricted Stock Units · Derivative | 1,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-24-000031 · wk-form4_1710276849.xml · derivative · entry 3 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,743 Underlying: Class A Common Stock · 1,872 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 ("RSU") represents a contingent right to receive one share of Class A Common Stock, subject to the Reporting Person's continuous service to the Issuer at the time of vesting. F3 · derivative.exercise_date: Subject to the reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the grant date (March 10, 2023). F3 · derivative.expiration_date: Subject to the reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the grant date (March 10, 2023). Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 20:54 UTC | Arhaus, Inc. ARHS · Entity 4849 | Tax withholdingClass A Common Stock | 621 | $14.90 | $9,252.90 |
DisclosureSEC source: 0001875444-24-000031 · wk-form4_1710276849.xml · nonDerivative · entry 2 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,070 F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the net settlement of the RSUs. Read SEC document |
| March 10, 2024 Filed Mar 12, 2024 20:54 UTC | Arhaus, Inc. ARHS · Entity 4849 | Exercise / conversionClass A Common Stock | 1,872 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-24-000031 · wk-form4_1710276849.xml · nonDerivative · entry 1 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 232,691 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock, subject to the Reporting Person's continuous service to the Issuer at the time of vesting. Read SEC document |
| August 04, 2023 Filed Aug 7, 2023 20:54 UTC | Arhaus, Inc. ARHS · Entity 4849 | SaleClass A Common Stock | 79,637 | $12.02 | $957,061.54 |
DisclosureSEC source: 0001875444-23-000111 · wk-form4_1691441656.xml · nonDerivative · entry 2 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 230,819 F1 · kind: The transaction reported on this Form 4 was made pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 16, 2023. F3 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.00 to $12.06 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 03, 2023 Filed Aug 7, 2023 20:54 UTC | Arhaus, Inc. ARHS · Entity 4849 | SaleClass A Common Stock | 70,363 | $12.00 | $844,454.51 |
DisclosureSEC source: 0001875444-23-000111 · wk-form4_1691441656.xml · nonDerivative · entry 1 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 310,456 F1 · kind: The transaction reported on this Form 4 was made pursuant to a 10b5-1 trading plan adopted by the Reporting Person on March 16, 2023. F2 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $12.00 to $12.02 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 10:11 UTC | Arhaus, Inc. ARHS · Entity 4849 | Exercise / conversionRestricted Stock Units · Derivative | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-23-000085 · wk-form4_1691143882.xml · derivative · entry 3 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,666 Underlying: Class A Common Stock · 3,334 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 ("RSU") represents a contingent right to receive one share of Class A Common Stock, subject to the Reporting Person's continuous service to the Issuer at the time of vesting. F3 · derivative.exercise_date: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the grant date (August 2, 2022). F3 · derivative.expiration_date: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the grant date (August 2, 2022). Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 10:11 UTC | Arhaus, Inc. ARHS · Entity 4849 | Tax withholdingClass A Common Stock | 929 | $11.56 | $10,739.24 |
DisclosureSEC source: 0001875444-23-000085 · wk-form4_1691143882.xml · nonDerivative · entry 2 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 380,819 F2 · shares: Represents the number of shares of Class A Common Stock that have been withheld by the Issuer to satisfy income tax withholding and remittance obligations in connection with the net settlement of the RSUs. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 10:11 UTC | Arhaus, Inc. ARHS · Entity 4849 | Exercise / conversionClass A Common Stock | 3,334 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-23-000085 · wk-form4_1691143882.xml · nonDerivative · entry 1 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 381,748 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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock, subject to the Reporting Person's continuous service to the Issuer at the time of vesting. Read SEC document |
| March 15, 2023 Filed Mar 16, 2023 20:38 UTC | Arhaus, Inc. ARHS · Entity 4849 | SaleClass A Common Stock | 75,000 | $8.51 | $638,220.00 |
DisclosureSEC source: 0001875444-23-000043 · wf-form4_167899912085478.xml · nonDerivative · entry 1 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 378,414 F1 · price: The reported price in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $8.50 to $8.60 per share. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer, or to the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 22:01 UTC | Arhaus, Inc. ARHS · Entity 4849 | GrantRestricted Stock Units · Derivative | 5,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-23-000031 · wf-form4_167883127519226.xml · derivative · entry 2 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,615 Underlying: Class A Common Stock · 5,615 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock, subject to the Reporting Person's continuous service to the Issuer. F4 · derivative.exercise_date: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the transaction date. F4 · derivative.expiration_date: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the transaction date. Read SEC document |
| March 10, 2023 Filed Mar 14, 2023 22:01 UTC | Arhaus, Inc. ARHS · Entity 4849 | GrantPerformance Share Units · Derivative | 16,846 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-23-000031 · wf-form4_167883127519226.xml · derivative · entry 1 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,846 Underlying: Class A Common Stock · 16,846 shares Expires 2025-12-31 F1 · derivative.exercise_price: Each Performance Share Unit ("PSU") represents a contingent right to receive one share of Class A Common Stock, subject to the achievement of applicable performance criteria over a three-year performance period beginning January 1, 2023 and ending on December 31, 2025. The target number of PSUs is reported in Column 5. The number of shares to be earned and issued may be 0%-200% of the target number of PSUs depending on actual performance. F2 · derivative.exercise_date: Subject to the Reporting Person's continuous employment with the Issuer, the PSUs granted vest on December 31, 2025, but the PSUs will not settle and payout until the number of PSUs earned is determined by the Issuer's Compensation Committee based on the Company's achievement of performance goals. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 20:21 UTC | Arhaus, Inc. ARHS · Entity 4849 | GrantRestricted Stock Units · Derivative | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-22-000066 · wf-form4_165964442354251.xml · derivative · entry 2 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Stock · 10,000 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock, subject to the Reporting Person's continuous service to the Issuer. F4 · derivative.exercise_date: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the transaction date. F4 · derivative.expiration_date: Subject to the Reporting Person's continuous service to the Issuer, the RSUs vest pro rata on the first, second, and third anniversaries of the transaction date. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 20:21 UTC | Arhaus, Inc. ARHS · Entity 4849 | GrantPerformance Share Units · Derivative | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-22-000066 · wf-form4_165964442354251.xml · derivative · entry 1 Sparks Dawn · CIK 0001887024 · Chief Logistics Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Class A Common Stock · 30,000 shares Expires 2024-12-31 F1 · derivative.exercise_price: Each Performance Share Unit ("PSU") represents a contingent right to receive one share of Class A Common Stock, subject to the achievement of applicable performance criteria over a three-year performance period beginning January 1, 2022 and ending on December 31, 2024. The target number of PSUs is reported in Column 5. The number of shares to be earned and issued may be 0%-200% of the target number of PSUs depending on actual performance. F2 · derivative.exercise_date: Subject to the Reporting Person's continuous employment with the Issuer, the PSUs granted vest on December 31, 2024, but the PSUs will not settle and payout until the number of PSUs earned is determined by the Issuer's Compensation Committee based on the Company's achievement of performance goals. 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.