Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Arhaus, Inc.ARHS · Entity 4849 | Director · CEO and Chairman · 10% owner | December 31, 2023 | January 24, 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 December 31, 2023 · Filed January 24, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,769 |
Reported balance
After 2023-03-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-03-14 · Other · Acquired 769 · Balance 10,769 F1: Purchased in joint tenancy. |
| Class A Common StockSEC Table I · non-derivative | IndirectAs Custodian | 200 |
Last balance in matching sequence
After 2023-03-14 transaction · row 3
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 2 · 2023-03-14 · Other · Acquired 30 · Balance 130 F2: Purchased for minor child through a custodial account established pursuant to the Uniform Transfer to Minors Act of which the reporting person serves as custodian. Row 3 · 2023-03-14 · Other · Acquired 70 · Balance 200 F2: Purchased for minor child through a custodial account established pursuant to the Uniform Transfer to Minors Act of which the reporting person serves as custodian. |
Filing footnotes · ownership attribution and instrument terms
F1: Purchased in joint tenancy.
F2: Purchased for minor child through a custodial account established pursuant to the Uniform Transfer to Minors Act of which the reporting person serves as custodian.
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 |
|---|---|---|---|---|---|---|
| March 14, 2023 Filed Jan 24, 2024 21:53 UTC | Arhaus, Inc. ARHS · Entity 4849 | OtherClass A Common Stock | 70 | $9.14 | $639.80 |
DisclosureSEC source: 0001875444-24-000004 · wk-form5_1706133176.xml · nonDerivative · entry 3 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Custodian Disclosed balance after: 200 F2 · ownership.direct: Purchased for minor child through a custodial account established pursuant to the Uniform Transfer to Minors Act of which the reporting person serves as custodian. Read SEC document |
| March 14, 2023 Filed Jan 24, 2024 21:53 UTC | Arhaus, Inc. ARHS · Entity 4849 | OtherClass A Common Stock | 30 | $9.14 | $274.20 |
DisclosureSEC source: 0001875444-24-000004 · wk-form5_1706133176.xml · nonDerivative · entry 2 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · As Custodian Disclosed balance after: 130 F2 · ownership.direct: Purchased for minor child through a custodial account established pursuant to the Uniform Transfer to Minors Act of which the reporting person serves as custodian. Read SEC document |
| March 14, 2023 Filed Jan 24, 2024 21:53 UTC | Arhaus, Inc. ARHS · Entity 4849 | OtherClass A Common Stock | 769 | $9.11 | $7,001.75 |
DisclosureSEC source: 0001875444-24-000004 · wk-form5_1706133176.xml · nonDerivative · entry 1 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,769 F1 · ownership.direct: Purchased in joint tenancy. Read SEC document |
| May 13, 2022 Filed May 16, 2022 22:43 UTC | Arhaus, Inc. ARHS · Entity 4849 | PurchaseClass A Common Stock | 40,000 | $6.19 | $247,600.00 |
DisclosureSEC source: 0001888118-22-000002 · wf-form4_165274095998362.xml · nonDerivative · entry 1 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1985 Trust Disclosed balance after: 41,000 F1 · ownership.nature: Purchased by The John P Reed Trust dated 04/29/1985, as amended, of which the Reporting Person is trustee. Read SEC document |
| January 03, 2022 Filed Jan 5, 2022 23:00 UTC | Arhaus, Inc. ARHS · Entity 4849 | GiftClass B Common Stock · Derivative | 7,035,433 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001875444-22-000003 · wf-form4_164142358937587.xml · derivative · entry 4 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By GRAT Disclosed balance after: 0 Underlying: Class A Common Stock · 7,035,433 shares Expires not disclosed F1 · kind: Upon termination of The John P. Reed 2019 GRAT (the "GRAT"), 7,035,433 shares of Class B Common Stock were transferred to the 2018 Reed Dynasty Trust, the holder of the residual interest of the GRAT on January 3, 2022. The transfer of shares of Class B Common Stock to the recipient trust constitutes a "Permitted Transfer" as defined in the Issuer's Amended and Restated Certificate of Incorporation. Accordingly, following the transfer, the shares remain shares of Class B Common Stock. F1 · price: Upon termination of The John P. Reed 2019 GRAT (the "GRAT"), 7,035,433 shares of Class B Common Stock were transferred to the 2018 Reed Dynasty Trust, the holder of the residual interest of the GRAT on January 3, 2022. The transfer of shares of Class B Common Stock to the recipient trust constitutes a "Permitted Transfer" as defined in the Issuer's Amended and Restated Certificate of Incorporation. Accordingly, following the transfer, the shares remain shares of Class B Common Stock. F2 · derivative.exercise_date: Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and it is automatically convertible upon the terms and conditions set forth in the Issuer's Amended and Restated Certificate of Incorporation, and has no expiration date. F2 · derivative.expiration_date: Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and it is automatically convertible upon the terms and conditions set forth in the Issuer's Amended and Restated Certificate of Incorporation, and has no expiration date. Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 21:22 UTC | Arhaus, Inc. ARHS · Entity 4849 | ConversionClass B Common Stock · Derivative | 421,350 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001875444-21-000045 · wf-form4_164012171770884.xml · derivative · entry 5 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1985 Trust Disclosed balance after: 42,095,271 Underlying: Class A Common Stock · 421,350 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_date: Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and it is automatically convertible upon the terms and conditions set forth in the Issuer's Amended and Restated Certificate of Incorporation, and has no expiration date. F3 · derivative.expiration_date: Class B Common Stock is convertible into an equal number of shares of Class A Common Stock at any time, at the holder's election, and it is automatically convertible upon the terms and conditions set forth in the Issuer's Amended and Restated Certificate of Incorporation, and has no expiration date. Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 21:22 UTC | Arhaus, Inc. ARHS · Entity 4849 | OtherClass A Common Stock | 421,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-21-000045 · wf-form4_164012171770884.xml · nonDerivative · entry 2 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1985 Trust Disclosed balance after: 1,000 F2 · kind: As reported on a Form 8-K filed by Arhaus, Inc. (the "Company"), on December 21, 2021, in connection with the Company's recent initial public offering, the Reporting Person transferred shares to certain employees of the Company to recognize their contributions to the Company. F1 · ownership.nature: Includes 1,000 shares originally reported on Form 4 dated December 10, 2021, as being held by John P Reed Irrevocable Trust, dated 03/25/2013. The correct name of the trust is The John P Reed Trust dated 04/29/1985, as amended (the "1985 Trust"). Read SEC document |
| December 20, 2021 Filed Dec 21, 2021 21:22 UTC | Arhaus, Inc. ARHS · Entity 4849 | ConversionClass A Common Stock | 421,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001875444-21-000045 · wf-form4_164012171770884.xml · nonDerivative · entry 1 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By 1985 Trust Disclosed balance after: 422,350 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 · ownership.nature: Includes 1,000 shares originally reported on Form 4 dated December 10, 2021, as being held by John P Reed Irrevocable Trust, dated 03/25/2013. The correct name of the trust is The John P Reed Trust dated 04/29/1985, as amended (the "1985 Trust"). Read SEC document |
| December 10, 2021 Filed Dec 16, 2021 01:46 UTC | Arhaus, Inc. ARHS · Entity 4849 | PurchaseClass A Common Stock | 100 | $10.50 | $1,050.00 |
DisclosureSEC source: 0001875444-21-000031 · wf-form4_163961918783542.xml · nonDerivative · entry 3 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · As Custodian Disclosed balance after: 100 F3 · ownership.direct: Purchased for minor child through a custodial account established pursuant to the Uniform Transfer to Minors Act of which the reporting person serves as custodian. Read SEC document |
| December 10, 2021 Filed Dec 16, 2021 01:46 UTC | Arhaus, Inc. ARHS · Entity 4849 | PurchaseClass A Common Stock | 1,000 | $10.50 | $10,500.00 |
DisclosureSEC source: 0001875444-21-000031 · wf-form4_163961918783542.xml · nonDerivative · entry 2 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust U/A/D 03/25/2013 Disclosed balance after: 1,000 F2 · ownership.direct: Purchased by the John P Reed Irrevocable Trust, dated 03/25/2013, of which the reporting person is a trustee. Read SEC document |
| December 10, 2021 Filed Dec 16, 2021 01:46 UTC | Arhaus, Inc. ARHS · Entity 4849 | PurchaseClass A Common Stock | 10,000 | $10.50 | $105,000.00 |
DisclosureSEC source: 0001875444-21-000031 · wf-form4_163961918783542.xml · nonDerivative · entry 1 Reed John P · CIK 0001888118 · Director · CEO and Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 F1 · ownership.direct: Purchased in joint tenancy. 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.