Arhaus, Inc. SEC Filings

Arhaus, Inc. Chief Marketing Officer Jennifer E. Porter reported equity compensation activity involving Restricted Stock Units (RSUs) and Class A Common Stock. On January 15, 2026, 10,000 RSUs converted into 10,000 shares of Class A Common Stock at an exercise price of $0, reflecting the vesting of part of her equity award.

On the same date, 3,515 shares of Class A Common Stock were withheld by Arhaus at $11.05 per share to cover income tax withholding and remittance obligations related to this RSU net settlement. After these transactions, Porter directly owned 476,719 shares of Class A Common Stock. The RSUs vest equally on the first and second anniversaries of the January 15, 2025 transaction date, subject to her continuous service.

Arhaus, Inc. Chief Accounting Officer Christian Sedor reported the vesting and settlement of restricted stock units tied to Class A common stock. On January 15, 2026, 2,500 RSUs were converted into 2,500 shares of Class A common stock at an exercise price of $0, reflecting that no cash was paid for the conversion. Of these shares, 879 were withheld by Arhaus at a price of $11.05 per share to cover income tax withholding and remittance obligations, leaving Sedor with 5,129 shares of Class A common stock held directly after the transactions. Each RSU represents a right to receive one share of Class A common stock, and the RSUs vest pro rata on the first and second anniversaries of the January 15, 2025 transaction date, subject to Sedor’s continuous service with the company.

Arhaus (ARHS) Chief Marketing Officer reported routine equity activity. On 11/09/2025, 16,667 shares of Class A common stock were acquired at $0 via RSU vesting (code M). To cover taxes, 6,049 shares were withheld at $9.84 (code F). Following these transactions, the officer beneficially owns 470,234 shares, held directly.

After the vest, 16,666 RSUs remain outstanding. The RSUs vest pro rata on the first, second, and third anniversaries of the November 9, 2023 grant date, subject to continued service.

Arhaus (ARHS) reported an insider transaction on a Form 4. The Chief Retail Officer settled restricted stock units on 11/09/2025, acquiring 16,667 shares of Class A Common Stock at $0 upon vesting. To cover taxes, 6,048 shares were withheld at $9.84. Following these transactions, the officer directly owns 440,093 shares.

The filing also notes 16,666 RSUs remain outstanding. Per the award terms, RSUs vest pro rata on the first, second, and third anniversaries of the November 9, 2023 grant date.

Arhaus, Inc. (ARHS) reported Q3 2025 results, showing steady growth and stable margins. Net revenue was $344.6 million for the quarter (up 8.0% year over year) and $1,014.4 million for the nine months (up 9.8%). Quarterly gross margin was $133.4 million at 38.7% of revenue, and nine-month gross margin was $397.2 million at 39.2%.

Profitability improved modestly. Net and comprehensive income was $12.2 million for the quarter and $52.2 million year to date. Diluted EPS was $0.09 for the quarter and $0.37 for the nine months. Adjusted EBITDA reached $31.2 million in Q3 and $110.1 million year to date. Comparable growth was 4.1% for the quarter and 4.5% year to date.

Liquidity remains strong with $262.2 million in cash and cash equivalents, no borrowings under the $75 million revolver, and $69.9 million of available capacity as of September 30, 2025. In October 2025, the company extended its revolving credit facility to October 17, 2030 and increased the letter of credit commitment to the lesser of $15 million or the revolver size. Arhaus operated 103 Showrooms as of September 30, 2025.

Arhaus, Inc. (ARHS) reported it furnished, not filed, a press release announcing financial results for the third quarter ended September 30, 2025. The company disclosed this under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure).

Exhibit 99.1 contains the press release dated November 6, 2025. The company noted that the information furnished under Item 2.02 and Exhibit 99.1 is not subject to Section 18 liability and is not incorporated by reference into other filings.

Arhaus (ARHS) amended its credit agreement with Bank of America to extend the revolving credit facility’s maturity to October 17, 2030. The amendment also increases the letter of credit commitment to the lesser of $15 million or the revolving facility amount.

The aggregate revolving credit commitments remain $75 million, and the company retains an option to increase the facility by an additional $25 million. These changes enhance tenor and standby capacity while keeping core borrowing availability unchanged.

Managed Account Advisors LLC reports beneficial ownership of 2,701,361 shares of Arhaus Class A common stock, representing 5.0% of the outstanding class. The filing breaks the position into 1,384,085 shares over which the adviser has sole dispositive power and 1,317,276 shares over which it has shared dispositive power, and it reports no sole or shared voting power.

The filer certifies these securities are held in the ordinary course of business and not for the purpose of changing or influencing control. This disclosure identifies a sizable economic, but nonvoting, stake in Arhaus and provides transparency about who can direct disposition of the shares.

Wasatch Advisors LP reports beneficial ownership of 12,703,259 shares of Arhaus, Inc. Class A common stock, representing 23.6% of the class. Wasatch reports sole dispositive power over all 12,703,259 shares and sole voting power over 8,986,172 shares, with no shared voting or dispositive power. The filing identifies Wasatch as an investment adviser organized in Delaware.

The filer certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Arhaus. These figures indicate a substantial passive stake but do not assert an intent to seek control.