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Lovesac (NASDAQ: LOVE) CEO granted RSUs and withholds shares for taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Lovesac Co Chief Executive Officer Shawn David Nelson reported equity compensation activity and related tax withholding. On April 15, 2026, he received grants of 77,701 time-based RSUs and 77,701 performance-based RSUs, each convertible into common shares upon vesting.

He also acquired 21,914 common shares through vesting and exercise of previously granted RSUs from 2023 and 2025. To cover tax liabilities on these settlements, 19,081 shares of common stock were withheld at $16.65 per share, and the footnotes state that no shares were sold. After these transactions, he holds 201,204 common shares directly and 52,094 shares indirectly through The LDPV Holding Trust.

Positive

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Negative

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Insider Nelson Shawn David
Role Chief Executive Officer
Type Security Shares Price Value
Grant/Award Restricted Stock Units 77,701 $0.00 --
Grant/Award Restricted Stock Units (Performance-based Vesting) 77,701 $0.00 --
Exercise Restricted Stock Units 4,848 $0.00 --
Exercise Restricted Stock Units 17,066 $0.00 --
Exercise Common Stock, $0.00001 par value 4,848 $0.00 --
Tax Withholding Common Stock, $0.00001 par value 2,197 $16.65 $37K
Exercise Common Stock, $0.00001 par value 17,066 $0.00 --
Tax Withholding Common Stock, $0.00001 par value 7,731 $16.65 $129K
Tax Withholding Common Stock, $0.00001 par value 2,040 $16.65 $34K
Tax Withholding Common Stock, $0.00001 par value 7,113 $16.65 $118K
holding Common Stock, $0.00001 par value -- -- --
Holdings After Transaction: Restricted Stock Units — 77,701 shares (Direct); Restricted Stock Units (Performance-based Vesting) — 77,701 shares (Direct); Common Stock, $0.00001 par value — 203,219 shares (Direct); Common Stock, $0.00001 par value — 52,094 shares (Indirect, The LPDV Holding Trust)
Footnotes (1)
  1. The reported shares were acquired upon the vesting of the third tranche of time-based restricted stock units ("RSUs") granted on April 15, 2023. The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the settlement of the third tranche of time-based RSUs granted on April 15, 2023. No shares were sold. The reported shares were acquired upon the vesting of the first tranche of time-based RSUs granted on April 15, 2025. The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the settlement of the first tranche of time-based RSUs granted on April 15, 2025. No shares were sold. The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the settlement of a portion of the third tranche of performance-based RSUs granted on April 15, 2023. No shares were sold. The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the settlement of a portion of the first tranche of performance-based RSUs granted on April 15, 2025. No shares were sold. The reported shares are held by The LDPV Holding Trust, dated October 1, 2018, of which the reporting person's spouse is trustee and the reporting person has sole authority over the disposition of the shares of the Issuer held by the trust. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock. On April 15, 2026, the Reporting Person received a grant of RSUs which vest in three equal installments on the first, second and third anniversaries of the grant date. On April 15, 2026, the Reporting Person received a grant of performance-based RSUs which vest based on the Issuer's achievements with respect to certain pre-established performance targets for the performance period. Once earned, the performance-based RSUs are payable at the end of the three-year performance period.
Time-based RSU grant 77,701 RSUs Granted April 15, 2026; vest in three equal installments
Performance-based RSU grant 77,701 RSUs Granted April 15, 2026; vest based on performance targets
Shares from RSU vesting 21,914 shares Common stock acquired via RSU vesting and exercises
Tax withholding shares 19,081 shares Shares withheld to satisfy tax liabilities on RSU settlements
Tax withholding price $16.65 per share Value used for F-code tax-withholding dispositions
Direct holdings after transactions 201,204 shares Common stock held directly by the CEO after April 15, 2026
Indirect holdings via trust 52,094 shares Common stock held by The LDPV Holding Trust
Restricted Stock Units financial
"Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
performance-based RSUs financial
"performance-based RSUs which vest based on the Issuer's achievements with respect to certain pre-established performance targets"
Performance-based restricted stock units (RSUs) are promises to deliver company shares to employees only if the business meets specific goals, such as revenue, profit, stock-price targets, or strategic milestones. For investors, they matter because they change future share supply and align management incentives with company results—like a salesperson whose bonus only pays out when sales targets are hit—so they can affect earnings, dilution, and confidence in leadership.
tax liability financial
"shares were withheld to satisfy the Reporting Person's tax liability in connection with the settlement of the third tranche of time-based RSUs"
vesting financial
"acquired upon the vesting of the third tranche of time-based restricted stock units ("RSUs") granted on April 15, 2023"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
three-year performance period financial
"performance-based RSUs are payable at the end of the three-year performance period"
indirect ownership financial
"shares are held by The LDPV Holding Trust, dated October 1, 2018"
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Nelson Shawn David

(Last)(First)(Middle)
C/O THE LOVESAC COMPANY
421 ATLANTIC STREET, SUITE 201

(Street)
STAMFORD CONNECTICUT 06901

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
Lovesac Co [ LOVE ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
XOfficer (give title below)Other (specify below)
Chief Executive Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/15/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock, $0.00001 par value04/15/2026M4,848(1)A$0203,219D
Common Stock, $0.00001 par value04/15/2026F2,197(2)D$16.65201,022D
Common Stock, $0.00001 par value04/15/2026M17,066(3)A$0218,088D
Common Stock, $0.00001 par value04/15/2026F7,731(4)D$16.65210,357D
Common Stock, $0.00001 par value04/15/2026F2,040(5)D$16.65208,317D
Common Stock, $0.00001 par value04/15/2026F7,113(6)D$16.65201,204D
Common Stock, $0.00001 par value52,094IThe LPDV Holding Trust(7)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(8)04/15/2026A77,701 (9) (9)Common Stock77,701$077,701D
Restricted Stock Units (Performance-based Vesting)(8)04/15/2026A77,701 (10) (10)Common Stock77,701$077,701D
Restricted Stock Units$0(8)04/15/2026M4,848 (1) (1)Common Stock4,848$00D
Restricted Stock Units$0(8)04/15/2026M17,066 (3) (3)Common Stock17,066$034,134D
Explanation of Responses:
1. The reported shares were acquired upon the vesting of the third tranche of time-based restricted stock units ("RSUs") granted on April 15, 2023.
2. The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the settlement of the third tranche of time-based RSUs granted on April 15, 2023. No shares were sold.
3. The reported shares were acquired upon the vesting of the first tranche of time-based RSUs granted on April 15, 2025.
4. The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the settlement of the first tranche of time-based RSUs granted on April 15, 2025. No shares were sold.
5. The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the settlement of a portion of the third tranche of performance-based RSUs granted on April 15, 2023. No shares were sold.
6. The reported shares were withheld to satisfy the Reporting Person's tax liability in connection with the settlement of a portion of the first tranche of performance-based RSUs granted on April 15, 2025. No shares were sold.
7. The reported shares are held by The LDPV Holding Trust, dated October 1, 2018, of which the reporting person's spouse is trustee and the reporting person has sole authority over the disposition of the shares of the Issuer held by the trust.
8. Each RSU represents the contingent right to receive, upon vesting of the RSU, one share of the Issuer's common stock.
9. On April 15, 2026, the Reporting Person received a grant of RSUs which vest in three equal installments on the first, second and third anniversaries of the grant date.
10. On April 15, 2026, the Reporting Person received a grant of performance-based RSUs which vest based on the Issuer's achievements with respect to certain pre-established performance targets for the performance period. Once earned, the performance-based RSUs are payable at the end of the three-year performance period.
Remarks:
/s/ Megan C. Preneta, as Attorney-in-Fact for Shawn Nelson04/17/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Lovesac (LOVE) CEO Shawn Nelson report in this Form 4 filing?

Shawn Nelson reported new equity compensation and related tax withholding. He received time-based and performance-based RSU grants and saw prior RSUs vest into common stock, with some shares withheld to satisfy tax obligations rather than sold in the market.

How many RSUs did the Lovesac CEO receive on April 15, 2026?

On April 15, 2026, the CEO received 77,701 time-based RSUs and 77,701 performance-based RSUs. Each restricted stock unit represents the right to receive one share of Lovesac common stock if vesting conditions and, for performance-based units, performance targets are met.

How many Lovesac common shares did Shawn Nelson acquire from RSU vesting?

Shawn Nelson acquired 21,914 common shares from RSU vesting and related derivative exercises. These arose from tranches of time-based RSUs granted in 2023 and 2025 that vested on April 15, 2026, converting into Lovesac common stock without an exercise price.

Were any Lovesac shares sold by the CEO in this Form 4?

No open-market sales were reported. Shares marked with transaction code F were withheld at $16.65 per share solely to satisfy tax liabilities related to RSU settlements. The footnotes explicitly state that no shares were sold in connection with these withholding transactions.

What are Shawn Nelson’s Lovesac shareholdings after these transactions?

After these transactions, Shawn Nelson holds 201,204 Lovesac common shares directly. In addition, 52,094 shares are held indirectly through The LDPV Holding Trust, where his spouse is trustee and he has sole authority over disposition of the issuer’s shares held by the trust.

What price was used for Lovesac share tax withholding in this filing?

Shares withheld to cover tax liabilities were valued at $16.65 per share. These withholding transactions, coded F, reduced the number of shares delivered to the CEO on RSU settlement but did not involve open-market sales, according to the accompanying footnotes.