RH SEC Filings

RH insider The Mark S. Demilio Revocable Trust filed a notice to sell 400 shares of RH common stock through Morgan Stanley Smith Barney LLC, with an aggregate market value of $72,067.68 and an approximate sale date of 12/31/2025 on the NYSE. These shares were acquired as restricted stock vesting under a registered plan from the issuer on 10/17/2025, the same date payment was recorded as not applicable. RH had 18,777,699 shares of common stock outstanding, and during the past three months the same trust sold 500 RH common shares on 12/30/2025 for gross proceeds of $92,000.00.

RH filed a Form 144 notice covering a planned insider sale of 500 shares of its common stock. The shares are expected to be sold through Morgan Stanley Smith Barney LLC on the NYSE around 12/30/2025, with an indicated aggregate market value of $92,000. The sale relates to common stock that vested as restricted stock under a registered plan on 10/17/2025, when the 500 shares were acquired from the issuer.

The filing states that the person for whose account the securities are to be sold represents that they do not know of any material adverse, nonpublic information about RH’s current or prospective operations. The notice is a regulatory step that discloses an anticipated sale by an affiliate in advance of the transaction.

RH reported solid growth for the quarter and year-to-date period ended November 1, 2025. Net revenues reached $883,810,000 for the quarter and $2,596,913,000 for the first nine months, both above the prior year. Quarterly net income was $36,265,000, and nine‑month net income rose to $96,012,000, lifting diluted earnings per share to $1.83 for the quarter and $4.84 year to date.

The company improved its balance sheet, moving from a stockholders’ deficit of $163,589,000 at the start of the year to positive equity of $3,346,000, helped by higher earnings and foreign currency translation gains. Cash from operating activities increased sharply to $356,175,000 for the nine months, driven in part by inventory reductions. RH also closed a $32,119,000 acquisition of the Formations and Dennis & Leen home furnishings business, adding $2,770,000 of goodwill and expanding its luxury product assortment, while maintaining substantial leverage through term loans and significant lease obligations.

RH reported that it has released its financial results for the third quarter ended November 1, 2025. The company shared these results in a shareholder letter and press release dated December 11, 2025, which are available on its investor relations website and attached as exhibits to this report. The materials provide details on RH’s recent operating performance and financial condition for the quarter.

RH also noted that it may use its rh.com, restorationhardware.com, and ir.rh.com websites to disclose material non-public information and to meet its Regulation FD disclosure obligations, signaling that investors should review these sites for future company updates.

RH: G1 Execution Services, Susquehanna Investment Group, and Susquehanna Securities filed a Schedule 13G reporting beneficial ownership of 994,408 RH shares, representing 5.3% of the common stock. The reporting persons note they are affiliated broker‑dealers and may be deemed a group, while each disclaims beneficial ownership of shares owned directly by another.

The totals include options to buy 47,600 shares for Susquehanna Investment Group and 570,800 shares for Susquehanna Securities. RH had 18,745,070 shares outstanding as of September 5, 2025. The certification states the securities were acquired and are held in the ordinary course and not to influence control.

Mark S. Demilio, a director of RH, reported the sale of 2,000 shares of RH common stock executed at a weighted average price of $236.1297, with individual trade prices ranging from $236.00 to $236.71. The reporting person states he will provide transaction-level price details upon request. The filing notes that 16,702 shares previously owned directly were contributed to The Mark S. Demilio Revocable Trust and that certain holdings are held indirectly: The Mark S. Demilio Revocable Trust and The Theresa E. Demilio 2012 Family Trust are identified as indirect holders. The form is signed by an attorney-in-fact on behalf of the reporting person.

Citadel-related entities and Kenneth Griffin reported shared beneficial ownership in RH common stock totaling up to 700,845 shares, representing approximately 3.7% of RH's outstanding shares. The Schedule 13G is a joint filing by Citadel Securities GP LLC, Citadel Securities LLC, Citadel Securities Group LP, Citadel Advisors LLC, Citadel Advisors Holdings LP, Citadel GP LLC, and Kenneth Griffin. Reported holdings range from 859 shares for certain advisory entities to 699,986 shares for some Citadel entities, with Citadel Securities LLC holding 599,644 shares (3.2%). All reported positions are shared voting and dispositive power; no sole voting or sole dispositive power was claimed.

Form 144 notice for RH (common stock): The filing notifies a proposed sale of 2,000 common shares through Morgan Stanley Smith Barney LLC with an aggregate market value of $472,259.40. The company’s outstanding shares are reported as 18,745,070. The securities were acquired on 04/11/2024 via restricted stock vesting under a registered plan and were received as compensation. The filer reports no sales in the past three months and affirms they are not aware of undisclosed material adverse information about the issuer.

Mark S. Demilio, an RH director, exercised a fully vested stock option to acquire 20,000 shares on 09/16/2025 at an exercise price of $38.04 per share. The reporting shows 20,000 underlying shares from the option and a total of 32,717 shares beneficially owned directly after the transactions. The filing also reports 3,298 shares withheld by the company in settlement of taxes from the option exercise and additional indirect holdings: 9,914 shares held by The Mark S. Demilio Revocable Trust and 19,425 shares held by The Theresa E. Demilio 2012 Family Trust, of which Mr. Demilio is a beneficiary and co-trustee.