Williams-Sonoma (WSM) president nets 53,918 shares after RSU vesting
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Williams-Sonoma executive Monica Bhargava reported a series of stock-based compensation events. She received new restricted stock unit grants of 29,222 and 20,077 units, then exercised a total of 61,175 restricted stock units into common stock. To cover tax withholding obligations, 31,129 shares of common stock were withheld at a price of $178.42 per share. After these transactions, she holds 53,918 shares of common stock directly and 11,812 shares indirectly through the Williams-Sonoma, Inc. Stock Fund under the company’s 401(k) plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
61,175 shares exercised/converted
Mixed
18 txns
Insider
Bhargava Monica
Role
PRESIDENT POTTERY BARN BRAND
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 2,396 | $0.00 | -- |
| Exercise | Common Stock | 2,396 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,220 | $178.42 | $218K |
| Exercise | Restricted Stock Units | 29,222 | $0.00 | -- |
| Exercise | Restricted Stock Units | 20,077 | $0.00 | -- |
| Exercise | Restricted Stock Units | 2,132 | $0.00 | -- |
| Exercise | Restricted Stock Units | 7,348 | $0.00 | -- |
| Exercise | Common Stock | 29,222 | $0.00 | -- |
| Tax Withholding | Common Stock | 14,869 | $178.42 | $2.65M |
| Exercise | Common Stock | 20,077 | $0.00 | -- |
| Tax Withholding | Common Stock | 10,216 | $178.42 | $1.82M |
| Exercise | Common Stock | 2,132 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,085 | $178.42 | $194K |
| Exercise | Common Stock | 7,348 | $0.00 | -- |
| Tax Withholding | Common Stock | 3,739 | $178.42 | $667K |
| Grant/Award | Restricted Stock Units | 29,222 | $0.00 | -- |
| Grant/Award | Restricted Stock Units | 20,077 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 4,790 shares (Direct);
Common Stock — 55,138 shares (Direct);
Common Stock — 11,812 shares (Indirect, By Managed Account)
Footnotes (1)
- Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Represents the number of shares held by the reporting person in the Williams-Sonoma, Inc. Stock Fund under the Williams-Sonoma, Inc. 401(k) Plan, based on a statement dated March 22, 2026. Each restricted stock unit represents a contingent right to receive one share of WSM common stock. Represents restricted stock units granted on March 21, 2023, which reflect the satisfaction of performance metrics. The restricted stock units were also subject to a continued service condition, which was satisfied on March 21, 2026. The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock. Represents restricted stock units granted on August 1, 2023, which reflect the satisfaction of performance metrics. The restricted stock units were also subject to a continued service condition, which was satisfied on March 21, 2026. These restricted stock units vest in four equal installments on each anniversary of the grant date in 2023, 2024, 2025 and 2026. These restricted stock units vest in four equal installments on each anniversary of the grant date in 2024, 2025, 2026 and 2027. These restricted stock units vest in four equal installments on each anniversary of the grant date in 2025, 2026, 2027 and 2028.
FAQ
What insider transactions did Monica Bhargava report for Williams-Sonoma (WSM)?
Monica Bhargava reported compensation-related activity, including exercising 61,175 restricted stock units into Williams-Sonoma common stock and share withholdings to cover tax obligations. These are not open-market purchases or sales but routine equity compensation and related tax-withholding dispositions.
What new restricted stock unit awards did Monica Bhargava receive from Williams-Sonoma (WSM)?
She received two new restricted stock unit awards: one for 29,222 units and another for 20,077 units, each representing a contingent right to receive an equal number of Williams-Sonoma common shares, subject to the vesting and service conditions described in the grant footnotes.
Were Monica Bhargava’s Williams-Sonoma (WSM) transactions open-market trades?
No, the filing shows derivative exercises and tax-withholding dispositions, not open-market buys or sells. Shares came from restricted stock unit vesting and conversion, with a portion delivered back to the company to pay tax obligations at $178.42 per share.
What do the tax-withholding transactions in Monica Bhargava’s WSM Form 4 represent?
The tax-withholding entries labeled with code F represent shares of Williams-Sonoma common stock withheld upon restricted stock unit vesting. In total, 31,129 shares were withheld at $178.42 per share to cover income tax obligations from the equity compensation events.