Williams-Sonoma (NYSE: WSM) CFO nets shares from RSU vesting
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Williams-Sonoma EVP and Chief Financial Officer Jeffrey Howie exercised 3,150 restricted stock units into common stock on April 4, 2026. The Form 4 shows these units converted one-for-one into 3,150 Williams-Sonoma common shares, increasing his direct holdings before tax withholdings.
To satisfy tax withholding obligations at a price of $180.17 per share, 1,731 of those common shares were withheld and delivered, a non-market disposition classified as a tax-withholding transaction. After these routine compensation-related events, Howie directly holds 35,557 shares of Williams-Sonoma common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
3,150 shares exercised/converted
Mixed
3 txns
Insider
Howie Jeffrey
Role
EVP CHIEF FINANCIAL OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 3,150 | $0.00 | -- |
| Exercise | Common Stock | 3,150 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,731 | $180.17 | $312K |
Holdings After Transaction:
Restricted Stock Units — 9,452 shares (Direct);
Common Stock — 37,288 shares (Direct)
Footnotes (1)
- Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations. Each restricted stock unit represents a contingent right to receive one share of WSM common stock. The restricted stock units vest in four equal installments on each anniversary of the grant date in 2026, 2027, 2028 and 2029. The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock.
Key Figures
RSUs exercised: 3,150 units
Shares withheld for taxes: 1,731 shares
Tax withholding price: $180.17/share
+4 more
7 metrics
RSUs exercised
3,150 units
Restricted stock units converted into common stock on April 4, 2026
Shares withheld for taxes
1,731 shares
Tax-withholding disposition of common stock at $180.17 per share
Tax withholding price
$180.17/share
Value used for 1,731 Williams-Sonoma shares delivered for taxes
Shares after RSU conversion
37,288 shares
Common stock directly owned immediately after 3,150-share RSU conversion
Final direct holdings
35,557 shares
Williams-Sonoma common stock directly owned after tax-withholding disposition
Tax-withholding shares in summary
1,731 shares
transactionSummary taxWithholdingShares reported for this Form 4
Derivative exercises count
1 exercise
transactionSummary exerciseCount for derivative RSU conversion
Key Terms
Restricted Stock Units, tax withholding obligations, contingent right, vest in four equal installments, +1 more
5 terms
Restricted Stock Units financial
"Represents the number of shares withheld upon vesting of restricted stock units"
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.
tax withholding obligations financial
"shares withheld upon vesting of restricted stock units to cover tax withholding obligations"
contingent right financial
"Each restricted stock unit represents a contingent right to receive one share"
vest in four equal installments financial
"The restricted stock units vest in four equal installments on each anniversary"
cancelled upon vesting financial
"The restricted stock units are cancelled upon vesting and delivery of shares"
FAQ
What insider transaction did WSM CFO Jeffrey Howie report on this Form 4?
Jeffrey Howie reported exercising 3,150 restricted stock units into Williams-Sonoma common stock. These RSUs converted one-for-one into 3,150 shares as part of his equity compensation, increasing his shareholdings before tax-related withholdings.
How do the WSM restricted stock units vest over time for this grant?
The restricted stock units vest in four equal installments on each anniversary of the grant date in 2026, 2027, 2028 and 2029. As each installment vests, units convert into common shares and are then cancelled upon delivery.
Was the Form 4 transaction a market sale of Williams-Sonoma stock?
No, the Form 4 shows a tax-withholding disposition, not an open-market sale. Shares were withheld and delivered to cover tax obligations triggered by the RSU vesting, a routine mechanism for handling equity compensation taxes.