Williams-Sonoma exec exercises 2,700 RSUs
Williams-Sonoma, Inc. executive Monica Bhargava exercised restricted stock units and settled related taxes in shares.
Rhea-AI Filing Summary
Williams-Sonoma, Inc. executive Monica Bhargava exercised restricted stock units and settled related taxes in shares. On April 4, 2026, 2,700 restricted stock units converted into 2,700 shares of common stock, reflecting vesting of equity compensation.
To cover tax withholding obligations tied to this vesting, 1,374 shares of common stock were withheld at $180.17 per share, leaving a net increase of 1,326 shares. After these transactions, Bhargava directly held 55,244 shares of common stock and additionally held 11,811 shares through a managed account in the Williams-Sonoma, Inc. Stock Fund under the company 401(k) Plan.
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Insider Trade Summary
2,700 shares exercised/converted
Exercise
4 txns
Insider
Bhargava Monica
Role
PRESIDENT POTTERY BARN BRAND
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 2,700 | $0.00 | $0.00 |
| Exercise | Common Stock | 2,700 | $0.00 | $0.00 |
| Exercise Price or Tax Liability | Common Stock | 1,374 | $180.17 | $248K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 8,102 contracts (Direct);
Common Stock — 55,244 shares (Direct);
Common Stock — 11,811 shares (Indirect, By Managed Account)
Footnotes (5)
- F1. Represents the number of shares withheld upon vesting of restricted stock units to cover tax withholding obligations.
- F2. 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 April 4, 2026.
- F3. Each restricted stock unit represents a contingent right to receive one share of WSM common stock.
- F4. The restricted stock units vest in four equal installments on each anniversary of the grant date in 2026, 2027, 2028 and 2029.
- F5. The restricted stock units are cancelled upon vesting and delivery of shares of WSM common stock.
Key Figures
RSUs vested and exercised: 2,700 units/shares
Shares withheld for taxes: 1,374 shares
Tax withholding price: $180.17 per share
+2 more
5 metrics
RSUs vested and exercised
2,700 units/shares
Restricted stock units converted into common stock on April 4, 2026
Shares withheld for taxes
1,374 shares
Tax withholding at $180.17 per share on RSU vesting
Tax withholding price
$180.17 per share
Price used to value 1,374 withheld shares
Direct holdings after transactions
55,244 shares
Williams-Sonoma common stock held directly after April 4, 2026
Indirect 401(k) holdings
11,811 shares
Shares in Williams-Sonoma Stock Fund under 401(k) Plan as of April 4, 2026
Key Terms
Restricted Stock Units, tax withholding obligations, 401(k) Plan, contingent right, +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
"withheld upon vesting of restricted stock units to cover tax withholding obligations"
401(k) Plan financial
"Stock Fund under the Williams-Sonoma, Inc. 401(k) Plan, based on a statement dated April 4, 2026"
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
contingent right financial
"Each restricted stock unit represents a contingent right to receive one share of WSM common stock"
vest in four equal installments financial
"The restricted stock units vest in four equal installments on each anniversary of the grant date"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Williams-Sonoma (WSM) executive Monica Bhargava report in this Form 4?
Monica Bhargava reported the vesting and exercise of 2,700 restricted stock units into common stock. A portion of the resulting shares was withheld to satisfy tax obligations, and her updated direct and indirect share holdings were disclosed.
How many Williams-Sonoma (WSM) restricted stock units vested for Monica Bhargava?
A total of 2,700 restricted stock units vested and converted into 2,700 shares of Williams-Sonoma common stock. Each restricted stock unit represents a contingent right to receive one share, and the units vest in four equal annual installments from 2026 through 2029.
How were Monica Bhargava’s taxes paid on the Williams-Sonoma (WSM) RSU vesting?
Taxes were covered through share withholding, not a market sale. Specifically, 1,374 shares of Williams-Sonoma common stock were withheld at $180.17 per share to satisfy tax withholding obligations triggered by the RSU vesting event.
What indirect Williams-Sonoma (WSM) holdings does Monica Bhargava report?
She reports 11,811 Williams-Sonoma shares held indirectly through a managed account. These are in the Williams-Sonoma, Inc. Stock Fund under the company’s 401(k) Plan, based on a plan statement dated April 4, 2026.
How do Monica Bhargava’s Williams-Sonoma (WSM) restricted stock units vest over time?
The restricted stock units vest in four equal annual installments. The vesting dates fall on each anniversary of the grant date in 2026, 2027, 2028, and 2029, with units cancelled as shares of common stock are delivered.
AI-generated analysis. How Rhea-AI works. Not financial advice.
