Williams-Sonoma (NYSE: WSM) CFO logs RSU grant, vesting and tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Williams-Sonoma EVP and CFO Jeffrey Howie reported routine equity compensation activity involving restricted stock units (RSUs) and related tax withholding. On March 20, 2026, he received a grant of 54,547 RSUs, each representing one share of common stock. On March 21–22, 2026, previously granted RSUs that had met performance and service conditions vested and were converted into 72,555 shares of common stock. To cover tax obligations on these vestings, 39,871 shares were withheld at a price of $178.42 per share, a non-market disposition. After these transactions, he held 66,822 shares of Williams-Sonoma common stock directly.
Positive
- None.
Negative
- None.
Insider Trade Summary
72,555 shares exercised/converted
Mixed
13 txns
Insider
Howie Jeffrey
Role
EVP CHIEF FINANCIAL OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 2,794 | $0.00 | -- |
| Exercise | Common Stock | 2,794 | $0.00 | -- |
| Tax Withholding | Common Stock | 1,536 | $178.42 | $274K |
| Exercise | Restricted Stock Units | 54,547 | $0.00 | -- |
| Exercise | Restricted Stock Units | 6,396 | $0.00 | -- |
| Exercise | Restricted Stock Units | 8,818 | $0.00 | -- |
| Exercise | Common Stock | 54,547 | $0.00 | -- |
| Tax Withholding | Common Stock | 29,974 | $178.42 | $5.35M |
| Exercise | Common Stock | 6,396 | $0.00 | -- |
| Tax Withholding | Common Stock | 3,515 | $178.42 | $627K |
| Exercise | Common Stock | 8,818 | $0.00 | -- |
| Tax Withholding | Common Stock | 4,846 | $178.42 | $865K |
| Grant/Award | Restricted Stock Units | 54,547 | $0.00 | -- |
Holdings After Transaction:
Restricted Stock Units — 5,588 shares (Direct);
Common Stock — 68,358 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. 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. The restricted stock units vest in four equal installments on each anniversary of the grant date in 2023, 2024, 2025 and 2026. The restricted stock units vest in four equal installments on each anniversary of the grant date in 2024, 2025, 2026 and 2027. The 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 WSM CFO Jeffrey Howie report on this Form 4?
Jeffrey Howie reported RSU vesting and related share activity, not open-market trading. Previously granted restricted stock units converted into common shares, and a portion of those shares was withheld to satisfy tax obligations associated with the vesting events.
How many Williams-Sonoma (WSM) RSUs were granted to the CFO?
The CFO received a grant of 54,547 restricted stock units. Each RSU represents a contingent right to receive one share of Williams-Sonoma common stock, subject to time-based vesting in four equal installments over the 2025–2028 anniversaries.
What do the performance-based RSUs for WSM’s CFO represent?
The performance-based RSUs granted on March 21, 2023 reflect achieved metrics plus a service condition. Footnotes explain they vested after performance goals were met and continued employment through March 21, 2026, then converted into shares and were cancelled upon delivery.