Arhaus (NASDAQ: ARHS) director gains shares via vesting and new RSU grant
Arhaus, Inc. director Stuart B. Burgdoerfer reported equity compensation activities, including the vesting of 16,942 shares from Restricted Stock Units and Dividend Equivalent Rights on May 15, 2026. Additionally, Burgdoerfer received a new grant of 22,960 Restricted Stock Units on May 14, 2026, which are subject to service-based vesting. Following these transactions, Burgdoerfer directly holds 23,896 Class A Common Stock shares.
Arhaus (NASDAQ: ARHS) director gains shares via RSU grant and vesting
Arhaus director William Beargie recently received a grant of 22,960 Restricted Stock Units (RSUs) on May 14, 2026. Additionally, previously awarded RSUs and Dividend Equivalent Rights vested on May 15, 2026, converting into 16,942 shares of Class A common stock. These transactions represent equity compensation and do not involve open-market share sales.
Arhaus (NASDAQ: ARHS) director gains shares through RSU and dividend right conversions
Arhaus director Albert T. Adams reported equity compensation activity, receiving 22,960 Restricted Stock Units on May 14, 2026. On May 15, 2026, previously granted RSUs and related dividend equivalent rights converted into a total of 16,942 Class A shares at no cost. These transactions were compensation-related, not open-market purchases or sales, and require continuous service for full vesting.
Arhaus (NASDAQ: ARHS) director boosts holdings through RSU grant and vesting
Arhaus, Inc. director John E. Kyees increased his holdings through a new grant of 22,960 Restricted Stock Units (RSUs) and the vesting of 16,110 previously awarded RSUs, along with 832 dividend equivalent rights. Following these transactions, Kyees directly holds 56,511 shares of Class A common stock. These acquisitions were compensation-related equity awards and did not involve open-market purchases or sales.
Arhaus (ARHS) director Alton Doody reports RSU grant and share vesting
Arhaus, Inc. director Alton F. Doody III reported equity compensation activity, including the vesting of 16,110 Restricted Stock Units (RSUs) and 832 Dividend Equivalent Rights into Class A Common Stock on May 15, 2026. He also received a new grant of 22,960 RSUs on May 14, 2026, which will vest on the first anniversary of the grant date, subject to continued service. These transactions represent compensation-related grants and vesting events, not open-market purchases or sales.
[Form 4] Arhaus, Inc. Insider Trading Activity
Arhaus, Inc. director Gary L. Lewis increased his equity stake through stock-based compensation events. On May 15, 2026, previously granted Restricted Stock Units and Dividend Equivalent Rights vested and were converted into shares. Additionally, a new grant of 22,960 Restricted Stock Units was awarded on May 14, 2026, which will vest on the first anniversary of the grant date subject to continuous service. Following these transactions, Lewis directly holds 56,511 shares of Class A Common Stock.
Director at Arhaus (NASDAQ: ARHS) gains RSUs, exercises 16,942 shares
Arhaus director Alexis DePree reported equity compensation activity, including the vesting and acquisition of 16,942 shares of Class A Common Stock through Restricted Stock Units and Dividend Equivalent Rights. DePree also received a new grant of 22,960 Restricted Stock Units, which will vest on the first anniversary of the grant date. Following these transactions, DePree directly holds 37,380 shares of Class A Common Stock.
Arhaus (ARHS) director Samir Desai gains 15,383 shares and 22,960 new RSUs
Arhaus, Inc. director Samir Desai acquired 15,383 shares of Class A Common Stock through the vesting of Restricted Stock Units and Dividend Equivalent Rights on May 15, 2026. He also received a new grant of 22,960 Restricted Stock Units on May 14, 2026, which will vest on the first anniversary of the grant date, all contingent on continuous service. These transactions represent routine equity compensation and do not involve open-market sales.
There May Be Underlying Issues With The Quality Of Arhaus' (NASDAQ:ARHS) Earnings
Despite reporting robust headline earnings, Arhaus' (NASDAQ:ARHS) latest profit announcement was underwhelming for investors due to underlying issues. The company's high accrual ratio of 0.31 indicates that its statutory profit is not fully supported by free cash flow, with free cash flow of US$14m falling significantly short of the reported profit of US$64.6m. This discrepancy suggests that the company's true underlying earnings power might be less than its reported figures.
Arhaus Earnings Call Balances Record Sales and Risks
Arhaus reported record first-quarter net revenue of $314.0 million, a 0.9% year-over-year gain, driven by new product momentum and omnichannel expansion. Despite this, the company faced challenges including softer comparable sales, gross margin compression due to rising operating costs, and a cash decline following a special dividend. Arhaus maintained its full-year guidance, anticipating a recovery supported by demand momentum in April and May, improved inventory, and efficiency gains from new technology systems.
Arhaus (ARHS) Margin Slippage Tests Bullish Growth Narrative After FY 2025 Results
Arhaus (ARHS) has reported FY 2025 results with a revenue of US$364.8 million in Q4 and a trailing 12-month revenue of US$1.4 billion, while net profit margins have slipped to 4.9% from 5.4% a year ago. This margin compression and choppy same-store sales are testing the bullish growth narrative despite forecast annual earnings growth of 10.6% and revenue growth of 6.4%. Investors are urged to consider these factors against the company's valuation, including a P/E of 15.9x and a DCF fair value of US$15.56.
Arhaus (ARHS) posts Q1 2026 profit drop, pays $0.35 special dividend
Arhaus (ARHS) reported a flat sales performance with a decrease in net income and comprehensive income for Q1 2026, dropping to $2.2 million from $4.9 million in Q1 2025. This was primarily attributed to contracting gross margins and slightly faster growth in selling, general, and administrative expenses. Despite the profit drop, the company paid a special cash dividend of $0.35 per share totaling $49.4 million and maintained a strong cash position of $177.1 million with no borrowings on its credit facility. Arhaus also continues to address material weaknesses in internal control over financial reporting with a multi-year remediation program.
Profit dips but Arhaus (NASDAQ: ARHS) still reaffirms 2026 outlook
Arhaus reported mixed first-quarter 2026 results, with net revenue increasing 0.9% to a historical high of $314.3 million but net income falling 54.5% to $2.2 million due to softer demand and higher costs. Despite a decrease in comparable sales and negative free cash flow for the quarter, the company reaffirmed its full-year 2026 guidance for net revenue ($1.43–$1.47 billion), net income ($66–$75 million), and Adjusted EBITDA ($150–$161 million). Arhaus also disclosed plans for 10-14 showroom projects in 2026 and highlighted its strong balance sheet with $177.1 million in cash and no long-term debt, alongside a recently paid special cash dividend.
Arhaus (ARHS) Valuation Check After Recent Share Price Pullback
Arhaus (ARHS) stock has experienced significant volatility recently, with a 10.8% gain over the past month but a 35.2% decline over three months. Despite this, a valuation narrative suggests the stock is 34% undervalued, with a fair value of $10.71 compared to its current price of $7.07, based on expectations of improved operating leverage, expanded net margins, and showroom expansion. The article emphasizes the importance of stress-testing these assumptions against potential risks like housing softness or cost inflation.
[Form 4] Arhaus, Inc. Insider Trading Activity
Arhaus, Inc. (ARHS) Chief Marketing Officer Jennifer E. Porter reported the acquisition of 39,782 Performance Share Units (PSUs) and 39,783 Restricted Stock Units (RSUs) as part of her compensation. The PSUs are contingent on performance over a three-year period from January 1, 2026, to December 31, 2028, with the number of shares earned varying from 0% to 200% of the target. The RSUs will vest in three equal annual installments starting April 15, 2026, subject to continuous employment.
[Form 4] Arhaus, Inc. Insider Trading Activity
Arhaus, Inc. Chief Information Officer Allison Sutley reported compensation-based equity awards in a recent Form 4 filing. The awards include 36,166 Performance Share Units (PSUs) and 36,166 Restricted Stock Units (RSUs), both tied to the company’s Class A Common Stock. These grants are part of an employee compensation plan and do not reflect open-market trading.
Arhaus (ARHS) CMO receives 300,000 PSUs and RSUs tied to performance
Arhaus, Inc.'s Chief Merchandising Officer, Michael Rengel, has been granted 300,000 stock-based units, comprising 150,000 Performance Share Units (PSUs) and 150,000 Restricted Stock Units (RSUs). These awards are tied to future company performance and his continuous service. The PSUs vest based on a three-year performance period from 2026 to 2028, with the potential payout ranging from 0% to 200% of the target, while the RSUs vest in three equal annual installments beginning April 15, 2026.
Arhaus (ARHS) awards new PSUs and RSUs to Chief Retail Officer
Arhaus, Inc. has granted its Chief Retail Officer, Kathy E. Veltri, 39,782 Performance Share Units (PSUs) and 39,783 Restricted Stock Units (RSUs). The PSUs are tied to a three-year performance period from January 1, 2026, to December 31, 2028, with the number of shares earned dependent on company performance and continuous employment. The RSUs will vest in three equal annual installments starting April 15, 2026, also contingent on her continuous service to the company.
Arhaus (ARHS) awards PSUs and RSUs to Chief Accounting Officer Sedor
Arhaus, Inc. (ARHS) has granted its Chief Accounting Officer, Christian Sedor, equity awards in the form of 15,734 Performance Share Units (PSUs) and 15,735 Restricted Stock Units (RSUs). The PSUs are performance-based over a three-year period (2026-2028), with a potential payout from 0% to 200% of the target, while the RSUs will vest in three equal annual installments contingent on continuous employment. These grants are part of Sedor's compensation and were detailed in a recent Form 4 SEC filing.
Arhaus (NASDAQ: ARHS) CIO nets 6,205 shares after RSU and dividend rights vesting
Arhaus Chief Information Officer Allison Sutley acquired 8,753 shares of Class A Common Stock through the vesting of Restricted Stock Units and Dividend Equivalent Rights. After 2,548 shares were withheld for tax obligations, Sutley retained 6,205 shares. This transaction was part of her routine equity compensation and detailed in a recent SEC Form 4 filing.
Arhaus (ARHS) retail chief exercises 1,513 RSUs, 668 shares withheld for taxes
Arhaus Chief Retail Officer Kathy E. Veltri exercised 1,513 Restricted Stock Units (RSUs) into common stock on April 10, 2026, with 668 shares withheld to cover income taxes at $6.77 per share. After these transactions, Veltri directly owns 498,605 shares of Class A Common Stock. The RSUs vest in three equal annual installments, contingent on her continued service.
Arhaus (ARHS) CMO nets RSU shares after 1,513-unit vesting and tax withholding
Arhaus Chief Marketing Officer Jennifer E. Porter exercised 1,513 Restricted Stock Units (RSUs) into Class A Common Stock on April 10, 2026. Of these, 668 shares were withheld by the company at $6.77 per share to cover income tax obligations. Following these transactions, Porter directly holds 563,622 shares of Class A Common Stock.
Arhaus (NASDAQ: ARHS) CAO exercises 908 RSUs; 265 shares withheld for taxes
Arhaus, Inc.'s Chief Accounting Officer, Christian Sedor, exercised 908 Restricted Stock Units (RSUs), receiving an equal number of Class A common shares. In this transaction, 265 shares were withheld by Arhaus at $6.77 per share to cover income tax obligations. Following these events, Sedor directly holds 10,119 shares of Class A common stock and retains 907 RSUs, which vest in three equal installments beginning April 12, 2024, contingent on continuous service.
Arhaus (ARHS) CAO converts RSUs, has 1,446 shares withheld for taxes
Arhaus, Inc.'s Chief Accounting Officer, Christian Sedor, converted vested Restricted Stock Units (RSUs) and Dividend Equivalent Rights into 4,722 and 245 shares of Class A Common Stock, respectively. To cover tax obligations, 1,446 shares were withheld at $6.38 per share. Following these transactions, Sedor directly holds 9,476 shares of Arhaus Class A Common Stock.
Arhaus (ARHS) officer nets new stock after RSU and dividend rights vest
Kathy E. Veltri, Chief Retail Officer of Arhaus, converted 11,804 Restricted Stock Units (RSUs) and 610 Dividend Equivalent Rights into 12,414 shares of Class A Common Stock. To cover tax obligations, 4,901 shares were withheld, leaving her with 497,760 Class A shares directly held. These RSUs and Dividend Equivalent Rights vest in three equal annual installments, contingent upon her continuous service to the company.
Arhaus (NASDAQ: ARHS) CMO exercises RSUs; shares withheld for taxes
Arhaus, Inc.'s Chief Marketing Officer, Jennifer E. Porter, exercised 11,804 Restricted Stock Units (RSUs) and 610 Dividend Equivalent Rights, converting them into Class A Common Stock. To cover income tax obligations, 5,475 shares were withheld by Arhaus at $6.38 per share. Following these transactions, Porter directly holds 562,777 shares of Class A Common Stock, with remaining RSUs and Dividend Equivalent Rights vesting in installments.
Arhaus (ARHS) retail chief granted 11,919 dividend equivalent rights
Arhaus, Inc.'s Chief Retail Officer, Kathy E. Veltri, was granted 11,919 dividend equivalent rights. These rights are tied to her unvested Restricted Stock Units and Performance Share Units and will vest proportionally with those awards. Each right is economically equivalent to one share of Arhaus Class A common stock, representing compensation-related accruals rather than a stock purchase or sale.
Arhaus Expands in Northern Virginia with New Ashburn Showroom
Arhaus has opened a new 19,300-square-foot showroom in Ashburn, Virginia, marking its fifth location in the state. The showroom at One Loudoun offers artisan-crafted furnishings, complimentary design services, and supports designers through its relaunched Trade Program. In celebration, Arhaus is donating $10,000 to Loudoun Habitat for Humanity.
Arhaus (ARHS) director receives 832 dividend equivalent rights tied to RSUs
Arhaus, Inc. director Stuart B. Burgdoerfer was granted 832 Dividend Equivalent Rights on March 31, 2026, associated with unvested Restricted Stock Units (RSUs). These rights, recorded at $0.00 each, are economically equivalent to one share of Arhaus Class A common stock and are a form of compensation rather than an open-market transaction. The filing indicates a neutral impact and sentiment regarding this insider transaction.
ARHS SEC Filings - Arhaus, Inc. 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Arhaus, Inc. (ARHS) SEC filings, including annual 10-K reports, quarterly 10-Q reports, 8-K material event filings, and insider trading forms. It highlights recent filings such as a credit facility amendment, beneficial ownership reports from investment advisors, and various 8-K and 10-Q submissions. The platform offers AI-powered summaries, impact scoring, and sentiment analysis for each filing to help investors understand the key points.
Arhaus (ARHS) director awarded 832 dividend equivalent rights on RSUs
Arhaus director Andrea Hyde was granted 832 dividend equivalent rights linked to unvested Restricted Stock Units (RSUs) outstanding as of March 31, 2026. These rights are economically equivalent to one share of Arhaus Class A Common Stock and will vest proportionally with the associated RSUs. This transaction, reported via a Form 4 SEC filing, represents a form of compensation rather than an open-market trade.
Arhaus (ARHS) CIO gets 2,579 dividend equivalent rights grant
Arhaus, Inc. Chief Information Officer, Allison Sutley, was granted 2,579 dividend equivalent rights. These rights are tied to unvested Restricted Stock Units and Performance Share Units and will vest proportionally with those awards. Each right is economically equivalent to one share of Arhaus Class A common stock, representing a compensation-related acquisition rather than an open-market transaction.
Arhaus (ARHS) CAO awarded 1,594 dividend equivalent rights tied to RSUs
Christian Sedor, the Chief Accounting Officer of Arhaus, Inc. (ARHS), was awarded 1,594 Dividend Equivalent Rights on March 31, 2026. These rights are tied to unvested Restricted Stock Units (RSUs) and Performance Share Units (PSUs) and will vest proportionally with them. Each right is economically equivalent to one share of Arhaus's Class A Common Stock, offering a benefit similar to dividends before the underlying shares fully vest.
Arhaus (ARHS) director receives 756 dividend equivalent rights tied to RSUs
Arhaus, Inc. director Samir Desai was granted 756 dividend equivalent rights on March 31, 2026, which are tied to unvested Restricted Stock Units (RSUs). Each right is economically equivalent to one share of Arhaus Class A Common Stock and will vest proportionally with the related RSUs. This transaction, reported via a Form 4 filing, involved no monetary exchange for the rights themselves.
Arhaus (ARHS) director awarded 832 dividend equivalent rights tied to RSUs
Arhaus, Inc. director William Beargie was granted 832 Dividend Equivalent Rights on March 31, 2026. These rights are tied to unvested Restricted Stock Units (RSUs) and will vest proportionally with them. Each right is economically equivalent to one share of Arhaus Class A common stock, representing a form of compensation rather than an open-market transaction.
Arhaus (ARHS) director receives 832 dividend equivalent rights tied to RSUs
Arhaus, Inc. director John E. Kyees reported receiving 832 Dividend Equivalent Rights (DERs) linked to unvested Restricted Stock Units (RSUs) on March 31, 2026. These DERs are economically equivalent to one share of Class A common stock each and will vest proportionately with the RSUs. The Form 4 filing indicates this was a compensation-related grant rather than an open-market transaction.
Arhaus (NASDAQ: ARHS) sets 2026 virtual meeting, director elections and executive pay vote
Arhaus, Inc. has announced a virtual-only annual stockholders meeting for May 14, 2026, to elect three directors, hold an advisory vote on named executive officer compensation, and approve PricewaterhouseCoopers LLP as independent accountants. The proxy statement details the company's executive compensation program, which includes salary, cash incentives tied to Adjusted EBITDA and Written Sales, and long-term equity awards. It also highlights CEO John Reed's 2025 compensation of $4.65 million, an 83:1 ratio to the median employee pay, and discloses various related-party lease agreements.
Arhaus (ARHS) director awarded 832 dividend equivalent rights
Arhaus, Inc. director Albert T. Adams was granted 832 dividend equivalent rights on March 31, 2026. These rights, which are economically equivalent to one share of Arhaus Class A common stock each, accrued on his unvested Restricted Stock Units (RSUs) and will vest alongside them. The transaction was a compensation-related grant rather than an open-market purchase, and no cash was paid by Mr. Adams for these rights.
Vanguard amendments show 0% stake in Arhaus Inc. (ARHS)
The Vanguard Group filed an amended Schedule 13G/A, reporting zero beneficial ownership of Arhaus Inc. (ARHS) common stock, representing 0% of the class. This change is attributed to an internal realignment effective January 12, 2026, under SEC Release No. 34-39538, where certain Vanguard subsidiaries will now report beneficial ownership separately. The filing emphasizes that this is a reporting shift rather than an economic transfer, and subsequent filings from Vanguard entities may disclose redistributed holdings.
Arhaus (ARHS) CMO settles 9,255 PSUs with tax shares withheld
Arhaus, Inc.'s Chief Marketing Officer, Jennifer E. Porter, settled 9,255 performance-based equity units after performance criteria were met for the period spanning January 1, 2023, to December 31, 2025. Following the settlement, 2,694 shares were withheld for income tax obligations, a routine compensation-related adjustment. Porter now directly holds 555,838 shares of Class A Common Stock.
Arhaus (ARHS) retail chief settles PSUs, shares withheld for tax
Arhaus Chief Retail Officer Kathy E. Veltri settled 9,255 Performance Share Units (PSUs) into Class A common stock after performance goals were met for the period of January 1, 2023, to December 31, 2025. To cover tax obligations, 2,694 shares were withheld at $7.33 per share, rather than sold on the open market. Following these transactions, Veltri directly holds 490,247 shares of Arhaus Class A Common Stock.
Arhaus (ARHS) CAO settles PSUs, holds 5,955 common shares
Arhaus, Inc. Chief Accounting Officer Christian Sedor settled previously granted performance share units (PSUs) into Class A common stock. He exercised 376 PSUs, which were earned over a three-year performance period, and after 110 shares were withheld for income tax obligations, he now holds 5,955 shares of Class A common stock. This transaction is considered neutral in its filing impact and sentiment.
Arhaus (NASDAQ: ARHS) CMO exercises 100,000 RSUs; 29,100 shares withheld
Arhaus, Inc.'s Chief Marketing Officer, Jennifer E Porter, exercised 100,000 Restricted Stock Units (RSUs) to acquire Class A Common Stock. To cover income tax obligations related to this settlement, the company withheld 29,100 shares at a price of $7.06 per share. Following these transactions, Ms. Porter directly holds 549,277 Class A shares, and the withholding is not considered an open-market sale.
Arhaus (ARHS) executive exercises 50K RSUs and increases share holdings
Arhaus, Inc.'s Chief Retail Officer, Kathy E. Veltri, exercised 50,000 Restricted Stock Units (RSUs) into Class A Common Stock. The company withheld 14,550 shares to cover income tax obligations, resulting in Veltri directly owning 483,686 shares. This transaction is considered neutral in market impact and sentiment, as it is an equity compensation exercise rather than an open-market purchase or sale.
Arhaus (NASDAQ: ARHS) CMO exercises RSUs as shares withheld for taxes
Arhaus, Inc.'s Chief Marketing Officer, Jennifer E. Porter, exercised Restricted Stock Units (RSUs) converting into 2,339 shares of Class A Common Stock. The company withheld 681 shares to cover tax obligations, resulting in a net increase in her direct holdings to 478,377 shares. This transaction is a routine vesting of equity compensation tied to her ongoing service.
Arhaus (NASDAQ: ARHS) CRO converts RSUs to stock and uses 681 shares for taxes
Arhaus, Inc.'s Chief Retail Officer, Kathy E. Veltri, exercised 2,339 Restricted Stock Units (RSUs) on March 10, 2026, converting them into Class A Common Stock. To cover income tax withholding, 681 shares were withheld by Arhaus at $7.40 per share. Following these transactions, Veltri directly holds 448,236 shares of Class A Common Stock.
Arhaus Special Dividend Highlights Capital Return Versus Growth Investment Trade Off
Arhaus (NasdaqGS:ARHS) has announced a special cash dividend of $0.35 per share, indicating management's confidence in the company's financial position despite a recent decline in stock price. This decision prompts questions for investors about whether it's a one-time event or part of a broader capital return strategy, particularly against the backdrop of the company's growth investments in showrooms and omnichannel expansion. While signaling strong liquidity, a special dividend also reduces cash on hand, presenting both rewards for existing shareholders and potential risks should market conditions for premium home furnishings soften.
Wasatch Advisors Holds 4.7% of Arhaus (NASDAQ: ARHS), Filing
Wasatch Advisors has reported a beneficial ownership of 2,516,531 Class A common shares in Arhaus Inc. (NASDAQ: ARHS), which represents 4.7% of the class. This information was disclosed in an amended passive investment filing (SCHEDULE 13G/A). The filing indicates that Wasatch Advisors has sole voting power over 1,819,312 shares and sole dispositive power over all 2,516,531 shares.
Arhaus Releases Fourth Quarter and Full Year Financial Results
Arhaus, a premium home furnishing brand, announced its financial results for the fourth quarter and full year ended December 31, 2025, reporting record net revenue of $1.38 billion, an 8.5% increase. The company also declared a special cash dividend of $0.35 per share, reflecting strong financial performance and a robust cash position. Arhaus expanded its showroom footprint with 13 new projects and expects continued strategic growth in 2026.
Arhaus Reports Fourth Quarter and Full Year 2025 Financial Results; Announces Special Cash Dividend
Arhaus reported strong financial results for the fourth quarter and full year 2025, with net revenue increasing by 8.5% to $1.38 billion and Adjusted EBITDA up 8.9% to $145 million. The company announced a special cash dividend of $0.35 per share, reflecting its robust financial performance and debt-free balance sheet. Arhaus also outlined plans for continued showroom expansion in 2026, targeting 10 to 14 new projects.
