Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burlington Stores, Inc.BURL · Entity 1691 | Chief Financial Officer | May 02, 2022 | May 04, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Burlington Stores, Inc.
Report date May 02, 2022 · Filed May 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,634 |
Reported balance
After 2022-05-02 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-05-02 · Tax withholding · Disposed 125 · Balance 20,634 F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock awards. |
| Common StockSEC Table I · non-derivative | Direct | 20,538 |
Reported balance
After 2022-05-02 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-05-02 · Tax withholding · Disposed 96 · Balance 20,538 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 20,378 |
Reported balance
After 2022-05-02 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2022-05-02 · Tax withholding · Disposed 160 · Balance 20,378 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 18,915 |
Reported balance
After 2022-05-02 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2022-05-02 · Tax withholding · Disposed 1,463 · Balance 18,915 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 20,240 |
Reported balance
After 2022-05-02 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2022-05-02 · Grant · Acquired 1,325 · Balance 20,240 F3: Restricted stock units granted on May 2, 2022, vesting one-quarter on each of the first four anniversaries of the grant date. |
| Common StockSEC Table I · non-derivative | Direct | 20,158 |
Reported balance
After 2022-05-03 transaction · row 6
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 6 · 2022-05-03 · Tax withholding · Disposed 82 · Balance 20,158 F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $211.68 · Expires 2032-05-02 | Direct | 3,564 |
Reported balance
After 2022-05-02 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-05-02 · Grant · Acquired 3,564 · Balance 3,564 F4: Options granted on May 2, 2022 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock awards.
F2: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
F3: Restricted stock units granted on May 2, 2022, vesting one-quarter on each of the first four anniversaries of the grant date.
F4: Options granted on May 2, 2022 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 04, 2018 Filed Jun 6, 2018 20:16 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 7,700 | $150.72 | $1,160,544.00 |
DisclosureSEC source: 0001209191-18-036046 · doc4.xml · nonDerivative · entry 3 Crimmins John · CIK 0001585980 · Executive VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,901 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $150.65 to $150.88, inclusive. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 20:16 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 2,200 | $4.55 | $10,010.00 |
DisclosureSEC source: 0001209191-18-036046 · doc4.xml · nonDerivative · entry 2 Crimmins John · CIK 0001585980 · Executive VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,601 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 20:16 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 5,500 | $4.55 | $25,025.00 |
DisclosureSEC source: 0001209191-18-036046 · doc4.xml · nonDerivative · entry 1 Crimmins John · CIK 0001585980 · Executive VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,401 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:18 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 9,396 | $0.00 Strike: $135.37 | $0.00 |
DisclosureSEC source: 0001209191-18-027614 · doc4.xml · derivative · entry 3 Crimmins John · CIK 0001585980 · Executive VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,396 Underlying: Common Stock · 9,396 shares Expires 2028-05-01 F2 · derivative.exercise_date: The options become exercisable as to 25% of the shares on May 1, 2019, as to an additional 25% of the shares on May 1, 2020, as to an additional 25% of the shares on May 1, 2021, and as to the remaining 25% of the shares on May 1, 2022. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:18 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 1,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-027614 · doc4.xml · nonDerivative · entry 2 Crimmins John · CIK 0001585980 · Executive VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,901 F1 · security: Restricted common stock granted on May 1, 2018, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| May 01, 2018 Filed May 3, 2018 20:18 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 274 | $135.37 | $37,091.38 |
DisclosureSEC source: 0001209191-18-027614 · doc4.xml · nonDerivative · entry 1 Crimmins John · CIK 0001585980 · Executive VP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,723 Read SEC document |
| April 09, 2018 Filed Apr 11, 2018 20:18 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 71 | $136.47 | $9,689.37 |
DisclosureSEC source: 0001209191-18-024627 · doc4.xml · nonDerivative · entry 1 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,997 Read SEC document |
| January 12, 2018 Filed Jan 17, 2018 21:17 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 1,892 | $125.88 | $238,164.96 |
DisclosureSEC source: 0001209191-18-003934 · doc4.xml · nonDerivative · entry 1 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,068 Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:20 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 22,000 | $0.00 Strike: $4.55 | $0.00 |
DisclosureSEC source: 0001209191-17-037238 · doc4.xml · derivative · entry 4 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Stock · 22,000 shares Expires 2023-05-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options are currently exercisable as to 80% of the shares and become exercisable as to the remaining 20% of the shares on May 21, 2018. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:20 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 18,900 | $97.37 | $1,840,293.00 |
DisclosureSEC source: 0001209191-17-037238 · doc4.xml · nonDerivative · entry 3 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,960 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.01 to $97.91, inclusive. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:20 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 3,100 | $96.73 | $299,863.00 |
DisclosureSEC source: 0001209191-17-037238 · doc4.xml · nonDerivative · entry 2 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,860 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.44 to $97.00, inclusive. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:20 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 22,000 | $4.55 | $100,100.00 |
DisclosureSEC source: 0001209191-17-037238 · doc4.xml · nonDerivative · entry 1 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,960 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:56 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 5,947 | $0.00 Strike: $98.92 | $0.00 |
DisclosureSEC source: 0001209191-17-029712 · doc4.xml · derivative · entry 3 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,947 Underlying: Common Stock · 5,947 shares Expires 2027-05-01 F3 · derivative.exercise_date: The options become exercisable as to 25% of the shares on May 1, 2018, as to an additional 25% of the shares on May 1, 2019, as to an additional 25% of the shares on May 1, 2020, and as to the remaining 25% of the shares on May 1, 2021. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:56 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029712 · doc4.xml · nonDerivative · entry 2 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,960 F2 · security: Restricted common stock granted on May 1, 2017, vesting 100% on May 1, 2021. Read SEC document |
| May 01, 2017 Filed May 3, 2017 20:56 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 2,586 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-029712 · doc4.xml · nonDerivative · entry 1 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,960 F1 · security: Restricted common stock granted on May 1, 2017, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 20:19 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 79 | $92.92 | $7,340.68 |
DisclosureSEC source: 0001209191-17-026674 · doc4.xml · nonDerivative · entry 1 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,374 Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 21:26 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 4,435 | $0.00 Strike: $0.79 | $0.00 |
DisclosureSEC source: 0001209191-17-019858 · doc4.xml · derivative · entry 6 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,435 shares Expires 2021-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 21:26 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 4,435 | $94.00 | $416,890.00 |
DisclosureSEC source: 0001209191-17-019858 · doc4.xml · nonDerivative · entry 4 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,453 Read SEC document |
| March 10, 2017 Filed Mar 10, 2017 21:26 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 4,435 | $0.79 | $3,503.65 |
DisclosureSEC source: 0001209191-17-019858 · doc4.xml · nonDerivative · entry 3 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,888 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 21:26 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 2,900 | $0.00 Strike: $0.79 | $0.00 |
DisclosureSEC source: 0001209191-17-019858 · doc4.xml · derivative · entry 5 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,435 Underlying: Common Stock · 2,900 shares Expires 2021-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 21:26 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 2,900 | $94.51 | $274,065.37 |
DisclosureSEC source: 0001209191-17-019858 · doc4.xml · nonDerivative · entry 2 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,453 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $94.50 to $94.515, inclusive. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 21:26 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 2,900 | $0.79 | $2,291.00 |
DisclosureSEC source: 0001209191-17-019858 · doc4.xml · nonDerivative · entry 1 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,353 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 21:40 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 6,725 | $0.00 Strike: $5.02 | $0.00 |
DisclosureSEC source: 0001209191-16-152480 · doc4.xml · derivative · entry 3 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,725 shares Expires 2021-05-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 21:40 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 6,725 | $87.56 | $588,862.52 |
DisclosureSEC source: 0001209191-16-152480 · doc4.xml · nonDerivative · entry 2 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,453 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.41 to $87.79, inclusive. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| November 28, 2016 Filed Nov 30, 2016 21:40 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 6,725 | $5.02 | $33,759.50 |
DisclosureSEC source: 0001209191-16-152480 · doc4.xml · nonDerivative · entry 1 Crimmins John · CIK 0001585980 · Senior VP & Chief Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,178 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.