Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burlington Stores, Inc.BURL · Entity 1691 | Executive Vice President | May 03, 2021 | May 05, 2021 |
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 03, 2021 · Filed May 05, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,642 |
Reported balance
After 2021-05-03 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-05-03 · Tax withholding · Disposed 103 · Balance 5,642 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 | 5,563 |
Reported balance
After 2021-05-03 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2021-05-03 · Tax withholding · Disposed 79 · Balance 5,563 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 | 5,502 |
Reported balance
After 2021-05-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2021-05-03 · Tax withholding · Disposed 61 · Balance 5,502 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 | 5,443 |
Reported balance
After 2021-05-03 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2021-05-03 · Tax withholding · Disposed 59 · Balance 5,443 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 | 5,958 |
Reported balance
After 2021-05-03 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2021-05-03 · Grant · Acquired 515 · Balance 5,958 F3: Restricted stock units granted on May 3, 2021, vesting one-quarter on each of the first four anniversaries of the grant date. |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $326.73 · Expires 2031-05-03 | Direct | 1,473 |
Reported balance
After 2021-05-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-05-03 · Grant · Acquired 1,473 · Balance 1,473 F4: Options granted on May 3, 2021 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 3, 2021, vesting one-quarter on each of the first four anniversaries of the grant date.
F4: Options granted on May 3, 2021 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 |
|---|---|---|---|---|---|---|
| December 01, 2016 Filed Dec 5, 2016 16:30 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 1,800 | $88.86 | $159,948.00 |
DisclosureSEC source: 0001209191-16-153359 · doc4.xml · nonDerivative · entry 2 MAGRINI JOYCE MANNING · CIK 0001330749 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,679 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 17, 2016. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $88.70 to $89.21, 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 |
| December 01, 2016 Filed Dec 5, 2016 16:30 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 1,500 | $88.46 | $132,685.50 |
DisclosureSEC source: 0001209191-16-153359 · doc4.xml · nonDerivative · entry 1 MAGRINI JOYCE MANNING · CIK 0001330749 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,479 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 17, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $87.83 to $88.67, 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 01, 2016 Filed Nov 3, 2016 16:14 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 4,100 | $74.96 | $307,336.00 |
DisclosureSEC source: 0001209191-16-148163 · doc4.xml · nonDerivative · entry 2 MAGRINI JOYCE MANNING · CIK 0001330749 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,979 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 17, 2016. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.69 to $75.21, 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 01, 2016 Filed Nov 3, 2016 16:14 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 2,200 | $74.25 | $163,350.00 |
DisclosureSEC source: 0001209191-16-148163 · doc4.xml · nonDerivative · entry 1 MAGRINI JOYCE MANNING · CIK 0001330749 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,079 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 17, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.87 to $74.67, 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 |
| October 03, 2016 Filed Oct 5, 2016 16:21 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 2,699 | $80.02 | $215,980.73 |
DisclosureSEC source: 0001209191-16-144937 · doc4.xml · nonDerivative · entry 2 MAGRINI JOYCE MANNING · CIK 0001330749 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,279 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 17, 2016. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.81 to $80.58, 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 |
| October 03, 2016 Filed Oct 5, 2016 16:21 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 3,601 | $79.64 | $286,787.60 |
DisclosureSEC source: 0001209191-16-144937 · doc4.xml · nonDerivative · entry 1 MAGRINI JOYCE MANNING · CIK 0001330749 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,978 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 17, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.35 to $79.80, 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 |
| September 01, 2016 Filed Sep 6, 2016 16:38 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 3,700 | $82.59 | $305,590.77 |
DisclosureSEC source: 0001209191-16-140081 · doc4.xml · nonDerivative · entry 3 MAGRINI JOYCE MANNING · CIK 0001330749 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,579 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 17, 2016. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.45 to $82.79, 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 |
| September 01, 2016 Filed Sep 6, 2016 16:38 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 2,900 | $81.99 | $237,767.81 |
DisclosureSEC source: 0001209191-16-140081 · doc4.xml · nonDerivative · entry 2 MAGRINI JOYCE MANNING · CIK 0001330749 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,279 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 17, 2016. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.70 to $82.44, 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 |
| September 01, 2016 Filed Sep 6, 2016 16:38 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 700 | $81.36 | $56,949.97 |
DisclosureSEC source: 0001209191-16-140081 · doc4.xml · nonDerivative · entry 1 MAGRINI JOYCE MANNING · CIK 0001330749 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,179 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 17, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.69 to $81.66, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.