Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Walt Disney CoDIS · Entity 1887 | Director | September 30, 2026 | October 02, 2026 |
| lululemon athletica inc.LULU · Entity 3399 | Director · Chief Executive Officer | June 27, 2025 | July 01, 2025 |
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.
Walt Disney Co
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Disney Common StockSEC Table I · non-derivative | Direct | 30,595.1 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 1,005.7 · Balance 30,595.1 F1: Includes: (1) 301.9 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 703.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes: (1) 301.9 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 703.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan.
lululemon athletica inc.
Report date June 27, 2025 · Filed July 01, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 110,564 |
Ending reported balance
After 2025-06-27 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-06-27 · Exercise / conversion · Acquired 35,355 · Balance 137,613 Row 2 · 2025-06-27 · Sale · Disposed 21,977 · Balance 115,636 F1: The price reported for this transaction is a weighted-average price. The shares were sold in multiple transactions ranging from $235.18 to $236.14, inclusive. The reporting person undertakes to provide to Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote. Row 3 · 2025-06-27 · Sale · Disposed 5,072 · Balance 110,564 F2: The price reported for this transaction is a weighted-average price. The shares were sold in multiple transactions ranging from $236.20 to $236.56, inclusive. The reporting person undertakes to provide to Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $136.67 · Expires 2025-08-20 | Direct | 0 |
Reported balance
After 2025-06-27 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-06-27 · Exercise / conversion · Disposed 35,355 · Balance 0 F3: These options vested as to 25% on each of August 20, 2019, August 20, 2020, August 20, 2021 and August 20, 2022. The stock options were exercised prior to their expiration date on August 20, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported for this transaction is a weighted-average price. The shares were sold in multiple transactions ranging from $235.18 to $236.14, inclusive. The reporting person undertakes to provide to Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote.
F2: The price reported for this transaction is a weighted-average price. The shares were sold in multiple transactions ranging from $236.20 to $236.56, inclusive. The reporting person undertakes to provide to Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote.
F3: These options vested as to 25% on each of August 20, 2019, August 20, 2020, August 20, 2021 and August 20, 2022. The stock options were exercised prior to their expiration date on August 20, 2025.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 22:03 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,005.7 | $104.88 | $105,477.82 |
DisclosureSEC source: 0001628280-26-064467 · wk-form4_1790964226.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,595.1 F1 · shares: Includes: (1) 301.9 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 703.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 20:03 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 954.8 | $100.80 | $96,243.84 |
DisclosureSEC source: 0001628280-26-046864 · wk-form4_1783022586.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,589.4 F1 · shares: Includes: (1) 310.0 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 644.8 deferred stock units under the Plan credited as a quarterly grant under the Plan. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 22:01 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,080.7 | $96.96 | $104,784.67 |
DisclosureSEC source: 0001628280-26-023328 · wk-form4_1775167276.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,634.6 F1 · shares: Includes: (1) 330.3 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 750.4 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 17:38 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 851.6 | $113.02 | $96,247.83 |
DisclosureSEC source: 0001628280-26-000270 · wk-form4_1767634698.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,553.9 F1 · shares: Includes: (1) 276.5 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 575.1 deferred stock units under the Plan credited as a quarterly grant under the Plan. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:43 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 844.4 | $113.73 | $96,033.61 |
DisclosureSEC source: 0001628280-25-043770 · wk-form4_1759437786.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,702.3 F1 · shares: Includes: (1) 276.8 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 567.6 deferred stock units under the Plan credited as a quarterly grant under the Plan. The total also includes additional stock units credited to the reporting person in respect of dividends paid on shares of Issuer common stock. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 23:59 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 764 | $119.43 | $91,244.52 |
DisclosureSEC source: 0001628280-25-034115 · wk-form4_1751500787.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,857.9 F1 · shares: Includes: (1) 261.6 stock units and/or shares of the Issuer's common stock issued under the Amended and Restated 2011 Stock Incentive Plan (the "Plan") credited in lieu of all or a portion of the reporting person's quarterly cash retainer fees for Board services pursuant to the reporting person's election, which shares shall be issued to the reporting person at such times and subject to such terms and conditions governing the election, and (2) 502.4 deferred stock units under the Plan credited as a quarterly grant under the Plan. Stock units are issued to the reporting person in the form of shares of the Issuer's common stock issued under the Plan. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 23:13 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionStock Option (Right to Buy) · Derivative | 35,355 | $0.00 Strike: $136.67 | $0.00 |
DisclosureSEC source: 0001062993-25-012400 · form4.xml · derivative · entry 4 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,355 shares Expires 2025-08-20 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: These options vested as to 25% on each of August 20, 2019, August 20, 2020, August 20, 2021 and August 20, 2022. The stock options were exercised prior to their expiration date on August 20, 2025. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 23:13 UTC | lululemon athletica inc. LULU · Entity 3399 | SaleCommon Stock | 5,072 | $236.33 | $1,198,682.50 |
DisclosureSEC source: 0001062993-25-012400 · form4.xml · nonDerivative · entry 3 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,564 F2 · price: The price reported for this transaction is a weighted-average price. The shares were sold in multiple transactions ranging from $236.20 to $236.56, inclusive. The reporting person undertakes to provide to Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 23:13 UTC | lululemon athletica inc. LULU · Entity 3399 | SaleCommon Stock | 21,977 | $235.54 | $5,176,543.89 |
DisclosureSEC source: 0001062993-25-012400 · form4.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,636 F1 · price: The price reported for this transaction is a weighted-average price. The shares were sold in multiple transactions ranging from $235.18 to $236.14, inclusive. The reporting person undertakes to provide to Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote. Read SEC document |
| June 27, 2025 Filed Jul 1, 2025 23:13 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 35,355 | $136.67 | $4,831,967.85 |
DisclosureSEC source: 0001062993-25-012400 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,613 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 31, 2025 Filed Apr 2, 2025 23:57 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (right to buy) · Derivative | 51,315 | $0.00 Strike: $283.06 | $0.00 |
DisclosureSEC source: 0001062993-25-006902 · form4.xml · derivative · entry 4 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,315 Underlying: Common Stock · 51,315 shares Expires 2032-03-31 F3 · derivative.exercise_date: These options shall vest as to 25% on each of March 31, 2026, March 31, 2027, March 31, 2028 and March 31, 2029, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 23:57 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionPerformance Share Units · Derivative | 26,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006902 · form4.xml · derivative · entry 3 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,530 shares Expires 2025-03-31 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. F2 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 30, 2022 with respect to the three-year period ending at the end of fiscal 2024. The issuer certified the achievement of the performance goals on March 26, 2025. The performance share units vested on March 30, 2025. F2 · derivative.exercise_date: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 30, 2022 with respect to the three-year period ending at the end of fiscal 2024. The issuer certified the achievement of the performance goals on March 26, 2025. The performance share units vested on March 30, 2025. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 23:57 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 14,194 | $283.06 | $4,017,753.64 |
DisclosureSEC source: 0001062993-25-006902 · form4.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,258 F1 · security: Represents shares withheld for tax obligations in connection with settlement of performance share units. Read SEC document |
| March 31, 2025 Filed Apr 2, 2025 23:57 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 26,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006902 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,452 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 31, 2025 Filed Apr 2, 2025 23:18 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 961 | $99.61 | $95,725.21 |
DisclosureSEC source: 0001744489-25-000090 · wk-form4_1743635895.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,093.9 F1 · shares: 318.7 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 642.3 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company. Read SEC document |
| March 26, 2025 Filed Mar 28, 2025 22:51 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantPerformance Share Units · Derivative | 26,530 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-006528 · form4.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,530 Underlying: Common Stock · 26,530 shares Expires 2025-03-31 F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 30, 2022, with respect to the three-year period ending at the end of fiscal 2024. The issuer certified the achievement of the performance goals on March 26, 2025. F2 · derivative.exercise_date: The performance share units vest on March 30, 2025, subject to continued employment through that date. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 23:44 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 815.6 | $111.88 | $91,249.33 |
DisclosureSEC source: 0001744489-25-000025 · wk-form4_1735861449.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,132.9 F1 · shares: 279.3 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 536.3 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 17:05 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,004.4 | $94.13 | $94,544.17 |
DisclosureSEC source: 0001744489-24-000258 · wk-form4_1727888720.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,317.3 F1 · shares: 334 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 670.4 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company. Read SEC document |
| September 03, 2024 Filed Sep 5, 2024 21:13 UTC | lululemon athletica inc. LULU · Entity 3399 | PurchaseCommon Stock | 4,000 | $260.00 | $1,040,000.00 |
DisclosureSEC source: 0001062993-24-016224 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,922 F1 · price: The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $258.30 to $261.47, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges stated in this footnote. Read SEC document |
| August 08, 2024 Filed Aug 9, 2024 20:33 UTC | Walt Disney Co DIS · Entity 1887 | PurchaseDisney Common Stock | 11,756 | $85.06 | $999,993.57 |
DisclosureSEC source: 0001744489-24-000234 · wk-form4_1723235609.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,312.9 F1 · shares: Shares were purchased in 93 incremental transactions pursuant to a single purchase order. Purchase prices of individual transactions ranged from $85.0191 to $85.09 per share. Upon request, the reporting person will provide to the Securities and Exchange Commission, to the issuer of the securities herein, or to a securities holder the complete purchase data, including the number of shares purchased at each separate price. F1 · price: Shares were purchased in 93 incremental transactions pursuant to a single purchase order. Purchase prices of individual transactions ranged from $85.0191 to $85.09 per share. Upon request, the reporting person will provide to the Securities and Exchange Commission, to the issuer of the securities herein, or to a securities holder the complete purchase data, including the number of shares purchased at each separate price. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 21:12 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 898.9 | $101.51 | $91,247.34 |
DisclosureSEC source: 0001744489-24-000214 · wk-form4_1719954746.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,556.9 F1 · shares: 307.8 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 591.1 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:45 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionPerformance Share Units · Derivative | 26,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007989 · form4.xml · derivative · entry 3 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,084 shares Expires 2024-03-31 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. F2 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 31, 2021, with respect to the four-year period ending at the end of fiscal 2023. The issuer certified the achievement of the performance goals on March 15, 2024. The performance share units vested on March 31, 2024. F2 · derivative.exercise_date: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 31, 2021, with respect to the four-year period ending at the end of fiscal 2023. The issuer certified the achievement of the performance goals on March 15, 2024. The performance share units vested on March 31, 2024. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:45 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 13,955 | $385.20 | $5,375,466.00 |
DisclosureSEC source: 0001062993-24-007989 · form4.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,922 F1 · security: Represents shares withheld for tax obligations in connection with settlement of performance share units. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 22:45 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 26,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-007989 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,877 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 31, 2024 Filed Apr 3, 2024 00:27 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 797.3 | $116.95 | $93,244.24 |
DisclosureSEC source: 0001744489-24-000145 · wk-form4_1712104034.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,658 F1 · shares: 270.2 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 527.1 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. The total also reflects an adjustment crediting the amount to include dividends accrued pursuant to a dividend reinvestment plan of the Company. Read SEC document |
| March 25, 2024 Filed Mar 28, 2024 00:00 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (right to buy) · Derivative | 41,352 | $0.00 Strike: $388.90 | $0.00 |
DisclosureSEC source: 0001062993-24-007286 · form4.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,352 Underlying: Common Stock · 41,352 shares Expires 2031-03-25 F1 · derivative.exercise_date: These options shall vest as to 25% on each of March 25, 2025, March 25, 2026, March 25, 2027 and March 25, 2028, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 23:21 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantPerformance Share Units · Derivative | 26,084 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-006842 · form4.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,084 Underlying: Common Stock · 26,084 shares Expires 2024-03-31 F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 31, 2021, with respect to the four-year period ending at the end of fiscal 2023. The issuer certified the achievement of the performance goals on March 15, 2024. F2 · derivative.exercise_date: The performance share units vest on March 31, 2024, subject to continued employment through that date. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 02:49 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 994.1 | $91.79 | $91,248.44 |
DisclosureSEC source: 0001744489-24-000032 · wk-form4_1704250138.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,860.7 F1 · shares: 340.4 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 653.7 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 23:49 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $136.67 | $0.00 |
DisclosureSEC source: 0001062993-23-022988 · form4.xml · derivative · entry 4 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,355 Underlying: Common Stock · 25,000 shares Expires 2025-08-20 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: These options vested as to 25% on each of August 20, 2019, August 20, 2020, August 20, 2021 and August 20, 2022. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 23:49 UTC | lululemon athletica inc. LULU · Entity 3399 | SaleCommon Stock | 12,500 | $500.00 | $6,250,036.25 |
DisclosureSEC source: 0001062993-23-022988 · form4.xml · nonDerivative · entry 3 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,793 F2 · price: The price reported for this transaction is a weighted-average price. The shares were sold in multiple transactions ranging from $500.00 to $500.10, inclusive. The reporting person undertakes to provide to Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 23:49 UTC | lululemon athletica inc. LULU · Entity 3399 | SaleCommon Stock | 12,500 | $495.00 | $6,187,502.50 |
DisclosureSEC source: 0001062993-23-022988 · form4.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,293 F1 · price: The price reported for this transaction is a weighted-average price. The shares were sold in multiple transactions ranging from $495.00 to $495.075, inclusive. The reporting person undertakes to provide to Issuer, any security holder of the Issuer, 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 ranges set forth in this footnote. Read SEC document |
| December 18, 2023 Filed Dec 20, 2023 23:49 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 25,000 | $136.67 | $3,416,750.00 |
DisclosureSEC source: 0001062993-23-022988 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,793 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 |
| September 30, 2023 Filed Oct 3, 2023 20:47 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,114.6 | $81.87 | $91,252.30 |
DisclosureSEC source: 0001744489-23-000190 · wk-form4_1696366060.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,866.6 F1 · shares: 381.7 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 732.9 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 22:06 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,023.3 | $89.17 | $91,247.66 |
DisclosureSEC source: 0001744489-23-000150 · wk-form4_1688594807.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,752 F1 · shares: 350.4 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 672.9 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 23:14 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 950 | $96.05 | $91,247.50 |
DisclosureSEC source: 0001744489-23-000076 · wf-form4_168065006342928.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,728.7 F1 · shares: 325.3 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 624.7 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| March 30, 2023 Filed Apr 3, 2023 21:13 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (right to buy) · Derivative | 38,465 | $0.00 Strike: $358.09 | $0.00 |
DisclosureSEC source: 0001062993-23-008351 · form4.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,465 Underlying: Common Stock · 38,465 shares Expires 2030-03-30 F1 · derivative.exercise_date: These options shall vest as to 25% on each of March 30, 2024, March 30, 2025, March 30, 2026 and March 30, 2027, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:38 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionPerformance Share Units · Derivative | 29,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008045 · form4.xml · derivative · entry 3 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 29,532 shares Expires 2023-03-27 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. F2 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 27, 2020, with respect to the three-year period ending at the end of fiscal 2022. The issuer certified the achievement of the performance goals on March 22, 2023. The performance share units vested on March 27, 2023. F2 · derivative.exercise_date: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 27, 2020, with respect to the three-year period ending at the end of fiscal 2022. The issuer certified the achievement of the performance goals on March 22, 2023. The performance share units vested on March 27, 2023. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:38 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 15,800 | $317.22 | $5,012,076.00 |
DisclosureSEC source: 0001062993-23-008045 · form4.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,793 F1 · security: Represents shares withheld for tax obligations in connection with settlement of performance share units. Read SEC document |
| March 27, 2023 Filed Mar 29, 2023 21:38 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 29,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-008045 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,593 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 22, 2023 Filed Mar 27, 2023 20:57 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantPerformance Share Units · Derivative | 29,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-007753 · form4.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,532 Underlying: Common Stock · 29,532 shares Expires 2023-03-27 F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 27, 2020, with respect to the three-year period ending at the end of fiscal 2022. The issuer certified the achievement of the performance goals on March 22, 2023. F2 · derivative.exercise_date: The performance share units vest on March 27, 2023, subject to continued employment through that date. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 23:10 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 1,049.9 | $86.92 | $91,257.31 |
DisclosureSEC source: 0001744489-23-000025 · wf-form4_167287378966877.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,778.7 F1 · shares: 359.6 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan (the "Plan"), pursuant to the elective deferral provisions of the Plan. An additional 690.3 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| September 30, 2022 Filed Oct 5, 2022 13:55 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 901 | $101.28 | $91,253.28 |
DisclosureSEC source: 0001744489-22-000185 · wf-form4_166497814345845.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,728.8 F1 · shares: 308.6 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 592.4 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| June 30, 2022 Filed Jul 6, 2022 00:12 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 958.2 | $95.24 | $91,258.97 |
DisclosureSEC source: 0001744489-22-000151 · wf-form4_165706634273300.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,827.8 F1 · shares: 328.2 of such stock units have been credited to the reporting person's account under The Walt Disney Company's 2011 Amended and Restated Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 630 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| March 31, 2022 Filed Apr 5, 2022 00:44 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 653.8 | $139.57 | $91,250.87 |
DisclosureSEC source: 0001744489-22-000089 · wf-form4_164911942463187.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,869.6 F1 · shares: 223.9 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 2011 Stock Incentive Plan, pursuant to the elective deferral provisions of the Plan. An additional 429.9 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 22:13 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 39,598 | $0.00 Strike: $376.92 | $0.00 |
DisclosureSEC source: 0001062993-22-009250 · form4.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,598 Underlying: Common Stock · 39,598 shares Expires 2029-03-30 F1 · derivative.exercise_date: These options shall vest as to 25% on each of March 30, 2023, March 30, 2024, March 30, 2025 and March 30, 2026, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 28, 2022 Filed Mar 31, 2022 13:08 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionPerformance Share Units · Derivative | 35,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009047 · form4.xml · derivative · entry 3 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,812 shares Expires 2022-03-28 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. F2 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 28, 2019, with respect to the three-year period ending at the end of fiscal 2021. The issuer certified the achievement of the performance goals on March 23, 2022. The performance share units vested on March 28, 2022. F2 · derivative.exercise_date: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 28, 2019, with respect to the three-year period ending at the end of fiscal 2021. The issuer certified the achievement of the performance goals on March 23, 2022. The performance share units vested on March 28, 2022. Read SEC document |
| March 28, 2022 Filed Mar 31, 2022 13:08 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 19,160 | $331.78 | $6,356,904.80 |
DisclosureSEC source: 0001062993-22-009047 · form4.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,061 F1 · security: Represents shares withheld for tax obligations in connection with settlement of performance share units. Read SEC document |
| March 28, 2022 Filed Mar 31, 2022 13:08 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 35,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-009047 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,221 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 23, 2022 Filed Mar 25, 2022 22:20 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantPerformance Share Units · Derivative | 35,812 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-008672 · form4.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,812 Underlying: Common Stock · 35,812 shares Expires 2022-03-28 F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 28, 2019, with respect to the three-year period ending at the end of fiscal 2021. The issuer certified the achievement of the performance goals on March 23, 2022. F2 · derivative.exercise_date: The performance share units vest on March 28, 2022, subject to continued employment through that date. Read SEC document |
| December 31, 2021 Filed Jan 5, 2022 02:12 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 595.9 | $152.67 | $90,976.05 |
DisclosureSEC source: 0001744489-22-000018 · wf-form4_164134870775629.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,215.8 F1 · shares: 204.7 of such stock units have been credited to the reporting person's account under The Walt Disney Company's Amended and Restated 1997 Non-Employee Directors Stock and Deferred Compensation Plan (or the 2011 Stock Incentive Plan, as successor plan thereto), pursuant to the elective deferral provisions of the Plan. An additional 391.2 stock units were credited as a quarterly grant under the Plan, as described in the Company's compensation policy for non-employee directors. 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.