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, 2021 Filed Oct 5, 2021 00:07 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 446.8 | $176.26 | $78,752.97 |
DisclosureSEC source: 0001744489-21-000202 · wf-form4_163339241710774.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 619.9 F1 · shares: 177.3 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 269.5 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 09, 2021 Filed Sep 13, 2021 23:14 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $136.67 | $0.00 |
DisclosureSEC source: 0001062993-21-008549 · form4.xml · derivative · entry 3 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,335 Underlying: Common Stock · 10,000 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. F2 · derivative.exercise_date: These options vested as to 25% on each of August 20, 2019, August 20, 2020 and August 20, 2021, and will vest as to 25% on August 20, 2022, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| September 09, 2021 Filed Sep 13, 2021 23:14 UTC | lululemon athletica inc. LULU · Entity 3399 | SaleCommon Stock | 10,000 | $427.37 | $4,273,708.00 |
DisclosureSEC source: 0001062993-21-008549 · form4.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,409 F1 · price: The price reported for this transaction is a weighted-average price. The shares were sold in multiple transactions ranging from $427.14 to $427.77, 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 |
| September 09, 2021 Filed Sep 13, 2021 23:14 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 10,000 | $136.67 | $1,366,700.00 |
DisclosureSEC source: 0001062993-21-008549 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,409 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 |
| August 20, 2021 Filed Aug 24, 2021 22:02 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionRestricted Stock Units · Derivative | 14,926 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-007939 · 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 · 14,926 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units may be settled in issuer common stock or in cash at the election of the reporting person. The reporting person elected to have these restricted stock units settled in common stock. F2 · derivative.exercise_date: The restricted stock unit vested as to 33% on each of August 20, 2019 and August 20, 2020 and with respect to 34% on August 20, 2021. F2 · derivative.expiration_date: The restricted stock unit vested as to 33% on each of August 20, 2019 and August 20, 2020 and with respect to 34% on August 20, 2021. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 22:02 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 7,986 | $397.83 | $3,177,070.38 |
DisclosureSEC source: 0001062993-21-007939 · form4.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,409 Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 22:02 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 14,926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-007939 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,395 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units may be settled in issuer common stock or in cash at the election of the reporting person. The reporting person elected to have these restricted stock units settled in common stock. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 23:41 UTC | Walt Disney Co DIS · Entity 1887 | GrantDisney Common Stock | 173.1 | $175.07 | $30,304.62 |
DisclosureSEC source: 0001744489-21-000160 · wf-form4_162526925541874.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173.1 F1 · shares: 68.7 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 104.4 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 |
| April 22, 2021 Filed Apr 26, 2021 23:12 UTC | lululemon athletica inc. LULU · Entity 3399 | SaleCommon Stock | 3,000 | $335.00 | $1,005,000.00 |
DisclosureSEC source: 0001062993-21-003840 · form4.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,469 F1 · kind: The sales reported in this Form 4 were effected in accordance with a Rule 10b5-1 trading plan previously adopted by the reporting person. Read SEC document |
| March 31, 2021 Filed Apr 3, 2021 00:42 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 43,042 | $0.00 Strike: $306.71 | $0.00 |
DisclosureSEC source: 0001572426-21-000046 · edgar.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,042 Underlying: Common Stock · 43,042 shares Expires 2028-03-31 F1 · derivative.exercise_date: These options shall vest as to 25% on each of March 31, 2022, March 31, 2023, March 31, 2024 and March 31, 2025, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 22:14 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionPerformance Share Units · Derivative | 43,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-21-000040 · edgar.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 · 43,902 shares Expires 2021-03-28 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 August 20, 2018, with respect to the three-year period ending at the end of fiscal 2020. The issuer certified the achievement of the performance goals on March 24, 2021. The performance share units vested on March 28, 2021. 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 August 20, 2018, with respect to the three-year period ending at the end of fiscal 2020. The issuer certified the achievement of the performance goals on March 24, 2021. The performance share units vested on March 28, 2021. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 22:14 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 23,488 | $316.16 | $7,425,966.08 |
DisclosureSEC source: 0001572426-21-000040 · edgar.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,469 F1 · security: Represents shares withheld for tax obligations in connection with settlement of performance share units. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 22:14 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 43,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-21-000040 · edgar.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,957 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 24, 2021 Filed Mar 26, 2021 22:33 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantPerformance Share Units · Derivative | 43,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-21-000026 · edgar.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,902 Underlying: Common Stock · 43,902 shares Expires 2021-03-28 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 August 20, 2018, with respect to the three-year period ending at the end of fiscal 2020. The issuer certified the achievement of the performance goals on March 24, 2021. F2 · derivative.exercise_date: The performance share units vest on March 28, 2021, subject to continued employment through such date. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 22:09 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionRestricted Stock Units · Derivative | 14,488 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-20-000091 · edgar.xml · derivative · entry 3 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,926 Underlying: Common Stock · 14,488 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units may be settled in issuer common stock or in cash at the election of the reporting person. The reporting person elected to have these restricted stock units settled in cash. F2 · derivative.exercise_date: The restricted stock unit vested as to 33% on each of August 20, 2019 and August 20, 2020 and will vest with respect to 34% on August 20, 2021, subject to the reporting person's continued employment or association with the issuer through such date. F2 · derivative.expiration_date: The restricted stock unit vested as to 33% on each of August 20, 2019 and August 20, 2020 and will vest with respect to 34% on August 20, 2021, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 22:09 UTC | lululemon athletica inc. LULU · Entity 3399 | Disposition to issuerCommon Stock | 14,488 | $366.42 | $5,308,692.96 |
DisclosureSEC source: 0001572426-20-000091 · edgar.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,055 Read SEC document |
| August 20, 2020 Filed Aug 24, 2020 22:09 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 14,488 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001572426-20-000091 · edgar.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,543 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units may be settled in issuer common stock or in cash at the election of the reporting person. The reporting person elected to have these restricted stock units settled in cash. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:51 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionPerformance Share Units · Derivative | 20,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-20-000044 · edgar.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 · 20,490 shares Expires 2020-03-31 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 August 20, 2018, with respect to the three-year period ending at the end of fiscal 2019. The issuer certified the achievement of the performance goals on March 26, 2020. The performance share units vested on March 31, 2020. 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 August 20, 2018, with respect to the three-year period ending at the end of fiscal 2019. The issuer certified the achievement of the performance goals on March 26, 2020. The performance share units vested on March 31, 2020. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:51 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 10,666 | $189.55 | $2,021,740.30 |
DisclosureSEC source: 0001572426-20-000044 · edgar.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,055 F1 · security: Represents shares withheld for tax obligation in connection with settlement of performance share units. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:51 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 20,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-20-000044 · edgar.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,721 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 27, 2020 Filed Mar 31, 2020 21:57 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 52,431 | $0.00 Strike: $188.84 | $0.00 |
DisclosureSEC source: 0001572426-20-000030 · edgar.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,431 Underlying: Common Stock · 52,431 shares Expires 2027-03-27 F1 · derivative.exercise_date: These options shall vest as to 25% on each of March 27, 2021, March 27, 2022, March 27, 2023, and March 27, 2024, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 22:53 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantPerformance Share Units · Derivative | 20,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-20-000022 · edgar.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,490 Underlying: Common Stock · 20,490 shares Expires 2020-03-31 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 August 20, 2018, with respect to the three-year period ending at the end of fiscal 2019. The issuer certified the achievement of the performance goals on March 26, 2020. F2 · derivative.exercise_date: The performance share units vest on March 31, 2020, subject to continued employment through that date. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 21:46 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionRestricted Stock Units · Derivative | 14,487 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-19-000101 · edgar.xml · derivative · entry 3 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,414 Underlying: Common Stock · 14,487 shares Expires not disclosed 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. F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units may be settled in issuer common stock or in cash at the election of the reporting person. F2 · derivative.exercise_date: The restricted stock unit vested as to 33% on August 20, 2019 and will vest with respect to 33% on August 20, 2020 and 34% on August 20, 2021, subject to the reporting person's continued employment or association with the issuer through such date. F2 · derivative.expiration_date: The restricted stock unit vested as to 33% on August 20, 2019 and will vest with respect to 33% on August 20, 2020 and 34% on August 20, 2021, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 21:46 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 7,540 | $179.67 | $1,354,711.80 |
DisclosureSEC source: 0001572426-19-000101 · edgar.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,231 Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 21:46 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 14,487 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001572426-19-000101 · edgar.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,771 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. F1 · price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units may be settled in issuer common stock or in cash at the election of the reporting person. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:16 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionPerformance Share Units · Derivative | 4,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001397187-19-000025 · primary_doc.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 · 4,913 shares Expires 2019-04-01 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 August 20, 2018, with respect to the three-year period ending at the end of fiscal 2018. The issuer certified the achievement of the performance goals on March 27,2019. The performance share units vested on April 1, 2019. 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 August 20, 2018, with respect to the three-year period ending at the end of fiscal 2018. The issuer certified the achievement of the performance goals on March 27,2019. The performance share units vested on April 1, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:16 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 2,629 | $165.52 | $435,152.08 |
DisclosureSEC source: 0001397187-19-000025 · primary_doc.xml · nonDerivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,284 F1 · security: Represents shares withheld for tax obligations in connection with settlement of performance share units. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 20:16 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 4,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001397187-19-000025 · primary_doc.xml · nonDerivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,913 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 28, 2019 Filed Apr 1, 2019 23:03 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 55,957 | $0.00 Strike: $167.54 | $0.00 |
DisclosureSEC source: 0001397187-19-000016 · primary_doc.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,957 Underlying: Common Stock · 55,957 shares Expires 2026-03-28 F1 · derivative.exercise_date: These options shall vest as to 25% on each of March 28, 2020, March 28, 2021, March 28, 2022, and March 28, 2023, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 27, 2019 Filed Mar 29, 2019 23:23 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantPerformance Share Units · Derivative | 4,913 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-19-000008 · primary_doc.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,913 Underlying: Common Stock · 4,913 shares Expires 2019-04-01 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 August 20, 2018, with respect to the three-year period ending at the end of fiscal 2018. The issuer certified the achievement of the performance goals on March 27, 2019. F2 · derivative.exercise_date: The performance share units vest on April 1, 2019. Read SEC document |
| August 20, 2018 Filed Aug 23, 2018 00:18 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 70,355 | $0.00 Strike: $136.67 | $0.00 |
DisclosureSEC source: 0001572426-18-000080 · edgar.xml · derivative · entry 2 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,355 Underlying: Common Stock · 70,355 shares Expires 2025-08-20 F3 · derivative.exercise_date: These options shall vest as to 25% on each of August 20, 2019, August 20, 2020, August 20, 2021 and August 20, 2022, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| August 20, 2018 Filed Aug 23, 2018 00:18 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantRestricted Stock Units · Derivative | 43,901 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-18-000080 · edgar.xml · derivative · entry 1 MCDONALD CALVIN · CIK 0001749971 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,901 Underlying: Common Stock · 43,901 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units may be settled in issuer common stock or in cash at the election of the reporting person. F2 · derivative.exercise_date: The restricted stock units vest as to 33% on August 20, 2019, 33% on August 20, 2020, and 34% on August 20, 2021, subject to the reporting person's continued employment or association with the issuer through such date. F2 · derivative.expiration_date: The restricted stock units vest as to 33% on August 20, 2019, 33% on August 20, 2020, and 34% on August 20, 2021, subject to the reporting person's continued employment or association with the issuer through such date. 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.