Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| lululemon athletica inc.LULU · Entity 3399 | EVP, Creative Director | December 15, 2017 | December 19, 2017 |
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.
lululemon athletica inc.
Report date December 15, 2017 · Filed December 19, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,804 |
Reported balance
After 2017-12-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2017-12-15 · Tax withholding · Disposed 151 · Balance 5,804 F1: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units.
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 15, 2017 Filed Dec 19, 2017 21:09 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 151 | $75.82 | $11,448.82 |
DisclosureSEC source: 0001171000-17-000066 · edgar.xml · nonDerivative · entry 1 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,804 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 21:08 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 29 | $62.01 | $1,798.29 |
DisclosureSEC source: 0001171000-17-000062 · edgar.xml · nonDerivative · entry 1 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,955 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| April 03, 2017 Filed Apr 4, 2017 01:50 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 229 | $50.93 | $11,662.97 |
DisclosureSEC source: 0001171000-17-000008 · edgar.xml · nonDerivative · entry 6 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,707 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 01:50 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 15,268 | $0.00 Strike: $51.87 | $0.00 |
DisclosureSEC source: 0001171000-17-000008 · edgar.xml · derivative · entry 8 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,268 Underlying: Common Stock · 15,268 shares Expires 2024-03-31 F3 · derivative.exercise_date: These options shall vest as to 25% on each of March 31, 2018, March 31, 2019, March 31, 2020, and March 31, 2021, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 31, 2017 Filed Apr 4, 2017 01:50 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 3,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001171000-17-000008 · edgar.xml · nonDerivative · entry 7 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,984 F2 · security: Restricted stock units convert into common stock on a one-for-one basis. The reporting person received a restricted stock unit award which vests as to 33% on March 31, 2018, 33% on March 31, 2019, and 34% on March 31, 2020, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| March 30, 2017 Filed Apr 4, 2017 01:50 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 158 | $50.71 | $8,012.18 |
DisclosureSEC source: 0001171000-17-000008 · edgar.xml · nonDerivative · entry 5 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,936 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| December 15, 2016 Filed Apr 4, 2017 01:50 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 146 | $67.31 | $9,827.26 |
DisclosureSEC source: 0001171000-17-000008 · edgar.xml · nonDerivative · entry 4 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,094 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| October 26, 2016 Filed Apr 4, 2017 01:50 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 29 | $57.01 | $1,653.29 |
DisclosureSEC source: 0001171000-17-000008 · edgar.xml · nonDerivative · entry 3 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,240 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| March 30, 2016 Filed Apr 4, 2017 01:50 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 158 | $67.80 | $10,712.40 |
DisclosureSEC source: 0001171000-17-000008 · edgar.xml · nonDerivative · entry 2 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,269 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| December 15, 2015 Filed Apr 4, 2017 01:50 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 141 | $49.26 | $6,945.66 |
DisclosureSEC source: 0001171000-17-000008 · edgar.xml · nonDerivative · entry 1 Holman Lee · CIK 0001656724 · EVP, Creative Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,427 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. 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.