Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| lululemon athletica inc.LULU · Entity 3399 | Director · Chief Executive Officer | January 20, 2015 | April 04, 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 January 20, 2015 · Filed April 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2015-01-20 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2015-01-20 · Tax withholding · Disposed 5,241 · Balance 0 F1: Represents shares withheld for tax obligations in connection with the vesting of restricted stock awards. F2: This disposition was already taken into account in prior filings by the reporting person. |
| Common StockSEC Table I · non-derivative | Direct | 40,892 |
Reported balance
After 2016-01-20 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2016-01-20 · Tax withholding · Disposed 5,237 · Balance 40,892 F1: Represents shares withheld for tax obligations in connection with the vesting of restricted stock awards. |
| Common StockSEC Table I · non-derivative | Direct | 39,435 |
Reported balance
After 2016-03-30 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2016-03-30 · Tax withholding · Disposed 1,457 · Balance 39,435 F3: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 34,086 |
Reported balance
After 2017-01-20 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2017-01-20 · Tax withholding · Disposed 5,349 · Balance 34,086 F1: Represents shares withheld for tax obligations in connection with the vesting of restricted stock awards. |
| Common StockSEC Table I · non-derivative | Direct | 32,629 |
Reported balance
After 2017-03-30 transaction · row 5
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 5 · 2017-03-30 · Tax withholding · Disposed 1,457 · Balance 32,629 F3: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.87 · Expires 2024-03-31 | Direct | 119,745 |
Reported balance
After 2017-03-31 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-03-31 · Grant · Acquired 119,745 · Balance 119,745 F4: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld for tax obligations in connection with the vesting of restricted stock awards.
F2: This disposition was already taken into account in prior filings by the reporting person.
F3: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units.
F4: 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.
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 |
|---|---|---|---|---|---|---|
| March 31, 2017 Filed Apr 4, 2017 01:13 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 119,745 | $0.00 Strike: $51.87 | $0.00 |
DisclosureSEC source: 0001171000-17-000003 · edgar.xml · derivative · entry 6 Potdevin Laurent · CIK 0001597682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,745 Underlying: Common Stock · 119,745 shares Expires 2024-03-31 F4 · 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 30, 2017 Filed Apr 4, 2017 01:13 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 1,457 | $50.71 | $73,884.47 |
DisclosureSEC source: 0001171000-17-000003 · edgar.xml · nonDerivative · entry 5 Potdevin Laurent · CIK 0001597682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,629 F3 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| January 20, 2017 Filed Apr 4, 2017 01:13 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 5,349 | $67.32 | $360,094.68 |
DisclosureSEC source: 0001171000-17-000003 · edgar.xml · nonDerivative · entry 4 Potdevin Laurent · CIK 0001597682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,086 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock awards. Read SEC document |
| March 30, 2016 Filed Apr 4, 2017 01:13 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 1,457 | $67.80 | $98,784.60 |
DisclosureSEC source: 0001171000-17-000003 · edgar.xml · nonDerivative · entry 3 Potdevin Laurent · CIK 0001597682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,435 F3 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| January 20, 2016 Filed Apr 4, 2017 01:13 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 5,237 | $55.95 | $293,010.15 |
DisclosureSEC source: 0001171000-17-000003 · edgar.xml · nonDerivative · entry 2 Potdevin Laurent · CIK 0001597682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,892 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock awards. Read SEC document |
| January 20, 2015 Filed Apr 4, 2017 01:13 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 5,241 | $63.00 | $330,183.00 |
DisclosureSEC source: 0001171000-17-000003 · edgar.xml · nonDerivative · entry 1 Potdevin Laurent · CIK 0001597682 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock awards. F2 · balance_after: This disposition was already taken into account in prior filings by the reporting person. 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.