Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| lululemon athletica inc.LULU · Entity 3399 | EVP, Digital | July 13, 2016 | 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 July 13, 2016 · Filed April 04, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,317 |
Reported balance
After 2016-07-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2016-07-13 · Tax withholding · Disposed 737 · Balance 9,317 F1: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 8,860 |
Reported balance
After 2016-09-14 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2016-09-14 · Tax withholding · Disposed 457 · Balance 8,860 F1: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 8,470 |
Reported balance
After 2017-04-03 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2017-04-03 · Tax withholding · Disposed 390 · Balance 8,470 F1: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. |
| Common StockSEC Table I · non-derivative | Direct | 11,747 |
Reported balance
After 2017-03-31 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2017-03-31 · Grant · Acquired 3,277 · Balance 11,747 F2: 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. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.87 · Expires 2024-03-31 | Direct | 15,268 |
Reported balance
After 2017-03-31 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2017-03-31 · Grant · Acquired 15,268 · Balance 15,268 F3: 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 units.
F2: 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.
F3: 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 |
|---|---|---|---|---|---|---|
| April 03, 2017 Filed Apr 4, 2017 01:22 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 390 | $50.93 | $19,862.70 |
DisclosureSEC source: 0001171000-17-000005 · edgar.xml · nonDerivative · entry 3 Almeida Miguel · CIK 0001648025 · EVP, Digital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,470 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 01:22 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 15,268 | $0.00 Strike: $51.87 | $0.00 |
DisclosureSEC source: 0001171000-17-000005 · edgar.xml · derivative · entry 5 Almeida Miguel · CIK 0001648025 · EVP, Digital 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 01:22 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 3,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001171000-17-000005 · edgar.xml · nonDerivative · entry 4 Almeida Miguel · CIK 0001648025 · EVP, Digital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,747 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 |
| September 14, 2016 Filed Apr 4, 2017 01:22 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 457 | $66.15 | $30,230.55 |
DisclosureSEC source: 0001171000-17-000005 · edgar.xml · nonDerivative · entry 2 Almeida Miguel · CIK 0001648025 · EVP, Digital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,860 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| July 13, 2016 Filed Apr 4, 2017 01:22 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 737 | $76.81 | $56,608.97 |
DisclosureSEC source: 0001171000-17-000005 · edgar.xml · nonDerivative · entry 1 Almeida Miguel · CIK 0001648025 · EVP, Digital 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,317 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.