Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| KKR Acquisition Holdings I Corp.KAHC · Entity 131075 | Director · CEO & Executive Chairman | March 16, 2021 | March 16, 2021 |
| Petco Health & Wellness Company, Inc.WOOF · Entity 5186 | Director | June 30, 2026 | July 02, 2026 |
| lululemon athletica inc.LULU · Entity 3399 | Director | June 13, 2023 | June 15, 2023 |
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.
KKR Acquisition Holdings I Corp.
Report date March 16, 2021 · Filed March 16, 2021
This filing explicitly reported no securities owned.
Petco Health & Wellness Company, Inc.
Report date June 30, 2026 · Filed July 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,060,662 |
Reported balance
After 2026-06-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-30 · Grant · Acquired 60,662 · Balance 1,060,662 F1: Represents 60,662 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs will vest on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 30, 2027. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy GSSB Corporation | 1,470,589 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,470,589 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents 60,662 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs will vest on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 30, 2027.
lululemon athletica inc.
Report date June 13, 2023 · Filed June 15, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 103,797 |
Reported balance
After 2023-06-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-13 · Grant · Acquired 407 · Balance 103,797 F1: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 13, 2024, or (b) the date of the Company's 2024 annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 13, 2024, or (b) the date of the Company's 2024 annual meeting of stockholders.
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jul 2, 2026 20:09 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantClass A Common Stock | 60,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001826470-26-000057 · form4.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,060,662 F1 · security: Represents 60,662 restricted stock units ("RSUs") granted under the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan, as amended. Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs will vest on the earlier to occur of (i) the Issuer's next annual shareholder meeting or (ii) June 30, 2027. Read SEC document |
| May 24, 2024 Filed May 29, 2024 23:38 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,000,000 | $0.00 Strike: $10.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016851 · form4.xml · derivative · entry 6 Murphy Glenn · CIK 0001408088 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Class A Common Stock · 1,000,000 shares Expires 2034-05-24 F2 · derivative.exercise_date: Represents options to purchase Class A Common Stock of the Issuer. The options will vest as to 1/12th at the end of each successive three-month period following May 14, 2024 and will be fully vested on May 14, 2027. The options were granted outside of the 2021 Plan as a material inducement to the Reporting Person's acceptance of employment with the Issuer in accordance with NASDAQ Listing Rule 5635(c)(4). Read SEC document |
| May 24, 2024 Filed May 29, 2024 23:38 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,000,000 | $0.00 Strike: $7.50 | $0.00 |
DisclosureSEC source: 0001127602-24-016851 · form4.xml · derivative · entry 5 Murphy Glenn · CIK 0001408088 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000,000 Underlying: Class A Common Stock · 1,000,000 shares Expires 2034-05-24 F2 · derivative.exercise_date: Represents options to purchase Class A Common Stock of the Issuer. The options will vest as to 1/12th at the end of each successive three-month period following May 14, 2024 and will be fully vested on May 14, 2027. The options were granted outside of the 2021 Plan as a material inducement to the Reporting Person's acceptance of employment with the Issuer in accordance with NASDAQ Listing Rule 5635(c)(4). Read SEC document |
| May 24, 2024 Filed May 29, 2024 23:38 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantEmployee Stock Option (Right to Buy) · Derivative | 750,000 | $0.00 Strike: $5.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016851 · form4.xml · derivative · entry 4 Murphy Glenn · CIK 0001408088 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 750,000 Underlying: Class A Common Stock · 750,000 shares Expires 2034-05-24 F2 · derivative.exercise_date: Represents options to purchase Class A Common Stock of the Issuer. The options will vest as to 1/12th at the end of each successive three-month period following May 14, 2024 and will be fully vested on May 14, 2027. The options were granted outside of the 2021 Plan as a material inducement to the Reporting Person's acceptance of employment with the Issuer in accordance with NASDAQ Listing Rule 5635(c)(4). Read SEC document |
| May 24, 2024 Filed May 29, 2024 23:38 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantEmployee Stock Option (Right to Buy) · Derivative | 1,074,000 | $0.00 Strike: $3.58 | $0.00 |
DisclosureSEC source: 0001127602-24-016851 · form4.xml · derivative · entry 3 Murphy Glenn · CIK 0001408088 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,074,000 Underlying: Class A Common Stock · 1,074,000 shares Expires 2034-05-24 F2 · derivative.exercise_date: Represents options to purchase Class A Common Stock of the Issuer. The options will vest as to 1/12th at the end of each successive three-month period following May 14, 2024 and will be fully vested on May 14, 2027. The options were granted outside of the 2021 Plan as a material inducement to the Reporting Person's acceptance of employment with the Issuer in accordance with NASDAQ Listing Rule 5635(c)(4). Read SEC document |
| May 24, 2024 Filed May 29, 2024 23:38 UTC | Petco Health & Wellness Company, Inc. WOOF · Entity 5186 | GrantClass A Common Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016851 · form4.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director · Executive Chairman 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000,000 F1 · security: Represents 1,000,000 restricted stock units ("RSUs") granted to the Reporting Person on May 24, 2024. Each RSU represents the right to receive one share of Class A common stock of the Issuer. The RSUs will vest as to 1/12th at the end of each successive three-month period following May 14, 2024 and will be fully vested on May 14, 2027. The RSUs were granted outside of the Petco Health and Wellness Company, Inc. 2021 Equity Incentive Plan (as amended, the "2021 Plan") as a material inducement to the Reporting Person's acceptance of employment with the Issuer in accordance with NASDAQ Listing Rule 5635(c)(4). Read SEC document |
| June 13, 2023 Filed Jun 15, 2023 20:33 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-013674 · form4.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,797 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 13, 2024, or (b) the date of the Company's 2024 annual meeting of stockholders. Read SEC document |
| June 08, 2022 Filed Jun 10, 2022 15:47 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 487 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-014620 · form4.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,390 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 8, 2023, or (b) the date of the Company's 2023 annual meeting of stockholders. Read SEC document |
| June 09, 2021 Filed Jun 11, 2021 22:36 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 397 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-005602 · form4.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,903 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 9, 2022, or (b) the date of the Company's 2022 annual meeting of stockholders. Read SEC document |
| June 12, 2020 Filed Jun 16, 2020 22:07 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 439 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-20-000051 · edgar.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,506 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 12, 2021, or (b) the date of the Company's 2021 annual meeting of shareholders. Read SEC document |
| June 13, 2019 Filed Jun 17, 2019 22:33 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 745 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-19-000031 · edgar.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,067 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 13, 2020, or (b) the date of the Company's 2020 annual meeting of stockholders. Read SEC document |
| June 06, 2018 Filed Jun 8, 2018 21:47 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 1,294 | $124.19 | $160,701.86 |
DisclosureSEC source: 0001572426-18-000054 · edgar.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,322 F1 · security: Represents shares withheld for tax obligations in connection with vesting of restricted stock units. Read SEC document |
| February 14, 2018 Filed Feb 17, 2018 01:15 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 19,420 | $0.00 Strike: $81.22 | $0.00 |
DisclosureSEC source: 0001572426-18-000013 · edgar.xml · derivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,420 Underlying: Common Stock · 19,420 shares Expires 2025-02-14 F1 · derivative.exercise_date: These options shall vest as to 33% on February 14, 2019, 33% on February 14, 2020, and 34% on February 14, 2021, subject to the reporting person's continued association with the issuer through such date. Read SEC document |
| June 27, 2017 Filed Jun 28, 2017 20:29 UTC | lululemon athletica inc. lulu · Entity 3399 | PurchaseCommon Stock | 2,272 | $55.48 | $126,050.56 |
DisclosureSEC source: 0001171000-17-000035 · primary_doc.xml · nonDerivative · entry 2 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,616 Read SEC document |
| June 26, 2017 Filed Jun 28, 2017 20:29 UTC | lululemon athletica inc. lulu · Entity 3399 | PurchaseCommon Stock | 97,728 | $55.50 | $5,423,835.59 |
DisclosureSEC source: 0001171000-17-000035 · primary_doc.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,344 Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 22:18 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 2,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001171000-17-000022 · edgar.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,616 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 8, 2018, or (b) the date of the Company's 2018 annual meeting of stockholders. Read SEC document |
| April 10, 2017 Filed Apr 12, 2017 21:15 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 199 | $0.00 | $0.00 |
DisclosureSEC source: 0001171000-17-000014 · edgar.xml · nonDerivative · entry 1 Murphy Glenn · CIK 0001408088 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 199 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on June 8, 2017, the date of the Company's 2017 annual meeting of stockholders. 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.