Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLGATE PALMOLIVE COCL · Entity 2972 | COO, Americas | September 16, 2026 | September 18, 2026 |
| lululemon athletica inc.LULU · Entity 3399 | Director | March 19, 2026 | March 23, 2026 |
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.
COLGATE PALMOLIVE CO
Report date September 16, 2026 · Filed September 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 79,503 |
Reported balance
After 2026-09-16 transaction · row 1
1 source rowRow 1 · 2026-09-16 · Grant · Acquired 7,355 · Balance 79,503 F1: Restricted stock unit award granted under the issuer's incentive compensation plan. The restricted stock unit award vests in equal 1/3 installments on each of the first, second and third anniversary of the date of grant. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $87.02 · Expires 2036-09-16 | Direct | 50,902 |
Reported balance
After 2026-09-16 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-09-16 · Grant · Acquired 50,902 · Balance 50,902 F2: Stock option award granted under the issuer's incentive compensation plan. F3: Option becomes exercisable in one-third increments beginning on the first anniversary of the September 16, 2026 grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock unit award granted under the issuer's incentive compensation plan. The restricted stock unit award vests in equal 1/3 installments on each of the first, second and third anniversary of the date of grant.
F2: Stock option award granted under the issuer's incentive compensation plan.
F3: Option becomes exercisable in one-third increments beginning on the first anniversary of the September 16, 2026 grant date.
lululemon athletica inc.
Report date March 19, 2026 · Filed March 23, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,080 |
Reported balance
After 2026-03-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-19 · Grant · Acquired 695 · Balance 2,080 F1: RSUs granted to the reporting person under lululemon athletica inc.'s Non-Employee Director Compensation Plan in lieu of $115,000 of retainer fees. Each RSU is the right to receive one share of common stock and vests in four equal installments on the last day of each fiscal quarter, subject to continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs granted to the reporting person under lululemon athletica inc.'s Non-Employee Director Compensation Plan in lieu of $115,000 of retainer fees. Each RSU is the right to receive one share of common stock and vests in four equal installments on the last day of each fiscal quarter, subject to continued service.
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 16, 2026 Filed Sep 18, 2026 20:10 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 50,902 | $0.00 Strike: $87.02 | $0.00 |
DisclosureSEC source: 0001225208-26-007887 · doc4.xml · derivative · entry 2 GRANT SHANE · CIK 0001998772 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,902 Underlying: Common Stock · 50,902 shares Expires 2036-09-16 F2 · kind: Stock option award granted under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in one-third increments beginning on the first anniversary of the September 16, 2026 grant date. Read SEC document |
| September 16, 2026 Filed Sep 18, 2026 20:10 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 7,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-007887 · doc4.xml · nonDerivative · entry 1 GRANT SHANE · CIK 0001998772 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,503 F1 · kind: Restricted stock unit award granted under the issuer's incentive compensation plan. The restricted stock unit award vests in equal 1/3 installments on each of the first, second and third anniversary of the date of grant. Read SEC document |
| September 11, 2026 Filed Sep 15, 2026 20:09 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 622 | $86.80 | $53,989.60 |
DisclosureSEC source: 0001225208-26-007826 · doc4.xml · nonDerivative · entry 1 GRANT SHANE · CIK 0001998772 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,148 F1 · kind: Withholding of shares for payment of tax liability incident to the vesting of restricted stock units under the issuer's incentive compensation plan. Read SEC document |
| June 16, 2026 Filed Jun 17, 2026 20:06 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | Tax withholdingCommon Stock | 23,347 | $90.66 | $2,116,639.02 |
DisclosureSEC source: 0001225208-26-006098 · doc4.xml · nonDerivative · entry 1 GRANT SHANE · CIK 0001998772 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,481 F1 · kind: Withholding of shares for payment of tax liability incident to the vesting of restricted stock units under the issuer's incentive compensation plan. Read SEC document |
| March 19, 2026 Filed Mar 23, 2026 20:17 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 695 | $0.00 | $0.00 |
DisclosureSEC source: 0001397187-26-000041 · form4.xml · nonDerivative · entry 1 GRANT SHANE · CIK 0001998772 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,080 F1 · security: RSUs granted to the reporting person under lululemon athletica inc.'s Non-Employee Director Compensation Plan in lieu of $115,000 of retainer fees. Each RSU is the right to receive one share of common stock and vests in four equal installments on the last day of each fiscal quarter, subject to continued service. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 20:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantStock Option (Right to Buy) · Derivative | 24,712 | $0.00 Strike: $84.06 | $0.00 |
DisclosureSEC source: 0001225208-25-007959 · doc4.xml · derivative · entry 2 GRANT SHANE · CIK 0001998772 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,712 Underlying: Common Stock · 24,712 shares Expires 2033-09-11 F2 · kind: Stock option award granted under the issuer's incentive compensation plan. F3 · derivative.exercise_date: Option becomes exercisable in equal annual installments over three years beginning on the first anniversary of the September 11, 2025 grant date. Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 20:08 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 3,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-007959 · doc4.xml · nonDerivative · entry 1 GRANT SHANE · CIK 0001998772 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,119 F1 · kind: Restricted stock unit award granted under the issuer's incentive compensation plan. The restricted stock unit award vests in equal 1/3 installments on each of the first, second and third anniversary of the date of grant. Read SEC document |
| June 16, 2025 Filed Jun 18, 2025 20:12 UTC | COLGATE PALMOLIVE CO CL · Entity 2972 | GrantCommon Stock | 90,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-006048 · doc4.xml · nonDerivative · entry 1 GRANT SHANE · CIK 0001998772 · COO, Americas 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,000 F1 · kind: Restricted stock unit award granted under the issuer's incentive compensation plan in connection with the reporting person's hiring, including to compensate him for compensation awards from his former employer that he forfeited upon his joining the issuer. Read SEC document |
| June 11, 2025 Filed Jun 12, 2025 23:45 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-25-011610 · form4.xml · nonDerivative · entry 1 GRANT SHANE · CIK 0001998772 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,385 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 11, 2026, or (b) the date of the Company's 2026 annual meeting of stockholders. Read SEC document |
| June 07, 2024 Filed Jun 11, 2024 23:25 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 503 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012433 · form4.xml · nonDerivative · entry 1 GRANT SHANE · CIK 0001998772 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 751 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on the earlier of (a) June 7, 2025, or (b) the date of the Company's 2025 annual meeting of stockholders. Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 23:34 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-020226 · form4.xml · nonDerivative · entry 1 GRANT SHANE · CIK 0001998772 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 248 F1 · security: The reporting person received a restricted stock award that will vest as to 100% on the date of the Company's 2024 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.