Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burlington Stores, Inc.BURL · Entity 1691 | SVP, Chief Accounting Officer | June 11, 2026 | June 15, 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.
Burlington Stores, Inc.
Report date June 11, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,391 |
Ending reported balance
After 2026-06-11 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-06-11 · Exercise / conversion · Acquired 1,032 · Balance 3,734 Row 2 · 2026-06-11 · Sale · Disposed 1,032 · Balance 2,702 Row 3 · 2026-06-11 · Sale · Disposed 1,311 · Balance 1,391 |
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $135.37 · Expires 2028-05-01 | Direct | 0 |
Reported balance
After 2026-06-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-06-11 · Exercise / conversion · Disposed 1,032 · Balance 0 F1: The options are exercisable as to 100% of the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: The options are exercisable as to 100% of the shares.
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 11, 2026 Filed Jun 15, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,032 | $0.00 Strike: $135.37 | $0.00 |
DisclosureSEC source: 0001193125-26-271107 · ownership.xml · derivative · entry 4 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,032 shares Expires 2028-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options are exercisable as to 100% of the shares. Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 1,311 | $337.31 | $442,213.41 |
DisclosureSEC source: 0001193125-26-271107 · ownership.xml · nonDerivative · entry 3 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,391 Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 1,032 | $337.11 | $347,897.52 |
DisclosureSEC source: 0001193125-26-271107 · ownership.xml · nonDerivative · entry 2 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,702 Read SEC document |
| June 11, 2026 Filed Jun 15, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 1,032 | $135.37 | $139,701.84 |
DisclosureSEC source: 0001193125-26-271107 · ownership.xml · nonDerivative · entry 1 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,734 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 04, 2026 Filed May 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 22 | $309.27 | $6,803.94 |
DisclosureSEC source: 0001193125-26-206448 · ownership.xml · nonDerivative · entry 5 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,702 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 47 | $318.00 | $14,946.00 |
DisclosureSEC source: 0001193125-26-206448 · ownership.xml · nonDerivative · entry 4 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,724 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 61 | $318.00 | $19,398.00 |
DisclosureSEC source: 0001193125-26-206448 · ownership.xml · nonDerivative · entry 3 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,771 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 25 | $318.00 | $7,950.00 |
DisclosureSEC source: 0001193125-26-206448 · ownership.xml · nonDerivative · entry 2 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,832 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-206448 · ownership.xml · nonDerivative · entry 1 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,857 F1 · security: Restricted stock units granted on May 1, 2026, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,123 | $0.00 Strike: $98.92 | $0.00 |
DisclosureSEC source: 0002020123-25-000005 · ownership.xml · derivative · entry 3 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,123 shares Expires 2027-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options are exercisable as to 100% of the shares. Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 1,123 | $281.25 | $315,843.75 |
DisclosureSEC source: 0002020123-25-000005 · ownership.xml · nonDerivative · entry 2 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,389 Read SEC document |
| September 09, 2025 Filed Sep 11, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 1,123 | $98.92 | $111,087.16 |
DisclosureSEC source: 0002020123-25-000005 · ownership.xml · nonDerivative · entry 1 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,512 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 450 | $0.00 Strike: $54.58 | $0.00 |
DisclosureSEC source: 0000950170-25-083745 · ownership.xml · derivative · entry 3 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 450 shares Expires 2026-04-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The options are exercisable as to 100% of the shares. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 450 | $241.39 | $108,625.50 |
DisclosureSEC source: 0000950170-25-083745 · ownership.xml · nonDerivative · entry 2 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,389 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices of $241.39 and $241.65. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price set forth in this footnote to this Form 4. Read SEC document |
| June 05, 2025 Filed Jun 9, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 450 | $54.58 | $24,561.00 |
DisclosureSEC source: 0000950170-25-083745 · ownership.xml · nonDerivative · entry 1 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,839 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 05, 2025 Filed May 7, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 14 | $237.04 | $3,318.56 |
DisclosureSEC source: 0000950170-25-065690 · ownership.xml · nonDerivative · entry 1 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,389 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2025 Filed May 5, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 21 | $236.00 | $4,956.00 |
DisclosureSEC source: 0000950170-25-063548 · ownership.xml · nonDerivative · entry 4 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,403 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 61 | $228.00 | $13,908.00 |
DisclosureSEC source: 0000950170-25-063548 · ownership.xml · nonDerivative · entry 3 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,424 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 25 | $228.00 | $5,700.00 |
DisclosureSEC source: 0000950170-25-063548 · ownership.xml · nonDerivative · entry 2 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,485 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 606 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-063548 · ownership.xml · nonDerivative · entry 1 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,510 F1 · security: Restricted stock units granted on May 1, 2025, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| September 09, 2024 Filed Sep 11, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 451 | $0.00 Strike: $54.58 | $0.00 |
DisclosureSEC source: 0000950170-24-105520 · ownership.xml · derivative · entry 4 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 450 Underlying: Common Stock · 451 shares Expires 2026-04-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The options are exercisable as to 100% of the shares. Read SEC document |
| September 09, 2024 Filed Sep 11, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 1,424 | $264.47 | $376,605.28 |
DisclosureSEC source: 0000950170-24-105520 · ownership.xml · nonDerivative · entry 3 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,904 Read SEC document |
| September 09, 2024 Filed Sep 11, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 451 | $264.56 | $119,316.56 |
DisclosureSEC source: 0000950170-24-105520 · ownership.xml · nonDerivative · entry 2 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,328 Read SEC document |
| September 09, 2024 Filed Sep 11, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 451 | $54.58 | $24,615.58 |
DisclosureSEC source: 0000950170-24-105520 · ownership.xml · nonDerivative · entry 1 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,779 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 13 | $185.68 | $2,413.84 |
DisclosureSEC source: 0000950170-24-054506 · ownership.xml · nonDerivative · entry 2 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,328 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 03, 2024 Filed May 7, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 240 | $185.68 | $44,563.20 |
DisclosureSEC source: 0000950170-24-054506 · ownership.xml · nonDerivative · entry 1 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,341 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2024 Filed May 3, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 21 | $184.31 | $3,870.51 |
DisclosureSEC source: 0000950170-24-052919 · ownership.xml · nonDerivative · entry 4 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,581 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 990 | $0.00 Strike: $178.02 | $0.00 |
DisclosureSEC source: 0000950170-24-052919 · ownership.xml · derivative · entry 5 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990 Underlying: Common Stock · 990 shares Expires 2034-05-01 F3 · derivative.exercise_date: Options granted on May 1, 2024 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 29 | $178.02 | $5,162.58 |
DisclosureSEC source: 0000950170-24-052919 · ownership.xml · nonDerivative · entry 3 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,602 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 26 | $178.02 | $4,628.52 |
DisclosureSEC source: 0000950170-24-052919 · ownership.xml · nonDerivative · entry 2 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,631 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 776 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-052919 · ownership.xml · nonDerivative · entry 1 Ferroni Stephen · CIK 0002020123 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,657 F1 · security: Restricted stock units granted on May 1, 2024, vesting one-quarter on each of the first four anniversaries of the grant date. 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.