Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| VAIL RESORTS INCMTN · Entity 3943 | EVP, Chief Revenue Officer | October 03, 2026 | October 07, 2026 |
| lululemon athletica inc.LULU · Entity 3399 | Pres Americas & Global Guest | December 16, 2025 | December 18, 2025 |
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.
VAIL RESORTS INC
Report date October 03, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Share UnitSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 14,187 |
Reported balance
After 2026-10-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-03 · Grant · Acquired 14,187 · Balance 14,187 F1: On October 3, 2026, Reporting Person was granted 14,187 Restricted Share Units, which vest in three equal annual installments commencing on the first anniversary of the grant date. |
| Share Appreciation RightSEC Table II · derivative / convertible security · Conversion / exercise price $141.16 · Expires 2036-10-03 | Direct | 49,982 |
Reported balance
After 2026-10-03 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-03 · Grant · Acquired 49,982 · Balance 49,982 F2: On October 3, 2026, Reporting Person was granted 49,982 Share Appreciation Rights, which vest in three equal annual installments commencing on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: On October 3, 2026, Reporting Person was granted 14,187 Restricted Share Units, which vest in three equal annual installments commencing on the first anniversary of the grant date.
F2: On October 3, 2026, Reporting Person was granted 49,982 Share Appreciation Rights, which vest in three equal annual installments commencing on the first anniversary of the grant date.
lululemon athletica inc.
Report date December 16, 2025 · Filed December 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,318 |
Ending reported balance
After 2025-12-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-12-16 · Sale · Disposed 1,906 · Balance 16,923 F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $203.41 to $203.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges stated in this footnote. Row 2 · 2025-12-16 · Sale · Disposed 11,605 · Balance 5,318 F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $203.55 to $204.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges stated in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $203.41 to $203.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges stated in this footnote.
F2: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $203.55 to $204.53, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges stated in this footnote.
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 18, 2019 Filed Mar 20, 2019 17:22 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 465 | $75.23 | $34,981.95 |
DisclosureSEC source: 0001572426-19-000004 · primary_doc.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,034 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 |
| February 14, 2019 Filed Feb 19, 2019 17:46 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 1,012 | $154.85 | $156,708.20 |
DisclosureSEC source: 0001572426-19-000001 · primary_doc.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,569 F1 · security: Represents shares withheld for tax obligations in connection with vesting of restricted stock units. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 14:56 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 9 | $115.01 | $1,035.09 |
DisclosureSEC source: 0001572426-18-000087 · primary_doc.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,581 F1 · security: Represents shares withheld for tax obligations in connection with vesting of restricted stock units. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 10:23 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 60 | $125.13 | $7,507.80 |
DisclosureSEC source: 0001572426-18-000059 · edgar.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,590 F1 · security: Represents shares withheld for tax obligations in connection with vesting of restricted stock units. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 11:03 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionPerformance Share Units · Derivative | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-18-000030 · edgar.xml · derivative · entry 5 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 724 shares Expires 2018-03-30 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. F4 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on June 11, 2015 with respect to the three-year period ending at the end of fiscal 2017. The issuer certified the achievement of the performance goals on March 26, 2018. The performance share units vested on March 30, 2018. F4 · derivative.exercise_date: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on June 11, 2015 with respect to the three-year period ending at the end of fiscal 2017. The issuer certified the achievement of the performance goals on March 26, 2018. The performance share units vested on March 30, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 11:03 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionPerformance Share Units · Derivative | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-18-000030 · edgar.xml · derivative · entry 4 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 497 shares Expires 2018-03-30 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. F3 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 30, 2015 with respect to the three-year period ending at the end of fiscal 2017. The issuer certified the achievement of the performance goals on March 26, 2018. The performance share units vested on March 30, 2018. F3 · derivative.exercise_date: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 30, 2015 with respect to the three-year period ending at the end of fiscal 2017. The issuer certified the achievement of the performance goals on March 26, 2018. The performance share units vested on March 30, 2018. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 11:03 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 712 | $87.27 | $62,136.24 |
DisclosureSEC source: 0001572426-18-000030 · edgar.xml · nonDerivative · entry 3 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,650 F2 · security: Represents shares withheld for tax obligations in connection with vesting of restricted stock units. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 11:03 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 609 | $87.27 | $53,147.43 |
DisclosureSEC source: 0001572426-18-000030 · edgar.xml · nonDerivative · entry 2 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,362 F1 · security: Represents shares withheld for tax obligations in connection with settlement of performance share units. Read SEC document |
| April 02, 2018 Filed Apr 4, 2018 11:03 UTC | lululemon athletica inc. LULU · Entity 3399 | Exercise / conversionCommon Stock | 1,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-18-000030 · edgar.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,971 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 |
| March 28, 2018 Filed Mar 30, 2018 13:23 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 8,949 | $0.00 Strike: $85.96 | $0.00 |
DisclosureSEC source: 0001572426-18-000024 · edgar.xml · derivative · entry 2 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,949 Underlying: Common Stock · 8,949 shares Expires 2025-03-28 F2 · derivative.exercise_date: These options shall vest as to 25% on each of March 28, 2019, March 28, 2020, March 28, 2021, and March 28, 2022, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 13:23 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 1,861 | $85.96 | $159,971.56 |
DisclosureSEC source: 0001572426-18-000024 · edgar.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,750 F1 · 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 28, 2019, 33% on March 28, 2020, and 34% on March 28, 2021, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 16:09 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantPerformance Share Units · Derivative | 724 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-18-000019 · edgar.xml · derivative · entry 2 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 724 Underlying: Common Stock · 724 shares Expires 2018-03-30 F3 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on June 11, 2015 with respect to the three-year period ending at the end of fiscal 2017. The issuer certified the achievement of the performance goals on March 26, 2018. F2 · derivative.exercise_date: The performance share units vest on March 30, 2018. Read SEC document |
| March 26, 2018 Filed Mar 28, 2018 16:09 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantPerformance Share Units · Derivative | 497 | $0.00 | $0.00 |
DisclosureSEC source: 0001572426-18-000019 · edgar.xml · derivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497 Underlying: Common Stock · 497 shares Expires 2018-03-30 F1 · derivative.exercise_price: Each performance share unit represents a contingent right to receive one share of the issuer's common stock. The performance share units were granted on March 30, 2015 with respect to the three-year period ending at the end of fiscal 2017. The issuer certified the achievement of the performance goals on March 26, 2018. F2 · derivative.exercise_date: The performance share units vest on March 30, 2018. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 20:09 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 6,156 | $81.22 | $499,990.32 |
DisclosureSEC source: 0001572426-18-000010 · edgar.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,889 F1 · 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 February 14, 2019, 33% on February 14, 2020, and 34% on February 14, 2021, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| December 11, 2017 Filed Dec 12, 2017 18:49 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 9 | $73.64 | $662.76 |
DisclosureSEC source: 0001171000-17-000064 · edgar.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,733 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 19:09 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 972 | $60.60 | $58,903.20 |
DisclosureSEC source: 0001171000-17-000060 · edgar.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,742 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 18:03 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 1,686 | $0.00 Strike: $52.39 | $0.00 |
DisclosureSEC source: 0001171000-17-000032 · edgar.xml · derivative · entry 2 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,686 Underlying: Common Stock · 1,686 shares Expires 2024-06-13 F2 · derivative.exercise_date: These options shall vest as to 25% on each of June 13, 2018, June 13, 2019, June 13, 2020, and June 13, 2021, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| June 13, 2017 Filed Jun 15, 2017 18:03 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001171000-17-000032 · edgar.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,714 F1 · 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 June 13, 2018, 33% on June 13, 2019, and 34% on June 13, 2020, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| April 03, 2017 Filed Apr 3, 2017 21:18 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 179 | $50.93 | $9,116.47 |
DisclosureSEC source: 0001171000-17-000004 · edgar.xml · nonDerivative · entry 2 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,231 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 3, 2017 21:18 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 9,879 | $0.00 Strike: $51.87 | $0.00 |
DisclosureSEC source: 0001171000-17-000004 · edgar.xml · derivative · entry 4 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,879 Underlying: Common Stock · 9,879 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 3, 2017 21:18 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 2,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001171000-17-000004 · edgar.xml · nonDerivative · entry 3 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,352 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 |
| March 30, 2017 Filed Apr 3, 2017 21:18 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 164 | $50.71 | $8,316.44 |
DisclosureSEC source: 0001171000-17-000004 · edgar.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,410 F1 · security: Represents shares withheld for tax obligations in connection with the vesting of restricted stock units. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 19:54 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 249 | $0.00 Strike: $69.30 | $0.00 |
DisclosureSEC source: 0001171000-16-000161 · edgar.xml · derivative · entry 2 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 249 Underlying: Common Stock · 249 shares Expires 2023-12-09 F2 · derivative.exercise_date: These options shall vest as to 25% on each of December 9, 2017, December 9, 2018, December 9, 2019, and December 9, 2020, subject to the reporting person's continued employment or association with the issuer through each such date. Read SEC document |
| December 09, 2016 Filed Dec 13, 2016 19:54 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 54 | $0.00 | $0.00 |
DisclosureSEC source: 0001171000-16-000161 · edgar.xml · nonDerivative · entry 1 BURGOYNE CELESTE · CIK 0001691847 · EVP, Americas Retail 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,574 F1 · security: The reporting person received a restricted stock unit award which vests as to 33% on December 9, 2017, 33% on December 9, 2018, and 34% on December 9, 2019, subject to the reporting person's continued employment or association with the issuer through such 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.