Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| lululemon athletica inc.LULU · Entity 3399 | Chief Product Officer | May 07, 2024 | May 08, 2024 |
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 May 07, 2024 · Filed May 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,064 |
Reported balance
After 2024-05-07 transaction · row 1
1 source rowRow 1 · 2024-05-07 · Exercise / conversion · Acquired 1,500 · Balance 10,064 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $188.84 · Expires 2027-03-27 | Direct | 6,365 |
Reported balance
After 2024-05-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-05-07 · Exercise / conversion · Disposed 1,500 · Balance 6,365 F1: The option was fully vested as of March 27, 2024. |
Filing footnotes · ownership attribution and instrument terms
F1: The option was fully vested as of March 27, 2024.
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 20, 2018 Filed Sep 24, 2018 15:54 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 256 | $155.97 | $39,928.32 |
DisclosureSEC source: 0001572426-18-000085 · edgar.xml · nonDerivative · entry 1 Choe Michelle Sun · CIK 0001731728 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,335 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 September 20, 2019, 33% on September 20, 2020, and 34% on September 20, 2021, subject to the reporting person's continued employment or association with the issuer through such date. Read SEC document |
| September 20, 2018 Filed Sep 24, 2019 18:06 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 45 | $189.30 | $8,518.50 |
DisclosureSEC source: 0001572426-19-000111 · primary_doc.xml · nonDerivative · entry 1 Choe Michelle Sun · CIK 0001731728 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,998 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 11:08 UTC | lululemon athletica inc. LULU · Entity 3399 | Tax withholdingCommon Stock | 169 | $87.27 | $14,748.63 |
DisclosureSEC source: 0001572426-18-000032 · edgar.xml · nonDerivative · entry 1 Choe Michelle Sun · CIK 0001731728 · Sr VP of Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,079 F1 · security: Represents shares withheld for tax obligations in connection with vesting of restricted stock uits. Read SEC document |
| March 28, 2018 Filed Mar 30, 2018 13:26 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantStock Option (Right to Buy) · Derivative | 5,593 | $0.00 Strike: $85.96 | $0.00 |
DisclosureSEC source: 0001572426-18-000026 · edgar.xml · derivative · entry 2 Choe Michelle Sun · CIK 0001731728 · Sr VP of Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,593 Underlying: Common Stock · 5,593 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 13:26 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 1,163 | $85.96 | $99,971.48 |
DisclosureSEC source: 0001572426-18-000026 · edgar.xml · nonDerivative · entry 1 Choe Michelle Sun · CIK 0001731728 · Sr VP of Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,248 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 |
| February 14, 2018 Filed Feb 16, 2018 20:11 UTC | lululemon athletica inc. LULU · Entity 3399 | GrantCommon Stock | 6,156 | $81.22 | $499,990.32 |
DisclosureSEC source: 0001572426-18-000011 · edgar.xml · nonDerivative · entry 1 Choe Michelle Sun · CIK 0001731728 · Sr VP of Merchandising 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,085 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.