Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burlington Stores, Inc.BURL · Entity 1691 | SVP, Finance and CAO | March 21, 2024 | March 25, 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.
Burlington Stores, Inc.
Report date March 21, 2024 · Filed March 25, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,557 |
Reported balance
After 2024-03-21 transaction · row 1
1 source rowRow 1 · 2024-03-21 · Tax withholding · Disposed 31 · Balance 3,557 F1: Represents shares withheld to satisfy tax withholding obligations in connection with the settlement of performance-based restricted stock unit awards. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations in connection with the settlement of performance-based restricted stock unit awards.
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 21, 2024 Filed Mar 25, 2024 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 31 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-035932 · ownership.xml · nonDerivative · entry 1 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,557 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the settlement of performance-based restricted stock unit awards. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-018778 · ownership.xml · nonDerivative · entry 1 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,588 F1 · kind: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on October 25, 2021. Read SEC document |
| October 25, 2023 Filed Oct 27, 2023 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 10 | $120.09 | $1,200.90 |
DisclosureSEC source: 0001209191-23-053766 · doc4.xml · nonDerivative · entry 1 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,504 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 03, 2023 Filed May 3, 2023 18:02 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 16 | $184.73 | $2,955.68 |
DisclosureSEC source: 0001209191-23-027139 · doc4.xml · nonDerivative · entry 6 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,514 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 03, 2023 Filed May 3, 2023 18:02 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 288 | $184.73 | $53,202.24 |
DisclosureSEC source: 0001209191-23-027139 · doc4.xml · nonDerivative · entry 5 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,530 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2023 Filed May 3, 2023 18:02 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 49 | $186.32 | $9,129.68 |
DisclosureSEC source: 0001209191-23-027139 · doc4.xml · nonDerivative · entry 4 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,818 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2023 Filed May 3, 2023 18:02 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 1,021 | $0.00 Strike: $186.61 | $0.00 |
DisclosureSEC source: 0001209191-23-027139 · doc4.xml · derivative · entry 7 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,021 Underlying: Common Stock · 1,021 shares Expires 2033-05-01 F3 · derivative.exercise_date: Options granted on May 1, 2023 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 18:02 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 28 | $186.61 | $5,225.08 |
DisclosureSEC source: 0001209191-23-027139 · doc4.xml · nonDerivative · entry 3 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,867 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2023 Filed May 3, 2023 18:02 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 29 | $186.61 | $5,411.69 |
DisclosureSEC source: 0001209191-23-027139 · doc4.xml · nonDerivative · entry 2 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,895 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2023 Filed May 3, 2023 18:02 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027139 · doc4.xml · nonDerivative · entry 1 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,924 F1 · security: Restricted stock units granted on May 1, 2023, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 540 | $0.00 Strike: $179.46 | $0.00 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · derivative · entry 10 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 541 Underlying: Common Stock · 540 shares Expires 2030-05-01 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. F3 · derivative.exercise_date: The options are currently exercisable as to 50% of the shares and become exercisable as to an additional 25% of the shares on May 1 of each of 2023 and 2024 Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 776 | $0.00 Strike: $170.08 | $0.00 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · derivative · entry 9 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259 Underlying: Common Stock · 776 shares Expires 2029-05-01 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. F2 · derivative.exercise_date: The options are currently exercisable as to 75% of the shares and become exercisable as to the remaining 25% of the shares on 05/01/2023. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 632 | $0.00 Strike: $135.37 | $0.00 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · derivative · entry 8 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 632 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 currently exercisable as to 100% of the shares. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 365 | $0.00 Strike: $98.92 | $0.00 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · derivative · entry 7 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 365 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 currently exercisable as to 100% of the shares. Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 604 | $195.66 | $118,178.64 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · nonDerivative · entry 6 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,165 Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 2,313 | $195.62 | $452,469.06 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · nonDerivative · entry 5 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,769 Read SEC document |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 540 | $179.46 | $96,908.40 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · nonDerivative · entry 4 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,082 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 |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 776 | $170.08 | $131,982.08 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · nonDerivative · entry 3 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,542 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 |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 632 | $135.37 | $85,553.84 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · nonDerivative · entry 2 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,766 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 |
| November 28, 2022 Filed Nov 30, 2022 16:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 365 | $98.92 | $36,105.80 |
DisclosureSEC source: 0001209191-22-059033 · doc4.xml · nonDerivative · entry 1 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,134 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 |
| October 25, 2022 Filed Oct 27, 2022 16:10 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 10 | $140.47 | $1,404.70 |
DisclosureSEC source: 0001209191-22-054705 · doc4.xml · nonDerivative · entry 1 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,769 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 03, 2022 Filed May 4, 2022 16:21 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 16 | $208.62 | $3,337.92 |
DisclosureSEC source: 0001209191-22-027078 · doc4.xml · nonDerivative · entry 5 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,779 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:21 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 878 | $0.00 Strike: $211.68 | $0.00 |
DisclosureSEC source: 0001209191-22-027078 · doc4.xml · derivative · entry 6 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878 Underlying: Common Stock · 878 shares Expires 2032-05-02 F4 · derivative.exercise_date: Options granted on May 2, 2022 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:21 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027078 · doc4.xml · nonDerivative · entry 4 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,795 F3 · security: Restricted stock units granted on May 2, 2022, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:21 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 28 | $211.68 | $5,927.04 |
DisclosureSEC source: 0001209191-22-027078 · doc4.xml · nonDerivative · entry 3 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,142 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:21 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 29 | $211.68 | $6,138.72 |
DisclosureSEC source: 0001209191-22-027078 · doc4.xml · nonDerivative · entry 2 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,170 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 02, 2022 Filed May 4, 2022 16:21 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 37 | $211.68 | $7,832.16 |
DisclosureSEC source: 0001209191-22-027078 · doc4.xml · nonDerivative · entry 1 LAUB JEFFREY · CIK 0001101931 · SVP, Finance and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,199 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock awards. 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.