Lululemon (NASDAQ: LULU) director Bergh adds shares, receives RSU grant
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
lululemon athletica inc. director Charles V. Bergh reported two equity transactions. On March 20, 2026, the Charles and Juliet Bergh Revocable Trust purchased 6,090 shares of lululemon common stock at $164.20 per share, and held 6,090 shares indirectly after this trade.
On March 19, 2026, Bergh also acquired a grant of 272 restricted stock units, held directly. These RSUs convert into common stock on a one-for-one basis and vest on the earlier of June 11, 2026 or the date of lululemon’s 2026 annual stockholder meeting.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 6,090 shares ($999,978)
Net Buy
2 txns
Insider
Bergh Charles V
Role
Director
Bought
6,090 shs ($1000K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 6,090 | $164.20 | $1000K |
| Grant/Award | Common Stock | 272 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 6,090 shares (Indirect, By Trust);
Common Stock — 272 shares (Direct)
Footnotes (1)
- Restricted stock units convert into common stock on a one-for-one basis. The reporting person received a restricted stock unit award which vests on the earlier of (a) June 11, 2026, or (b) the date of the Company's 2026 annual meeting of stockholders. The shares are held by the Charles and Juliet Bergh Revocable Trust dated May 5, 2013.
FAQ
What insider transactions did LULU director Charles V. Bergh report?
Charles V. Bergh reported a share purchase and an equity grant. A family trust bought 6,090 lululemon shares at $164.20 each, and he received 272 restricted stock units that will convert into common stock once they vest under the award’s terms.
What restricted stock unit award did Charles V. Bergh receive from LULU?
Bergh received an award of 272 restricted stock units. Each RSU converts into one share of lululemon common stock upon vesting. The grant is compensation-related, carries no purchase price, and represents an additional equity-based incentive tied to his service as a director.
When do Charles V. Bergh’s lululemon restricted stock units vest?
The 272 restricted stock units vest on a time-based schedule. They vest on the earlier of June 11, 2026 or the date of lululemon’s 2026 annual meeting of stockholders, after which they will convert into an equal number of common shares.
What is the overall direction of Charles V. Bergh’s recent LULU transactions?
The filing shows a net increase in Bergh-related lululemon exposure. The trust conducted an open-market purchase of 6,090 shares, and Bergh received 272 restricted stock units, with no reported sales or dispositions in this Form 4, indicating additional equity accumulation.