STOCK TITAN

Lululemon (NASDAQ: LULU) director Bergh adds shares, receives RSU grant

Filing Impact
(High)
Filing Sentiment
(Positive)
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 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)
  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.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Bergh Charles V

(Last)(First)(Middle)
C/O LULULEMON ATHLETICA INC.
1818 CORNWALL AVENUE

(Street)
VANCOUVERV6J 1C7

(City)(State)(Zip)

BRITISH COLUMBIA, CANADA

(Country)
2. Issuer Name and Ticker or Trading Symbol
lululemon athletica inc. [ LULU ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
03/19/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock(1)03/19/2026A272A$0272D
Common Stock03/20/2026P6,090A$164.26,090IBy Trust(2)
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
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.
2. The shares are held by the Charles and Juliet Bergh Revocable Trust dated May 5, 2013.
/s/ Charles V. Bergh by Alex Grieve, Attorney-in-Fact03/20/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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.

How many lululemon (LULU) shares did the Bergh trust purchase and at what price?

The Bergh revocable trust purchased 6,090 lululemon shares. The open-market purchase was executed at a price of $164.20 per share, and following this transaction, the trust reported holding 6,090 shares of lululemon common stock indirectly for Charles V. Bergh.

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.

Are Bergh’s newly acquired lululemon shares held directly or through a trust?

The purchased lululemon shares are held through a revocable trust. The 6,090 common shares bought on March 20, 2026 are owned indirectly by the Charles and Juliet Bergh Revocable Trust, while the 272 restricted stock units are held directly in Bergh’s name.

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.