lululemon director trust buys 4,275 LULU shares
lululemon athletica inc. director Charles V. Bergh reported an open-market purchase of common stock through a trust.
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Form Type
4
Rhea-AI Filing Summary
lululemon athletica inc. director Charles V. Bergh reported an open-market purchase of common stock through a trust. On June 15, 2026, the Charles and Juliet Bergh Revocable Trust bought 4,275 shares of lululemon at a weighted average price of $117.0488 per share, lifting its indirect holdings to 10,365 shares. Separately, Bergh also reports a directly held position of 272 shares of common stock as a holding entry.
Insider Trade Summary
Net Buyer: 4,275 shares
Net Buy
2 txns
Insider
Bergh Charles V
Role
Director
Bought
4,275 shs ($500K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 4,275 | $117.0488 | $500K |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 10,365 shares (Indirect, By Trust);
Common Stock — 272 shares (Direct)
Footnotes (2)
- F1. The price reported is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $117.01 to $117.0499, 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 purchased at each separate price within the range set forth in this footnote.
- F2. The shares are held by the Charles and Juliet Bergh Revocable Trust dated May 5, 2013.
Key Figures
Shares purchased: 4,275 shares
Weighted average price: $117.0488 per share
Indirect holdings after trade: 10,365 shares
+2 more
5 metrics
Shares purchased
4,275 shares
Open-market purchase by revocable trust on June 15, 2026
Weighted average price
$117.0488 per share
Price for 4,275-share purchase range $117.01–$117.0499
Indirect holdings after trade
10,365 shares
Common stock held by Charles and Juliet Bergh Revocable Trust
Direct holdings
272 shares
Common stock directly held by Charles V. Bergh
Net buy shares
4,275 shares
Net buy direction across reported transactions
Key Terms
open-market purchase, weighted average price, indirect, Revocable Trust, +1 more
5 terms
open-market purchase financial
"transaction_action: open-market purchase"
An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.
weighted average price financial
"The price reported is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
indirect financial
"ownership_type: indirect"
Revocable Trust financial
"The shares are held by the Charles and Juliet Bergh Revocable Trust dated May 5, 2013."
A revocable trust is a legal arrangement where the person who creates it keeps control and can change or cancel the trust at any time, while naming who will manage and receive the assets later. Think of it like a flexible folder for your investments and property that can be relabeled or reworked as circumstances change; it matters to investors because it determines how ownership is recorded, how easily assets transfer on incapacity or death, and whether holdings bypass public probate proceedings.
Common Stock financial
"security_title: Common Stock"
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did lululemon (LULU) director Charles Bergh report in this Form 4?
He reported an open-market purchase of lululemon common stock. A trust associated with him acquired 4,275 shares at a weighted average price of $117.0488 per share, increasing its indirect holdings to 10,365 shares.
What direct holdings in lululemon (LULU) stock does Charles Bergh report?
He reports directly holding 272 shares of lululemon common stock. This direct position is disclosed as a separate holding entry, distinct from the larger indirect position held via the Charles and Juliet Bergh Revocable Trust.
AI-generated analysis. How Rhea-AI works. Not financial advice.
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