Lululemon director receives 1,606 stock unit grant

Bergh Charles V reported acquisition or exercise transactions in this Form 4 filing. lululemon athletica inc. director Charles V. Bergh reported an equity compensation grant in the form of restricted stock units tied to the company’s common stock.

Rhea-AI Filing Summary

Bergh Charles V reported acquisition or exercise transactions in this Form 4 filing.

lululemon athletica inc. director Charles V. Bergh reported an equity compensation grant in the form of restricted stock units tied to the company’s common stock. He received 1,606 restricted stock units, each representing one share of common stock, at a stated price of $0.00 per unit.

These units vest 100% on the earlier of June 25, 2027, or the date of the company’s 2027 annual meeting of stockholders. Following the grant, Bergh holds 1,878 shares of common stock directly and 10,365 shares indirectly through the Charles and Juliet Bergh Revocable Trust dated May 5, 2013.

Insider Trade Summary

Grant/Award: 1,606 shares

Grant/Award 2 txns

Insider Bergh Charles V

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	1,606	$0.00	$0.00
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 1,878 shares (Direct); Common Stock — 10,365 shares (Indirect, By Trust)

Footnotes (2)

1. F1. The reporting person received restricted stock units. Each restricted stock unit represents the right to receive one share of common stock and vests as to 100% on the earlier of (a) June 25, 2027, or (b) the date of the Company's 2027 annual meeting of stockholders.
2. F2. The shares are held by the Charles and Juliet Bergh Revocable Trust dated May 5, 2013.

Key Figures

RSU grant size: 1,606 units Grant price: $0.00 per unit Direct holdings after grant: 1,878 shares +2 more

5 metrics

RSU grant size 1,606 units Restricted stock units granted to Charles V. Bergh

Grant price $0.00 per unit Stated price for the RSU award

Direct holdings after grant 1,878 shares Common stock held directly after the transaction

Indirect trust holdings 10,365 shares Common stock held indirectly by Charles and Juliet Bergh Revocable Trust

Vesting date June 25, 2027 RSUs vest 100% on earlier of this date or 2027 annual meeting

Key Terms

restricted stock units, Grant, award, or other acquisition, Revocable Trust, annual meeting of stockholders

4 terms

restricted stock units financial

"The reporting person received restricted stock units. Each restricted stock unit represents the right to receive one share of common stock"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

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.

annual meeting of stockholders financial

"vests as to 100% on the earlier of (a) June 25, 2027, or (b) the date of the Company's 2027 annual meeting of stockholders"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did lululemon (LULU) director Charles V. Bergh report in this Form 4?

Charles V. Bergh reported receiving 1,606 restricted stock units linked to lululemon common stock as equity compensation. Each unit represents one share of common stock and will convert into shares once the vesting conditions are satisfied according to the award terms.

How many lululemon (LULU) shares does Charles V. Bergh hold after this grant?

After the grant, Charles V. Bergh holds 1,878 shares of lululemon common stock directly and 10,365 shares indirectly. The indirect shares are held by the Charles and Juliet Bergh Revocable Trust dated May 5, 2013, as disclosed in the filing.

When do Charles V. Bergh’s new lululemon (LULU) restricted stock units vest?

The 1,606 restricted stock units vest 100% on the earlier of June 25, 2027, or the date of lululemon’s 2027 annual meeting of stockholders. At vesting, each unit entitles Bergh to receive one share of lululemon common stock.

Are Charles V. Bergh’s new lululemon (LULU) shares from an open-market purchase?

No, the filing classifies the transaction as a grant, award, or other acquisition with a transaction price of $0.00 per share. This indicates a compensation-related stock unit award, not an open-market share purchase by the director.

How are some of Charles V. Bergh’s lululemon (LULU) shares held?

The filing states that 10,365 shares of lululemon common stock are held indirectly by the Charles and Juliet Bergh Revocable Trust dated May 5, 2013. These trust-held shares are reported as indirect ownership rather than shares held in his personal name.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/29/2026 - 05:20 PM EDT Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED 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)

VANCOUVER V6J 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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/25/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock(1)	06/25/2026		A		1,606	A	$0	1,878	D
Common Stock								10,365	I	By 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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The reporting person received restricted stock units. Each restricted stock unit represents the right to receive one share of common stock and vests as to 100% on the earlier of (a) June 25, 2027, or (b) the date of the Company's 2027 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-Fact	06/29/2026
	** Signature of Reporting Person	Date
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)