Lululemon SEC Filings

lululemon athletica inc. (LULU) – CEO Calvin McDonald Form 4 filing dated 07/01/2025

The filing discloses a single option exercise and related share sales executed on 06/27/2025:

• Option exercise (Code M): 35,355 options exercised at $136.67, generating an equivalent number of common shares.
• Share sales (Code S): 27,049 shares sold in two blocks at weighted-average prices of $235.54 and $236.33, producing roughly $6.4 million in gross proceeds.
• After all transactions, McDonald’s direct holdings declined from 137,613 to 110,564 shares, but remain materially above pre-exercise levels, indicating a net increase of 8,306 shares versus the position prior to the option exercise.
• The sold shares represent about 2.0 % of LULU’s 1.36 million share daily volume (30-day average) and ~0.1 % of shares outstanding, suggesting limited market-wide supply impact.

The exercised options were granted in 2018 and fully vested by August 2022; they were due to expire on 08/20/2025. The mix of exercise-and-sell is typical for executives managing tax liabilities and portfolio diversification. No additional derivative positions remain from this grant.

Investor take-away: The transaction appears routine ahead of option expiration. Although insider sales often draw attention, the CEO retains a sizeable stake and increased his net share count. Absent other catalysts, the filing is viewed as neutral to mildly negative sentiment rather than a signal of fundamental change.

Form 144 filed for lululemon athletica inc. (NASDAQ: LULU) discloses a planned insider sale by Chief Executive Officer and Director Calvin McDonald. The filing covers 27,049 common shares—acquired and scheduled to be sold on 06/27/2025 following a same-day stock-option exercise—through broker NBCN Clearing Inc.. At the reference price implied in the form, the shares carry an aggregate market value of US$6.38 million.

The transaction represents approximately 0.024% of Lululemon’s 114.7 million shares outstanding, indicating a relatively small ownership change. No other insider sales were reported in the past three months, and the signatory asserts no undisclosed adverse information. While routine for option exercises, investors may monitor whether additional executives follow suit, as insider activity can sometimes foreshadow sentiment shifts.

lululemon athletica inc. (LULU) has filed an automatically effective Form S-3 shelf registration statement on 26 June 2025. The filing is made under Rule 415(a)(5) to roll over unsold securities that were previously registered on Form S-3 (File No. 333-265928) effective 30 June 2022, which is approaching the three-year limit for primary shelf offerings. By submitting this new registration, the company preserves its ability to issue securities from time to time without interruption.

The shelf covers a broad range of instruments: common stock, preferred stock, debt securities, warrants and units. Securities may be sold by lululemon or by selling security-holders, either separately or in combination, directly or through intermediaries. Specific terms—including amount, price, and underwriters—will be detailed in future prospectus supplements.

Use of proceeds: unless otherwise stated in a supplement, net proceeds will be applied to general corporate purposes such as debt repayment, acquisitions, working capital, capital expenditures, or investments in subsidiaries. The company will not receive proceeds from secondary sales by selling shareholders.

The prospectus highlights customary risk factors (incorporated by reference from the latest 10-K and 10-Q) and contains standard forward-looking statements language. Filing status: large accelerated filer; automatic shelf (Rule 462(e)). No immediate offering size, pricing, or timetable is disclosed, and no securities are being issued upon effectiveness of this registration alone.