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EdgarHawk

Charles V Bergh

Director

Director

Latest: Director buying · June 2026

2 filings analyzed · 1 company · Latest 2026-06-16

Companies

Company Buys Sells Direction
lululemon athletica inc. LULU 3 0 Net buying

Activity

June 2026
medium
Buy
4,275 shares
$500,384
Significance 5/10

Director Charles V Bergh purchases 4,275 shares of LULU at $117.05 on 2026-06-15, lifting holdings 70.2% to 10,365 shares.

Director Charles V Bergh acquired 4,275 shares at $117.05, increasing his holdings by 70.2% to a total of 10,365 shares post-transaction. The purchase occurred when LULU stock is trading 55.8% below its 52-week high of $261.30 and has declined 30.2% over the prior 90 days, though it has risen 1.9% in the 30 days surrounding this transaction. Bergh's cross-ticker track record shows 1 prior buy with an average 30-day return of +1.9%, and his only prior trade at LULU (a buy on 2026-03-20) also showed a 30-day return of +1.9%; however, neither outcome is yet measurable at the 90-day mark. The company carries a P/E of 8.58 and generated $195.0M net income on $2.5B in quarterly revenue with 4.9% annual revenue growth, suggesting a profitable, modestly growing enterprise trading at a compressed multiple. This represents a substantial absolute commitment of $500.4K and a material increase in his LULU exposure during a prolonged drawdown.

March 2026
high
Buy
6,090 shares
$999,978
Significance 6/10

Director Charles V Bergh bought 6,090 shares of LULU at $164.20, now down -51.9% from 52-week high of $341.53

Director Charles V Bergh purchased 6,090 shares of lululemon at $164.20 on 2026-03-20, representing his first open-market purchase of the company's stock (moving from zero prior holdings to 6.1K shares). The transaction totaled $999,978.00 and occurred against a backdrop of significant stock price deterioration: the current price of $164.38 sits -51.9% below the 52-week high of $341.53, and the stock is down -22.7% over the prior 90 days. This purchase by a director in a period of material stock decline, combined with the company's solid fundamentals (P/E of 12.39, $2.6B quarterly revenue, +4.9% annual revenue growth), warrants assessment of whether the transaction reflects confidence at current valuations or if market headwinds suggest deeper operational challenges warranting deeper investigation.

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