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Burlington Stores, Inc. BURL

Individual Beneficiary

Name of reporting person Citizenship or organization Sole voting power Shared voting power Sole dispositive power Shared dispositive power Amount beneficially owned Percent of class Accepted date
Capital International Investors DELAWARE 0 0 0 0 6261574 10 % 14/05/2026
Vanguard Capital Management PENNSYLVANIA 0 0 0 0 3362230 5.36 % 29/04/2026
The Vanguard Group PENNSYLVANIA 0 0 0 0 0 0 % 26/03/2026
JPMORGAN CHASE & CO. DELAWARE 22912 22912 22912 0 6809671 10.8 % 06/10/2025
Capital International Investors DELAWARE 0 0 0 0 8727750 13.8 % 13/08/2025
JPMORGAN CHASE & CO. DELAWARE 38424 38424 38424 0 5846790 9.2 % 22/07/2025
Capital International Investors DELAWARE 0 0 0 0 5829766 9.2 % 13/05/2025
95-1411037 Delaware 6005214 0 6105278 0 13 9.4 % 13/02/2023
95-1411037 Delaware 6005214 0 6105278 0 13 9.4 % 13/02/2023
(1) BlackRock, Inc. Delaware 3837808 0 4231246 0 4231246 6.5 % 03/02/2023
JPMORGAN CHASE & CO.13-2624428 Delaware 3761520 45228 4007925 14388 4023936 6.1 % 09/01/2023
85-4328500 Maryland 2588911 0 6846206 0 6846206 10.4 % 10/11/2022
85-4328500 Maryland 2588911 0 6846206 0 6846206 10.4 % 10/11/2022
52-0556948 Maryland 4035130 0 8271831 0 8271831 12.6 % 11/10/2022
52-0556948 Maryland 1745331 0 4489161 0 4489161 6.7 % 10/08/2022
52-0556948 Maryland 1745331 0 4489161 0 4489161 6.7 % 10/08/2022
52-0556948 Maryland 2790882 0 8439542 0 8439542 12.6 % 14/02/2022
52-0556948 Maryland 2790882 0 8439542 0 8439542 12.6 % 14/02/2022
(1) BlackRock, Inc. Delaware 2784143 0 3275840 0 3275840 4.9 % 10/12/2021
95-1411037 Delaware 6434098 0 6438405 0 13 9.7 % 16/02/2021
95-1411037 Delaware 6434098 0 6438405 0 13 9.7 % 16/02/2021
95-1411037 Delaware 1845238 0 1845238 0 13 2.8 % 16/02/2021
95-1411037 Delaware 1845238 0 1845238 0 13 2.8 % 16/02/2021
52-0556948 Maryland 2774167 0 8627080 0 8627080 13 % 16/02/2021
52-0556948 Maryland 2774167 0 8627080 0 8627080 13 % 16/02/2021
Capital World Investors ** 3536500 0 3536500 0 3536500 5.3 % 13/02/2020
Capital World Investors ** 3536500 0 3536500 0 3536500 5.3 % 13/02/2020
(1) BlackRock, Inc. Delaware 3493686 0 3907084 0 3907084 5.8 % 07/02/2019
(1) BlackRock, Inc. Delaware 2609540 0 2894672 0 2894672 4 % 08/07/2016
Wilmington Trust Corporation Pennsylvania 158724 4300 5192724 158424 63685057 6.1 % 10/02/2016
First Trust Portfolios L.P., First Trust Advisors L.P., The Charger Corporation Delaware 1907717 0 1919840 0 8491017 67.52 % 08/02/2016
Wells Capital Management Incorporated Delaware 0 157680 0 0 3806322 5.01 % 29/01/2016
Wells Fargo & Company Delaware 34172 4178758 34172 0 4514861 5.94 % 29/01/2016
Wells Fargo Funds Management, LLC Delaware 0 3892373 0 0 3892373 5.12 % 29/01/2016
(1) BlackRock, Inc. Delaware 4652928 0 4865225 0 4865225 6.4 % 28/01/2016
2. Delaware 0 5202204 0 0 10 7 % 17/02/2015
2. Delaware 0 5314637 0 0 10 7.1 % 17/02/2015
2. Delaware 0 5339517 0 0 10 7.2 % 17/02/2015
2. Delaware 0 5339517 0 0 10 7.2 % 17/02/2015
Robert Atchinson United States 0 5166717 0 0 5166717 6.93 % 17/02/2015
Phillip Gross United States 0 5166717 0 0 5166717 6.93 % 17/02/2015
Adage Capital Partners, L.P. Delaware 0 5166717 0 0 5166717 6.93 % 17/02/2015
Adage Capital Partners GP, L.L.C. Delaware 0 5166717 0 0 5166717 6.93 % 17/02/2015
Adage Capital Advisors, L.L.C. Delaware 0 5166717 0 0 5166717 6.93 % 17/02/2015
Adage Capital Partners GP, L.L.C. Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
Phillip Gross Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
Robert Atchinson Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
Adage Capital Partners GP, L.L.C. Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
Adage Capital Partners, L.P. Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
Phillip Gross Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
Adage Capital Advisors, L.L.C. Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
Robert Atchinson Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
Adage Capital Partners, L.P. Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
Adage Capital Advisors, L.L.C. Delaware 0 3727769 0 0 3727769 5.06 % 23/05/2014
2. Delaware 0 5280706 0 0 10 7.2 % 08/05/2014
2. Delaware 0 5305306 0 0 10 7.2 % 08/05/2014
2. Delaware 0 5305306 0 0 10 7.2 % 08/05/2014
2. Delaware 0 5305306 0 0 10 7.2 % 08/05/2014
2. Delaware 0 5299735 0 0 10 7.2 % 08/05/2014
2. Delaware 0 5305306 0 0 10 7.2 % 08/05/2014
2. Delaware 0 5299735 0 0 10 7.2 % 08/05/2014
2. Delaware 0 5280706 0 0 10 7.2 % 08/05/2014

Senat trading

Bureau Date de la transaction Date de réception Type Amount Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Amount District
Lisa McClain 2025-09-11 2025-10-22 Sale (Full) $1,001 - $15,000 MI09
Lisa McClain 2025-08-13 2025-09-15 Purchase $1,001 - $15,000 MI09
Lisa McClain 2025-06-17 2025-08-13 Sale (Full) $1,001 - $15,000 MI09
Lisa McClain 2025-06-11 2025-08-13 Purchase $1,001 - $15,000 MI09
Michael McCaul 2023-06-05 2023-07-19 Sale $100,001 - $250,000 TX10
Michael McCaul 2023-06-05 2023-07-19 Sale $50,001 - $100,000 TX10
Michael McCaul 2023-05-02 2023-06-22 Sale $15,001 - $50,000 TX10
Michael McCaul 2023-05-02 2023-06-22 Sale $15,001 - $50,000 TX10
Michael McCaul 2023-02-06 2023-03-20 Sale $1,001 - $15,000 TX10
Michael McCaul 2023-02-06 2023-03-20 Sale $1,001 - $15,000 TX10
Michael McCaul 2022-11-22 2022-12-22 Purchase $15,001 - $50,000 TX10
Michael McCaul 2022-11-25 2022-12-22 Purchase $15,001 - $50,000 TX10
Michael McCaul 2022-11-17 2022-12-22 Purchase $15,001 - $50,000 TX10
Michael McCaul 2022-11-25 2022-12-22 Purchase $50,001 - $100,000 TX10
Michael McCaul 2022-11-17 2022-12-22 Purchase $15,001 - $50,000 TX10
Michael McCaul 2022-11-22 2022-12-22 Purchase $15,001 - $50,000 TX10
Michael McCaul 2022-09-14 2022-10-13 Purchase $15,001 - $50,000 TX10
Michael McCaul 2022-09-14 2022-10-13 Purchase $15,001 - $50,000 TX10
Lois Frankel 2022-07-28 2022-08-31 Sale (Full) $1,001 - $15,000 FL21
Ro Khanna 2022-05-05 2022-06-10 Purchase $1,001 - $15,000 CA17
Ro Khanna 2022-05-23 2022-06-10 Sale $1,001 - $15,000 CA17
Michael McCaul 2021-03-10 2021-04-19 Sale (Full) $15,001 - $50,000 TX10
Michael McCaul 2021-03-10 2021-04-19 Sale (Full) $15,001 - $50,000 TX10
Michael McCaul 2021-03-09 2021-04-19 Sale (Full) $15,001 - $50,000 TX10
Michael McCaul 2021-03-09 2021-04-19 Sale (Full) $15,001 - $50,000 TX10
Lois Frankel 2020-09-02 2020-09-29 Purchase $1,001 - $15,000 FL21
Lois Frankel 2020-08-13 2020-08-24 Purchase $1,001 - $15,000 FL21
Donna Shalala 2019-06-24 2020-04-27 Sale (Full) $1,001 - $15,000 FL27
Donna Shalala 2019-04-16 2020-04-27 Purchase $1,001 - $15,000 FL27
Lamar Smith 2018-10-02 2018-11-08 Purchase $1,001 - $15,000 TX21
Lamar Smith 2018-08-30 2018-10-09 Purchase $1,001 - $15,000 TX21