Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | Regional Pres. APAC & China | May 04, 2023 | May 08, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
HERBALIFE LTD.
Report date May 04, 2023 · Filed May 08, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 81,793 |
Reported balance
After 2023-05-04 transaction · row 1
1 source rowRow 1 · 2023-05-04 · Grant · Acquired 27,941 · Balance 81,793 F1: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These RSUs will vest in one-third increments on each of May 4, 2024, May 4, 2025, and May 4, 2026, subject to continued service through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These RSUs will vest in one-third increments on each of May 4, 2024, May 4, 2025, and May 4, 2026, subject to continued service through such date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 04, 2023 Filed May 8, 2023 22:29 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 27,941 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028076 · doc4.xml · nonDerivative · entry 1 Conchie Stephen · CIK 0001661500 · Regional Pres. APAC & China 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,793 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These RSUs will vest in one-third increments on each of May 4, 2024, May 4, 2025, and May 4, 2026, subject to continued service through such date. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 02:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 4,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013682 · doc4.xml · nonDerivative · entry 1 Conchie Stephen · CIK 0001661500 · VP, Gen. Mgr. - Southeast Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,634 F1 · kind: Consists of restricted stock units ("RSU") under the Herbalife Ltd. 2014 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Herbalife Ltd. common stock on vesting. This award will vest 20% each on February 26, 2019 and February 26, 2020, and 60% on February 26, 2021. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 2,825 | $0.00 Strike: $57.19 | $0.00 |
DisclosureSEC source: 0001209191-18-013682 · doc4.xml · derivative · entry 5 Conchie Stephen · CIK 0001661500 · VP, Gen. Mgr. - Southeast Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,825 Underlying: Common Stock · 2,825 shares Expires 2027-02-27 F5 · kind: On February 27, 2017, the reporting person was granted an award of 14,124 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2017, 2018 and 2019. The performance criteria for 2017 was met, resulting in 2,825 SARs which will vest on February 27, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 1,522 | $0.00 Strike: $67.09 | $0.00 |
DisclosureSEC source: 0001209191-18-013682 · doc4.xml · derivative · entry 4 Conchie Stephen · CIK 0001661500 · VP, Gen. Mgr. - Southeast Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,044 Underlying: Common Stock · 1,522 shares Expires 2026-05-05 F4 · kind: On August 5, 2016, the reporting person was granted an award of 7,610 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2016, 2017 and 2018. The performance criteria for 2017 was met, resulting in 1,522 SARs which will vest on August 5, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 1,048 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-18-013682 · doc4.xml · derivative · entry 3 Conchie Stephen · CIK 0001661500 · VP, Gen. Mgr. - Southeast Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,096 Underlying: Common Stock · 1,048 shares Expires 2026-05-09 F3 · kind: On May 9, 2016, the reporting person was granted an award of 5,240 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2016, 2017 and 2018. The performance criteria for 2017 was met, resulting in 1,048 SARs which will vest on May 9, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 4,404 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-18-013682 · doc4.xml · derivative · entry 2 Conchie Stephen · CIK 0001661500 · VP, Gen. Mgr. - Southeast Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,340 Underlying: Common Stock · 4,404 shares Expires 2025-03-02 F2 · kind: On March 2, 2015, the reporting person was granted an award of 7,340 stock appreciation rights ("SARs"). The amount and timing of the vesting of these SARs is dependent upon the achievement by Herbalife Ltd. (the "Company") of certain performance criteria for each of fiscal 2015, 2016 and 2017. The performance criteria for 2017 was met, resulting in 4,404 SARs which will vest on March 2, 2018. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 1,522 | $0.00 Strike: $67.09 | $0.00 |
DisclosureSEC source: 0001209191-17-014975 · doc4.xml · derivative · entry 2 Conchie Stephen · CIK 0001661500 · VP, Gen. Mgr. - Southeast Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,522 Underlying: Common Stock · 1,522 shares Expires 2026-08-05 F2 · balance_after: On August 5, 2016, the reporting person was granted an award of 7,610 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2016, 2017 and 2018. The performance criteria for 2016 was met, resulting in 1,522 SARs which will vest on August 5, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 1,048 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-17-014975 · doc4.xml · derivative · entry 1 Conchie Stephen · CIK 0001661500 · VP, Gen. Mgr. - Southeast Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,048 Underlying: Common Stock · 1,048 shares Expires 2026-05-09 F1 · balance_after: On May 9, 2016, the reporting person was granted an award of 5,240 stock appreciation rights ("SARs"). The amount and timing of the vesting of these SARs is dependent upon the achievement by Herbalife Ltd. (the "Company") of certain performance criteria for each of fiscal 2016, 2017 and 2018. The performance criteria for 2016 was met, resulting in 1,048 SARs which will vest on May 9, 2017. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.