Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | Regional Pres. EMEA & India | 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 | 141,809 |
Reported balance
After 2023-05-04 transaction · row 1
1 source rowRow 1 · 2023-05-04 · Grant · Acquired 11,948 · Balance 141,809 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. |
| Common StockSEC Table I · non-derivative | IndirectBy wife | 34,361 |
Reported balance
After 2023-05-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-05-04 · Grant · Acquired 16,911 · Balance 34,361 F2: Consists of 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. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $13.60 · Expires 2033-05-04 | Direct | 80,049 |
Reported balance
After 2023-05-04 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-04 · Grant · Acquired 80,049 · Balance 80,049 F3: Consists of stock appreciation rights ("SARs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These SARs 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.
F2: Consists of 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.
F3: Consists of stock appreciation rights ("SARs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These SARs 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 22:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 80,049 | $0.00 Strike: $13.60 | $0.00 |
DisclosureSEC source: 0001209191-23-028081 · doc4.xml · derivative · entry 3 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,049 Underlying: Common Stock · 80,049 shares Expires 2033-05-04 F3 · derivative.exercise_date: Consists of stock appreciation rights ("SARs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These SARs 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 |
| May 04, 2023 Filed May 8, 2023 22:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 16,911 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028081 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: No plan indicated Ownership: Indirect · By wife Disclosed balance after: 34,361 F2 · shares: Consists of 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 |
| May 04, 2023 Filed May 8, 2023 22:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 11,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028081 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,809 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 25, 2023 Filed Feb 28, 2023 23:26 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 590 | $19.48 | $11,493.20 |
DisclosureSEC source: 0001209191-23-013863 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 17,450 F2 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person's Wife on February 25, 2022. Read SEC document |
| February 25, 2023 Filed Feb 28, 2023 23:26 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 1,284 | $19.48 | $25,012.32 |
DisclosureSEC source: 0001209191-23-013863 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,861 F1 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on February 25, 2022. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 23:06 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 1,714 | $20.43 | $35,017.02 |
DisclosureSEC source: 0001209191-23-011851 · doc4.xml · nonDerivative · entry 4 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 18,040 F4 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person's Wife on February 20, 2020. Read SEC document |
| February 20, 2023 Filed Feb 22, 2023 23:06 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 3,726 | $20.43 | $76,122.18 |
DisclosureSEC source: 0001209191-23-011851 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,145 F2 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 20, 2020. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 23:06 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 448 | $20.43 | $9,152.64 |
DisclosureSEC source: 0001209191-23-011851 · doc4.xml · nonDerivative · entry 3 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 19,754 F3 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person's Wife on February 19, 2021. Read SEC document |
| February 19, 2023 Filed Feb 22, 2023 23:06 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 973 | $20.43 | $19,878.39 |
DisclosureSEC source: 0001209191-23-011851 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,871 F1 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on February 19, 2021. Read SEC document |
| December 09, 2022 Filed Dec 13, 2022 21:23 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 94,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-060932 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · Regional Pres. EMEA & India 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,844 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on December 9, 2024, subject to continued service through such date. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:31 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 784 | $44.98 | $35,264.32 |
DisclosureSEC source: 0001209191-21-016547 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 16,651 F2 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person's Wife on February 26, 2018. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:31 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 3,268 | $44.98 | $146,994.64 |
DisclosureSEC source: 0001209191-21-016547 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,285 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on February 26, 2018. Read SEC document |
| February 21, 2021 Filed Feb 24, 2021 01:44 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 570 | $48.33 | $27,548.10 |
DisclosureSEC source: 0001209191-21-013541 · doc4.xml · nonDerivative · entry 6 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 17,435 F5 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person's Wife on February 21, 2019. Read SEC document |
| February 21, 2021 Filed Feb 24, 2021 01:44 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 838 | $48.33 | $40,500.54 |
DisclosureSEC source: 0001209191-21-013541 · doc4.xml · nonDerivative · entry 3 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,553 F3 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 21, 2019. Read SEC document |
| February 20, 2021 Filed Feb 24, 2021 01:44 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 572 | $48.33 | $27,644.76 |
DisclosureSEC source: 0001209191-21-013541 · doc4.xml · nonDerivative · entry 5 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 18,005 F4 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person's Wife on February 20, 2020. Read SEC document |
| February 20, 2021 Filed Feb 24, 2021 01:44 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 1,242 | $48.33 | $60,025.86 |
DisclosureSEC source: 0001209191-21-013541 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,391 F2 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 20, 2020. Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 01:44 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 4,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013541 · doc4.xml · nonDerivative · entry 4 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 18,577 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 19, 2022, 20% on February 19, 2023, and 60% on February 19, 2024, subject to continued service through each vesting date. Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 01:44 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 10,345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013541 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,633 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 19, 2022, 20% on February 19, 2023, and 60% on February 19, 2024, subject to continued service through each vesting date. Read SEC document |
| December 07, 2020 Filed Dec 8, 2020 02:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 9,416 | $49.88 | $469,628.65 |
DisclosureSEC source: 0001209191-20-062100 · doc4.xml · nonDerivative · entry 6 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,288 F1 · price: This transaction was executed in multiple trades at prices ranging from $49.87 to $49.88. The price reported reflects the weighted average sale price of $49.8756. The reporting person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 02:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 6,241 | $49.88 | $311,301.08 |
DisclosureSEC source: 0001209191-20-062100 · doc4.xml · nonDerivative · entry 5 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,704 Read SEC document |
| December 03, 2020 Filed Dec 8, 2020 02:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 26,872 | $0.00 Strike: $31.26 | $0.00 |
DisclosureSEC source: 0001209191-20-062100 · doc4.xml · derivative · entry 9 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 26,872 shares Expires 2026-05-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Adjusted to reflect the Issuer's May 14, 2018 2-for-1 stock split. The SARs were previously reported as part of an award covering 16,795 shares at an exercise price of $62.51 per share. F4 · shares: Adjusted to reflect the Issuer's May 14, 2018 2-for-1 stock split. The SARs were previously reported as part of an award covering 16,795 shares at an exercise price of $62.51 per share. F5 · derivative.exercise_date: The SARs were granted on May 9, 2016. 20% vested on May 9, 2017, 20% vested on May 9, 2018 and the remaining 60% vested on May 9, 2019. Read SEC document |
| December 03, 2020 Filed Dec 8, 2020 02:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 15,000 | $0.00 Strike: $23.90 | $0.00 |
DisclosureSEC source: 0001209191-20-062100 · doc4.xml · derivative · entry 8 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2025-05-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Adjusted to reflect the Issuer's May 14, 2018 2-for-1 stock split. The stock appreciation rights ("SARs") were previously reported as part of an award covering 12,500 shares at an exercise price of $47.80 per share. F2 · shares: Adjusted to reflect the Issuer's May 14, 2018 2-for-1 stock split. The stock appreciation rights ("SARs") were previously reported as part of an award covering 12,500 shares at an exercise price of $47.80 per share. F3 · derivative.exercise_date: The SARs were granted on May 7, 2015. 20% vested on May 7, 2016, 20% vested on May 7, 2017 and the remaining 60% vested on May 7, 2018. Read SEC document |
| December 03, 2020 Filed Dec 8, 2020 02:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 21,584 | $49.72 | $1,073,156.48 |
DisclosureSEC source: 0001209191-20-062100 · doc4.xml · nonDerivative · entry 4 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,945 Read SEC document |
| December 03, 2020 Filed Dec 8, 2020 02:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 26,872 | $31.26 | $839,884.36 |
DisclosureSEC source: 0001209191-20-062100 · doc4.xml · nonDerivative · entry 3 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,529 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 03, 2020 Filed Dec 8, 2020 02:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 10,872 | $49.72 | $540,555.84 |
DisclosureSEC source: 0001209191-20-062100 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,657 Read SEC document |
| December 03, 2020 Filed Dec 8, 2020 02:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 15,000 | $23.90 | $358,500.00 |
DisclosureSEC source: 0001209191-20-062100 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,529 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 21:49 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 262 | $33.27 | $8,716.74 |
DisclosureSEC source: 0001209191-20-013946 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 13,819 F2 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person's wife on February 26, 2018. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 21:49 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 1,089 | $33.27 | $36,231.03 |
DisclosureSEC source: 0001209191-20-013946 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,529 F1 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on February 26, 2018. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 21:56 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 21,186 | $0.00 Strike: $28.60 | $0.00 |
DisclosureSEC source: 0001209191-20-012024 · doc4.xml · derivative · entry 5 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,310 Underlying: Common Stock · 21,186 shares Expires 2027-02-27 F4 · shares: On February 27, 2017, the Reporting Person was granted an award of 35,310 PSARs (number adjusted to reflect the Issuer's 2-for-1 stock split on May 14, 2018). The amount and timing of the vesting of these PSARs was dependent upon achievement by the Issuer of certain performance criteria for each of fiscal 2017, 2018 and 2019. With the satisfaction of the performance criteria for fiscal 2019, 21,186 PSARs will vest on February 27, 2020, subject to continued service through each applicable date. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 21:56 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 569 | $37.45 | $21,309.05 |
DisclosureSEC source: 0001209191-20-012024 · doc4.xml · nonDerivative · entry 4 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 14,081 F3 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person's Wife on February 21, 2019. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 21:56 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 838 | $37.45 | $31,383.10 |
DisclosureSEC source: 0001209191-20-012024 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,618 F2 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on February 21, 2019. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:56 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 6,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012024 · doc4.xml · nonDerivative · entry 3 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 14,650 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 20, 2021, 20% on February 20, 2022, and 60% on February 20, 2023, subject to continued service through each applicable date. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 21:56 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 13,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012024 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,456 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 20, 2021, 20% on February 20, 2022, and 60% on February 20, 2023, subject to continued service through each applicable date. Read SEC document |
| May 13, 2019 Filed May 13, 2019 20:59 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 738 | $47.62 | $35,143.56 |
DisclosureSEC source: 0001209191-19-029376 · doc4.xml · nonDerivative · entry 4 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 8,574 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:59 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 3,930 | $0.00 Strike: $31.26 | $0.00 |
DisclosureSEC source: 0001209191-19-029376 · doc4.xml · derivative · entry 5 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 0 Underlying: Common Stock · 3,930 shares Expires 2026-05-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F2 · shares: The Reporting Person's wife received 738 shares of common stock upon the net exercise of 3,930 stock appreciation rights ("SARs"). She forfeited 2,535 shares of common stock underlying the SARs in payment of the exercise price and 657 shares of common stock underlying the SARs to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on May 9, 2019 of $48.47. F3 · shares: These SARS were previously reported as 1,965 shares at an exercise price of $62.51 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:59 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 3,192 | $48.47 | $154,716.24 |
DisclosureSEC source: 0001209191-19-029376 · doc4.xml · nonDerivative · entry 3 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 9,312 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F2 · shares: The Reporting Person's wife received 738 shares of common stock upon the net exercise of 3,930 stock appreciation rights ("SARs"). She forfeited 2,535 shares of common stock underlying the SARs in payment of the exercise price and 657 shares of common stock underlying the SARs to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on May 9, 2019 of $48.47. Read SEC document |
| May 09, 2019 Filed May 13, 2019 20:59 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 3,930 | $31.26 | $122,832.15 |
DisclosureSEC source: 0001209191-19-029376 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 12,504 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F2 · shares: The Reporting Person's wife received 738 shares of common stock upon the net exercise of 3,930 stock appreciation rights ("SARs"). She forfeited 2,535 shares of common stock underlying the SARs in payment of the exercise price and 657 shares of common stock underlying the SARs to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on May 9, 2019 of $48.47. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:09 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 262 | $56.52 | $14,808.24 |
DisclosureSEC source: 0001209191-19-014590 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 8,574 F2 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person's wife on February 26, 2018. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:09 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 1,089 | $56.52 | $61,550.28 |
DisclosureSEC source: 0001209191-19-014590 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,306 F1 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on February 26, 2018. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:12 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock · Derivative | 7,062 | $0.00 Strike: $28.60 | $0.00 |
DisclosureSEC source: 0001209191-19-013074 · doc4.xml · derivative · entry 4 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,124 Underlying: Common Stock · 7,062 shares Expires 2027-02-27 F4 · shares: On February 27, 2017, the Reporting Person was granted an award of 35,310 PSARs, which number reflects the Issuer's 2-for-1 stock split on May 14, 2018. The amount and timing of the vesting of these PSARs is dependent upon achievement by the Issuer of certain performance criteria for each of fiscal 2017, 2018 and 2019. As the performance criteria for 2018 has been satisfied, 7,062 PSARs will vest on February 27, 2019, subject to continued service through each applicable date. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:12 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock · Derivative | 20,154 | $0.00 Strike: $31.26 | $0.00 |
DisclosureSEC source: 0001209191-19-013074 · doc4.xml · derivative · entry 3 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,872 Underlying: Common Stock · 20,154 shares Expires 2026-05-09 F3 · shares: On May 9, 2016, the Reporting Person was granted an award of 33,590 performance stock appreciation rights ("PSARs"), which number reflects the Issuer's 2-for-1 stock split on May 14, 2018. The amount and timing of the vesting of these PSARs is dependent upon achievement by the Issuer of certain performance criteria for each of fiscal 2016, 2017 and 2018. As the performance criteria for 2018 has been satisfied, 20,154 PSARs will vest on May 9, 2019, subject to continued service through each applicable date. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 22:12 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 6,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013074 · doc4.xml · nonDerivative · entry 2 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 8,836 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 21, 2020, 20% on February 21, 2021, and 60% on February 21, 2022, subject to continued service through each applicable date. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 22:12 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 8,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013074 · doc4.xml · nonDerivative · entry 1 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,395 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 21, 2020, 20% on February 21, 2021, and 60% on February 21, 2022, subject to continued service through each applicable date. F2 · balance_after: Reflects 7,244 additional shares of common stock, after giving effect to the Issuer's 2-for-1 stock split on May 14, 2018. Read SEC document |
| May 11, 2018 Filed Feb 14, 2019 23:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 129 | $111.46 | $14,378.34 |
DisclosureSEC source: 0001209191-19-010383 · doc5.xml · nonDerivative · entry 8 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 2,780 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F4 · kind: Since this transaction took place prior to the Issuer's 2-for-1 stock split on May 14, 2018, share numbers and market price are provided without giving effect to the stock split. F3 · balance_after: Balance reflects the amount of securities beneficially owned indirectly as of December 31, 2018, after giving effect to the Issuer's 2-for-1 stock split on May 14, 2018. Read SEC document |
| May 09, 2018 Filed Feb 14, 2019 23:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 655 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-19-010383 · doc5.xml · derivative · entry 10 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 3,930 Underlying: Common Stock · 655 shares Expires 2026-05-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F5 · kind: The Reporting Person's wife received 129 shares of common stock upon the net exercise of 655 SARS. The Reporting Person's wife forfeited 369 shares of common stock underlying the SARS in payment of the exercise price and 157 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on May 9, 2018 of $111.17. Since this transaction took place prior to the Issuer's 2-for-1 stock split on May 14, 2018, share numbers, market prices and exercise prices are provided without giving effect to the stock split. F6 · derivative.exercise_date: On May 9, 2016, the Reporting Person's wife was granted 3,275 SARS (prior to giving effect to the Issuer's 2-for-1 stock split on May 14, 2018). These SARS vested 20% each on May 9, 2017 and May 9, 2018, and the remaining 60% vests on May 9, 2019. F7 · balance_after: Reflects share numbers after giving effect to the Issuer's 2-for-1 stock split on May 14, 2018. Read SEC document |
| May 09, 2018 Filed Feb 14, 2019 23:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 526 | $111.17 | $58,475.42 |
DisclosureSEC source: 0001209191-19-010383 · doc5.xml · nonDerivative · entry 7 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 2,780 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F5 · kind: The Reporting Person's wife received 129 shares of common stock upon the net exercise of 655 SARS. The Reporting Person's wife forfeited 369 shares of common stock underlying the SARS in payment of the exercise price and 157 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on May 9, 2018 of $111.17. Since this transaction took place prior to the Issuer's 2-for-1 stock split on May 14, 2018, share numbers, market prices and exercise prices are provided without giving effect to the stock split. F3 · balance_after: Balance reflects the amount of securities beneficially owned indirectly as of December 31, 2018, after giving effect to the Issuer's 2-for-1 stock split on May 14, 2018. Read SEC document |
| May 09, 2018 Filed Feb 14, 2019 23:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 655 | $62.51 | $40,944.05 |
DisclosureSEC source: 0001209191-19-010383 · doc5.xml · nonDerivative · entry 6 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 2,780 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F5 · kind: The Reporting Person's wife received 129 shares of common stock upon the net exercise of 655 SARS. The Reporting Person's wife forfeited 369 shares of common stock underlying the SARS in payment of the exercise price and 157 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on May 9, 2018 of $111.17. Since this transaction took place prior to the Issuer's 2-for-1 stock split on May 14, 2018, share numbers, market prices and exercise prices are provided without giving effect to the stock split. F3 · balance_after: Balance reflects the amount of securities beneficially owned indirectly as of December 31, 2018, after giving effect to the Issuer's 2-for-1 stock split on May 14, 2018. Read SEC document |
| March 06, 2018 Filed Feb 14, 2019 23:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 1,485 | $95.57 | $141,921.45 |
DisclosureSEC source: 0001209191-19-010383 · doc5.xml · nonDerivative · entry 5 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 2,780 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F4 · kind: Since this transaction took place prior to the Issuer's 2-for-1 stock split on May 14, 2018, share numbers and market price are provided without giving effect to the stock split. F3 · balance_after: Balance reflects the amount of securities beneficially owned indirectly as of December 31, 2018, after giving effect to the Issuer's 2-for-1 stock split on May 14, 2018. Read SEC document |
| March 02, 2018 Filed Feb 14, 2019 23:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 4,404 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-19-010383 · doc5.xml · derivative · entry 9 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 0 Underlying: Common Stock · 4,404 shares Expires 2025-03-02 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F2 · kind: The Reporting Person's wife received 1,485 shares of common stock upon the net exercise of 4,404 stock appreciation rights ("SARS"). The Reporting Person's wife forfeited 1,416 shares of common stock underlying the SARS in payment of the exercise price and 1,503 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on March 2, 2018 of $94.72. Since this transaction took place prior to the Issuer's 2-for-1 stock split on May 14, 2018, share numbers, market prices and exercise prices are provided without giving effect to the stock split. Read SEC document |
| March 02, 2018 Filed Feb 14, 2019 23:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 183 | $93.00 | $17,019.00 |
DisclosureSEC source: 0001209191-19-010383 · doc5.xml · nonDerivative · entry 4 Hienrich Edi · CIK 0001472187 · SVP/Managing Director EMEA 10b5-1 filing: Not disclosed Ownership: Indirect · By wife Disclosed balance after: 2,780 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person's wife. F4 · kind: Since this transaction took place prior to the Issuer's 2-for-1 stock split on May 14, 2018, share numbers and market price are provided without giving effect to the stock split. F3 · balance_after: Balance reflects the amount of securities beneficially owned indirectly as of December 31, 2018, after giving effect to the Issuer's 2-for-1 stock split on May 14, 2018. 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.