Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NU SKIN ENTERPRISES, INC.NUS · Entity 6223 | Chief Scientific Officer | March 01, 2023 | March 03, 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.
NU SKIN ENTERPRISES, INC.
Report date March 01, 2023 · Filed March 03, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 21,234 |
Ending reported balance
After 2023-03-02 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2023-03-01 · Exercise / conversion · Acquired 68,485 · Balance 89,719 Row 2 · 2023-03-01 · Sale · Disposed 68,485 · Balance 21,234 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.89 to $40.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. Row 3 · 2023-03-02 · Exercise / conversion · Acquired 600 · Balance 21,834 Row 4 · 2023-03-02 · Exercise / conversion · Acquired 24,400 · Balance 46,234 Row 5 · 2023-03-02 · Sale · Disposed 25,000 · Balance 21,234 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.31 to $41.21, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.63 · Expires 2023-03-02 | Direct | 0 |
Reported balance
After 2023-03-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-03-01 · Exercise / conversion · Disposed 42,485 · Balance 0 F4: Currently exercisable in full. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.63 · Expires 2023-03-02 | Direct | 600 |
Reported balance
After 2023-03-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2023-03-01 · Exercise / conversion · Disposed 26,000 · Balance 600 F4: Currently exercisable in full. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.63 · Expires 2023-03-02 | Direct | 0 |
Reported balance
After 2023-03-02 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2023-03-02 · Exercise / conversion · Disposed 600 · Balance 0 F4: Currently exercisable in full. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $30.45 · Expires 2027-02-15 | Direct | 59,410 |
Reported balance
After 2023-03-02 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2023-03-02 · Exercise / conversion · Disposed 24,400 · Balance 59,410 F4: Currently exercisable in full. |
| Class A Common StockSEC Table I · non-derivative | IndirectHeld in irrevocable family trust | 78,068 |
Reported balance
Holding disclosure · report date 2023-03-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 78,068 F3: This report should not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.89 to $40.80, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.31 to $41.21, inclusive. The Reporting Person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within this range.
F3: This report should not be deemed an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
F4: Currently exercisable in full.
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 |
|---|---|---|---|---|---|---|
| February 27, 2017 Filed Mar 2, 2017 00:26 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | GrantEmployee Stock Option (right to buy) · Derivative | 16,796 | $0.00 Strike: $30.63 | $0.00 |
DisclosureSEC source: 0001021561-17-000027 · edgar.xml · derivative · entry 1 CHANG JOSEPH Y · CIK 0001184201 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,796 Underlying: Class A Common Stock · 16,796 shares Expires 2023-03-02 F1 · shares: On March 2, 2016, the reporting person was granted stock options to purchase shares of Class A Common Stock, the vesting of which was contingent on Nu Skin Enterprises, Inc.'s satisfaction of certain performance criteria. On February 27, 2017, the performance criteria were met, resulting in the vesting of the amount shown above. Read SEC document |
| March 14, 2012 Filed Mar 27, 2017 20:13 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | PurchaseClass A Common Stock | 218 | $59.13 | $12,890.34 |
DisclosureSEC source: 0001021561-17-000056 · edgar.xml · nonDerivative · entry 1 CHANG JOSEPH Y · CIK 0001184201 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,984 F1 · shares: On March 14, 2012 the reporting person received shares pursuant to a dividend reinvestment by the reporting person's broker and without the reporting person's knowledge. The reporting person has disgorged to the Company the profits realized from a sale that took place under a 10b5-1 plan on April 25, 2012. 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.