Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | EVP, Global Corporate Affairs | May 17, 2022 | May 17, 2022 |
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 17, 2022 · Filed May 17, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 57,218 |
Reported balance
After 2022-05-17 transaction · row 1
1 source rowRow 1 · 2022-05-17 · Purchase · Acquired 4,540 · Balance 57,218 F1: This transaction was executed in multiple trades at prices ranging from $21.710 to $22.125. The price reported reflects the weighted average purchase price of $21.9693. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $21.710 to $22.125. The price reported reflects the weighted average purchase price of $21.9693. 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.
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 |
|---|---|---|---|---|---|---|
| March 02, 2018 Filed Mar 7, 2018 00:53 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 36,192 | $94.72 | $3,428,106.24 |
DisclosureSEC source: 0001209191-18-017541 · doc4.xml · nonDerivative · entry 2 Hoffman Alan L · CIK 0001624527 · EVP, Global Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,933 F1 · kind: The reporting person received 15,655 shares of common stock upon the net exercise of the 67,243 SARs. The reporting person forfeited 36,192 shares of common stock underlying the SARs in payment of the exercise price and 15,396 shares of common stock underlying the SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 2, 2018 of $94.72. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:53 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 67,243 | $50.98 | $3,428,048.14 |
DisclosureSEC source: 0001209191-18-017541 · doc4.xml · nonDerivative · entry 1 Hoffman Alan L · CIK 0001624527 · EVP, Global Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,125 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: The reporting person received 15,655 shares of common stock upon the net exercise of the 67,243 SARs. The reporting person forfeited 36,192 shares of common stock underlying the SARs in payment of the exercise price and 15,396 shares of common stock underlying the SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 2, 2018 of $94.72. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 02:21 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013694 · doc4.xml · nonDerivative · entry 1 Hoffman Alan L · CIK 0001624527 · EVP, Global Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,882 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 02:21 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 4,590 | $0.00 Strike: $57.19 | $0.00 |
DisclosureSEC source: 0001209191-18-013694 · doc4.xml · derivative · entry 4 Hoffman Alan L · CIK 0001624527 · EVP, Global Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,590 Underlying: Common Stock · 4,590 shares Expires 2027-02-27 F4 · kind: On February 27, 2017, the reporting person was granted an award of 22,951 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 4,590 SARs which will vest on February 27, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:21 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 4,367 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-18-013694 · doc4.xml · derivative · entry 3 Hoffman Alan L · CIK 0001624527 · EVP, Global Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,734 Underlying: Common Stock · 4,367 shares Expires 2026-05-09 F3 · kind: On May 9, 2016, the reporting person was granted an award of 21,834 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 4,367 SARs which will vest on May 9, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:21 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 31,811 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-18-013694 · doc4.xml · derivative · entry 2 Hoffman Alan L · CIK 0001624527 · EVP, Global Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,017 Underlying: Common Stock · 31,811 shares Expires 2025-03-02 F2 · kind: On March 2, 2015, the reporting person was granted an award of 53,017 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 31,811 SARs which will vest on March 2, 2018. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:20 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 4,367 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-17-015003 · doc4.xml · derivative · entry 2 Hoffman Alan L · CIK 0001624527 · EVP, Global Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,367 Underlying: Common Stock · 4,367 shares Expires 2026-05-09 F2 · balance_after: On May 9, 2016, the reporting person was granted an award of 21,834 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 4,367 SARs which will vest on May 9, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:20 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 10,603 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-17-015003 · doc4.xml · derivative · entry 1 Hoffman Alan L · CIK 0001624527 · EVP, Global Corporate Affairs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,206 Underlying: Common Stock · 10,603 shares Expires 2025-03-02 F1 · balance_after: On March 2, 2015, the reporting person was granted an award of 53,017 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 2016 was met, resulting in 10,603 SARs which will vest on March 2, 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.