Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
USANA HEALTH SCIENCES INC
Report date May 09, 2022 · Filed May 11, 2022
Section 16 reporting ended · disclosed 2022-05-11. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,092 |
Ending reported balance
After 2022-05-09 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-05-09 · Exercise / conversion · Acquired 10,630 · Balance 11,284 F1: Each Deferred Stock Unit ("DSU") represents the issuer's obligation to transfer one share of common stock in accordance with the terms of the deferred stock unit agreement pursuant to which the DSU's were granted. Row 2 · 2022-05-09 · Tax withholding · Disposed 3,192 · Balance 8,092 |
| Deferred Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-09 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-09 · Exercise / conversion · Disposed 10,630 · Balance 0 F1: Each Deferred Stock Unit ("DSU") represents the issuer's obligation to transfer one share of common stock in accordance with the terms of the deferred stock unit agreement pursuant to which the DSU's were granted. F2: The reporting person's service on the issuer's Board of Directors terminated on February 9, 2022. Per the individual's equity grant agreements, the issuer is distributing shares of common stock equal to the number of DSU's previously granted to the reporting person. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Stock Unit ("DSU") represents the issuer's obligation to transfer one share of common stock in accordance with the terms of the deferred stock unit agreement pursuant to which the DSU's were granted.
F2: The reporting person's service on the issuer's Board of Directors terminated on February 9, 2022. Per the individual's equity grant agreements, the issuer is distributing shares of common stock equal to the number of DSU's previously granted to the reporting person.
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 |
|---|---|---|---|---|---|---|
| January 03, 2019 Filed Jan 4, 2019 17:30 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-000376 · edgar.xml · nonDerivative · entry 1 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 676 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 · price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. Read SEC document |
| December 11, 2018 Filed Feb 11, 2019 21:03 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | SaleCommon Stock | 1,000 | $120.10 | $120,100.00 |
DisclosureSEC source: 0001179110-19-001692 · edgar.xml · nonDerivative · entry 2 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,394 Read SEC document |
| November 13, 2018 Filed Feb 11, 2019 21:03 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | SaleCommon Stock | 2,500 | $119.44 | $298,590.00 |
DisclosureSEC source: 0001179110-19-001692 · edgar.xml · nonDerivative · entry 1 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,394 Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 16:50 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionRestricted Stock Unit · Derivative | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011813 · edgar.xml · derivative · entry 3 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564 Underlying: Common Stock · 282 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. F2 · derivative.exercise_date: Restricted Stock Units granted on 4/23/2018 vest 25% per quarter. F2 · derivative.expiration_date: Restricted Stock Units granted on 4/23/2018 vest 25% per quarter. Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 16:50 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Tax withholdingCommon Stock | 85 | $120.00 | $10,200.00 |
DisclosureSEC source: 0001179110-18-011813 · edgar.xml · nonDerivative · entry 2 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394 Read SEC document |
| September 30, 2018 Filed Oct 2, 2018 16:50 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-011813 · edgar.xml · nonDerivative · entry 1 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 479 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 · price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 17:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionRestricted Stock Unit · Derivative | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010699 · edgar.xml · derivative · entry 3 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 846 Underlying: Common Stock · 282 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. F2 · derivative.exercise_date: Restricted Stock Units granted on 4/23/2018 vest 25% per quarter. F2 · derivative.expiration_date: Restricted Stock Units granted on 4/23/2018 vest 25% per quarter. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 17:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Tax withholdingCommon Stock | 85 | $115.30 | $9,800.50 |
DisclosureSEC source: 0001179110-18-010699 · edgar.xml · nonDerivative · entry 2 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197 Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 17:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 282 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-010699 · edgar.xml · nonDerivative · entry 1 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282 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 · price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. Read SEC document |
| April 23, 2018 Filed Apr 25, 2018 16:50 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | GrantRestricted Stock Unit · Derivative | 1,128 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005863 · edgar.xml · derivative · entry 1 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,128 Underlying: Common Stock · 1,128 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. F2 · derivative.exercise_date: Restricted Stock Units vest 25% on the last day of the calendar quarter for the next four quarters beginning on June 30, 2018. F2 · derivative.expiration_date: Restricted Stock Units vest 25% on the last day of the calendar quarter for the next four quarters beginning on June 30, 2018. Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 17:01 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionStock-Settled Stock Appreciation Rights · Derivative | 16,000 | $0.00 Strike: $28.81 | $0.00 |
DisclosureSEC source: 0001179110-17-013517 · edgar.xml · derivative · entry 3 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,000 shares Expires 2018-06-15 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 |
| October 26, 2017 Filed Oct 30, 2017 17:01 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Tax withholdingCommon Stock | 2,785 | $68.65 | $191,190.25 |
DisclosureSEC source: 0001179110-17-013517 · edgar.xml · nonDerivative · entry 2 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| October 26, 2017 Filed Oct 30, 2017 17:01 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 9,285 | $28.81 | $267,500.85 |
DisclosureSEC source: 0001179110-17-013517 · edgar.xml · nonDerivative · entry 1 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,285 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: The shares acquired resulted from the reporting person's settlement of the stock-settled stock appreciation rights in Table-II. Read SEC document |
| July 24, 2017 Filed Jul 26, 2017 17:35 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | GrantDeferred Stock Unit · Derivative | 822 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-010677 · edgar.xml · derivative · entry 1 AUCIAUX ROBERT · CIK 0001203342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,630 Underlying: Common Stock · 822 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Stock Unit ("DSU") represents the issuer's obligation to transfer one share of common stock in accordance with the terms of the deferred stock unit agreement pursuant to which the DSU's were granted. F1 · price: Each Deferred Stock Unit ("DSU") represents the issuer's obligation to transfer one share of common stock in accordance with the terms of the deferred stock unit agreement pursuant to which the DSU's were granted. F2 · derivative.exercise_date: Following termination of the undersigned's service on the issuer's Board of Directors, the issuer will distribute to the undersigned shares of common stock equal to the number of DSU's granted. F2 · derivative.expiration_date: Following termination of the undersigned's service on the issuer's Board of Directors, the issuer will distribute to the undersigned shares of common stock equal to the number of DSU's granted. 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.