Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDIFAST INCMED · Entity 6587 | Director | November 11, 2021 | November 16, 2021 |
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.
MEDIFAST INC
Report date November 11, 2021 · Filed November 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,922 |
Ending reported balance
After 2021-11-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2021-11-11 · Exercise / conversion · Acquired 2,917 · Balance 11,071 Row 2 · 2021-11-11 · Exercise / conversion · Acquired 5,000 · Balance 16,071 Row 3 · 2021-11-11 · Exercise / conversion · Acquired 5,000 · Balance 21,071 Row 4 · 2021-11-11 · Tax withholding · Disposed 6,149 · Balance 14,922 F1: Represents a withholding of 6,149 shares of the Issuer's common stock to satisfy the exercise price and the tax obligation in connection with the exercise of certain stock options. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.52 · Expires 2024-02-05 | Direct | 0 |
Reported balance
After 2021-11-11 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-11-11 · Exercise / conversion · Disposed 2,917 · Balance 0 F2: These options vested in three equal annual installments beginning on February 5, 2015. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $31.55 · Expires 2025-02-17 | Direct | 0 |
Reported balance
After 2021-11-11 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-11-11 · Exercise / conversion · Disposed 5,000 · Balance 0 F3: These options vested in three equal annual installments beginning on February 17, 2016. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.68 · Expires 2026-02-04 | Direct | 0 |
Reported balance
After 2021-11-11 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-11-11 · Exercise / conversion · Disposed 5,000 · Balance 0 F4: These options vested in three equal annual installments beginning on February 4, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a withholding of 6,149 shares of the Issuer's common stock to satisfy the exercise price and the tax obligation in connection with the exercise of certain stock options.
F2: These options vested in three equal annual installments beginning on February 5, 2015.
F3: These options vested in three equal annual installments beginning on February 17, 2016.
F4: These options vested in three equal annual installments beginning on February 4, 2017.
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 |
|---|---|---|---|---|---|---|
| November 11, 2021 Filed Nov 16, 2021 01:10 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionStock Options · Derivative | 5,000 | $0.00 Strike: $27.68 | $0.00 |
DisclosureSEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · derivative · entry 7 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2026-02-04 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_date: These options vested in three equal annual installments beginning on February 4, 2017. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 01:10 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionStock Options · Derivative | 5,000 | $0.00 Strike: $31.55 | $0.00 |
DisclosureSEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · derivative · entry 6 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2025-02-17 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. F3 · derivative.exercise_date: These options vested in three equal annual installments beginning on February 17, 2016. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 01:10 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionStock Options · Derivative | 2,917 | $0.00 Strike: $26.52 | $0.00 |
DisclosureSEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · derivative · entry 5 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,917 shares Expires 2024-02-05 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_date: These options vested in three equal annual installments beginning on February 5, 2015. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 01:10 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 6,149 | $228.45 | $1,404,739.05 |
DisclosureSEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · nonDerivative · entry 4 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,922 F1 · shares: Represents a withholding of 6,149 shares of the Issuer's common stock to satisfy the exercise price and the tax obligation in connection with the exercise of certain stock options. Read SEC document |
| November 11, 2021 Filed Nov 16, 2021 01:10 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 5,000 | $27.68 | $138,400.00 |
DisclosureSEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · nonDerivative · entry 3 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,071 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 |
| November 11, 2021 Filed Nov 16, 2021 01:10 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 5,000 | $31.55 | $157,750.00 |
DisclosureSEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · nonDerivative · entry 2 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,071 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 |
| November 11, 2021 Filed Nov 16, 2021 01:10 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 2,917 | $26.52 | $77,358.84 |
DisclosureSEC source: 0001104659-21-139471 · tm2133024-1_4seq1.xml · nonDerivative · entry 1 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,071 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 |
| August 20, 2021 Filed Aug 24, 2021 21:21 UTC | MEDIFAST INC MED · Entity 6587 | SaleCommon Stock | 673 | $221.99 | $149,399.27 |
DisclosureSEC source: 0001104659-21-109016 · tm2125817-1_4seq1.xml · nonDerivative · entry 1 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,154 Read SEC document |
| June 03, 2021 Filed Jun 8, 2021 00:40 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-077868 · tm2119051-2_4seq1.xml · nonDerivative · entry 1 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,827 F1 · shares: Represents the right to receive 650 shares of the Issuer's common stock in connection with the payment of the reporting person's annual director fees, which fees have been deferred under the Medifast, Inc. Directors' Deferred Compensation Plan (Amended and Restated). These shares are granted from the Issuer's 2012 Share Incentive Plan and will vest in full on June 3, 2022. Read SEC document |
| January 14, 2021 Filed Feb 4, 2021 02:17 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-011819 · tm215332-1_4seq1.xml · nonDerivative · entry 1 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,177 Read SEC document |
| June 16, 2020 Filed Jun 19, 2020 00:36 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 1,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-074827 · tm2022977d1_4.xml · nonDerivative · entry 1 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,177 F1 · shares: Represents an annual grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in full on June 30, 2021. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 22, 2019 Filed Feb 27, 2019 00:58 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-010323 · tv514781_4.xml · nonDerivative · entry 1 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,429 F1 · shares: Represents an annual grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in full on June 30, 2020. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| December 11, 2018 Filed Feb 15, 2019 02:52 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-008527 · tv513896_5.xml · nonDerivative · entry 1 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,375 Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:21 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 1,619 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-007041 · tv485450_form4.xml · nonDerivative · entry 1 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,375 F1 · shares: This annual restricted stock grant, which was issued to the reporting person under the 2012 Share Incentive Plan, will vest in full on June 30, 2019 Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 00:57 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 2,686 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-010265 · v460103_4.xml · nonDerivative · entry 1 BYRNES KEVIN G · CIK 0001224725 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,756 F1 · shares: This annual restricted stock grant, which was issued to the reporting person under the 2012 Share Incentive Plan, will vest in full on June 30, 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.