Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NU SKIN ENTERPRISES, INC.NUS · Entity 6223 | General Counsel | July 02, 2021 | July 06, 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.
NU SKIN ENTERPRISES, INC.
Report date July 02, 2021 · Filed July 06, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 47,159 |
Ending reported balance
After 2021-07-02 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-07-02 · Exercise / conversion · Acquired 6,200 · Balance 53,359 Row 2 · 2021-07-02 · Sale · Disposed 6,000 · Balance 47,359 F1: Sale pursuant to a 10b5-1 plan adopted by the Reporting Person. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.27 to $57.25, 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 · 2021-07-02 · Sale · Disposed 200 · Balance 47,159 F1: Sale pursuant to a 10b5-1 plan adopted by the Reporting Person. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.29 to $57.31, 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 | 8,600 |
Reported balance
After 2021-07-02 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-07-02 · Exercise / conversion · Disposed 6,200 · Balance 8,600 F4: Currently exercisable in full. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale pursuant to a 10b5-1 plan adopted by the Reporting Person.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.27 to $57.25, 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: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.29 to $57.31, 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.
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 |
|---|---|---|---|---|---|---|
| December 12, 2016 Filed Dec 14, 2016 21:18 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,750 | $0.00 Strike: $28.09 | $0.00 |
DisclosureSEC source: 0001021561-16-000196 · edgar.xml · derivative · entry 10 DORNY D MATTHEW · CIK 0001231132 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,750 shares Expires 2017-03-02 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. F3 · derivative.exercise_date: Currently exercisable in full. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:18 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,750 | $0.00 Strike: $28.09 | $0.00 |
DisclosureSEC source: 0001021561-16-000196 · edgar.xml · derivative · entry 9 DORNY D MATTHEW · CIK 0001231132 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 3,750 shares Expires 2017-03-02 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. F3 · derivative.exercise_date: Currently exercisable in full. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:18 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | SaleClass A Common Stock | 17,385 | $50.11 | $871,162.35 |
DisclosureSEC source: 0001021561-16-000196 · edgar.xml · nonDerivative · entry 6 DORNY D MATTHEW · CIK 0001231132 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,230 F1 · kind: Sale pursuant to a 10b5-1 plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 50.00 to 50.39, 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. Read SEC document |
| December 12, 2016 Filed Dec 14, 2016 21:18 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionClass A Common Stock | 3,635 | $25.57 | $92,946.95 |
DisclosureSEC source: 0001021561-16-000196 · edgar.xml · nonDerivative · entry 5 DORNY D MATTHEW · CIK 0001231132 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,615 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 12, 2016 Filed Dec 14, 2016 21:18 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionClass A Common Stock | 6,250 | $25.89 | $161,812.50 |
DisclosureSEC source: 0001021561-16-000196 · edgar.xml · nonDerivative · entry 4 DORNY D MATTHEW · CIK 0001231132 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,980 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 12, 2016 Filed Dec 14, 2016 21:18 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionClass A Common Stock | 3,750 | $28.09 | $105,337.50 |
DisclosureSEC source: 0001021561-16-000196 · edgar.xml · nonDerivative · entry 3 DORNY D MATTHEW · CIK 0001231132 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,730 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 12, 2016 Filed Dec 14, 2016 21:18 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionClass A Common Stock | 3,750 | $28.09 | $105,337.50 |
DisclosureSEC source: 0001021561-16-000196 · edgar.xml · nonDerivative · entry 2 DORNY D MATTHEW · CIK 0001231132 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,980 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 09, 2016 Filed Dec 14, 2016 21:18 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | GiftClass A Common Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001021561-16-000196 · edgar.xml · nonDerivative · entry 1 DORNY D MATTHEW · CIK 0001231132 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,230 Read SEC document |
| November 21, 2016 Filed Nov 23, 2016 21:19 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | SaleClass A Common Stock | 20,000 | $54.33 | $1,086,600.00 |
DisclosureSEC source: 0001021561-16-000192 · edgar.xml · nonDerivative · entry 1 DORNY D MATTHEW · CIK 0001231132 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,230 F1 · shares: Sale pursuant to a 10b5-1 plan adopted by the Reporting Person. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from 53.83 to 54.57, 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. 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.