Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDIFAST INCMED · Entity 6587 | (Interim) CFO | April 01, 2020 | April 04, 2020 |
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 April 01, 2020 · Filed April 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,740 |
Reported balance
Holding disclosure · report date 2020-04-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,740 F1: Includes 237 shares of common stock underlying a restricted stock award which was granted on February 22, 2019 and will vest in equal installments on February 22, 2021 and 2022 and 449 shares of common stock underlying a restricted stock award granted on February 21, 2020 which will vest in equal installments on the first, second and third anniversary of the date of grant. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $66.68 · Expires 2028-02-07 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-04-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: Includes 417 non-qualified stock options which were granted on February 7, 2018 and will vest on February 7, 2021. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $44.73 · Expires 2027-02-16 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-04-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 237 shares of common stock underlying a restricted stock award which was granted on February 22, 2019 and will vest in equal installments on February 22, 2021 and 2022 and 449 shares of common stock underlying a restricted stock award granted on February 21, 2020 which will vest in equal installments on the first, second and third anniversary of the date of grant.
F2: Includes 417 non-qualified stock options which were granted on February 7, 2018 and will vest on February 7, 2021.
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 20, 2019 Filed Feb 22, 2019 23:58 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-009680 · tv514539_4.xml · nonDerivative · entry 1 KELLEMAN JOSEPH P · CIK 0001629239 · Vice President of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,355 F1 · shares: Represents a grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:23 UTC | MEDIFAST INC MED · Entity 6587 | GrantStock Options · Derivative | 1,250 | $0.00 Strike: $66.68 | $0.00 |
DisclosureSEC source: 0001144204-18-007047 · tv485483_form4.xml · derivative · entry 1 KELLEMAN JOSEPH P · CIK 0001629239 · Vice President of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 1,250 shares Expires 2028-02-07 F1 · shares: These non-qualified stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, will vest in three equal annual installments beginning on the first anniversary of the grant date. F1 · derivative.exercise_date: These non-qualified stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, will vest in three equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 00:57 UTC | MEDIFAST INC MED · Entity 6587 | GrantStock Option · Derivative | 1,250 | $0.00 Strike: $44.73 | $0.00 |
DisclosureSEC source: 0001144204-17-010267 · v460105_4.xml · derivative · entry 1 KELLEMAN JOSEPH P · CIK 0001629239 · Vice President of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 1,250 shares Expires 2027-02-16 F1 · shares: These non qualified stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, will vest in three equal annual installments beginning on the first anniversary of the grant date. F1 · derivative.exercise_date: These non qualified stock options, which were issued to the reporting person under the 2012 Share Incentive Plan, will vest in three equal annual installments beginning on the first anniversary of the grant date. 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.