Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDIFAST INCMED · Entity 6587 | Chief Financial Officer | February 19, 2020 | February 21, 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 February 19, 2020 · Filed February 21, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 47,214 |
Ending reported balance
After 2020-02-20 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-02-19 · Grant · Acquired 1,655 · Balance 47,434 F1: 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. Row 2 · 2020-02-20 · Tax withholding · Disposed 220 · Balance 47,214 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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, 2020 Filed Feb 21, 2020 23:53 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 220 | $101.45 | $22,319.00 |
DisclosureSEC source: 0001104659-20-024002 · tm209709d1_4.xml · nonDerivative · entry 2 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,214 Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 23:53 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 1,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-024002 · tm209709d1_4.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,434 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 16, 2020 Filed Feb 20, 2020 21:28 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 377 | $103.68 | $39,087.36 |
DisclosureSEC source: 0001562180-20-001406 · primarydocument.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,779 Read SEC document |
| February 07, 2020 Filed Feb 11, 2020 16:35 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 228 | $100.59 | $22,934.52 |
DisclosureSEC source: 0001562180-20-001073 · primarydocument.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,156 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:34 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionPerformance Stock Units · Derivative | 37,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-000137 · primarydocument.xml · derivative · entry 3 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,950 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: 37,950 Performance Stock Units were granted on February 16, 2017, vested on December 31, 2019 and converted into common stock on a one-for-one basis. F1 · derivative.exercise_date: 37,950 Performance Stock Units were granted on February 16, 2017, vested on December 31, 2019 and converted into common stock on a one-for-one basis. F1 · derivative.expiration_date: 37,950 Performance Stock Units were granted on February 16, 2017, vested on December 31, 2019 and converted into common stock on a one-for-one basis. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:34 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 18,190 | $109.58 | $1,993,260.20 |
DisclosureSEC source: 0001562180-20-000137 · primarydocument.xml · nonDerivative · entry 2 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,384 Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:34 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 37,950 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001562180-20-000137 · primarydocument.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,574 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: 37,950 Performance Stock Units were granted on February 16, 2017, vested on December 31, 2019 and converted into common stock on a one-for-one basis. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 23:57 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 1,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-19-009679 · tv514538_4.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,624 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 15, 2019 Filed Feb 19, 2019 22:35 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 283 | $132.82 | $37,588.06 |
DisclosureSEC source: 0001144204-19-008921 · tv514042_4.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,318 Read SEC document |
| February 07, 2019 Filed Feb 8, 2019 22:23 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 170 | $127.07 | $21,601.90 |
DisclosureSEC source: 0001144204-19-005902 · tv512881_4.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,601 Read SEC document |
| November 07, 2018 Filed Nov 13, 2018 17:58 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionStock Options · Derivative | 2,500 | $0.00 Strike: $44.73 | $0.00 |
DisclosureSEC source: 0001144204-18-059217 · tv507049_4.xml · derivative · entry 3 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,500 shares Expires 2027-02-16 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_date: These options vest in three equal annual installments beginning 2/16/2018 Read SEC document |
| November 07, 2018 Filed Nov 13, 2018 17:58 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 1,437 | $153.31 | $220,306.47 |
DisclosureSEC source: 0001144204-18-059217 · tv507049_4.xml · nonDerivative · entry 2 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,771 Read SEC document |
| November 07, 2018 Filed Nov 13, 2018 17:58 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 2,500 | $44.73 | $111,825.00 |
DisclosureSEC source: 0001144204-18-059217 · tv507049_4.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,208 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 |
| February 19, 2018 Filed Feb 20, 2018 23:39 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 534 | $69.11 | $36,904.74 |
DisclosureSEC source: 0001144204-18-009865 · tv486552_form4.xml · nonDerivative · entry 2 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,708 Read SEC document |
| February 16, 2018 Filed Feb 20, 2018 23:39 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 282 | $69.11 | $19,489.02 |
DisclosureSEC source: 0001144204-18-009865 · tv486552_form4.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,242 Read SEC document |
| February 07, 2018 Filed Feb 9, 2018 23:23 UTC | MEDIFAST INC MED · Entity 6587 | GrantStock Options · Derivative | 4,500 | $0.00 Strike: $66.68 | $0.00 |
DisclosureSEC source: 0001144204-18-007048 · tv485498_form4.xml · derivative · entry 3 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 Underlying: Common Stock · 4,500 shares Expires 2028-02-07 F2 · 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. F2 · 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 07, 2018 Filed Feb 9, 2018 23:23 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 1,280 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-007048 · tv485498_form4.xml · nonDerivative · entry 2 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,524 F1 · shares: Represents a grant of restricted stock units pursuant to the 2012 Share Incentive Plan, which will vest in three equal 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 |
| December 31, 2017 Filed Feb 9, 2018 23:23 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 3,800 | $69.81 | $265,278.00 |
DisclosureSEC source: 0001144204-18-007048 · tv485498_form4.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,244 Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 00:58 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 1,067 | $45.07 | $48,089.69 |
DisclosureSEC source: 0001144204-17-010269 · v460107_4.xml · nonDerivative · entry 3 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,044 Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 00:58 UTC | MEDIFAST INC MED · Entity 6587 | GrantStock Options · Derivative | 7,500 | $0.00 Strike: $44.73 | $0.00 |
DisclosureSEC source: 0001144204-17-010269 · v460107_4.xml · derivative · entry 5 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2027-02-16 F4 · 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. F4 · 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 00:58 UTC | MEDIFAST INC MED · Entity 6587 | GrantPerformance Restricted Stock Units · Derivative | 37,950 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-010269 · v460107_4.xml · derivative · entry 4 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,950 Underlying: Common Stock · 37,950 shares Expires not disclosed F3 · derivative.exercise_price: Represents the maximum number of shares that may be earned under this performance-based deferred share award. The actual number of deferred shares that will vest will be determined based on the achievement of certain pre-established performance goals, including the Company's total shareholder return and the price of the Common Stock, following the 2017 performance period. F3 · shares: Represents the maximum number of shares that may be earned under this performance-based deferred share award. The actual number of deferred shares that will vest will be determined based on the achievement of certain pre-established performance goals, including the Company's total shareholder return and the price of the Common Stock, following the 2017 performance period. F3 · derivative.exercise_date: Represents the maximum number of shares that may be earned under this performance-based deferred share award. The actual number of deferred shares that will vest will be determined based on the achievement of certain pre-established performance goals, including the Company's total shareholder return and the price of the Common Stock, following the 2017 performance period. F3 · derivative.expiration_date: Represents the maximum number of shares that may be earned under this performance-based deferred share award. The actual number of deferred shares that will vest will be determined based on the achievement of certain pre-established performance goals, including the Company's total shareholder return and the price of the Common Stock, following the 2017 performance period. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 00:58 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 2,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-010269 · v460107_4.xml · nonDerivative · entry 2 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,111 F2 · shares: Annual restricted stock grant, which was issued to the reporting person under the 2012 Share Incentive Plan, will vest annually in equal installments over a period of three years, beginning on the first anniversary of the grant date. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 00:58 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 9,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-010269 · v460107_4.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,991 F1 · shares: Represents shares issued to the reporting person under the 2012 Share Incentive Plan after pre-established performance -based conditions were satisfied for the 2016 performance period. Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 21:11 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 2,250 | $41.63 | $93,667.50 |
DisclosureSEC source: 0001144204-17-000582 · v456234_4.xml · nonDerivative · entry 1 ROBINSON TIMOTHY G · CIK 0001577215 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,491 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.