Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NU SKIN ENTERPRISES, INC.NUS · Entity 6223 | Director | May 21, 2019 | May 22, 2019 |
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 May 21, 2019 · Filed May 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,083 |
Ending reported balance
After 2019-05-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-05-21 · Exercise / conversion · Acquired 5,000 · Balance 14,267 F1: In accordance with the terms of the Issuer's stock incentive plans, these shares were acquired from the automatic net exercise of options immediately prior to their expiration. Row 2 · 2019-05-21 · Tax withholding · Disposed 4,184 · Balance 10,083 F2: In accordance with the terms of the Issuer's stock incentive plans, these shares were withheld by the Issuer to cover the option exercise price related to the automatic net exercise of options immediately prior to their expiration. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.20 · Expires 2019-05-21 | Direct | 0 |
Reported balance
After 2019-05-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-05-21 · Exercise / conversion · Disposed 5,000 · Balance 0 F3: In accordance with the terms of the Issuer's stock incentive plans, these options were automatically net exercised immediately prior to their expiration. F4: Currently exercisable in full. |
Filing footnotes · ownership attribution and instrument terms
F1: In accordance with the terms of the Issuer's stock incentive plans, these shares were acquired from the automatic net exercise of options immediately prior to their expiration.
F2: In accordance with the terms of the Issuer's stock incentive plans, these shares were withheld by the Issuer to cover the option exercise price related to the automatic net exercise of options immediately prior to their expiration.
F3: In accordance with the terms of the Issuer's stock incentive plans, these options were automatically net exercised immediately prior to their expiration.
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 |
|---|---|---|---|---|---|---|
| May 21, 2019 Filed May 22, 2019 22:36 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $43.20 | $0.00 |
DisclosureSEC source: 0001021561-19-000034 · edgar.xml · derivative · entry 3 OFFEN NEIL H · CIK 0001526216 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,000 shares Expires 2019-05-21 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 · shares: In accordance with the terms of the Issuer's stock incentive plans, these options were automatically net exercised immediately prior to their expiration. F4 · derivative.exercise_date: Currently exercisable in full. Read SEC document |
| May 21, 2019 Filed May 22, 2019 22:36 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Tax withholdingClass A Common Stock | 4,184 | $51.63 | $216,019.92 |
DisclosureSEC source: 0001021561-19-000034 · edgar.xml · nonDerivative · entry 2 OFFEN NEIL H · CIK 0001526216 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,083 F2 · shares: In accordance with the terms of the Issuer's stock incentive plans, these shares were withheld by the Issuer to cover the option exercise price related to the automatic net exercise of options immediately prior to their expiration. Read SEC document |
| May 21, 2019 Filed May 22, 2019 22:36 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionClass A Common Stock | 5,000 | $43.20 | $216,000.00 |
DisclosureSEC source: 0001021561-19-000034 · edgar.xml · nonDerivative · entry 1 OFFEN NEIL H · CIK 0001526216 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,267 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: In accordance with the terms of the Issuer's stock incentive plans, these shares were acquired from the automatic net exercise of options immediately prior to their expiration. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 20:32 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $40.45 | $0.00 |
DisclosureSEC source: 0001021561-18-000099 · edgar.xml · derivative · entry 4 OFFEN NEIL H · CIK 0001526216 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 5,000 shares Expires 2018-07-19 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: Currently exercisable in full. Read SEC document |
| June 07, 2018 Filed Jun 11, 2018 20:32 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | SaleClass A Common Stock | 7,000 | $81.66 | $571,620.00 |
DisclosureSEC source: 0001021561-18-000099 · edgar.xml · nonDerivative · entry 3 OFFEN NEIL H · CIK 0001526216 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,267 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.50 to $81.82, 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 |
| June 07, 2018 Filed Jun 11, 2018 20:32 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | Exercise / conversionClass A Common Stock | 5,000 | $40.45 | $202,250.00 |
DisclosureSEC source: 0001021561-18-000099 · edgar.xml · nonDerivative · entry 2 OFFEN NEIL H · CIK 0001526216 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,267 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 |
| June 07, 2018 Filed Jun 11, 2018 20:32 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | GrantClass A Common Stock | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001021561-18-000099 · edgar.xml · nonDerivative · entry 1 OFFEN NEIL H · CIK 0001526216 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,267 Read SEC document |
| May 11, 2017 Filed May 15, 2017 22:23 UTC | NU SKIN ENTERPRISES, INC. NUS · Entity 6223 | GrantClass A Common Stock | 2,456 | $0.00 | $0.00 |
DisclosureSEC source: 0001021561-17-000074 · edgar.xml · nonDerivative · entry 1 OFFEN NEIL H · CIK 0001526216 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,226 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.