Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDIFAST INCMED · Entity 6587 | Director | March 09, 2018 | March 22, 2018 |
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 March 09, 2018 · Filed March 22, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,374 |
Ending reported balance
After 2018-03-20 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2018-03-09 · Exercise / conversion · Acquired 5,000 · Balance 45,342 Row 2 · 2018-03-09 · Exercise / conversion · Acquired 5,000 · Balance 50,342 Row 3 · 2018-03-09 · Exercise / conversion · Acquired 3,333 · Balance 53,675 Row 4 · 2018-03-09 · Tax withholding · Disposed 4,301 · Balance 49,374 Row 5 · 2018-03-20 · Sale · Disposed 8,000 · Balance 41,374 |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $26.52 · Expires 2024-02-05 | Direct | 0 |
Reported balance
After 2018-03-09 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-03-09 · Exercise / conversion · Disposed 5,000 · Balance 0 F1: These options vested in three equal annual installments, beginning on 2/5/2015. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $31.55 · Expires 2025-02-17 | Direct | 0 |
Reported balance
After 2018-03-09 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-03-09 · Exercise / conversion · Disposed 5,000 · Balance 0 F2: These options vested in three equal annual installments, beginning on 2/17/2016. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $27.68 · Expires 2026-02-04 | Direct | 1,667 |
Reported balance
After 2018-03-09 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-03-09 · Exercise / conversion · Disposed 3,333 · Balance 1,667 F3: These options vest in three equal annual installments, beginning on 2/4/2017. |
Filing footnotes · ownership attribution and instrument terms
F1: These options vested in three equal annual installments, beginning on 2/5/2015.
F2: These options vested in three equal annual installments, beginning on 2/17/2016.
F3: These options vest in three equal annual installments, beginning on 2/4/2017.
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 |
|---|---|---|---|---|---|---|
| March 20, 2018 Filed Mar 22, 2018 22:45 UTC | MEDIFAST INC MED · Entity 6587 | SaleCommon Stock | 8,000 | $90.95 | $727,600.00 |
DisclosureSEC source: 0001144204-18-016476 · tv489249_form4.xml · nonDerivative · entry 5 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,374 Read SEC document |
| March 15, 2018 Filed Mar 19, 2018 22:44 UTC | MEDIFAST INC MED · Entity 6587 | SaleCommon Stock | 7,500 | $89.31 | $669,825.00 |
DisclosureSEC source: 0001144204-18-015698 · tv488956_4.xml · nonDerivative · entry 1 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,342 Read SEC document |
| March 09, 2018 Filed Mar 22, 2018 22:45 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionStock Options · Derivative | 3,333 | $0.00 Strike: $27.68 | $0.00 |
DisclosureSEC source: 0001144204-18-016476 · tv489249_form4.xml · derivative · entry 8 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 Underlying: Common Stock · 3,333 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. F3 · derivative.exercise_date: These options vest in three equal annual installments, beginning on 2/4/2017. Read SEC document |
| March 09, 2018 Filed Mar 22, 2018 22:45 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionStock Options · Derivative | 5,000 | $0.00 Strike: $31.55 | $0.00 |
DisclosureSEC source: 0001144204-18-016476 · tv489249_form4.xml · derivative · entry 7 CONNOLLY CHARLES P · CIK 0001394839 · 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. F2 · derivative.exercise_date: These options vested in three equal annual installments, beginning on 2/17/2016. Read SEC document |
| March 09, 2018 Filed Mar 22, 2018 22:45 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionStock Options · Derivative | 5,000 | $0.00 Strike: $26.52 | $0.00 |
DisclosureSEC source: 0001144204-18-016476 · tv489249_form4.xml · derivative · entry 6 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 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. F1 · derivative.exercise_date: These options vested in three equal annual installments, beginning on 2/5/2015. Read SEC document |
| March 09, 2018 Filed Mar 22, 2018 22:45 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 4,301 | $88.96 | $382,616.96 |
DisclosureSEC source: 0001144204-18-016476 · tv489249_form4.xml · nonDerivative · entry 4 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,374 Read SEC document |
| March 09, 2018 Filed Mar 22, 2018 22:45 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 3,333 | $27.68 | $92,257.44 |
DisclosureSEC source: 0001144204-18-016476 · tv489249_form4.xml · nonDerivative · entry 3 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,675 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 |
| March 09, 2018 Filed Mar 22, 2018 22:45 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 5,000 | $31.55 | $157,750.00 |
DisclosureSEC source: 0001144204-18-016476 · tv489249_form4.xml · nonDerivative · entry 2 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,342 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 |
| March 09, 2018 Filed Mar 22, 2018 22:45 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 5,000 | $26.52 | $132,600.00 |
DisclosureSEC source: 0001144204-18-016476 · tv489249_form4.xml · nonDerivative · entry 1 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,342 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 07, 2018 Filed Feb 9, 2018 23:21 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 640 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-007042 · tv485452_form4.xml · nonDerivative · entry 1 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,842 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 |
| August 28, 2017 Filed Sep 5, 2017 20:19 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 2,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-046592 · v474584_form4.xml · nonDerivative · entry 1 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,202 Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 00:56 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 2,122 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-010264 · v460102_4.xml · nonDerivative · entry 1 CONNOLLY CHARLES P · CIK 0001394839 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,402 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.