Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USANA HEALTH SCIENCES INCUSNA · Entity 6114 | President of Asia | September 08, 2016 | September 09, 2016 |
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.
USANA HEALTH SCIENCES INC
Report date September 08, 2016 · Filed September 09, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,479 |
Ending reported balance
After 2016-09-08 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2016-09-08 · Exercise / conversion · Acquired 1,176 · Balance 2,537 F1: The shares acquired resulted from reporting person's settlement of the stock-settled stock appreciation rights in Table-II. Row 2 · 2016-09-08 · Sale · Disposed 1,058 · Balance 1,479 |
| Stock Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $57.62 · Expires 2018-03-15 | Direct | 32,000 |
Reported balance
After 2016-09-08 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2016-09-08 · Exercise / conversion · Disposed 2,000 · Balance 32,000 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares acquired resulted from reporting person's settlement of the stock-settled stock appreciation rights in Table-II.
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 |
|---|---|---|---|---|---|---|
| September 08, 2016 Filed Sep 9, 2016 16:29 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionStock Settled Stock Appreciation Rights · Derivative | 2,000 | $0.00 Strike: $57.62 | $0.00 |
DisclosureSEC source: 0001179110-16-029477 · edgar.xml · derivative · entry 3 Woo Deborah · CIK 0001441748 · President of Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,000 Underlying: Common Stock · 2,000 shares Expires 2018-03-15 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 |
| September 08, 2016 Filed Sep 9, 2016 16:29 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | SaleCommon Stock | 1,058 | $140.00 | $148,120.00 |
DisclosureSEC source: 0001179110-16-029477 · edgar.xml · nonDerivative · entry 2 Woo Deborah · CIK 0001441748 · President of Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,479 Read SEC document |
| September 08, 2016 Filed Sep 9, 2016 16:29 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 1,176 | $57.62 | $67,761.12 |
DisclosureSEC source: 0001179110-16-029477 · edgar.xml · nonDerivative · entry 1 Woo Deborah · CIK 0001441748 · President of Asia 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,537 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: The shares acquired resulted from reporting person's settlement of the stock-settled stock appreciation rights in Table-II. 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.