Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lifevantage CorpLFVN · Entity 6941 | General Counsel | July 01, 2026 | July 06, 2026 |
| SECURITY NATIONAL FINANCIAL CORPSNFCA · Entity 6207 | Chief Legal Officer & Corp Sec | September 11, 2026 | September 14, 2026 |
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.
Lifevantage Corp
Report date July 01, 2026 · Filed July 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 112,744 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Tax withholding · Disposed 1,342 · Balance 112,744 |
SECURITY NATIONAL FINANCIAL CORP
Report date September 11, 2026 · Filed September 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Employee Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.79 · Expires 2036-09-11 | Direct | 100,000 |
Reported balance
After 2026-09-11 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-11 · Grant · Acquired 100,000 · Balance 100,000 F1: This option was granted on September 11, 2026 for 100,000 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.79 per share. The units granted vest 20% every year for five years, and will be fully vested on September 11, 2031. |
Filing footnotes · ownership attribution and instrument terms
F1: This option was granted on September 11, 2026 for 100,000 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.79 per share. The units granted vest 20% every year for five years, and will be fully vested on September 11, 2031.
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 11, 2026 Filed Sep 14, 2026 22:57 UTC | SECURITY NATIONAL FINANCIAL CORP SNFCA · Entity 6207 | GrantEmployee Stock Option (right to buy) · Derivative | 100,000 | $8.79 Strike: $8.79 | $879,000.00 |
DisclosureSEC source: 0001096906-26-001368 · form4.xml · derivative · entry 1 Neufeld Alissa · CIK 0001866289 · Chief Legal Officer & Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,000 Underlying: Class A Common Stock · 100,000 shares Expires 2036-09-11 F1 · derivative.exercise_price: This option was granted on September 11, 2026 for 100,000 shares of Class A Common Stock under the 2022 Equity Incentive Plan at a price of $8.79 per share. The units granted vest 20% every year for five years, and will be fully vested on September 11, 2031. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:31 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,342 | $6.25 | $8,387.50 |
DisclosureSEC source: 0001193125-26-296258 · ownership.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,744 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:05 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,446 | $4.20 | $6,073.20 |
DisclosureSEC source: 0001193125-26-142103 · ownership.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,086 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 23:00 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,445 | $6.16 | $8,901.20 |
DisclosureSEC source: 0001628280-26-000679 · wk-form4_1767653999.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,532 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:11 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,283 | $9.56 | $12,265.48 |
DisclosureSEC source: 0001628280-25-044041 · wk-form4_1759522305.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,977 Read SEC document |
| August 31, 2025 Filed Sep 4, 2025 01:48 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 18,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041619 · wk-form4_1756950503.xml · derivative · entry 5 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,443 Underlying: Common Stock · 18,886 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. F3 · derivative.exercise_price: PRSUs convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On August 26, 2024, the reporting person was granted PRSUs which vest upon achievement of previously established time-based and financial performance criteria. F2 · derivative.expiration_date: On August 26, 2024, the reporting person was granted PRSUs which vest upon achievement of previously established time-based and financial performance criteria. Read SEC document |
| August 31, 2025 Filed Sep 4, 2025 01:48 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 14,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041619 · wk-form4_1756950503.xml · derivative · entry 4 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,832 Underlying: Common Stock · 14,498 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. F3 · derivative.exercise_price: PRSUs convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 24, 2023, the reporting person was granted Performance Restricted Stock Units ("PRSUs") which vest upon achievement of previously established time-based and financial performance criteria. F1 · derivative.expiration_date: On August 24, 2023, the reporting person was granted Performance Restricted Stock Units ("PRSUs") which vest upon achievement of previously established time-based and financial performance criteria. Read SEC document |
| August 31, 2025 Filed Sep 4, 2025 01:48 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 15,729 | $13.10 | $206,049.90 |
DisclosureSEC source: 0001628280-25-041619 · wk-form4_1756950503.xml · nonDerivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,260 Read SEC document |
| August 31, 2025 Filed Sep 4, 2025 01:48 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 18,886 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041619 · wk-form4_1756950503.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,989 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 · shares: On August 26, 2024, the reporting person was granted PRSUs which vest upon achievement of previously established time-based and financial performance criteria. Read SEC document |
| August 31, 2025 Filed Sep 4, 2025 01:48 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 14,498 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041619 · wk-form4_1756950503.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 115,103 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: On August 24, 2023, the reporting person was granted Performance Restricted Stock Units ("PRSUs") which vest upon achievement of previously established time-based and financial performance criteria. Read SEC document |
| August 26, 2025 Filed Aug 29, 2025 01:16 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 13,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041349 · wk-form4_1756430156.xml · derivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,554 Underlying: Common Stock · 13,554 shares Expires not disclosed F2 · security: Each Performance Restricted Stock Unit ("PRSU") represents a right to receive one share of issuer common stock, with the total number of units reflecting the number that are eligible to be earned at target-level performance achievement. Upon achievement of the maximum level of the applicable performance criteria, the reporting person may become eligible to earn 200% of the target number of units. F3 · derivative.exercise_price: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 34% of the earned award will vest on September 10, 2026 (ii) 33% of the earned award will vest on September 10, 2027 and (iii) 33% of the earned award will vest on September 10, 2028. F3 · derivative.exercise_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 34% of the earned award will vest on September 10, 2026 (ii) 33% of the earned award will vest on September 10, 2027 and (iii) 33% of the earned award will vest on September 10, 2028. F3 · derivative.expiration_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 34% of the earned award will vest on September 10, 2026 (ii) 33% of the earned award will vest on September 10, 2027 and (iii) 33% of the earned award will vest on September 10, 2028. Read SEC document |
| August 26, 2025 Filed Aug 29, 2025 01:16 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 9,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041349 · wk-form4_1756430156.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,605 F1 · security: This reflects a stock unit award, in which each stock unit represents a right to receive one share of issuer common stock, which award will vest, subject to the reporting person's continued service with the issuer, as follows: (i) 5/12 of the total number of units will vest on September 10, 2026 and (ii) the remaining units will vest in equal installments as of the 10th day of the third month of each of the seven calendar quarters thereafter. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 23:39 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000054 · wk-form4_1751585946.xml · derivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,667 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. F2 · derivative.exercise_price: Performance Restricted Stock Units ("PSUs") convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 18, 2022, the Reporting Person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the Reporting Person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The Reporting Person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the Reporting Person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. F1 · derivative.expiration_date: On August 18, 2022, the Reporting Person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the Reporting Person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The Reporting Person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the Reporting Person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 23:39 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 2,799 | $13.39 | $37,478.61 |
DisclosureSEC source: 0000849146-25-000054 · wk-form4_1751585946.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,569 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 23:39 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000054 · wk-form4_1751585946.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,368 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: On August 18, 2022, the Reporting Person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the Reporting Person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The Reporting Person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the Reporting Person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000032 · wk-form4_1743717978.xml · derivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,667 Underlying: Common Stock · 2,667 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. F2 · derivative.exercise_price: Performance Restricted Stock Units ("PSUs") convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. F1 · derivative.expiration_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 2,799 | $15.79 | $44,196.21 |
DisclosureSEC source: 0000849146-25-000032 · wk-form4_1743717978.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,701 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000032 · wk-form4_1743717978.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,500 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: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:13 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000006 · wk-form4_1735942381.xml · derivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,334 Underlying: Common Stock · 2,668 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. F2 · derivative.exercise_price: Performance Restricted Stock Units ("PSUs") convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. F1 · derivative.expiration_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:13 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 3,157 | $17.53 | $55,342.21 |
DisclosureSEC source: 0000849146-25-000006 · wk-form4_1735942381.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,833 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:13 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000006 · wk-form4_1735942381.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,990 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: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:05 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000118 · wk-form4_1727993139.xml · derivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,002 Underlying: Common Stock · 2,667 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. F2 · derivative.exercise_price: Performance Restricted Stock Units ("PSUs") convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. F1 · derivative.expiration_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:05 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 2,802 | $12.33 | $34,548.66 |
DisclosureSEC source: 0000849146-24-000118 · wk-form4_1727993139.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,322 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:05 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000118 · wk-form4_1727993139.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,124 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: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| August 31, 2024 Filed Sep 5, 2024 11:12 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 3,375 | $7.96 | $26,865.00 |
DisclosureSEC source: 0000849146-24-000095 · wk-form4_1725534718.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,457 Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 22:39 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 18,886 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000084 · wk-form4_1724884775.xml · derivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,886 Underlying: Common Stock · 18,886 shares Expires not disclosed F2 · security: Each Performance Restricted Stock Unit ("PRSU") represents a right to receive one share of issuer common stock, with the total number of units reflecting the number that are eligible to be earned at target-level performance achievement. Upon achievement of the maximum level of the applicable performance criteria, the reporting person may become eligible to earn 200% of the target number of units. F3 · derivative.exercise_price: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 50% of the earned award will vest on August 31, 2025 (ii) 30% of the earned award will vest on August 31, 2026 and (iii) 20% of the earned award will vest on August 31, 2027. F3 · derivative.exercise_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 50% of the earned award will vest on August 31, 2025 (ii) 30% of the earned award will vest on August 31, 2026 and (iii) 20% of the earned award will vest on August 31, 2027. F3 · derivative.expiration_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 50% of the earned award will vest on August 31, 2025 (ii) 30% of the earned award will vest on August 31, 2026 and (iii) 20% of the earned award will vest on August 31, 2027. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 22:39 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 12,591 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000084 · wk-form4_1724884775.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,832 F1 · security: This reflects a stock unit award, in which each stock unit represents a right to receive one share of issuer common stock, which award will vest, subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the total number of units will vest on August 31, 2025 and (ii) the remaining units will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:37 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000059 · wk-form4_1720039069.xml · derivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,669 Underlying: Common Stock · 2,667 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. F3 · derivative.exercise_price: PSUs convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. F1 · derivative.expiration_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:37 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 2,342 | $6.29 | $14,731.18 |
DisclosureSEC source: 0000849146-24-000059 · wk-form4_1720039069.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,241 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of a stock unit award granted to the reporting person on August 12, 2021 and a Performance Restricted Stock Unit ("PSU") award and stock unit award granted to the reporting person on August 18, 2022. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 20:37 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000059 · wk-form4_1720039069.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,583 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: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| April 26, 2024 Filed Apr 30, 2024 20:31 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 4,201 | $6.19 | $25,983.19 |
DisclosureSEC source: 0000849146-24-000042 · wk-form4_1714509054.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,916 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on April 26, 2021. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:13 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000036 · wk-form4_1712178810.xml · derivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,336 Underlying: Common Stock · 2,668 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. F3 · derivative.exercise_price: Performance Restricted Stock Units ("PSUs") convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. F1 · derivative.expiration_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:13 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 2,644 | $6.39 | $16,895.16 |
DisclosureSEC source: 0000849146-24-000036 · wk-form4_1712178810.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,117 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on August 12, 2021 and PSU awards and stock unit awards granted to the reporting person on August 18, 2022. Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 21:13 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000036 · wk-form4_1712178810.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,761 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: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:22 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000006 · wk-form4_1704316938.xml · derivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,004 Underlying: Common Stock · 2,667 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. F3 · derivative.exercise_price: Performance Restricted Stock Units ("PSUs") convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. F1 · derivative.expiration_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:22 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,918 | $6.00 | $11,508.00 |
DisclosureSEC source: 0000849146-24-000006 · wk-form4_1704316938.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,093 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on August 12, 2021 and PSU awards and stock unit awards granted to the reporting person on August 18, 2022. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:22 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000006 · wk-form4_1704316938.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,011 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: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 23:17 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000163 · wk-form4_1696375061.xml · derivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,671 Underlying: Common Stock · 2,667 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. F3 · derivative.exercise_price: Performance Restricted Stock Units ("PSUs") convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. F1 · derivative.expiration_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 23:17 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,621 | $6.45 | $10,455.45 |
DisclosureSEC source: 0000849146-23-000163 · wk-form4_1696375061.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,344 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on August 12, 2021 and PSU awards and stock unit awards granted to the reporting person on August 18, 2022. Read SEC document |
| October 01, 2023 Filed Oct 3, 2023 23:17 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,667 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000163 · wk-form4_1696375061.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,965 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: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the Issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 21:17 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 24,162 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000104 · wk-form4_1693257462.xml · derivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,162 Underlying: Common Stock · 24,162 shares Expires not disclosed F2 · security: Each PRSU represents a right to receive one share of issuer common stock, with the total number of units reflecting the number that are eligible to be earned at target-level performance achievement. Upon achievement of the maximum level of the applicable performance criteria, the reporting person may become eligible to earn 200% of the target number of units. F3 · derivative.exercise_price: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 50% of the earned award will vest on August 31, 2024 (ii) 30% of the earned award will vest on August 31, 2025 and (iii) 20% of the earned award will vest on August 31, 2026. F3 · derivative.exercise_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 50% of the earned award will vest on August 31, 2024 (ii) 30% of the earned award will vest on August 31, 2025 and (iii) 20% of the earned award will vest on August 31, 2026. F3 · derivative.expiration_date: The PRSUs will vest only to the extent the specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 50% of the earned award will vest on August 31, 2024 (ii) 30% of the earned award will vest on August 31, 2025 and (iii) 20% of the earned award will vest on August 31, 2026. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 21:17 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 24,162 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000104 · wk-form4_1693257462.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,298 F1 · security: This reflects a stock unit award, in which each stock unit represents a right to receive one share of issuer common stock, which award will vest, subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the total number of units will vest on August 31, 2024 and (ii) the remaining units will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:09 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 10,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000087 · wk-form4_1692734952.xml · derivative · entry 3 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,338 Underlying: Performance Restricted Stock Units · 10,668 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. F3 · derivative.exercise_price: Performance Stock Units ("PSUs") convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. F1 · derivative.expiration_date: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:09 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 5,418 | $5.21 | $28,227.78 |
DisclosureSEC source: 0000849146-23-000087 · wk-form4_1692734952.xml · nonDerivative · entry 2 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,136 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of PSU awards and stock unit awards granted to the reporting person on August 18, 2022. Read SEC document |
| August 18, 2023 Filed Aug 22, 2023 20:09 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 10,668 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000087 · wk-form4_1692734952.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,554 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: On August 18, 2022, the reporting person was granted PSUs which vest only to the extent specified financial performance criteria are achieved and subject to the reporting person's continued service with the issuer, as follows: (i) 1/3 of the earned award vested on the first anniversary of the grant date and (ii) an additional 1/12 of the earned award will vest on the first day of each calendar quarter thereafter. The reporting person initially reported the number of shares that were eligible to be earned at target-level performance achievement. The performance criteria were achieved at a level above target; accordingly, the reporting person is eligible to earn 133.13% of the target number of units. The actual number of shares that vested on the reported transaction date was 133.13% of the at-target number of shares subject to vesting on that date and the number of PSUs beneficially owned following the reported transaction has been updated to reflect the new target number of units. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:29 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 266 | $4.35 | $1,157.10 |
DisclosureSEC source: 0000849146-23-000064 · wf-form4_168859256397972.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,886 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on August 12, 2021. Read SEC document |
| April 26, 2023 Filed Apr 28, 2023 20:05 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 3,450 | $3.32 | $11,454.00 |
DisclosureSEC source: 0000849146-23-000045 · wf-form4_168271230842617.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,152 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on April 26, 2021. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:42 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 317 | $3.59 | $1,138.03 |
DisclosureSEC source: 0000849146-23-000038 · wf-form4_168064092333266.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,602 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on August 12, 2021. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 21:07 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 317 | $3.72 | $1,179.24 |
DisclosureSEC source: 0000849146-23-000009 · wf-form4_167286641126563.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,919 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on August 12, 2021. Read SEC document |
| October 01, 2022 Filed Oct 4, 2022 20:11 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 268 | $3.75 | $1,005.00 |
DisclosureSEC source: 0000849146-22-000069 · wf-form4_166491423376162.xml · nonDerivative · entry 1 Neufeld Alissa · CIK 0001866289 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,236 F1 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of stock unit awards granted to the reporting person on August 12, 2021. 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.