Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AGNT, Inc.EXPI · Entity 5272 | Director | May 08, 2026 | May 12, 2026 |
| USANA HEALTH SCIENCES INCUSNA · Entity 6114 | Director | July 23, 2026 | July 27, 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.
AGNT, Inc.
Report date May 08, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 15,152 |
Reported balance
After 2026-05-08 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 15,152 · Balance 15,152 F1: 15,152 RSUs are scheduled to vest 100% on the earlier of (i) the business day immediately preceding the next annual meeting of stockholders at which the Board members are elected, or (ii) the one-year anniversary of the grant, subject to Ms. Pelosi's continued Board service through such date. F2: RSUs do not expire; they either vest or are canceled prior to the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 15,152 RSUs are scheduled to vest 100% on the earlier of (i) the business day immediately preceding the next annual meeting of stockholders at which the Board members are elected, or (ii) the one-year anniversary of the grant, subject to Ms. Pelosi's continued Board service through such date.
F2: RSUs do not expire; they either vest or are canceled prior to the vesting date.
USANA HEALTH SCIENCES INC
Report date July 23, 2026 · Filed July 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,061 |
Ending reported balance
After 2026-07-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-23 · Exercise / conversion · Acquired 1,632 · Balance 6,996 F1: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. Row 2 · 2026-07-23 · Tax withholding · Disposed 935 · Balance 6,061 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,895 |
Reported balance
After 2026-07-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-23 · Exercise / conversion · Disposed 1,632 · Balance 4,895 F1: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. F2: Restricted Stock Units vest 25% on July 23, 2026, October 22, 2026, January 21, 2027, and April 22, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of USNA common stock.
F2: Restricted Stock Units vest 25% on July 23, 2026, October 22, 2026, January 21, 2027, and April 22, 2027.
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 |
|---|---|---|---|---|---|---|
| June 30, 2019 Filed Jul 1, 2019 21:21 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Tax withholdingCommon Stock | 148 | $79.43 | $11,755.64 |
DisclosureSEC source: 0001179110-19-008255 · edgar.xml · nonDerivative · entry 2 Pelosi Peggie · CIK 0001763161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306 Read SEC document |
| June 30, 2019 Filed Jul 1, 2019 21:21 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 329 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-008255 · edgar.xml · nonDerivative · entry 1 Pelosi Peggie · CIK 0001763161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 454 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: Each restricted stock unit represents a contingent right to receive one share of USNA common stock Read SEC document |
| April 29, 2019 Filed May 1, 2019 21:37 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | GrantRestricted Stock Units · Derivative | 1,317 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-005363 · edgar.xml · derivative · entry 1 Pelosi Peggie · CIK 0001763161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,317 Underlying: Common Stock · 1,317 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock F2 · derivative.exercise_date: Restricted Stock Units vest 25% on the last day of the calendar quarter for the next four quarters beginning on June 30, 2019. F2 · derivative.expiration_date: Restricted Stock Units vest 25% on the last day of the calendar quarter for the next four quarters beginning on June 30, 2019. Read SEC document |
| March 31, 2019 Filed Apr 1, 2019 17:23 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionRestricted Stock Units · Derivative | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004397 · edgar.xml · derivative · entry 3 Pelosi Peggie · CIK 0001763161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 233 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: Each restricted stock unit represents a contingent right to receive one share of USNA common stock F2 · derivative.exercise_date: Restricted Stock Units vest 100% on March 31, 2019 F2 · derivative.expiration_date: Restricted Stock Units vest 100% on March 31, 2019 Read SEC document |
| March 31, 2019 Filed Apr 1, 2019 17:23 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Tax withholdingCommon Stock | 108 | $83.87 | $9,057.96 |
DisclosureSEC source: 0001179110-19-004397 · edgar.xml · nonDerivative · entry 2 Pelosi Peggie · CIK 0001763161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125 Read SEC document |
| March 31, 2019 Filed Apr 1, 2019 17:23 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 233 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-004397 · edgar.xml · nonDerivative · entry 1 Pelosi Peggie · CIK 0001763161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233 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: Each restricted stock unit represents a contingent right to receive one share of USNA common stock Read SEC document |
| February 04, 2019 Filed Feb 6, 2019 23:20 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | GrantRestricted Stock Units · Derivative | 233 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001454 · edgar.xml · derivative · entry 1 Pelosi Peggie · CIK 0001763161 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 233 Underlying: Common Stock · 233 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock F2 · derivative.exercise_date: Restricted Stock Units vest 100% on March 31, 2019 F2 · derivative.expiration_date: Restricted Stock Units vest 100% on March 31, 2019 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.