Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lifevantage CorpLFVN · Entity 6941 | Chief Financial Officer | October 07, 2026 | October 09, 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 October 07, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 191,784 |
Reported balance
After 2026-10-07 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-07 · Grant · Acquired 35,749 · Balance 191,784 F1: 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 October 7, 2027, (ii) 1/3 of the total number of units will vest on October 7, 2028 and (iii) 1/3 of the total number of units will vest on October 7, 2029. |
| Performance Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 53,623 |
Reported balance
After 2026-10-07 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-10-07 · Grant · Acquired 53,623 · Balance 53,623 F2: Each Performance Restricted Stock Unit ("PRSU") represents a right to receive one share of issuer common stock. Upon achievement of the maximum level of the applicable performance criteria, the reporting person may become eligible to earn 150% of the target number of units. F3: The PRSUs will vest only to the extent certain financial performance targets are achieved over a three and a half-year period commencing in October 2026 and ending in March 2030, subject to the reporting person's continued service with the issuer through the applicable vesting date. To the extent the first financial performance target is achieved, 25% of the PRSUs will vest on the achievement date and 25% shall vest on the 1-year anniversary of the achievement date. To the extent subsequent financial performance targets are achieved, 12.5% of the PRSUs will vest on the achievement date and 12.5% shall vest on the 1-year anniversary of the achievement date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 October 7, 2027, (ii) 1/3 of the total number of units will vest on October 7, 2028 and (iii) 1/3 of the total number of units will vest on October 7, 2029.
F2: Each Performance Restricted Stock Unit ("PRSU") represents a right to receive one share of issuer common stock. Upon achievement of the maximum level of the applicable performance criteria, the reporting person may become eligible to earn 150% of the target number of units.
F3: The PRSUs will vest only to the extent certain financial performance targets are achieved over a three and a half-year period commencing in October 2026 and ending in March 2030, subject to the reporting person's continued service with the issuer through the applicable vesting date. To the extent the first financial performance target is achieved, 25% of the PRSUs will vest on the achievement date and 25% shall vest on the 1-year anniversary of the achievement date. To the extent subsequent financial performance targets are achieved, 12.5% of the PRSUs will vest on the achievement date and 12.5% shall vest on the 1-year anniversary of the achievement date.
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 |
|---|---|---|---|---|---|---|
| October 07, 2026 Filed Oct 9, 2026 20:09 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 53,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-419094 · ownership.xml · derivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,623 Underlying: Common Stock · 53,623 shares Expires not disclosed F2 · security: Each Performance Restricted Stock Unit ("PRSU") represents a right to receive one share of issuer common stock. Upon achievement of the maximum level of the applicable performance criteria, the reporting person may become eligible to earn 150% of the target number of units. F3 · derivative.exercise_price: The PRSUs will vest only to the extent certain financial performance targets are achieved over a three and a half-year period commencing in October 2026 and ending in March 2030, subject to the reporting person's continued service with the issuer through the applicable vesting date. To the extent the first financial performance target is achieved, 25% of the PRSUs will vest on the achievement date and 25% shall vest on the 1-year anniversary of the achievement date. To the extent subsequent financial performance targets are achieved, 12.5% of the PRSUs will vest on the achievement date and 12.5% shall vest on the 1-year anniversary of the achievement date. F3 · derivative.exercise_date: The PRSUs will vest only to the extent certain financial performance targets are achieved over a three and a half-year period commencing in October 2026 and ending in March 2030, subject to the reporting person's continued service with the issuer through the applicable vesting date. To the extent the first financial performance target is achieved, 25% of the PRSUs will vest on the achievement date and 25% shall vest on the 1-year anniversary of the achievement date. To the extent subsequent financial performance targets are achieved, 12.5% of the PRSUs will vest on the achievement date and 12.5% shall vest on the 1-year anniversary of the achievement date. F3 · derivative.expiration_date: The PRSUs will vest only to the extent certain financial performance targets are achieved over a three and a half-year period commencing in October 2026 and ending in March 2030, subject to the reporting person's continued service with the issuer through the applicable vesting date. To the extent the first financial performance target is achieved, 25% of the PRSUs will vest on the achievement date and 25% shall vest on the 1-year anniversary of the achievement date. To the extent subsequent financial performance targets are achieved, 12.5% of the PRSUs will vest on the achievement date and 12.5% shall vest on the 1-year anniversary of the achievement date. Read SEC document |
| October 07, 2026 Filed Oct 9, 2026 20:09 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 35,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-419094 · ownership.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 191,784 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 October 7, 2027, (ii) 1/3 of the total number of units will vest on October 7, 2028 and (iii) 1/3 of the total number of units will vest on October 7, 2029. Read SEC document |
| October 01, 2026 Filed Oct 5, 2026 20:13 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 460 | $6.24 | $2,870.40 |
DisclosureSEC source: 0001193125-26-414130 · ownership.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,035 Read SEC document |
| September 10, 2026 Filed Sep 14, 2026 22:56 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,869 | $6.37 | $11,905.53 |
DisclosureSEC source: 0001193125-26-390924 · ownership.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,495 F1 · balance_after: Includes 2,810 total shares purchased on August 31, 2026 under the Employee Stock Purchase Plan. Read SEC document |
| July 01, 2026 Filed Jul 6, 2026 20:32 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,361 | $6.25 | $8,506.25 |
DisclosureSEC source: 0001193125-26-296262 · ownership.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,554 Read SEC document |
| April 01, 2026 Filed Apr 3, 2026 20:05 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,527 | $4.20 | $6,413.40 |
DisclosureSEC source: 0001193125-26-142102 · ownership.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 156,915 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 22:59 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,527 | $6.16 | $9,406.32 |
DisclosureSEC source: 0001628280-26-000676 · wk-form4_1767653983.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 158,442 Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:11 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,361 | $9.56 | $13,011.16 |
DisclosureSEC source: 0001628280-25-044039 · wk-form4_1759522283.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,969 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: 0001628280-25-041622 · wk-form4_1756950523.xml · derivative · entry 5 Aure Carl · CIK 0001891462 · Chief Financial Officer 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. F4 · derivative.exercise_price: PRSUs convert into common stock on a one-for-one basis. F3 · 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. F3 · 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 | 14,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041622 · wk-form4_1756950523.xml · derivative · entry 4 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,931 Underlying: Common Stock · 14,792 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. F4 · 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 | 16,610 | $13.10 | $217,591.00 |
DisclosureSEC source: 0001628280-25-041622 · wk-form4_1756950523.xml · nonDerivative · entry 3 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 161,330 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: 0001628280-25-041622 · wk-form4_1756950523.xml · nonDerivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,940 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: 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 | 14,792 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041622 · wk-form4_1756950523.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,054 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. F2 · balance_after: Includes 718 total shares purchased on August 31, 2025 under the Employee Stock Purchase Plan. Read SEC document |
| August 26, 2025 Filed Aug 29, 2025 01:15 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 15,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041345 · wk-form4_1756430127.xml · derivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,361 Underlying: Common Stock · 15,361 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 01:15 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 10,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-041345 · wk-form4_1756430127.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,544 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 | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000056 · wk-form4_1751585965.xml · derivative · entry 3 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,401 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 |
| July 01, 2025 Filed Jul 3, 2025 23:39 UTC | Lifevantage Corp LFVN · Entity 6941 | SaleCommon Stock | 2,746 | $13.39 | $36,768.94 |
DisclosureSEC source: 0000849146-25-000056 · wk-form4_1751585965.xml · nonDerivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,303 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 23:39 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000056 · wk-form4_1751585965.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,049 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. F2 · balance_after: Includes 1,590 total shares purchased on February 28, 2025 under the Employee Stock Purchase Plan. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000030 · wk-form4_1743717958.xml · derivative · entry 3 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,401 Underlying: Common Stock · 2,401 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 | 2,749 | $15.79 | $43,406.71 |
DisclosureSEC source: 0000849146-25-000030 · wk-form4_1743717958.xml · nonDerivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,058 Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 22:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000030 · wk-form4_1743717958.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,807 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 | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000007 · wk-form4_1735942391.xml · derivative · entry 3 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,802 Underlying: Common Stock · 2,401 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 | 3,269 | $17.53 | $57,305.57 |
DisclosureSEC source: 0000849146-25-000007 · wk-form4_1735942391.xml · nonDerivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,406 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 22:13 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-25-000007 · wk-form4_1735942391.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,675 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. 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 |
| November 12, 2024 Filed Nov 13, 2024 22:12 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 5,472 | $13.74 | $75,185.28 |
DisclosureSEC source: 0000849146-24-000140 · wk-form4_1731535934.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,274 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:05 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000114 · wk-form4_1727993097.xml · derivative · entry 3 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,203 Underlying: Common Stock · 2,401 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 | 2,625 | $12.33 | $32,366.25 |
DisclosureSEC source: 0000849146-24-000114 · wk-form4_1727993097.xml · nonDerivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,746 Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:05 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000114 · wk-form4_1727993097.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,371 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 11:11 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 3,444 | $7.96 | $27,414.24 |
DisclosureSEC source: 0000849146-24-000093 · wk-form4_1725534698.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,970 F1 · balance_after: Includes 1,765 total shares purchased under the Issuer's 2019 Employee Stock Purchase Plan on August 31, 2024. Read SEC document |
| August 26, 2024 Filed Aug 28, 2024 22:40 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 18,886 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000086 · wk-form4_1724884794.xml · derivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 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 22:40 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 12,591 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000086 · wk-form4_1724884794.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,649 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 | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000057 · wk-form4_1720039046.xml · derivative · entry 3 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,604 Underlying: Common Stock · 2,401 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 | 1,763 | $6.29 | $11,089.27 |
DisclosureSEC source: 0000849146-24-000057 · wk-form4_1720039046.xml · nonDerivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,058 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting of a Performance Restricted Stock Unit ("PSU") award and a 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 | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000057 · wk-form4_1720039046.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,821 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, 2024 Filed Apr 3, 2024 21:12 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000033 · wk-form4_1712178764.xml · derivative · entry 3 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,005 Underlying: Common Stock · 2,401 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. F4 · 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 |
| April 01, 2024 Filed Apr 3, 2024 21:12 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,989 | $6.39 | $12,709.71 |
DisclosureSEC source: 0000849146-24-000033 · wk-form4_1712178764.xml · nonDerivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,420 F3 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting Performance Restricted Stock Unit ("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 21:12 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000033 · wk-form4_1712178764.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 129,409 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. F2 · balance_after: Includes 1,805 total shares purchased under the Issuer's 2019 Employee Stock Purchase Plan on February 29, 2024. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:24 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 2,399 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000009 · wk-form4_1704317023.xml · derivative · entry 3 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,406 Underlying: Common Stock · 2,399 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 |
| January 01, 2024 Filed Jan 3, 2024 21:24 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 1,988 | $6.00 | $11,928.00 |
DisclosureSEC source: 0000849146-24-000009 · wk-form4_1704317023.xml · nonDerivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 125,203 F2 · shares: These shares were withheld to satisfy tax withholding obligations in connection with the vesting Performance Restricted Stock Unit ("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 21:24 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 2,399 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-24-000009 · wk-form4_1704317023.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 127,191 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 | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000162 · wk-form4_1696375020.xml · derivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,805 Underlying: Common Stock · 2,401 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 | Exercise / conversionCommon Stock | 2,401 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000162 · wk-form4_1696375020.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,792 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. F2 · balance_after: Includes 3,000 total shares purchased under the Issuer's 2019 Employee Stock Purchase Plan on August 31, 2023. Read SEC document |
| August 24, 2023 Filed Aug 28, 2023 21:21 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 24,655 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000108 · wk-form4_1693257702.xml · derivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,655 Underlying: Common Stock · 24,655 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 21:21 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 24,655 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000108 · wk-form4_1693257702.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 119,391 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 20:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionPerformance Restricted Stock Units · Derivative | 9,601 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000083 · wk-form4_1692734778.xml · derivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,206 Underlying: Common Stock · 9,601 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. F1 · balance_after: 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 20:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 9,601 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000083 · wk-form4_1692734778.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,736 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. F2 · balance_after: Includes 6,000 total shares purchased under the Employee Stock Purchase Plan on August 31, 2022 and February 28, 2023. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 21:36 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 21,635 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-22-000049 · wf-form4_166120415037738.xml · derivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,635 Underlying: Common Stock · 21,635 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) 1/3 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. 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) 1/3 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. 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) 1/3 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the eight calendar quarters thereafter. Read SEC document |
| August 18, 2022 Filed Aug 22, 2022 21:36 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 21,635 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-22-000049 · wf-form4_166120415037738.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,135 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 the first anniversary of the grant date 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 |
| November 12, 2021 Filed Nov 16, 2021 23:07 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 22,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-21-000123 · wf-form4_163710403121361.xml · derivative · entry 3 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 Underlying: Common Stock · 22,500 shares Expires not disclosed F3 · 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. F4 · 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) 5/12 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the seven calendar quarters thereafter. F4 · 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) 5/12 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the seven calendar quarters thereafter. F4 · 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) 5/12 of the earned award will vest on the first anniversary of the grant date and (ii) the remainder of the earned award will vest in equal installments as of the first day of each of the seven calendar quarters thereafter. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 23:07 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 22,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-21-000123 · wf-form4_163710403121361.xml · nonDerivative · entry 2 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,500 F2 · 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 the first anniversary of the grant date and (ii) the remaining units will vest in equal installments as of the first day of each of the seven calendar quarters thereafter. 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.