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 |
|---|---|---|---|---|---|---|
| November 12, 2021 Filed Nov 16, 2021 23:07 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 35,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-21-000123 · wf-form4_163710403121361.xml · nonDerivative · entry 1 Aure Carl · CIK 0001891462 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 F1 · security: These restricted stock units ("RSUs") were acquired pursuant to a restricted stock award granted November 12, 2021. The award vests in three equal installments on each of November 12, 2022, November 12, 2023, and November 12, 2024, subject to continued service with the Company. 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.