Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lifevantage CorpLFVN · Entity 6941 | Chief Sales 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 | 152,375 |
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 32,850 · Balance 152,375 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 | 49,275 |
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 49,275 · Balance 49,275 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 |
|---|---|---|---|---|---|---|
| August 18, 2023 Filed Aug 22, 2023 20:07 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000085 · wk-form4_1692734861.xml · nonDerivative · entry 1 Cunningham Kristen · CIK 0001938042 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,822 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 | 20 | $4.35 | $87.00 |
DisclosureSEC source: 0000849146-23-000065 · wf-form4_168859258462261.xml · nonDerivative · entry 1 Cunningham Kristen · CIK 0001938042 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,822 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 28, 2023 Filed May 2, 2023 20:05 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 2,875 | $3.30 | $9,487.50 |
DisclosureSEC source: 0000849146-23-000047 · wf-form4_168305790724596.xml · nonDerivative · entry 1 Cunningham Kristen · CIK 0001938042 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,842 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 28, 2022. Read SEC document |
| April 01, 2023 Filed Apr 4, 2023 20:43 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 25 | $3.59 | $89.75 |
DisclosureSEC source: 0000849146-23-000040 · wf-form4_168064095695106.xml · nonDerivative · entry 1 Cunningham Kristen · CIK 0001938042 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,717 F1 · price: 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 | 25 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000010 · wf-form4_167286643591029.xml · nonDerivative · entry 1 Cunningham Kristen · CIK 0001938042 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,742 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 20:13 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 20 | $3.75 | $75.00 |
DisclosureSEC source: 0000849146-22-000071 · wf-form4_166491437175802.xml · nonDerivative · entry 1 Cunningham Kristen · CIK 0001938042 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,767 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 |
| August 18, 2022 Filed Aug 22, 2022 21:37 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantPerformance Restricted Stock Units · Derivative | 27,043 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-22-000052 · wf-form4_166120422645894.xml · derivative · entry 2 Cunningham Kristen · CIK 0001938042 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,043 Underlying: Common Stock · 27,043 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 21:37 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 27,043 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-22-000052 · wf-form4_166120422645894.xml · nonDerivative · entry 1 Cunningham Kristen · CIK 0001938042 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,787 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 |
| August 12, 2022 Filed Aug 16, 2022 20:40 UTC | Lifevantage Corp LFVN · Entity 6941 | Tax withholdingCommon Stock | 97 | $4.19 | $406.43 |
DisclosureSEC source: 0000849146-22-000041 · wf-form4_166068242312574.xml · nonDerivative · entry 1 Cunningham Kristen · CIK 0001938042 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,744 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.