Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | Director | April 30, 2026 | May 21, 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.
HERBALIFE LTD.
Report date April 30, 2026 · Filed May 21, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy trust | 50,000 |
Reported balance
Holding disclosure · report date 2026-04-30 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 50,000 F1: This Form 3/A is being filed to amend and restate the Table I holdings reported in the initial Form 3 filing it its entirety. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 3/A is being filed to amend and restate the Table I holdings reported in the initial Form 3 filing it its entirety.
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 |
|---|---|---|---|---|---|---|
| May 08, 2026 Filed May 13, 2026 01:57 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 11,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-055392 · ownership.xml · nonDerivative · entry 1 Walsh Des · CIK 0001373040 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,879 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. Amended and Restated 2023 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2027, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:42 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 25,508 | $0.00 Strike: $28.60 | $0.00 |
DisclosureSEC source: 0001209191-19-013130 · doc4.xml · derivative · entry 2 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,016 Underlying: Common Stock · 25,508 shares Expires 2027-02-27 F2 · shares: On February 27, 2017, the Reporting Person was granted an award of 127,542 PSARs, which number reflects the Issuer's 2-for-1 stock split on May 14, 2018. The amount and timing of the vesting of these PSARs is dependent upon achievement by the Issuer of certain performance criteria for each of fiscal 2017, 2018 and 2019. As the performance criteria for 2018 has been satisfied, 25,508 PSARs will vest on February 27, 2019, subject to continued service through each applicable date. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:42 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 72,798 | $0.00 Strike: $31.26 | $0.00 |
DisclosureSEC source: 0001209191-19-013130 · doc4.xml · derivative · entry 1 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,330 Underlying: Common Stock · 72,798 shares Expires 2026-05-09 F1 · shares: On May 9, 2016, the Reporting Person was granted an award of 121,330 performance stock appreciation rights ("PSARs"), which number reflects the Issuer's 2-for-1 stock split on May 14, 2018. The amount and timing of the vesting of these PSARs is dependent upon achievement by the Issuer of certain performance criteria for each of fiscal 2016, 2017 and 2018. As the performance criteria for 2018 has been satisfied, 72,798 PSARs will vest on May 9, 2019, subject to continued service through each applicable date. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 22:19 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 300,000 | $0.00 Strike: $3.41 | $0.00 |
DisclosureSEC source: 0001209191-18-058574 · doc4.xml · derivative · entry 4 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300,000 shares Expires 2019-02-27 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · kind: The reporting person received 141,765 shares of common stock upon the net exercise of 300,000 stock appreciation rights ("SARS"). The reporting person forfeited 18,830 shares of common stock underlying the SARS in payment of the exercise price and 139,405 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on November 12, 2018 of $54.33. The reporting person did not sell any shares received from this net exercise of SARS. F4 · derivative.underlying_shares: These SARS were previously reported as covering 150,000 shares at an exercise price of $6.82 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 22:19 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 139,405 | $54.33 | $7,573,873.65 |
DisclosureSEC source: 0001209191-18-058574 · doc4.xml · nonDerivative · entry 3 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,943 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · kind: The reporting person received 141,765 shares of common stock upon the net exercise of 300,000 stock appreciation rights ("SARS"). The reporting person forfeited 18,830 shares of common stock underlying the SARS in payment of the exercise price and 139,405 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on November 12, 2018 of $54.33. The reporting person did not sell any shares received from this net exercise of SARS. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 22:19 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 18,830 | $54.33 | $1,023,033.90 |
DisclosureSEC source: 0001209191-18-058574 · doc4.xml · nonDerivative · entry 2 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,348 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · kind: The reporting person received 141,765 shares of common stock upon the net exercise of 300,000 stock appreciation rights ("SARS"). The reporting person forfeited 18,830 shares of common stock underlying the SARS in payment of the exercise price and 139,405 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on November 12, 2018 of $54.33. The reporting person did not sell any shares received from this net exercise of SARS. Read SEC document |
| November 12, 2018 Filed Nov 14, 2018 22:19 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 300,000 | $3.41 | $1,023,000.00 |
DisclosureSEC source: 0001209191-18-058574 · doc4.xml · nonDerivative · entry 1 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618,178 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · kind: The reporting person received 141,765 shares of common stock upon the net exercise of 300,000 stock appreciation rights ("SARS"). The reporting person forfeited 18,830 shares of common stock underlying the SARS in payment of the exercise price and 139,405 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on November 12, 2018 of $54.33. The reporting person did not sell any shares received from this net exercise of SARS. F3 · balance_after: On May 14, 2018, the common stock of Herbalife Nutrition Ltd. split 2-for-1, resulting in the reporting person's acquisition of 159,089 additional shares of common stock. Read SEC document |
| November 12, 2018 Filed Nov 21, 2018 21:30 UTC Amendment | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 300,000 | $0.00 Strike: $3.41 | $0.00 |
DisclosureSEC source: 0001209191-18-059725 · doc4a.xml · derivative · entry 4 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300,000 shares Expires 2019-02-27 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · kind: The reporting person received 133,133 shares of common stock upon the net exercise of 300,000 stock appreciation rights ("SARS"). The reporting person forfeited 18,830 shares of common stock underlying the SARS in payment of the exercise price and 148,037 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on November 12, 2018 of $54.33. The reporting person did not sell any shares received from this net exercise of SARS. F4 · derivative.underlying_shares: These SARS were previously reported as covering 150,000 shares at an exercise price of $6.82 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| November 12, 2018 Filed Nov 21, 2018 21:30 UTC Amendment | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 148,037 | $54.33 | $8,042,850.21 |
DisclosureSEC source: 0001209191-18-059725 · doc4a.xml · nonDerivative · entry 3 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 451,311 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · kind: The reporting person received 133,133 shares of common stock upon the net exercise of 300,000 stock appreciation rights ("SARS"). The reporting person forfeited 18,830 shares of common stock underlying the SARS in payment of the exercise price and 148,037 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on November 12, 2018 of $54.33. The reporting person did not sell any shares received from this net exercise of SARS. Read SEC document |
| November 12, 2018 Filed Nov 21, 2018 21:30 UTC Amendment | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 18,830 | $54.33 | $1,023,033.90 |
DisclosureSEC source: 0001209191-18-059725 · doc4a.xml · nonDerivative · entry 2 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 599,348 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · kind: The reporting person received 133,133 shares of common stock upon the net exercise of 300,000 stock appreciation rights ("SARS"). The reporting person forfeited 18,830 shares of common stock underlying the SARS in payment of the exercise price and 148,037 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on November 12, 2018 of $54.33. The reporting person did not sell any shares received from this net exercise of SARS. Read SEC document |
| November 12, 2018 Filed Nov 21, 2018 21:30 UTC Amendment | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 300,000 | $3.41 | $1,023,000.00 |
DisclosureSEC source: 0001209191-18-059725 · doc4a.xml · nonDerivative · entry 1 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618,178 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person. F2 · kind: The reporting person received 133,133 shares of common stock upon the net exercise of 300,000 stock appreciation rights ("SARS"). The reporting person forfeited 18,830 shares of common stock underlying the SARS in payment of the exercise price and 148,037 shares of common stock underlying the SARS to satisfy the withholding tax obligations resulting from the exercise, using the closing stock price on November 12, 2018 of $54.33. The reporting person did not sell any shares received from this net exercise of SARS. F3 · balance_after: On May 14, 2018, the common stock of Herbalife Nutrition Ltd. split 2-for-1, resulting in the reporting person's acquisition of 159,089 additional shares of common stock. Read SEC document |
| May 10, 2018 Filed May 11, 2018 20:47 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 30,000 | $0.00 Strike: $19.38 | $0.00 |
DisclosureSEC source: 0001209191-18-029600 · doc4.xml · derivative · entry 4 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2018-06-30 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 7, 2018. Read SEC document |
| May 10, 2018 Filed May 11, 2018 20:47 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 11,229 | $111.46 | $1,251,584.34 |
DisclosureSEC source: 0001209191-18-029600 · doc4.xml · nonDerivative · entry 3 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,089 F2 · kind: The reporting person received 13,556 shares of common stock upon the net exercise of 30,000 stock appreciation rights ("SARS"). The reporting person forfeited 5,215 shares of common stock underlying the SARS in payment of the exercise price and 11,229 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 10, 2018 of $111.46. Read SEC document |
| May 10, 2018 Filed May 11, 2018 20:47 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 5,215 | $111.46 | $581,263.90 |
DisclosureSEC source: 0001209191-18-029600 · doc4.xml · nonDerivative · entry 2 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 170,318 F2 · kind: The reporting person received 13,556 shares of common stock upon the net exercise of 30,000 stock appreciation rights ("SARS"). The reporting person forfeited 5,215 shares of common stock underlying the SARS in payment of the exercise price and 11,229 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 10, 2018 of $111.46. Read SEC document |
| May 10, 2018 Filed May 11, 2018 20:47 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 30,000 | $19.38 | $581,250.00 |
DisclosureSEC source: 0001209191-18-029600 · doc4.xml · nonDerivative · entry 1 Walsh Des · CIK 0001373040 · Executive Vice Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,533 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 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 7, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:18 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 12,754 | $0.00 Strike: $57.19 | $0.00 |
DisclosureSEC source: 0001209191-18-013690 · doc4.xml · derivative · entry 4 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,754 Underlying: Common Stock · 12,754 shares Expires 2027-02-27 F4 · kind: On February 27, 2017, the reporting person was granted an award of 63,771 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2017, 2018 and 2019. The performance criteria for 2017 was met, resulting in 12,754 SARs which will vest on February 27, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:18 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 12,133 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-18-013690 · doc4.xml · derivative · entry 3 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,266 Underlying: Common Stock · 12,133 shares Expires 2026-05-09 F3 · kind: On May 9, 2016, the reporting person was granted an award of 60,665 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2016, 2017 and 2018. The performance criteria for 2017 was met, resulting in 12,133 SARs which will vest on May 9, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:18 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 49,950 | $0.00 Strike: $47.80 | $0.00 |
DisclosureSEC source: 0001209191-18-013690 · doc4.xml · derivative · entry 2 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,760 Underlying: Common Stock · 49,950 shares Expires 2025-05-07 F2 · kind: On May 7, 2015, the reporting person was granted an award of 66,760 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2016, 2017 and 2018. The performance criteria for 2017 was met, resulting in 49,950 SARs which will vest on May 7, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:18 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 73,409 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-18-013690 · doc4.xml · derivative · entry 1 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,349 Underlying: Common Stock · 73,409 shares Expires 2025-03-02 F1 · kind: On March 2, 2015, the reporting person was granted an award of 122,349 stock appreciation rights ("SARs"). The amount and timing of the vesting of these SARs is dependent upon the achievement by Herbalife Ltd. (the "Company") of certain performance criteria for each of fiscal 2015, 2016 and 2017. The performance criteria for 2017 was met, resulting in 73,409 SARs which will vest on March 2, 2018. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Right · Derivative | 30,000 | $0.00 Strike: $21.57 | $0.00 |
DisclosureSEC source: 0001209191-17-064417 · doc4.xml · derivative · entry 4 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,000 shares Expires 2018-02-28 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. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 10,689 | $67.99 | $726,745.11 |
DisclosureSEC source: 0001209191-17-064417 · doc4.xml · nonDerivative · entry 3 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,533 F1 · kind: The reporting person received 9,795 shares of common stock upon the net exercise of the 30,000 stock appreciation rights ("SARS"). The reporting person forfeited 9,516 shares of common stock underlying the SARS in payment of the exercise price and 10,689 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on December 5, 2017 of $67.99. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 9,516 | $67.99 | $646,992.84 |
DisclosureSEC source: 0001209191-17-064417 · doc4.xml · nonDerivative · entry 2 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,222 F1 · kind: The reporting person received 9,795 shares of common stock upon the net exercise of the 30,000 stock appreciation rights ("SARS"). The reporting person forfeited 9,516 shares of common stock underlying the SARS in payment of the exercise price and 10,689 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on December 5, 2017 of $67.99. Read SEC document |
| December 05, 2017 Filed Dec 7, 2017 21:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 30,000 | $21.57 | $646,950.00 |
DisclosureSEC source: 0001209191-17-064417 · doc4.xml · nonDerivative · entry 1 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,738 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. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 23:42 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Right · Derivative | 32,236 | $0.00 Strike: $20.13 | $0.00 |
DisclosureSEC source: 0001209191-17-019413 · doc4.xml · derivative · entry 4 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 32,236 shares Expires 2017-05-29 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. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 23:42 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 10,383 | $53.10 | $551,337.30 |
DisclosureSEC source: 0001209191-17-019413 · doc4.xml · nonDerivative · entry 3 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,738 F1 · kind: The reporting person received 9,635 shares of common stock upon the net exercise of the 32,236 stock appreciation rights ("SARS"). The reporting person forfeited 12,218 shares of common stock underlying the SARS in payment of the exercise price and 10,383 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 7, 2017 of $53.10. Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 23:42 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 12,218 | $53.10 | $648,775.80 |
DisclosureSEC source: 0001209191-17-019413 · doc4.xml · nonDerivative · entry 2 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,121 Read SEC document |
| March 07, 2017 Filed Mar 8, 2017 23:42 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 32,236 | $20.13 | $648,749.50 |
DisclosureSEC source: 0001209191-17-019413 · doc4.xml · nonDerivative · entry 1 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 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. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:25 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 12,133 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-17-015018 · doc4.xml · derivative · entry 4 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,133 Underlying: Common Stock · 12,133 shares Expires 2026-05-09 F4 · balance_after: On May 9, 2016, the reporting person was granted an award of 60,655 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2016, 2017 and 2018. The performance criteria for 2016 was met, resulting in 12,133 SARs which will vest on May 9, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:25 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 16,650 | $0.00 Strike: $47.80 | $0.00 |
DisclosureSEC source: 0001209191-17-015018 · doc4.xml · derivative · entry 3 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,300 Underlying: Common Stock · 16,650 shares Expires 2025-05-07 F3 · balance_after: On May 7, 2015, the reporting person was granted an award of 83,250 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2015, 2016 and 2017. The performance criteria for 2016 was met, resulting in 16,650 SARs which will vest on May 7, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:25 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 24,470 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-17-015018 · doc4.xml · derivative · entry 2 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,940 Underlying: Common Stock · 24,470 shares Expires 2025-03-02 F2 · balance_after: On March 2, 2015, the reporting person was granted an award of 122,349 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2015, 2016 and 2017. The performance criteria for 2016 was met, resulting in 24,470 SARs which will vest on March 2, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:25 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 50,041 | $0.00 Strike: $59.98 | $0.00 |
DisclosureSEC source: 0001209191-17-015018 · doc4.xml · derivative · entry 1 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,402 Underlying: Common Stock · 50,041 shares Expires 2024-04-30 F1 · balance_after: On April 30, 2014, the reporting person was granted an award of 83,402 stock appreciation rights ("SARs"). The amount and timing of the vesting of these SARs is dependent upon the achievement by Herbalife Ltd. (the "Company") of certain performance criteria for each of fiscal 2014, 2015 and 2016. The performance criteria for 2016 was met, resulting in 50,041 SARs which will vest on April 30, 2017. Read SEC document |
| April 27, 2016 Filed Dec 30, 2016 21:12 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 32,796 | $0.00 Strike: $79.58 | $0.00 |
DisclosureSEC source: 0001209191-16-157086 · doc4.xml · derivative · entry 1 Walsh Des · CIK 0001373040 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,661 Underlying: Common Stock · 32,796 shares Expires 2023-12-19 F1 · derivative.exercise_date: On December 19, 2013, the reporting person was granted an award of 54,661 stock appreciation rights (SARs). The amount and timing of the vesting of these SARs were dependent upon Herbalife Ltd.'s achievement of certain performance criteria for each of fiscal 2013, 2014 and 2015. The performance criteria were met in 2015, resulting in the vesting of 32,796 SARs subject to this award on June 21, 2016. F1 · balance_after: On December 19, 2013, the reporting person was granted an award of 54,661 stock appreciation rights (SARs). The amount and timing of the vesting of these SARs were dependent upon Herbalife Ltd.'s achievement of certain performance criteria for each of fiscal 2013, 2014 and 2015. The performance criteria were met in 2015, resulting in the vesting of 32,796 SARs subject to this award on June 21, 2016. 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.