Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | President | May 01, 2025 | May 13, 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 May 01, 2025 · Filed May 13, 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 | Direct | 154,145 |
Reported balance
Holding disclosure · report date 2025-05-01 · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · Balance 154,145 F1: Includes 142,740 shares of deferred common stock that were inadvertently omitted from the original Form 3 filing and the reporting person's Form 4 filed on May 5, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 142,740 shares of deferred common stock that were inadvertently omitted from the original Form 3 filing and the reporting person's Form 4 filed on May 5, 2026.
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 04, 2026 Filed May 6, 2026 01:41 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 2,027 | $15.82 | $32,067.14 |
DisclosureSEC source: 0001213900-26-052504 · ownership.xml · nonDerivative · entry 2 LEVY ROBERT · CIK 0001311283 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,405 F2 · shares: Represents shares withheld to satisfy tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on May 4, 2023. Read SEC document |
| May 03, 2026 Filed May 6, 2026 01:41 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 2,877 | $16.28 | $46,837.56 |
DisclosureSEC source: 0001213900-26-052504 · ownership.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,432 F1 · shares: Represents shares withheld to satisfy tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on May 3, 2024. Read SEC document |
| February 25, 2026 Filed Feb 28, 2026 01:37 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 33,301 | $0.00 Strike: $10.51 | $0.00 |
DisclosureSEC source: 0001213900-26-021912 · ownership.xml · derivative · entry 1 LEVY ROBERT · CIK 0001311283 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,301 Underlying: Common Stock · 33,301 shares Expires 2036-02-25 F1 · derivative.exercise_date: Consists of stock appreciation rights ("SARs") granted under the Herbalife Ltd. Amended and Restated 2023 Stock Incentive Plan. These SARs will vest in one-third increments on each of February 25, 2027, February 25, 2028, and February 25, 2029, subject to continued service through such date. Read SEC document |
| February 25, 2026 Filed Mar 4, 2026 02:25 UTC Amendment | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 33,301 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001213900-26-023333 · ownership.xml · derivative · entry 1 LEVY ROBERT · CIK 0001311283 · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,301 Underlying: Common Stock · 33,301 shares Expires 2036-02-25 F1 · derivative.exercise_price: This amendment is being filed solely to correct the exercise price, which was previously reported as $10.51. No other information in the original Form 4 has been changed. F2 · derivative.exercise_date: Consists of stock appreciation rights ("SARs") granted under the Herbalife Ltd. Amended and Restated 2023 Stock Incentive Plan. These SARs will vest in one-third increments on each of February 25, 2027, February 25, 2028, and February 25, 2029, subject to continued service through such date. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 1,121 | $44.98 | $50,422.58 |
DisclosureSEC source: 0001209191-21-016556 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,635 F1 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on February 26, 2018. Read SEC document |
| February 21, 2021 Filed Feb 24, 2021 01:40 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 288 | $48.33 | $13,919.04 |
DisclosureSEC source: 0001209191-21-013535 · doc4.xml · nonDerivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 531,756 F3 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 21, 2019. Read SEC document |
| February 20, 2021 Filed Feb 24, 2021 01:40 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 426 | $48.33 | $20,588.58 |
DisclosureSEC source: 0001209191-21-013535 · doc4.xml · nonDerivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,044 F2 · shares: Units withheld to satisfy tax withholding obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 20, 2020. Read SEC document |
| February 19, 2021 Filed Feb 24, 2021 01:40 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 3,362 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013535 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 532,470 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 19, 2022, 20% on February 19, 2023, and 60% on February 19, 2024, subject to continued service through each vesting date. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 01:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 11,128 | $55.46 | $617,165.56 |
DisclosureSEC source: 0001209191-21-011040 · doc4.xml · nonDerivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,108 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: This transaction was executed in multiple trades at prices ranging from $55.12 to $55.74. The price reported reflects the weighted average sale price of $55.4606. The Reporting Person hereby undertakes to provide upon request to the SEC staff, the Issuer or a security holder of the Issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 11, 2021 Filed Feb 17, 2021 01:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 41,666 | $0.00 Strike: $26.65 | $0.00 |
DisclosureSEC source: 0001209191-21-011040 · doc4.xml · derivative · entry 4 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 41,666 shares Expires 2021-05-18 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: Adjusted to reflect the Issuer's May 14, 2018 2-for-1 stock split. The stock appreciation rights ("SARs") were previously reported as covering 20,833 shares at an exercise price of $53.29 per share. F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · shares: Adjusted to reflect the Issuer's May 14, 2018 2-for-1 stock split. The stock appreciation rights ("SARs") were previously reported as covering 20,833 shares at an exercise price of $53.29 per share. F4 · derivative.exercise_date: The SARS were granted on May 18, 2011. 20% vested on May 18, 2012, 20% vested on May 18, 2013 and the remaining 60% vested on May 18, 2014. Read SEC document |
| February 11, 2021 Filed Feb 17, 2021 01:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 30,538 | $56.66 | $1,730,283.08 |
DisclosureSEC source: 0001209191-21-011040 · doc4.xml · nonDerivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,236 Read SEC document |
| February 11, 2021 Filed Feb 17, 2021 01:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 41,666 | $26.65 | $1,110,190.57 |
DisclosureSEC source: 0001209191-21-011040 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 570,774 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: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 08, 2021 Filed Feb 11, 2021 01:44 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 6,966 | $55.83 | $388,911.78 |
DisclosureSEC source: 0001209191-21-009480 · doc4.xml · nonDerivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,108 F2 · shares: Units withheld to satisfy tax withholding obligations in connection with the vesting of PSUs. Read SEC document |
| February 08, 2021 Filed Feb 11, 2021 01:44 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 19,304 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009480 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, WW Affairs & Latin Am. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536,074 F1 · shares: Represents common shares earned by the Reporting Person in connection with the vesting of performance share units ("PSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan based on pre-established performance goals for a 2018-2020 performance period. Read SEC document |
| December 13, 2020 Filed Dec 16, 2020 00:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 3,741 | $48.83 | $182,673.03 |
DisclosureSEC source: 0001209191-20-063616 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 516,770 F1 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on March 23, 2006. The Reporting Person previously elected to defer the receipt of shares of common stock issuable upon the vesting of such RSUs. The deferral period lapsed on December 13, 2020. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 21:55 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 305 | $33.27 | $10,147.35 |
DisclosureSEC source: 0001209191-20-013957 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,511 F1 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on February 26, 2018. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:03 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 27,542 | $0.00 Strike: $28.60 | $0.00 |
DisclosureSEC source: 0001209191-20-012044 · doc4.xml · derivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,902 Underlying: Common Stock · 27,542 shares Expires 2027-02-27 F4 · shares: On February 27, 2017, the Reporting Person was granted an award of 45,902 PSARs (number adjusted to reflect the Issuer's 2-for-1 stock split on May 14, 2018). The amount and timing of the vesting of these PSARs was dependent upon achievement by the Issuer of certain performance criteria for each of fiscal 2017, 2018 and 2019. With the satisfaction of the performance criteria for fiscal 2019, 27,542 PSARs will vest on February 27, 2020, subject to continued service through each applicable date. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 22:03 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 237 | $37.45 | $8,875.65 |
DisclosureSEC source: 0001209191-20-012044 · doc4.xml · nonDerivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520,816 F3 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on February 21, 2019. Read SEC document |
| February 20, 2020 Filed Feb 24, 2020 22:03 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 4,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012044 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 521,053 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 20, 2021, 20% on February 20, 2022, and 60% on February 20, 2023, subject to continued service through each applicable date. F2 · balance_after: Amount reflected corrects the balance due to prior administrative error. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 22:26 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 307 | $56.52 | $17,351.64 |
DisclosureSEC source: 0001209191-19-014606 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,576 F1 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on February 26, 2018. Read SEC document |
| February 22, 2019 Filed Feb 25, 2019 22:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 9,180 | $0.00 Strike: $28.60 | $0.00 |
DisclosureSEC source: 0001209191-19-013102 · doc4.xml · derivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,360 Underlying: Common Stock · 9,180 shares Expires 2027-02-27 F3 · shares: On February 27, 2017, the Reporting Person was granted an award of 45,902 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, 9,180 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 22:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 26,200 | $0.00 Strike: $31.26 | $0.00 |
DisclosureSEC source: 0001209191-19-013102 · doc4.xml · derivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,668 Underlying: Common Stock · 26,200 shares Expires 2026-05-09 F2 · shares: On May 9, 2016, the Reporting Person was granted an award of 43,668 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, 26,200 PSARs will vest on May 9, 2019, subject to continued service through each applicable date. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 22:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 2,895 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013102 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,883 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 21, 2020, 20% on February 21, 2021, and 60% on February 21, 2022, subject to continued service through each applicable date. Read SEC document |
| June 18, 2018 Filed Jun 18, 2018 23:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 9,316 | $54.00 | $503,064.00 |
DisclosureSEC source: 0001209191-18-038426 · doc4.xml · nonDerivative · entry 7 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 512,988 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 23:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 21,206 | $0.00 Strike: $15.22 | $0.00 |
DisclosureSEC source: 0001209191-18-038426 · doc4.xml · derivative · entry 9 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,206 shares Expires 2025-03-02 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. F5 · derivative.exercise_price: These SARS were previously reported as covering 10,603 shares at an exercise price of $30.44 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. F5 · derivative.underlying_shares: These SARS were previously reported as covering 10,603 shares at an exercise price of $30.44 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 23:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 10,008 | $0.00 Strike: $29.99 | $0.00 |
DisclosureSEC source: 0001209191-18-038426 · doc4.xml · derivative · entry 8 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,008 shares Expires 2024-04-30 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. F4 · derivative.exercise_price: These SARs were previously reported as covering 5,004 shares at an exercise price of $59.98 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 10, 2018. F4 · derivative.underlying_shares: These SARs were previously reported as covering 5,004 shares at an exercise price of $59.98 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 23:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 8,019 | $54.00 | $433,026.00 |
DisclosureSEC source: 0001209191-18-038426 · doc4.xml · nonDerivative · entry 6 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,304 F3 · kind: The reporting person received 7,210 shares of common stock upon the net exercise of 21,206 SARs. The reporting person forfeited 5,977 shares of common stock underlying such SARs in payment of the exercise price and 8,019 shares of common stock underlying such SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on June 14, 2018 of $54.00. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 23:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 5,977 | $54.00 | $322,758.00 |
DisclosureSEC source: 0001209191-18-038426 · doc4.xml · nonDerivative · entry 5 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 530,323 F3 · kind: The reporting person received 7,210 shares of common stock upon the net exercise of 21,206 SARs. The reporting person forfeited 5,977 shares of common stock underlying such SARs in payment of the exercise price and 8,019 shares of common stock underlying such SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on June 14, 2018 of $54.00. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 23:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 21,206 | $15.22 | $322,755.32 |
DisclosureSEC source: 0001209191-18-038426 · doc4.xml · nonDerivative · entry 4 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 536,300 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 May 10, 2018. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 23:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 2,343 | $54.00 | $126,522.00 |
DisclosureSEC source: 0001209191-18-038426 · doc4.xml · nonDerivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515,094 F2 · kind: The reporting person received 2,106 shares of common stock upon the net exercise of 10,008 stock appreciation rights ("SARs"). The reporting person forfeited 5,559 shares of common stock underlying such SARs in payment of the exercise price and 2,343 shares of common stock underlying such SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on June 14, 2018 of $54.00. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 23:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 5,559 | $54.00 | $300,186.00 |
DisclosureSEC source: 0001209191-18-038426 · doc4.xml · nonDerivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517,437 F2 · kind: The reporting person received 2,106 shares of common stock upon the net exercise of 10,008 stock appreciation rights ("SARs"). The reporting person forfeited 5,559 shares of common stock underlying such SARs in payment of the exercise price and 2,343 shares of common stock underlying such SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on June 14, 2018 of $54.00. Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 23:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 10,008 | $29.99 | $300,139.92 |
DisclosureSEC source: 0001209191-18-038426 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 522,996 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 May 10, 2018. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 24,788 | $0.00 Strike: $22.94 | $0.00 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · derivative · entry 12 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,788 shares Expires 2020-05-07 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 · kind: The reporting person received 9,088 shares of common stock upon the net exercise of 24,788 SARs. The reporting person forfeited 5,714 shares of common stock underlying such SARS in payment of the exercise price and 9,986 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 100,000 | $0.00 Strike: $6.82 | $0.00 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · derivative · entry 11 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 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. F2 · kind: The reporting person received 44,384 shares of common stock upon the net exercise of 100,000 SARs. The reporting person forfeited 6,853 shares of common stock underlying such SARS in payment of the exercise price and 48,763 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 33,146 | $0.00 Strike: $6.82 | $0.00 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · derivative · entry 10 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,146 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: The reporting person received 14,711 shares of common stock upon the net exercise of 33,146 stock appreciation rights ("SARs"). The reporting person forfeited 2,272 shares of common stock underlying such SARS in payment of the exercise price and 16,163 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 9,986 | $99.53 | $993,906.58 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · nonDerivative · entry 9 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,494 F3 · kind: The reporting person received 9,088 shares of common stock upon the net exercise of 24,788 SARs. The reporting person forfeited 5,714 shares of common stock underlying such SARS in payment of the exercise price and 9,986 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 5,714 | $99.53 | $568,714.42 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · nonDerivative · entry 8 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,480 F3 · kind: The reporting person received 9,088 shares of common stock upon the net exercise of 24,788 SARs. The reporting person forfeited 5,714 shares of common stock underlying such SARS in payment of the exercise price and 9,986 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 24,788 | $6.82 | $169,054.16 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · nonDerivative · entry 7 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,194 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 · kind: The reporting person received 9,088 shares of common stock upon the net exercise of 24,788 SARs. The reporting person forfeited 5,714 shares of common stock underlying such SARS in payment of the exercise price and 9,986 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 48,763 | $99.53 | $4,853,381.39 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · nonDerivative · entry 6 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,406 F2 · kind: The reporting person received 44,384 shares of common stock upon the net exercise of 100,000 SARs. The reporting person forfeited 6,853 shares of common stock underlying such SARS in payment of the exercise price and 48,763 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 6,853 | $99.53 | $682,079.09 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · nonDerivative · entry 5 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 296,169 F2 · kind: The reporting person received 44,384 shares of common stock upon the net exercise of 100,000 SARs. The reporting person forfeited 6,853 shares of common stock underlying such SARS in payment of the exercise price and 48,763 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 100,000 | $6.82 | $682,000.00 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · nonDerivative · entry 4 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 303,022 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 · kind: The reporting person received 44,384 shares of common stock upon the net exercise of 100,000 SARs. The reporting person forfeited 6,853 shares of common stock underlying such SARS in payment of the exercise price and 48,763 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 16,163 | $99.53 | $1,608,703.39 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · nonDerivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,022 F1 · kind: The reporting person received 14,711 shares of common stock upon the net exercise of 33,146 stock appreciation rights ("SARs"). The reporting person forfeited 2,272 shares of common stock underlying such SARS in payment of the exercise price and 16,163 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 2,272 | $99.53 | $226,132.16 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · nonDerivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,185 F1 · kind: The reporting person received 14,711 shares of common stock upon the net exercise of 33,146 stock appreciation rights ("SARs"). The reporting person forfeited 2,272 shares of common stock underlying such SARS in payment of the exercise price and 16,163 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| March 09, 2018 Filed Mar 10, 2018 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 33,146 | $6.82 | $226,055.72 |
DisclosureSEC source: 0001209191-18-018633 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 221,457 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: The reporting person received 14,711 shares of common stock upon the net exercise of 33,146 stock appreciation rights ("SARs"). The reporting person forfeited 2,272 shares of common stock underlying such SARS in payment of the exercise price and 16,163 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 9, 2018 of $99.53. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 02:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,882 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013687 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 188,311 F1 · kind: Consists of restricted stock units ("RSU") under the Herbalife Ltd. 2014 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Herbalife Ltd. common stock on vesting. This award will vest 20% each on February 26, 2019 and February 26, 2020, and 60% on February 26, 2021. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 4,590 | $0.00 Strike: $57.19 | $0.00 |
DisclosureSEC source: 0001209191-18-013687 · doc4.xml · derivative · entry 4 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,590 Underlying: Common Stock · 4,590 shares Expires 2027-02-27 F4 · kind: On February 27, 2017, the reporting person was granted an award of 22,951 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 4,590 SARs which will vest on February 27, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 4,367 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-18-013687 · doc4.xml · derivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,734 Underlying: Common Stock · 4,367 shares Expires 2026-05-09 F3 · kind: On May 9, 2016, the reporting person was granted an award of 21,834 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 4,367 SARs which will vest on May 9, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 31,811 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-18-013687 · doc4.xml · derivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,017 Underlying: Common Stock · 31,811 shares Expires 2025-03-02 F2 · kind: On March 2, 2015, the reporting person was granted an award of 53,017 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 31,811 SARs which will vest on March 2, 2018. Read SEC document |
| January 26, 2018 Filed Jan 26, 2018 21:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 6,980 | $78.54 | $548,209.20 |
DisclosureSEC source: 0001209191-18-005565 · doc4.xml · nonDerivative · entry 4 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 186,429 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2017. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 33,146 | $0.00 Strike: $21.57 | $0.00 |
DisclosureSEC source: 0001209191-18-005565 · doc4.xml · derivative · entry 5 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 33,146 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. F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 6, 2017. 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.