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 |
|---|---|---|---|---|---|---|
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 10,046 | $78.21 | $785,697.66 |
DisclosureSEC source: 0001209191-18-005565 · doc4.xml · nonDerivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,409 F2 · kind: The reporting person received 13,960 shares of common stock upon the net exercise of 33,146 stock appreciation rights ("SARS"). The reporting person forfeited 9,140 shares of common stock underlying such SARS in payment of the exercise price and 10,046 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on January 24, 2018 of $78.21. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 9,140 | $78.21 | $714,839.40 |
DisclosureSEC source: 0001209191-18-005565 · doc4.xml · nonDerivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,455 F2 · kind: The reporting person received 13,960 shares of common stock upon the net exercise of 33,146 stock appreciation rights ("SARS"). The reporting person forfeited 9,140 shares of common stock underlying such SARS in payment of the exercise price and 10,046 shares of common stock underlying such SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on January 24, 2018 of $78.21. Read SEC document |
| January 24, 2018 Filed Jan 26, 2018 21:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 33,146 | $21.57 | $714,793.49 |
DisclosureSEC source: 0001209191-18-005565 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 212,595 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 |
| May 30, 2017 Filed Jun 1, 2017 23:39 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 3,298 | $71.17 | $234,718.66 |
DisclosureSEC source: 0001209191-17-036957 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, WW Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 179,449 F1 · kind: The reporting person previously elected to defer the receipt of shares of the Issuer's common stock ("Shares") issuable upon the vesting of restricted stock units (the "RSUs") granted to such reporting person on May 29, 2007. The deferral period lapsed on May 30, 2017. The reporting person forfeited 3,298 Shares to satisfy the withholding tax obligation resulting from the lapse of the deferral period, using the closing stock price on May 30, 2017 of $71.17. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Right · Derivative | 32,236 | $0.00 Strike: $20.13 | $0.00 |
DisclosureSEC source: 0001209191-17-019410 · doc4.xml · derivative · entry 4 LEVY ROBERT · CIK 0001311283 · EVP, WW Sales & Marketing 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 06, 2017 Filed Mar 8, 2017 23:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 8,109 | $54.70 | $443,562.30 |
DisclosureSEC source: 0001209191-17-019410 · doc4.xml · nonDerivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, WW Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,747 F1 · kind: The reporting person received 12,266 shares of common stock upon the net exercise of the 32,236 stock appreciation rights ("SARS"). The reporting person forfeited 11,861 shares of common stock underlying the SARS in payment of the exercise price and 8,109 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 6, 2017 of $54.70. Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 11,861 | $54.70 | $648,796.70 |
DisclosureSEC source: 0001209191-17-019410 · doc4.xml · nonDerivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, WW Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,856 Read SEC document |
| March 06, 2017 Filed Mar 8, 2017 23:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 32,236 | $20.13 | $648,749.50 |
DisclosureSEC source: 0001209191-17-019410 · doc4.xml · nonDerivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, WW Sales & Marketing 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 00:22 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 4,367 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-17-015007 · doc4.xml · derivative · entry 3 LEVY ROBERT · CIK 0001311283 · EVP, WW Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,367 Underlying: Common Stock · 4,367 shares Expires 2026-05-09 F3 · balance_after: 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 2016 was met, resulting in 4,367 SARs which will vest on May 9, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:22 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 10,603 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-17-015007 · doc4.xml · derivative · entry 2 LEVY ROBERT · CIK 0001311283 · EVP, WW Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,206 Underlying: Common Stock · 10,603 shares Expires 2025-03-02 F2 · balance_after: On March 2, 2015, the reporting person was granted an award of 53,017 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 10,603 SARs which will vest on March 2, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:22 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 15,011 | $0.00 Strike: $59.98 | $0.00 |
DisclosureSEC source: 0001209191-17-015007 · doc4.xml · derivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, WW Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,019 Underlying: Common Stock · 15,011 shares Expires 2024-04-30 F1 · balance_after: On April 30, 2014, the reporting person was granted an award of 25,019 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 15,011 SARs which will vest on April 30, 2017. Read SEC document |
| April 27, 2016 Filed Dec 30, 2016 21:08 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 11,803 | $0.00 Strike: $79.58 | $0.00 |
DisclosureSEC source: 0001209191-16-157080 · doc4.xml · derivative · entry 1 LEVY ROBERT · CIK 0001311283 · EVP, WW Sales & Marketing 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,673 Underlying: Common Stock · 11,803 shares Expires 2023-12-19 F1 · derivative.exercise_date: On December 19, 2013, the reporting person was granted an award of 19,673 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 11,803 SARs subject to this award on June 21, 2016. F1 · balance_after: On December 19, 2013, the reporting person was granted an award of 19,673 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 11,803 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.