Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | Director | May 08, 2026 | 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 08, 2026 · Filed May 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 95,129 |
Reported balance
After 2026-05-08 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 11,879 · Balance 95,129 F1: 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. F2: Includes 3200 shares that were inadvertently omitted from prior Form 4 filings. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Includes 3200 shares that were inadvertently omitted from prior Form 4 filings.
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 01:58 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 11,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-26-055396 · ownership.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 95,129 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. F2 · balance_after: Includes 3200 shares that were inadvertently omitted from prior Form 4 filings. Read SEC document |
| May 02, 2025 Filed May 7, 2025 00:16 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 21,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001213900-25-040314 · ownership.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,050 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, 2026, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| May 03, 2024 Filed May 7, 2024 22:39 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 15,657 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-054879 · ownership.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,193 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2025, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| May 04, 2023 Filed May 8, 2023 22:23 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 11,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028072 · doc4.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,536 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2024, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:27 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 5,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027842 · doc4.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,507 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2023, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| May 06, 2021 Filed May 10, 2021 23:41 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 3,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-031426 · doc4.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,372 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2022, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| December 11, 2020 Filed Dec 16, 2020 00:15 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 9,052 | $0.00 Strike: $39.79 | $0.00 |
DisclosureSEC source: 0001209191-20-063612 · doc4.xml · derivative · entry 3 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,052 shares Expires 2020-12-19 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 · derivative.exercise_price: Adjusted to reflect the Issuer's May 14, 2018 2-for-1 stock split. The SARs were previously reported as covering 4,526 shares at an exercise price of $79.58 per share. F1 · shares: The transaction represents an exercise and hold of stock appreciation rights ("SARs"). The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4. F2 · shares: Adjusted to reflect the Issuer's May 14, 2018 2-for-1 stock split. The SARs were previously reported as covering 4,526 shares at an exercise price of $79.58 per share. F3 · derivative.exercise_date: The SARs were granted on December 19, 2013. 50% vested on December 19, 2013, 25% vested on January 15, 2014 and the remaining 25% vested on April 15, 2014. Read SEC document |
| December 11, 2020 Filed Dec 16, 2020 00:15 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 7,377 | $48.83 | $360,218.91 |
DisclosureSEC source: 0001209191-20-063612 · doc4.xml · nonDerivative · entry 2 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,149 F1 · shares: The transaction represents an exercise and hold of stock appreciation rights ("SARs"). The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4. Read SEC document |
| December 11, 2020 Filed Dec 16, 2020 00:15 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 9,052 | $39.79 | $360,179.08 |
DisclosureSEC source: 0001209191-20-063612 · doc4.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,526 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: The transaction represents an exercise and hold of stock appreciation rights ("SARs"). The Reporting Person did not sell or otherwise dispose of any of the shares reported on this Form 4. Read SEC document |
| May 11, 2020 Filed May 13, 2020 20:39 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 3,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-028840 · doc4.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,474 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2021, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| May 06, 2019 Filed May 8, 2019 23:20 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 2,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028354 · doc4.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,067 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2020, subject to continued service on the Issuer's Board of Directors through such date. F2 · balance_after: Amount reflected corrects the balance due to prior administrative error. Read SEC document |
| May 07, 2018 Filed May 9, 2018 21:08 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 2,390 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028908 · doc4.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,884 F1 · kind: Consists of restricted stock units ("RSU") under the Herbalife Nutrition Ltd. 2014 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Herbalife Nutrition Ltd. common stock on vesting. This award will vest 100% on April 15, 2019. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 21:12 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 1,600 | $64.52 | $103,232.00 |
DisclosureSEC source: 0001209191-17-061445 · doc4.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,494 Read SEC document |
| May 08, 2017 Filed May 10, 2017 00:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,665 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-031119 · doc4.xml · nonDerivative · entry 1 Otero Maria · CIK 0001594205 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,094 F1 · kind: Consists of restricted stock units under the Herbalife Ltd. 2014 Stock Incentive Plan. This award will vest 100% on April 15, 2018. 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.