Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| MEDIFAST INCMED · Entity 6587 | Director | September 28, 2026 | October 01, 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.
MEDIFAST INC
Report date September 28, 2026 · Filed October 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectThe Dan and Allyson Family Irrevocable Trust | 130,609.352 |
Last balance in matching sequence
After 2026-09-29 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2026-09-28 · Sale · Disposed 9,545 · Balance 140,153.352 F1: The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $11.900 to $12.125, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Row 2 · 2026-09-29 · Sale · Disposed 9,544 · Balance 130,609.352 F3: The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $11.670 to $11.810, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. |
| Common StockSEC Table I · non-derivative | IndirectDan and Allyson as Joint Tenants | 17,678 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 17,678 F4: These shares are directly owned by a joint account of which the reporting person owns as a joint tenant with his spouse. |
| Common StockSEC Table I · non-derivative | Direct | 188,233 |
Reported balance
Holding disclosure · report date 2026-09-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 188,233 |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $11.900 to $12.125, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee.
F3: The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $11.670 to $11.810, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F4: These shares are directly owned by a joint account of which the reporting person owns as a joint tenant with his spouse.
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 |
|---|---|---|---|---|---|---|
| September 29, 2026 Filed Oct 1, 2026 00:04 UTC | MEDIFAST INC MED · Entity 6587 | SaleCommon Stock | 9,544 | $11.73 | $111,951.12 |
DisclosureSEC source: 0001628280-26-064063 · wk-form4_1790813091.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director 10b5-1 filing: Plan reported Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 130,609.352 F3 · price: The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $11.670 to $11.810, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| September 28, 2026 Filed Oct 1, 2026 00:04 UTC | MEDIFAST INC MED · Entity 6587 | SaleCommon Stock | 9,545 | $11.98 | $114,337.65 |
DisclosureSEC source: 0001628280-26-064063 · wk-form4_1790813091.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director 10b5-1 filing: Plan reported Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 140,153.352 F1 · price: The price reported in Column 4 is a weighted-average price. These shares were sold in multiple transactions at prices ranging from $11.900 to $12.125, inclusive. The Reporting Person undertakes to provide the Issuer, any security holder of the Issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 21:51 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 4,827 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-021795 · wk-form4_1774648274.xml · nonDerivative · entry 7 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,233 F6 · shares: Represents shares of common stock issued upon the vesting and settlement of performance stock units previously granted to the reporting person on March 17, 2023, which were earned based on achievement of performance criteria certified by the Compensation Committee on February 5, 2026. Each PSU represented a contingent right to receive one share of common stock. Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 21:51 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 36,968 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-021795 · wk-form4_1774648274.xml · nonDerivative · entry 6 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 183,406 F5 · shares: Represents a grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 21:51 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 20,095 | $9.59 | $192,711.05 |
DisclosureSEC source: 0001628280-26-021795 · wk-form4_1774648274.xml · nonDerivative · entry 4 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,438 F1 · shares: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. F1 · price: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. Read SEC document |
| March 20, 2026 Filed Mar 27, 2026 21:51 UTC | MEDIFAST INC MED · Entity 6587 | PurchaseCommon Stock | 17,678 | $10.11 | $178,724.58 |
DisclosureSEC source: 0001628280-26-021795 · wk-form4_1774648274.xml · nonDerivative · entry 3 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Dan and Allyson as Joint Tenants Disclosed balance after: 17,678 F2 · price: The price reported in Column 4 is a weighted average price. These shares were acquired in multiple transactions at prices ranging from $10.04 to $10.18, inclusive. F3 · ownership.nature: These shares are directly owned by a joint account of which the reporting person owns as a joint tenant with his spouse. Read SEC document |
| March 17, 2026 Filed Mar 27, 2026 21:51 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 2,638 | $10.05 | $26,511.90 |
DisclosureSEC source: 0001628280-26-021795 · wk-form4_1774648274.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 166,533 F1 · shares: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. F1 · price: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. Read SEC document |
| March 13, 2026 Filed Mar 27, 2026 21:51 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 7,075 | $9.62 | $68,061.50 |
DisclosureSEC source: 0001628280-26-021795 · wk-form4_1774648274.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,171 F1 · shares: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. F1 · price: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 22:20 UTC | MEDIFAST INC MED · Entity 6587 | PurchaseCommon Stock | 381 | $13.13 | $5,002.53 |
DisclosureSEC source: 0001628280-25-031936 · wk-form4_1750198794.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 149,698.352 F1 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| March 25, 2025 Filed Mar 27, 2025 22:01 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 124,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-015270 · wk-form4_1743112895.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,246 F1 · shares: Represents a grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 17, 2025 Filed Mar 19, 2025 01:26 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 1,864 | $14.35 | $26,748.40 |
DisclosureSEC source: 0001628280-25-013669 · wk-form4_1742347593.xml · nonDerivative · entry 3 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,293 F1 · shares: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. F1 · price: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. Read SEC document |
| March 16, 2025 Filed Mar 19, 2025 01:26 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 944 | $13.94 | $13,159.36 |
DisclosureSEC source: 0001628280-25-013669 · wk-form4_1742347593.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,157 F1 · shares: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. F1 · price: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. Read SEC document |
| March 13, 2025 Filed Mar 19, 2025 01:26 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 5,001 | $13.87 | $69,363.87 |
DisclosureSEC source: 0001628280-25-013669 · wk-form4_1742347593.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,101 F1 · shares: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. F1 · price: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. Read SEC document |
| December 03, 2024 Filed Feb 11, 2025 21:30 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 149,317.352 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004896 · wk-form5_1739309448.xml · nonDerivative · entry 8 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 149,317.352 F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| December 03, 2024 Filed Feb 11, 2025 21:30 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 149,317.352 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004896 · wk-form5_1739309448.xml · nonDerivative · entry 7 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Dan and Allyson as Joint Tenants Disclosed balance after: 0 F5 · shares: On December 3, 2024, the reporting person transferred 149,317.352 shares of Medifast common stock to the Dan and Allyson Family Irrevocable Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. F3 · ownership.nature: These shares are directly owned by a joint account of which the reporting person owns as a joint tenant with his spouse. Read SEC document |
| June 07, 2024 Filed Feb 11, 2025 21:30 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 40,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004896 · wk-form5_1739309448.xml · nonDerivative · entry 5 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Dan and Allyson as Joint Tenants Disclosed balance after: 149,317.352 F3 · ownership.nature: These shares are directly owned by a joint account of which the reporting person owns as a joint tenant with his spouse. Read SEC document |
| June 07, 2024 Filed Feb 11, 2025 21:30 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 40,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004896 · wk-form5_1739309448.xml · nonDerivative · entry 4 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,102 F4 · shares: On June 7, 2024, the reporting person transferred 40,719 shares of Medifast common stock to the Dan and Allyson as Joint Tenants account for no consideration. The reporting person owns the account as a joint tenant with his spouse. The reporting person and his spouse remain the beneficial owners of the securities held by the account. Read SEC document |
| April 26, 2024 Filed Feb 11, 2025 21:30 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 108,598.352 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004896 · wk-form5_1739309448.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · Dan and Allyson as Joint Tenants Disclosed balance after: 108,598.352 F3 · ownership.nature: These shares are directly owned by a joint account of which the reporting person owns as a joint tenant with his spouse. Read SEC document |
| April 26, 2024 Filed Feb 11, 2025 21:30 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 108,598.352 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-004896 · wk-form5_1739309448.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 0 F1 · shares: On April 26, 2024, the reporting person transferred 108,598.352 shares of Medifast common stock to the Dan and Allyson as Joint Tenants account for no consideration. The reporting person owns the account as a joint tenant with his spouse. F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:14 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 1,859 | $36.61 | $68,057.99 |
DisclosureSEC source: 0001628280-24-011973 · wk-form4_1710886485.xml · nonDerivative · entry 3 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,821 F1 · shares: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. F1 · price: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:14 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 942 | $36.61 | $34,486.62 |
DisclosureSEC source: 0001628280-24-011973 · wk-form4_1710886485.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,680 F1 · shares: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. F1 · price: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. Read SEC document |
| March 15, 2024 Filed Mar 19, 2024 22:14 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 608 | $36.61 | $22,258.88 |
DisclosureSEC source: 0001628280-24-011973 · wk-form4_1710886485.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,622 F1 · shares: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. F1 · price: Represents the number of shares withheld by the Issuer upon the vesting of a restricted stock unit grant to cover the executive's withholding tax associated with the satisfaction of all vesting conditions. The number of shares withheld is based upon the closing price of a share of Medifast common stock on the vesting date, or if the vesting date fell on a weekend or market holiday, upon the closing price of a share of Medifast common stock on the most recent prior market day. Read SEC document |
| March 13, 2024 Filed Mar 15, 2024 21:31 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 45,087 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-011542 · wk-form4_1710538304.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,230 F1 · shares: Represents a grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:52 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 5,471 | $52.68 | $288,212.28 |
DisclosureSEC source: 0001628280-24-005407 · wk-form4_1708123962.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,143 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:52 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 16,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-24-005407 · wk-form4_1708123962.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,614 F1 · price: 8,243 Performance Stock Units were granted on March 17, 2021, and vested on December 31, 2023 and converted into common stock on a two-for-one basis due to the achievement of certain performance factors. The Compensation Committee of the Medifast Board of Directors approved the performance factors on February 14, 2024 and the shares were released on February 14, 2024. Read SEC document |
| March 17, 2023 Filed May 1, 2023 12:42 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 16,807 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-014348 · wf-form4_168294494677956.xml · nonDerivative · entry 5 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,128 F2 · shares: Represents a grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| March 17, 2023 Filed May 1, 2023 12:42 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 872 | $102.75 | $89,598.00 |
DisclosureSEC source: 0001628280-23-014348 · wf-form4_168294494677956.xml · nonDerivative · entry 4 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,321 Read SEC document |
| March 16, 2023 Filed May 1, 2023 12:42 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 1,358 | $104.46 | $141,856.68 |
DisclosureSEC source: 0001628280-23-014348 · wf-form4_168294494677956.xml · nonDerivative · entry 3 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,193 Read SEC document |
| February 24, 2023 Filed May 1, 2023 12:42 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 15,643 | $109.99 | $1,720,573.57 |
DisclosureSEC source: 0001628280-23-014348 · wf-form4_168294494677956.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,551 F1 · price: 17,038 Performance Stock Units were granted on February 19, 2020, and vested on December 31, 2022 and converted into common stock on a two-for-one basis due to the achievement of certain performance factors. The Compensation Committee of the Medifast Board of Directors approved the performance factors on February 24, 2023 and the shares were released on March 7, 2023. Read SEC document |
| February 24, 2023 Filed May 1, 2023 12:42 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 34,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-014348 · wf-form4_168294494677956.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,194 F1 · price: 17,038 Performance Stock Units were granted on February 19, 2020, and vested on December 31, 2022 and converted into common stock on a two-for-one basis due to the achievement of certain performance factors. The Compensation Committee of the Medifast Board of Directors approved the performance factors on February 24, 2023 and the shares were released on March 7, 2023. Read SEC document |
| February 21, 2023 Filed Feb 23, 2023 02:57 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 1,815 | $115.31 | $209,287.65 |
DisclosureSEC source: 0001628280-23-004667 · wf-form4_167712105139871.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,118 F1 · shares: These shares were withheld to satisfy the tax withholding obligations upon vesting of an equity award. F2 · price: This equity award vested on February 19, 2023, which fell on a weekend. The price used for the withholding was the closing sales price for the most recent trading day prior to the vesting date. Read SEC document |
| May 05, 2022 Filed May 12, 2022 00:01 UTC | MEDIFAST INC MED · Entity 6587 | PurchaseCommon Stock | 431.078 | $183.25 | $78,995.04 |
DisclosureSEC source: 0001104659-22-058937 · tm2215276d1_4.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 108,598.352 F1 · kind: The shares were acquired by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is Settlor of the Trust and Investment Trustee, pursuant to a broker-sponsored Dividend Reinvestment Plan. F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| March 21, 2022 Filed Apr 22, 2022 00:59 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 5 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 108,167.274 F3 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| March 21, 2022 Filed Apr 22, 2022 00:59 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 953 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 4 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,933 F3 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| March 17, 2022 Filed Mar 21, 2022 22:57 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 878 | $180.52 | $158,496.56 |
DisclosureSEC source: 0001104659-22-036227 · tm2210070-1_4seq1.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,261 Read SEC document |
| March 16, 2022 Filed Mar 21, 2022 22:57 UTC | MEDIFAST INC MED · Entity 6587 | GrantCommon Stock | 8,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-036227 · tm2210070-1_4seq1.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,139 F1 · shares: Represents a grant of restricted stock units issued to the reporting person under the 2012 Share Incentive Plan that will vest in three equal annual installments beginning on the first anniversary of the grant date. Each restricted stock unit represents a contingent right to receive one share of the Issuer's common stock. Read SEC document |
| February 23, 2022 Filed Apr 22, 2022 00:59 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 3,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 3 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 107,214.274 F3 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| February 23, 2022 Filed Apr 22, 2022 00:59 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 3,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,886 F3 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:06 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 1,282 | $177.06 | $226,990.92 |
DisclosureSEC source: 0001104659-22-026864 · tm227685-1_4seq1.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,630 F3 · date: These shares vested on February 20, 2022, which fell on a weekend. The settlement date of this vesting and subsequent withholding fell on the following business day, February 22, 2022. F2 · price: Pursuant to the terms of the Issuer's Amended and Restated 2012 Share Incentive Plan, the price was the closing sales price for the most recent trading day prior to the vesting date. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:06 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 1,804 | $177.06 | $319,416.24 |
DisclosureSEC source: 0001104659-22-026864 · tm227685-1_4seq1.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,912 F1 · date: These shares vested on February 19, 2022, which fell on a weekend. The settlement date of this vesting and subsequent withholding fell on the following business day, February 22, 2022. F2 · price: Pursuant to the terms of the Issuer's Amended and Restated 2012 Share Incentive Plan, the price was the closing sales price for the most recent trading day prior to the vesting date. Read SEC document |
| February 04, 2022 Filed Apr 22, 2022 00:59 UTC | MEDIFAST INC MED · Entity 6587 | PurchaseCommon Stock | 690.274 | $186.40 | $128,667.07 |
DisclosureSEC source: 0001104659-22-048540 · tm2213324d2_4.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 103,839.274 F1 · kind: The shares were acquired by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is Settlor of the Trust and Investment Trustee, pursuant to a broker-sponsored Dividend Reinvestment Plan. F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:05 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 12,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-000895 · tm221539-1_4seq1.xml · nonDerivative · entry 4 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 103,149 F2 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. F3 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| January 03, 2022 Filed Jan 4, 2022 21:05 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 12,539 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-22-000895 · tm221539-1_4seq1.xml · nonDerivative · entry 3 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,716 F2 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:05 UTC | MEDIFAST INC MED · Entity 6587 | Tax withholdingCommon Stock | 11,533 | $209.43 | $2,415,356.19 |
DisclosureSEC source: 0001104659-22-000895 · tm221539-1_4seq1.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,255 Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 21:05 UTC | MEDIFAST INC MED · Entity 6587 | Exercise / conversionCommon Stock | 24,072 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-22-000895 · tm221539-1_4seq1.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,788 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 · price: 12,036 Performance Stock Units were granted on February 20, 2019, and vested on December 31, 2021 and converted into common stock on a two-for-one basis due to the achievement of certain performance factors. Read SEC document |
| November 04, 2021 Filed Nov 24, 2021 00:49 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 90,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-143174 · tm2133829d1_4seq1.xml · nonDerivative · entry 2 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · The Dan and Allyson Family Irrevocable Trust Disclosed balance after: 90,610 F1 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. F2 · ownership.nature: These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| November 04, 2021 Filed Nov 24, 2021 00:49 UTC | MEDIFAST INC MED · Entity 6587 | GiftCommon Stock | 90,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-21-143174 · tm2133829d1_4seq1.xml · nonDerivative · entry 1 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,716 F1 · kind: The reporting person transferred these shares to The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 00:18 UTC | MEDIFAST INC MED · Entity 6587 | SaleCommon Stock | 200 | $270.10 | $54,019.00 |
DisclosureSEC source: 0001562180-21-004412 · primarydocument.xml · nonDerivative · entry 11 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,326 F1 · shares: The shares are sold pursuant to a 10b5-1 Plan entered into by the Reporting Person on March 2, 2021 F12 · price: This transaction was executed in multiple trades at prices ranging from $270.09 USD to $270.10 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 00:18 UTC | MEDIFAST INC MED · Entity 6587 | SaleCommon Stock | 298 | $269.12 | $80,197.02 |
DisclosureSEC source: 0001562180-21-004412 · primarydocument.xml · nonDerivative · entry 10 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,526 F1 · shares: The shares are sold pursuant to a 10b5-1 Plan entered into by the Reporting Person on March 2, 2021 F11 · price: This transaction was executed in multiple trades at prices ranging from $268.87 USD to $269.61 USD; the price reported above reflects the weighted average sale price. Read SEC document |
| June 17, 2021 Filed Jun 22, 2021 00:18 UTC | MEDIFAST INC MED · Entity 6587 | SaleCommon Stock | 502 | $268.00 | $134,538.46 |
DisclosureSEC source: 0001562180-21-004412 · primarydocument.xml · nonDerivative · entry 9 Chard Daniel R · CIK 0001289557 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,824 F1 · shares: The shares are sold pursuant to a 10b5-1 Plan entered into by the Reporting Person on March 2, 2021 F10 · price: This transaction was executed in multiple trades at prices ranging from $267.73 USD to $268.71 USD; the price reported above reflects the weighted average sale price. 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.