Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | Director · Executive Chairman | February 25, 2026 | March 04, 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 February 25, 2026 · Filed March 04, 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 | 887,415 |
Reported balance
After 2026-02-25 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-02-25 · Grant · Acquired 72,689 · Balance 887,415 F1: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. Amended and Restated 2023 Stock Incentive Plan (the "Plan"). These RSUs will vest in two installments, 50% on February 25, 2027, and 50% on February 25, 2028, subject to continued service through such date. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $19.26 · Expires 2036-02-25 | Direct | 399,619 |
Reported balance
After 2026-02-25 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2026-02-25 · Grant · Acquired 399,619 · Balance 399,619 F2: 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. F3: Consists of stock appreciation rights ("SARs") granted under the Plan. These SARs will vest in two installments, 50% on February 25, 2027, and 50% on February 25, 2028, subject to continued service through such date. |
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 "Plan"). These RSUs will vest in two installments, 50% on February 25, 2027, and 50% on February 25, 2028, subject to continued service through such date.
F2: 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.
F3: Consists of stock appreciation rights ("SARs") granted under the Plan. These SARs will vest in two installments, 50% on February 25, 2027, and 50% on February 25, 2028, subject to continued service through such date.
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 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Right · Derivative | 240,000 | $0.00 Strike: $21.57 | $0.00 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · derivative · entry 12 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 240,000 shares Expires 2018-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 127,694 | $71.66 | $9,150,552.04 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · nonDerivative · entry 9 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,948,284 F3 · kind: The reporting person received 98,513 shares of common stock upon the net exercise of the 250,000 SARS. The reporting person forfeited 23,793 shares of common stock underlying the SARS in payment of the exercise price and 127,694 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 17, 2017 of $71.66. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 23,793 | $71.66 | $1,705,006.38 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · nonDerivative · entry 8 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075,978 F3 · kind: The reporting person received 98,513 shares of common stock upon the net exercise of the 250,000 SARS. The reporting person forfeited 23,793 shares of common stock underlying the SARS in payment of the exercise price and 127,694 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 17, 2017 of $71.66. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 250,000 | $6.82 | $1,705,000.00 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · nonDerivative · entry 7 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,099,771 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 |
| May 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 122,587 | $71.66 | $8,784,584.42 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · nonDerivative · entry 6 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,849,771 F2 · kind: The reporting person received 94,571 shares of common stock upon the net exercise of the 240,000 SARS. The reporting person forfeited 22,842 shares of common stock underlying the SARS in payment of the exercise price and 122,587 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 17, 2017 of $71.66. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 22,842 | $71.66 | $1,636,857.72 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · nonDerivative · entry 5 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,972,358 F2 · kind: The reporting person received 94,571 shares of common stock upon the net exercise of the 240,000 SARS. The reporting person forfeited 22,842 shares of common stock underlying the SARS in payment of the exercise price and 122,587 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 17, 2017 of $71.66. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 240,000 | $6.82 | $1,636,800.00 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · nonDerivative · entry 4 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,995,200 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 |
| May 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 94,710 | $71.66 | $6,786,918.60 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · nonDerivative · entry 3 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,755,200 F1 · kind: The reporting person received 73,065 shares of common stock upon the net exercise of the 240,000 stock appreciation rights ("SARS"). The reporting person forfeited 72,225 shares of common stock underlying the SARS in payment of the exercise price and 94,710 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 17, 2017 of $71.66. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 72,225 | $71.66 | $5,175,643.50 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · nonDerivative · entry 2 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,849,910 F1 · kind: The reporting person received 73,065 shares of common stock upon the net exercise of the 240,000 stock appreciation rights ("SARS"). The reporting person forfeited 72,225 shares of common stock underlying the SARS in payment of the exercise price and 94,710 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 17, 2017 of $71.66. Read SEC document |
| May 17, 2017 Filed May 19, 2017 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 240,000 | $21.57 | $5,175,600.00 |
DisclosureSEC source: 0001209191-17-033945 · doc4.xml · nonDerivative · entry 1 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,922,135 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 28, 2017 Filed Mar 1, 2017 22:30 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Right · Derivative | 290,000 | $0.00 Strike: $20.13 | $0.00 |
DisclosureSEC source: 0001209191-17-016030 · doc4.xml · derivative · entry 6 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 290,000 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 |
| February 28, 2017 Filed Mar 1, 2017 22:30 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 100,667 | $56.49 | $5,686,678.83 |
DisclosureSEC source: 0001209191-17-016030 · doc4.xml · nonDerivative · entry 3 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,682,135 F1 · kind: The reporting person received 86,018 shares of common stock upon the net exercise of the 290,000 stock appreciation rights ("SARS"). The reporting person forfeited 103,315 shares of common stock underlying the SARS in payment of the exercise price and 100,667 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on February 28, 2017 of $56.49. Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 22:30 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 103,315 | $56.49 | $5,836,264.35 |
DisclosureSEC source: 0001209191-17-016030 · doc4.xml · nonDerivative · entry 2 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,782,802 Read SEC document |
| February 28, 2017 Filed Mar 1, 2017 22:30 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 290,000 | $20.13 | $5,836,250.00 |
DisclosureSEC source: 0001209191-17-016030 · doc4.xml · nonDerivative · entry 1 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,886,117 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 00:14 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 33,591 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-17-014980 · doc4.xml · derivative · entry 3 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,591 Underlying: Common Stock · 33,591 shares Expires 2026-05-09 F3 · balance_after: On May 9, 2016, the reporting person was granted an award of 167,954 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 33,591 SARs which will vest on May 9, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:14 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 81,566 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-17-014980 · doc4.xml · derivative · entry 2 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 163,132 Underlying: Common Stock · 81,566 shares Expires 2025-03-02 F2 · balance_after: On March 2, 2015, the reporting person was granted an award of 407,830 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 81,566 SARs which will vest on March 2, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:14 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 115,473 | $0.00 Strike: $59.98 | $0.00 |
DisclosureSEC source: 0001209191-17-014980 · doc4.xml · derivative · entry 1 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,455 Underlying: Common Stock · 115,473 shares Expires 2024-04-30 F1 · balance_after: On April 30, 2014, the reporting person was granted an award of 192,455 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 115,473 SARs which will vest on April 30, 2017. Read SEC document |
| April 27, 2016 Filed Dec 30, 2016 21:12 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 90,798 | $0.00 Strike: $79.58 | $0.00 |
DisclosureSEC source: 0001209191-16-157087 · doc4.xml · derivative · entry 1 JOHNSON MICHAEL · CIK 0001311173 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,331 Underlying: Common Stock · 90,798 shares Expires 2023-12-19 F1 · derivative.exercise_date: On December 19, 2013, the reporting person was granted an award of 151,331 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 90,798 SARs subject to this award on June 21, 2016. F1 · balance_after: On December 19, 2013, the reporting person was granted an award of 151,331 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 90,798 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.