Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | Chief Financial Officer | 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 |
|---|---|---|---|
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $19.26 · Expires 2036-02-25 | Direct | 45,195 |
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 45,195 · Balance 45,195 F1: 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: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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: 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.
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 |
|---|---|---|---|---|---|---|
| February 25, 2026 Filed Feb 28, 2026 01:30 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 45,195 | $0.00 Strike: $10.51 | $0.00 |
DisclosureSEC source: 0001213900-26-021906 · ownership.xml · derivative · entry 1 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,195 Underlying: Common Stock · 45,195 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 02:27 UTC Amendment | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 45,195 | $0.00 Strike: $19.26 | $0.00 |
DisclosureSEC source: 0001213900-26-023337 · ownership.xml · derivative · entry 1 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,195 Underlying: Common Stock · 45,195 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 16, 2026 Filed Feb 18, 2026 21:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 17,382 | $15.90 | $276,373.80 |
DisclosureSEC source: 0001213900-26-017968 · ownership.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 241,144 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 February 16, 2023. Read SEC document |
| February 25, 2025 Filed Feb 26, 2025 01:25 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 4,663 | $8.29 | $38,656.27 |
DisclosureSEC source: 0000950170-25-027140 · ownership.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 258,526 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 February 25, 2022. Read SEC document |
| February 16, 2025 Filed Feb 19, 2025 21:51 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 18,355 | $5.62 | $103,155.10 |
DisclosureSEC source: 0000950170-25-023292 · ownership.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 263,189 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 February 16, 2023. Read SEC document |
| March 25, 2024 Filed Mar 27, 2024 23:19 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 1,532,769 | $0.00 Strike: $9.33 | $0.00 |
DisclosureSEC source: 0000950170-24-037443 · ownership.xml · derivative · entry 1 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,532,769 Underlying: Common Stock · 1,532,769 shares Expires 2034-03-25 F1 · derivative.exercise_date: Consists of stock appreciation rights ("SARs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These SARs will vest in two installments, 50% on March 25, 2025, and 50% on March 25, 2026, subject to certain conditions of his service as Chief Financial Officer. Read SEC document |
| May 11, 2022 Filed May 11, 2022 23:07 UTC | HERBALIFE LTD. HLF · Entity 4842 | PurchaseCommon Stock | 43,478 | $21.54 | $936,516.12 |
DisclosureSEC source: 0001209191-22-028400 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,452 F1 · price: This transaction was executed in multiple trades at prices ranging from $21.36 to $21.94. The price reported reflects the weighted average purchase price of $21.54. 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 |
| March 30, 2022 Filed Apr 1, 2022 20:14 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 833 | $30.35 | $25,281.55 |
DisclosureSEC source: 0001209191-22-021977 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,974 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 30, 2020. Read SEC document |
| February 25, 2022 Filed Mar 1, 2022 22:59 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 15,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014249 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,807 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on February 25, 2023, 20% on February 25, 2024, and 60% on February 25, 2025, subject to continued service through each applicable date. Read SEC document |
| February 21, 2022 Filed Feb 24, 2022 00:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 1,680 | $43.26 | $72,676.80 |
DisclosureSEC source: 0001209191-22-012409 · doc4.xml · nonDerivative · entry 3 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,451 F3 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 21, 2019. Read SEC document |
| February 20, 2022 Filed Feb 24, 2022 00:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 585 | $43.26 | $25,307.10 |
DisclosureSEC source: 0001209191-22-012409 · doc4.xml · nonDerivative · entry 2 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,131 F2 · shares: Units withheld to satisfy the withholding tax obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on February 20, 2020. Read SEC document |
| February 19, 2022 Filed Feb 24, 2022 00:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 805 | $43.26 | $34,824.30 |
DisclosureSEC source: 0001209191-22-012409 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,716 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 February 19, 2021. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 22:39 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 6,857 | $41.94 | $287,582.58 |
DisclosureSEC source: 0001209191-22-009428 · doc4.xml · nonDerivative · entry 2 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,521 F2 · shares: Units withheld to satisfy tax withholding obligations in connection with the vesting of PSUs. Read SEC document |
| February 10, 2022 Filed Feb 14, 2022 22:39 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 19,565 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-009428 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,378 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 2019-2021 performance period. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 20:19 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 833 | $45.28 | $37,718.24 |
DisclosureSEC source: 0001209191-21-024101 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,813 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 March 30, 2020. Read SEC document |
| February 26, 2021 Filed Mar 3, 2021 01:35 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 2,206 | $44.98 | $99,225.88 |
DisclosureSEC source: 0001209191-21-016561 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,646 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 01:35 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 566 | $48.33 | $27,354.78 |
DisclosureSEC source: 0001209191-21-013527 · doc4.xml · nonDerivative · entry 3 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,852 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 01:35 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 838 | $48.33 | $40,500.54 |
DisclosureSEC source: 0001209191-21-013527 · doc4.xml · nonDerivative · entry 2 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,418 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 01:35 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 11,638 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-013527 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,256 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 10, 2021 Filed Feb 11, 2021 01:31 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 6,180 | $59.00 | $364,620.00 |
DisclosureSEC source: 0001209191-21-009472 · doc4.xml · nonDerivative · entry 5 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 66,805 F3 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Trust. Read SEC document |
| February 09, 2021 Filed Feb 11, 2021 01:31 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 65,416 | $56.00 | $3,663,335.25 |
DisclosureSEC source: 0001209191-21-009472 · doc4.xml · nonDerivative · entry 4 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 72,985 F3 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Trust. F4 · price: This transaction was executed in multiple trades at prices ranging from $56.00 to $56.005. The price reported reflects the weighted average sale price of $56.0006. 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 08, 2021 Filed Feb 11, 2021 01:31 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 7,569 | $56.00 | $423,864.00 |
DisclosureSEC source: 0001209191-21-009472 · doc4.xml · nonDerivative · entry 3 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 138,401 F3 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Trust. Read SEC document |
| February 08, 2021 Filed Feb 11, 2021 01:31 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 16,226 | $55.83 | $905,897.58 |
DisclosureSEC source: 0001209191-21-009472 · doc4.xml · nonDerivative · entry 2 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,618 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 01:31 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 38,018 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-009472 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,844 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 |
| January 06, 2021 Filed Jan 9, 2021 00:27 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 72,985 | $53.00 | $3,868,365.57 |
DisclosureSEC source: 0001209191-21-002829 · doc4.xml · nonDerivative · entry 2 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 145,970 F1 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Trust. F2 · price: This transaction was executed in multiple trades at prices ranging from $53.00 to $53.08. The price reported reflects the weighted average sale price of $53.0022. 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. F3 · balance_after: On the Reporting Person's Form 4 filed on August 14, 2020, the amount of shares beneficially owned by the Trust was overreported by 12 shares due to a rounding error following the Issuer's August 2020 tender offer. The amount of shares beneficially owned by the Trust has been corrected on this Form 4 filing. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 23:55 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 157,200 | $48.75 | $7,663,500.00 |
DisclosureSEC source: 0001209191-20-046862 · doc4.xml · nonDerivative · entry 2 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Indirect · By children's trust Disclosed balance after: 218,967 F1 · shares: Represents shares sold to the Issuer pursuant to the Issuer's "modified Dutch auction" self-tender offer, which preliminary results were announced on August 12, 2020. Read SEC document |
| August 12, 2020 Filed Aug 14, 2020 23:55 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 693 | $48.75 | $33,783.75 |
DisclosureSEC source: 0001209191-20-046862 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,826 F1 · shares: Represents shares sold to the Issuer pursuant to the Issuer's "modified Dutch auction" self-tender offer, which preliminary results were announced on August 12, 2020. Read SEC document |
| March 30, 2020 Filed Apr 1, 2020 20:11 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 8,396 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-022094 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,686 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 20% on March 30, 2021, 20% on March 30, 2022, and 60% on March 30, 2023, subject to continued service through each applicable date. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 21:46 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 501 | $33.27 | $16,668.27 |
DisclosureSEC source: 0001209191-20-013939 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,290 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 21:51 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 73,516 | $0.00 Strike: $28.60 | $0.00 |
DisclosureSEC source: 0001209191-20-012011 · doc4.xml · derivative · entry 3 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,528 Underlying: Common Stock · 73,516 shares Expires 2027-02-27 F4 · shares: On February 27, 2017, the Reporting Person was granted an award of 122,528 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, 73,516 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 21:51 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 463 | $37.45 | $17,339.35 |
DisclosureSEC source: 0001209191-20-012011 · doc4.xml · nonDerivative · entry 2 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 395,791 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 21:51 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 8,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-012011 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 396,254 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 21:59 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 546 | $56.52 | $30,859.92 |
DisclosureSEC source: 0001209191-19-014577 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391,480 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 22:06 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 24,506 | $0.00 Strike: $28.60 | $0.00 |
DisclosureSEC source: 0001209191-19-013050 · doc4.xml · derivative · entry 3 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,012 Underlying: Common Stock · 0 shares Expires 2027-02-27 F3 · shares: On February 27, 2017, the Reporting Person was granted an award of 122,528 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, 24,506 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 22:06 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 69,936 | $0.00 Strike: $31.26 | $0.00 |
DisclosureSEC source: 0001209191-19-013050 · doc4.xml · derivative · entry 2 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,560 Underlying: Common Stock · 0 shares Expires 2026-05-09 F2 · shares: On May 9, 2016, the Reporting Person was granted an award of 116,560 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, 69,936 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 22:06 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 5,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-013050 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 392,026 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 |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 100,000 | $0.00 Strike: $23.90 | $0.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · derivative · entry 37 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 100,000 shares Expires 2025-05-07 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. F10 · kind: The reporting person received 27,098 shares of common stock upon the net exercise of 100,000 SARS. The reporting person forfeited 42,764 shares of common stock underlying the SARS in payment of the exercise price and 30,138 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. F20 · kind: These SARS were previously reported as covering 50,000 shares at an exercise price of $47.80 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 179,444 | $0.00 Strike: $15.22 | $0.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · derivative · entry 36 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 179,444 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. F9 · kind: The reporting person received 61,824 shares of common stock upon the net exercise of 179,444 SARS. The reporting person forfeited 48,869 shares of common stock underlying the SARS in payment of the exercise price and 68,751 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. F19 · kind: These SARS were previously reported as covering 89,722 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 |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 115,472 | $0.00 Strike: $29.99 | $0.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · derivative · entry 35 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 115,472 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. F8 · kind: The reporting person received 25,333 shares of common stock upon the net exercise of 115,472 SARS. The reporting person forfeited 61,964 shares of common stock underlying the SARS in payment of the exercise price and 28,175 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. F18 · kind: These SARS were previously reported as covering 57,736 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 |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 90,798 | $0.00 Strike: $39.79 | $0.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · derivative · entry 34 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 90,798 shares Expires 2023-12-19 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. F7 · kind: The reporting person received 12,382 shares of common stock upon the net exercise of 90,798 SARS. The reporting person forfeited 64,643 shares of common stock underlying the SARS in payment of the exercise price and 13,773 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. F17 · kind: These SARS were previously reported as covering 45,399 shares at an exercise price of $79.58 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 158,950 | $0.00 Strike: $22.40 | $0.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · derivative · entry 33 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 158,950 shares Expires 2022-05-31 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. F6 · kind: The reporting person received 45,105 shares of common stock upon the net exercise of 158,950 SARS. The reporting person forfeited 63,691 shares of common stock underlying the SARS in payment of the exercise price and 50,154 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. F16 · kind: These SARS were previously reported as covering 79,475 shares at an exercise price of $44.79 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 83,334 | $0.00 Strike: $26.65 | $0.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · derivative · entry 32 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 83,334 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. F5 · kind: The reporting person received 20,646 shares of common stock upon the net exercise of 83,334 SARS. The reporting person forfeited 39,729 shares of common stock underlying the SARS in payment of the exercise price and 22,959 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. F15 · kind: These SARS were previously reported as covering 41,667 shares at an exercise price of $53.29 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 60,932 | $0.00 Strike: $11.47 | $0.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · derivative · entry 31 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 60,932 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. F4 · kind: The reporting person received 22,930 shares of common stock upon the net exercise of 60,932 SARS. The reporting person forfeited 12,505 shares of common stock underlying the SARS in payment of the exercise price and 25,497 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. F14 · kind: These SARS were previously reported as covering 38,082 shares at an exercise price of $22.94 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 160,000 | $0.00 Strike: $10.33 | $0.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · derivative · entry 30 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 160,000 shares Expires 2020-01-04 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 61,753 shares of common stock upon the net exercise of 160,000 SARS. The reporting person forfeited 29,580 shares of common stock underlying the SARS in payment of the exercise price and 68,667 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. F13 · kind: These SARS were previously reported as covering 80,000 shares at an exercise price of $20.665 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 100,000 | $0.00 Strike: $3.41 | $0.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · derivative · entry 29 DeSimone John · CIK 0001463405 · Co-President 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. F1 · kind: The reporting person received 44,460 shares of common stock upon the net exercise of 100,000 stock appreciation rights ("SARS"). The reporting person forfeited 6,102 shares of common stock underlying the SARS in payment of the exercise price and 49,438 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. F12 · kind: These SARS were previously reported as covering 75,000 shares at an exercise price of $6.81 per share, but were adjusted to reflect the stock split that occurred on May 14, 2018. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 30,138 | $55.89 | $1,684,412.82 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 27 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 386,325 F10 · kind: The reporting person received 27,098 shares of common stock upon the net exercise of 100,000 SARS. The reporting person forfeited 42,764 shares of common stock underlying the SARS in payment of the exercise price and 30,138 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 42,764 | $55.89 | $2,390,079.96 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 26 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 416,463 F10 · kind: The reporting person received 27,098 shares of common stock upon the net exercise of 100,000 SARS. The reporting person forfeited 42,764 shares of common stock underlying the SARS in payment of the exercise price and 30,138 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 100,000 | $23.90 | $2,390,000.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 25 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 459,227 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. F10 · kind: The reporting person received 27,098 shares of common stock upon the net exercise of 100,000 SARS. The reporting person forfeited 42,764 shares of common stock underlying the SARS in payment of the exercise price and 30,138 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 68,751 | $55.89 | $3,842,493.39 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 24 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,227 F9 · kind: The reporting person received 61,824 shares of common stock upon the net exercise of 179,444 SARS. The reporting person forfeited 48,869 shares of common stock underlying the SARS in payment of the exercise price and 68,751 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 48,869 | $55.89 | $2,731,288.41 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 23 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427,978 F9 · kind: The reporting person received 61,824 shares of common stock upon the net exercise of 179,444 SARS. The reporting person forfeited 48,869 shares of common stock underlying the SARS in payment of the exercise price and 68,751 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on September 13, 2018 of $55.89. 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.