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 |
|---|---|---|---|---|---|---|
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 179,444 | $15.22 | $2,731,137.68 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 22 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476,847 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 28,175 | $55.89 | $1,574,700.75 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 21 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,403 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 61,964 | $55.89 | $3,463,167.96 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 20 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,578 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 115,472 | $29.99 | $3,463,005.28 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 19 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,542 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 13,773 | $55.89 | $769,772.97 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 18 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 272,070 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 64,643 | $55.89 | $3,612,897.27 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 17 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,843 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 90,798 | $39.79 | $3,612,852.42 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 16 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 350,486 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 50,154 | $55.89 | $2,803,107.06 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 15 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,688 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 63,691 | $55.89 | $3,559,689.99 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 14 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 309,842 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 158,950 | $22.40 | $3,560,480.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 13 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,533 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 22,959 | $55.89 | $1,283,178.51 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 12 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,583 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 39,729 | $55.89 | $2,220,453.81 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 11 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,542 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 83,334 | $26.65 | $2,220,851.10 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 10 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,271 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 25,497 | $55.89 | $1,425,027.33 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 9 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 193,937 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 12,505 | $55.89 | $698,904.45 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 8 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,434 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 60,932 | $11.47 | $698,890.04 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 7 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 231,939 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 68,667 | $55.89 | $3,837,798.63 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 6 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171,007 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 29,580 | $55.89 | $1,653,226.20 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 5 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,674 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 160,000 | $10.33 | $1,652,800.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 4 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,254 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 49,438 | $55.89 | $2,763,089.82 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 3 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,254 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 6,102 | $55.89 | $341,040.78 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 2 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,692 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. Read SEC document |
| September 13, 2018 Filed Sep 14, 2018 20:48 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 100,000 | $3.41 | $341,000.00 |
DisclosureSEC source: 0001209191-18-051098 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · Co-President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 164,794 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. F2 · balance_after: On May 14, 2018, the common stock of Herbalife Nutrition Ltd. split 2-for-1, resulting in the reporting person's acquisition of 32,397 additional shares of common stock. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 02:23 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 3,707 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013698 · doc4.xml · nonDerivative · entry 1 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,397 F1 · kind: Consists of restricted stock units ("RSU") under the Herbalife Ltd. 2014 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Herbalife Ltd. common stock on vesting. This award will vest 20% each on February 26, 2019 and February 26, 2020, and 60% on February 26, 2021. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:23 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 12,253 | $0.00 Strike: $57.19 | $0.00 |
DisclosureSEC source: 0001209191-18-013698 · doc4.xml · derivative · entry 6 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,253 Underlying: Common Stock · 12,253 shares Expires 2027-02-27 F6 · kind: On February 27, 2017, the reporting person was granted an award of 61,264 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 2017, 2018 and 2019. The performance criteria for 2017 was met, resulting in 12,253 SARs which will vest on February 27, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:23 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 11,656 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-18-013698 · doc4.xml · derivative · entry 5 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,312 Underlying: Common Stock · 11,656 shares Expires 2026-05-09 F5 · kind: On May 9, 2016, the reporting person was granted an award of 58,280 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 2017 was met, resulting in 11,656 SARs which will vest on May 9, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:23 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 30,000 | $0.00 Strike: $47.80 | $0.00 |
DisclosureSEC source: 0001209191-18-013698 · doc4.xml · derivative · entry 4 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 30,000 shares Expires 2025-05-07 F4 · kind: On May 7, 2015, the reporting person was granted an award of 50,000 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 2017 was met, resulting in 30,000 SARs which will vest on May 7, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 02:23 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 53,834 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-18-013698 · doc4.xml · derivative · entry 3 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,722 Underlying: Common Stock · 53,834 shares Expires 2025-03-02 F3 · kind: On March 2, 2015, the reporting person was granted an award of 89,722 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 2015, 2016 and 2017. The performance criteria for 2017 was met, resulting in 53,834 SARs which will vest on March 2, 2018. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:15 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 11,656 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-17-014983 · doc4.xml · derivative · entry 4 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,656 Underlying: Common Stock · 11,656 shares Expires 2026-05-09 F4 · balance_after: On May 9, 2016, the reporting person was granted an award of 58,280 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 11,656 SARs which will vest on May 9, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:15 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 10,000 | $0.00 Strike: $47.80 | $0.00 |
DisclosureSEC source: 0001209191-17-014983 · doc4.xml · derivative · entry 3 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2025-05-07 F3 · balance_after: On May 7, 2015, the reporting person was granted an award of 50,000 SARs. The amount and timing of the vesting of these SARs is dependent upon the achievement by the Company of certain performance criteria for each of fiscal 2015, 2016 and 2017. The performance criteria for 2016 was met, resulting in 10,000 SARs which will vest on May 7, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:15 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 17,944 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-17-014983 · doc4.xml · derivative · entry 2 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,888 Underlying: Common Stock · 17,944 shares Expires 2025-03-02 F2 · balance_after: On March 2, 2015, the reporting person was granted an award of 89,722 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 17,944 SARs which will vest on March 2, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:15 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 34,642 | $0.00 Strike: $59.98 | $0.00 |
DisclosureSEC source: 0001209191-17-014983 · doc4.xml · derivative · entry 1 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,736 Underlying: Common Stock · 34,642 shares Expires 2024-04-30 F1 · balance_after: On April 30, 2014, the reporting person was granted an award of 57,736 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 34,642 SARs which will vest on April 30, 2017. Read SEC document |
| April 27, 2016 Filed Dec 30, 2016 21:10 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 27,239 | $0.00 Strike: $79.58 | $0.00 |
DisclosureSEC source: 0001209191-16-157084 · doc4.xml · derivative · entry 1 DeSimone John · CIK 0001463405 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,399 Underlying: Common Stock · 27,239 shares Expires 2023-12-19 F1 · derivative.exercise_date: On December 19, 2013, the reporting person was granted an award of 45,399 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 27,239 SARs subject to this award on June 21, 2016. F1 · balance_after: On December 19, 2013, the reporting person was granted an award of 45,399 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 27,239 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.