Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USANA HEALTH SCIENCES INCUSNA · Entity 6114 | CEO & EXEC. CHAIRMAN OF BOARD | February 27, 2026 | March 03, 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.
USANA HEALTH SCIENCES INC
Report date February 27, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,381 |
Ending reported balance
After 2026-02-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-02-27 · Exercise / conversion · Acquired 7,856 · Balance 48,709 F1: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. Row 2 · 2026-02-27 · Tax withholding · Disposed 3,328 · Balance 45,381 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 127,206 |
Reported balance
After 2026-02-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-27 · Exercise / conversion · Disposed 7,856 · Balance 127,206 F1: Each restricted stock unit represents a contingent right to receive one share of USNA common stock. F2: Restricted Stock Units vest 25% on the anniversary of February 27th, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of USNA common stock.
F2: Restricted Stock Units vest 25% on the anniversary of February 27th, 2025.
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 |
|---|---|---|---|---|---|---|
| October 23, 2017 Filed Oct 25, 2017 20:38 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | GrantRestricted Stock Units · Derivative | 7,338 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013430 · edgar.xml · derivative · entry 1 Guest Kevin · CIK 0001353496 · C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,831 Underlying: Common Stock · 7,338 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock F2 · derivative.exercise_date: Restricted Stock Units vest 25% on the anniversary of October 23rd, 2017. F2 · derivative.expiration_date: Restricted Stock Units vest 25% on the anniversary of October 23rd, 2017. Read SEC document |
| August 23, 2017 Filed Aug 23, 2017 20:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionStock Settled Stock Appreciation Rights · Derivative | 37,884 | $0.00 Strike: $28.81 | $0.00 |
DisclosureSEC source: 0001179110-17-011778 · edgar.xml · derivative · entry 6 Guest Kevin · CIK 0001353496 · C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 37,884 shares Expires 2018-03-15 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 |
| August 23, 2017 Filed Aug 23, 2017 20:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | SaleCommon Stock | 19,385 | $59.02 | $1,144,025.16 |
DisclosureSEC source: 0001179110-17-011778 · edgar.xml · nonDerivative · entry 4 Guest Kevin · CIK 0001353496 · C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Weighted average price $59.016. Price range in multiple transactions was $59.00 to $59.25 inclusively. Read SEC document |
| August 23, 2017 Filed Aug 23, 2017 20:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 19,385 | $28.81 | $558,481.85 |
DisclosureSEC source: 0001179110-17-011778 · edgar.xml · nonDerivative · entry 3 Guest Kevin · CIK 0001353496 · C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,385 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The shares acquired resulted from the reporting person's settlement of the stock-settled stock appreciation rights disclosed in Table II. Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 20:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionStock Settled Stock Appreciation Rights · Derivative | 20,616 | $0.00 Strike: $28.81 | $0.00 |
DisclosureSEC source: 0001179110-17-011778 · edgar.xml · derivative · entry 5 Guest Kevin · CIK 0001353496 · C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,884 Underlying: Common Stock · 20,616 shares Expires 2018-03-15 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 |
| August 22, 2017 Filed Aug 23, 2017 20:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | SaleCommon Stock | 10,549 | $59.00 | $622,391.00 |
DisclosureSEC source: 0001179110-17-011778 · edgar.xml · nonDerivative · entry 2 Guest Kevin · CIK 0001353496 · C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 20:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 10,549 | $28.81 | $303,916.69 |
DisclosureSEC source: 0001179110-17-011778 · edgar.xml · nonDerivative · entry 1 Guest Kevin · CIK 0001353496 · C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,549 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: The shares acquired resulted from the reporting person's settlement of the stock-settled stock appreciation rights disclosed in Table II. Read SEC document |
| May 01, 2017 Filed May 3, 2017 21:44 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | GrantRestricted Stock Units · Derivative | 5,493 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-006494 · edgar.xml · derivative · entry 1 Guest Kevin · CIK 0001353496 · C.E.O. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183,993 Underlying: Common Stock · 5,493 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of USNA common stock F2 · derivative.exercise_date: Restricted Stock Units vest 25% on the anniversary of February 6th, 2017. F2 · derivative.expiration_date: Restricted Stock Units vest 25% on the anniversary of February 6th, 2017. 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.