Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Lifevantage CorpLFVN · Entity 6941 | Director | May 09, 2025 | May 13, 2025 |
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.
Lifevantage Corp
Report date May 09, 2025 · Filed May 13, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 86,087 |
Reported balance
After 2025-05-09 transaction · row 1
1 source rowRow 1 · 2025-05-09 · Purchase · Acquired 601 · Balance 86,087 |
| Common StockSEC Table I · non-derivative | IndirectBy The Dominic C. Mauro Trust of 2021 | 33,152 |
Reported balance
After 2025-05-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-05-09 · Purchase · Acquired 298 · Balance 33,152 |
| Common StockSEC Table I · non-derivative | IndirectBy The Andrew H. Mauro Trust of 2021 | 33,152 |
Reported balance
After 2025-05-09 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2025-05-09 · Purchase · Acquired 298 · Balance 33,152 |
| Common StockSEC Table I · non-derivative | IndirectBy The Francesco A. Mauro Trust of 2021 | 33,152 |
Reported balance
After 2025-05-09 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2025-05-09 · Purchase · Acquired 298 · Balance 33,152 |
| Common StockSEC Table I · non-derivative | IndirectBy The David W.B. Mauro Trust of 2021 | 32,840 |
Reported balance
After 2025-05-09 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2025-05-09 · Purchase · Acquired 298 · Balance 32,840 |
| Common StockSEC Table I · non-derivative | IndirectBy The Alexandra P. Mauro Trust of 2021 | 32,840 |
Reported balance
After 2025-05-09 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2025-05-09 · Purchase · Acquired 298 · Balance 32,840 |
| Common StockSEC Table I · non-derivative | IndirectBy Garry Paul Mauro SEP IRA | 6,598 |
Reported balance
After 2025-05-09 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2025-05-09 · Purchase · Acquired 59 · Balance 6,598 |
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 |
|---|---|---|---|---|---|---|
| December 29, 2022 Filed Jan 3, 2023 21:49 UTC | Lifevantage Corp LFVN · Entity 6941 | GiftCommon Stock | 25,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000002 · wf-form4_167278252520746.xml · nonDerivative · entry 2 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Francesco A. Mauro Trust of 2021 Disclosed balance after: 25,000 F2 · ownership.nature: These shares are held by The Francesco A. Mauro Trust of 2021, of which the Reporting Person is trustee and his adult child is beneficiary. The Reporting Person disclaims beneficial ownership of these shares except to the extent of his pecuniary interest therein, if any. Read SEC document |
| December 29, 2022 Filed Jan 3, 2023 21:49 UTC | Lifevantage Corp LFVN · Entity 6941 | GiftCommon Stock | 125,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-23-000002 · wf-form4_167278252520746.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,769 F1 · shares: On December 29, 2022, the Reporting Person transferred 25,000 shares of the Issuer's common stock to each of five irrevocable trusts of which the Reporting Person is the trustee and his adult children are beneficiaries. Read SEC document |
| November 10, 2022 Filed Nov 15, 2022 21:08 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 19,430 | $3.85 | $74,805.50 |
DisclosureSEC source: 0000849146-22-000090 · wf-form4_166854650390908.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,981 F1 · shares: These shares were granted to the reporting person pursuant to the issuer's outside director compensation program and will vest in a single installment on November 10, 2023, subject to continued service through such date. Read SEC document |
| June 30, 2022 Filed Nov 15, 2022 21:06 UTC | Lifevantage Corp LFVN · Entity 6941 | GiftCommon Stock | 391 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-22-000087 · wf-form4_166854636716021.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,769 F1 · shares: These shares were previously reported as indirect ownership by two sons. These shares were gifted back to the Reporting Person and are now held directly. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 21:59 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 10,981 | $7.15 | $78,514.15 |
DisclosureSEC source: 0000849146-21-000120 · wf-form4_163709974359588.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,494 F1 · shares: These shares were granted to the reporting person pursuant to the issuer's outside director compensation program and will vest in a single installment on November 12, 2022, subject to continued service through such date. Read SEC document |
| December 01, 2020 Filed Dec 2, 2020 21:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionStock Option (Right to Buy) · Derivative | 14,286 | $0.00 Strike: $9.31 | $0.00 |
DisclosureSEC source: 0000849146-20-000181 · wf-form4_160694317633574.xml · derivative · entry 9 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,286 shares Expires 2022-01-10 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 |
| December 01, 2020 Filed Dec 2, 2020 21:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,143 | $0.00 Strike: $5.60 | $0.00 |
DisclosureSEC source: 0000849146-20-000181 · wf-form4_160694317633574.xml · derivative · entry 8 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,143 shares Expires 2021-01-20 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 |
| December 01, 2020 Filed Dec 2, 2020 21:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 14,286 | $9.31 | $133,002.66 |
DisclosureSEC source: 0000849146-20-000181 · wf-form4_160694317633574.xml · nonDerivative · entry 2 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 173,513 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 |
| December 01, 2020 Filed Dec 2, 2020 21:06 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 17,143 | $5.60 | $96,000.80 |
DisclosureSEC source: 0000849146-20-000181 · wf-form4_160694317633574.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159,227 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. Read SEC document |
| November 12, 2020 Filed Nov 13, 2020 21:11 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 6,794 | $11.15 | $75,753.10 |
DisclosureSEC source: 0000849146-20-000177 · wf-form4_160530187759936.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,084 F1 · shares: These shares were granted to the reporting person pursuant to the issuer's outside director compensation program and will vest in a single installment on November 12, 2021, subject to continued service through such date. Read SEC document |
| December 05, 2019 Filed Dec 9, 2019 22:10 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 5,051 | $15.20 | $76,775.20 |
DisclosureSEC source: 0000849146-19-000108 · wf-form4_157592943251246.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,065 F1 · shares: These shares were granted to the reporting person pursuant to the issuer's outside director compensation program and will vest in a single installment on December 5, 2020, subject to continued service through such date. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 17:24 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,143 | $0.00 Strike: $1.75 | $0.00 |
DisclosureSEC source: 0000849146-19-000098 · wf-form4_157487542301784.xml · derivative · entry 7 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,143 shares Expires 2019-11-30 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. Read SEC document |
| November 25, 2019 Filed Nov 27, 2019 17:24 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 17,143 | $1.75 | $30,000.25 |
DisclosureSEC source: 0000849146-19-000098 · wf-form4_157487542301784.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,014 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 |
| January 04, 2019 Filed Jan 7, 2019 23:14 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionStock Option (Right to Buy) · Derivative | 17,143 | $0.00 Strike: $1.47 | $0.00 |
DisclosureSEC source: 0000849146-19-000008 · wf-form4_154690287924771.xml · derivative · entry 8 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,143 shares Expires 2019-01-07 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. Read SEC document |
| January 04, 2019 Filed Jan 7, 2019 23:14 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 17,143 | $1.47 | $25,200.21 |
DisclosureSEC source: 0000849146-19-000008 · wf-form4_154690287924771.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,871 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 |
| November 26, 2018 Filed Nov 27, 2018 16:23 UTC | Lifevantage Corp LFVN · Entity 6941 | PurchaseCommon Stock | 1,150 | $11.94 | $13,731.00 |
DisclosureSEC source: 0000849146-18-000109 · wf-form4_154333577467305.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,728 Read SEC document |
| November 15, 2018 Filed Nov 16, 2018 22:23 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 6,614 | $11.58 | $76,590.12 |
DisclosureSEC source: 0000849146-18-000103 · wf-form4_154240700937300.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,578 F1 · shares: These shares were granted to the reporting person pursuant to the issuer's outside director compensation program and will vest in a single installment on November 15, 2019, subject to continued servicethrough such date. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 23:03 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionStock Option (Right to Buy) · Derivative | 14,286 | $0.00 Strike: $2.10 | $0.00 |
DisclosureSEC source: 0000849146-18-000053 · wf-form4_152124139930574.xml · derivative · entry 9 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,286 shares Expires 2018-04-17 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 |
| March 14, 2018 Filed Mar 16, 2018 23:03 UTC | Lifevantage Corp LFVN · Entity 6941 | Exercise / conversionCommon Stock | 14,286 | $2.10 | $30,000.60 |
DisclosureSEC source: 0000849146-18-000053 · wf-form4_152124139930574.xml · nonDerivative · entry 2 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By The Garry and Cristina Mauro Living Trust Disclosed balance after: 14,286 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 02, 2018 Filed Feb 6, 2018 21:35 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 15,957 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-18-000026 · wf-form4_151795291889877.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,678 F1 · shares: These shares were granted to the reporting person pursuant to the issuer's outside director compensation program. The award compensates the reporting person for his service on the Board of Directors from the date of his re-election as a director at the annual meeting of shareholders held on February 16, 2017, through the following annual meeting of shareholders, which was held on February 2, 2018, and as such was fully vested at grant. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 21:13 UTC | Lifevantage Corp LFVN · Entity 6941 | PurchaseCommon Stock | 3,500 | $4.20 | $14,700.00 |
DisclosureSEC source: 0000849146-17-000099 · wf-form4_150576920170278.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,721 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 22:11 UTC | Lifevantage Corp LFVN · Entity 6941 | GrantCommon Stock | 7,708 | $0.00 | $0.00 |
DisclosureSEC source: 0000849146-17-000037 · wf-form4_148771507368046.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,221 F1 · shares: These shares were granted to the reporting person pursuant to the issuer's outside director compensation program. The award compensates the reporting person for his service on the Board of Directors from the date of his re-election as a director at the annual meeting of shareholders held on October 15, 2015, through the following annual meeting of shareholders, which was held on February 16, 2017, and as such was fully vested at grant. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 00:19 UTC | Lifevantage Corp LFVN · Entity 6941 | PurchaseCommon Stock | 170 | $6.75 | $1,147.50 |
DisclosureSEC source: 0000849146-17-000029 · wf-form4_148711795830636.xml · nonDerivative · entry 5 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son (A.M.) Disclosed balance after: 195 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 00:19 UTC | Lifevantage Corp LFVN · Entity 6941 | PurchaseCommon Stock | 170 | $6.75 | $1,147.50 |
DisclosureSEC source: 0000849146-17-000029 · wf-form4_148711795830636.xml · nonDerivative · entry 4 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son (D.M.) Disclosed balance after: 195 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 00:19 UTC | Lifevantage Corp LFVN · Entity 6941 | PurchaseCommon Stock | 170 | $6.75 | $1,147.50 |
DisclosureSEC source: 0000849146-17-000029 · wf-form4_148711795830636.xml · nonDerivative · entry 3 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Son (F.M.) Disclosed balance after: 196 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 00:19 UTC | Lifevantage Corp LFVN · Entity 6941 | PurchaseCommon Stock | 225 | $6.75 | $1,518.75 |
DisclosureSEC source: 0000849146-17-000029 · wf-form4_148711795830636.xml · nonDerivative · entry 2 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 225 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 00:19 UTC | Lifevantage Corp LFVN · Entity 6941 | PurchaseCommon Stock | 1,700 | $6.71 | $11,407.00 |
DisclosureSEC source: 0000849146-17-000029 · wf-form4_148711795830636.xml · nonDerivative · entry 1 Mauro Garry Paul · CIK 0001436020 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,513 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.