Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | MD, North America | May 01, 2025 | May 12, 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.
HERBALIFE LTD.
Report date May 01, 2025 · Filed May 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,499 |
Reported balance
Holding disclosure · report date 2025-05-01 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 33,499 F1: Balance includes 33,058 unvested restricted stock units ("RSUs") previously granted to the Reporting Person, of which: 14,236 were granted on November 2, 2022, of which 40% has vested, and 60% will vest on November 2, 2025; 11,948 were granted on May 4, 2023, of which 2/3 have vested, and 1/3 will vest on May 4, 2026; 4,701 were granted on August 4, 2023, of which 1/3 has vested, 1/3 will vest on August 3, 2025, and 1/3 will vest on August 3, 2026; 26,096 were granted on May 3, 2024, of which 1/3 has vested, 1/3 will vest on May 3, 2026, and 1/3 will vest on May 3, 2027. All RSU vestings are subject to continued service through each applicable date. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $13.60 · Expires 2033-05-04 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-05-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: On May 4, 2023, the reporting person was granted 80,049 stock appreciation rights ("SARs") that vests in 1/3 increments on the annual anniversary of the date of grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $18.61 · Expires 2033-08-04 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-05-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F3: On August 4, 2023, the reporting person was granted 30,068 SARs which vests in 1/3 increments on the annual anniversary of the date of grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $9.58 · Expires 2034-05-03 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-05-01 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F4: On May 3, 2024, the reporting person was granted 151,821 SARs which vests in 1/3 increments on the annual anniversary of the date of grant. |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $8.31 · Expires 2035-02-21 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2025-05-01 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F5: On February 21, 2025, the reporting person was granted 55,309 SARs which vests in 1/3 increments on the annual anniversary of the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Balance includes 33,058 unvested restricted stock units ("RSUs") previously granted to the Reporting Person, of which: 14,236 were granted on November 2, 2022, of which 40% has vested, and 60% will vest on November 2, 2025; 11,948 were granted on May 4, 2023, of which 2/3 have vested, and 1/3 will vest on May 4, 2026; 4,701 were granted on August 4, 2023, of which 1/3 has vested, 1/3 will vest on August 3, 2025, and 1/3 will vest on August 3, 2026; 26,096 were granted on May 3, 2024, of which 1/3 has vested, 1/3 will vest on May 3, 2026, and 1/3 will vest on May 3, 2027. All RSU vestings are subject to continued service through each applicable date.
F2: On May 4, 2023, the reporting person was granted 80,049 stock appreciation rights ("SARs") that vests in 1/3 increments on the annual anniversary of the date of grant.
F3: On August 4, 2023, the reporting person was granted 30,068 SARs which vests in 1/3 increments on the annual anniversary of the date of grant.
F4: On May 3, 2024, the reporting person was granted 151,821 SARs which vests in 1/3 increments on the annual anniversary of the date of grant.
F5: On February 21, 2025, the reporting person was granted 55,309 SARs which vests in 1/3 increments on the annual anniversary of the date of grant.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 04, 2024 Filed May 7, 2024 22:24 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 2,019 | $9.58 | $19,342.02 |
DisclosureSEC source: 0000950170-24-054859 · ownership.xml · nonDerivative · entry 2 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 160,812 F3 · shares: Represents shares withheld to satisfy tax obligations due in connection with the vesting of RSUs previously granted to the Reporting Person on May 4, 2023. Read SEC document |
| May 03, 2024 Filed May 7, 2024 22:24 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 151,821 | $0.00 Strike: $9.58 | $0.00 |
DisclosureSEC source: 0000950170-24-054859 · ownership.xml · derivative · entry 3 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,821 Underlying: Common Stock · 151,821 shares Expires 2034-05-03 F4 · derivative.exercise_date: Consists of stock appreciation right ("SARs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These SARs will vest in one-third increments on each of May 3, 2025, May 3, 2026, and May 3, 2027, subject to continued service through such date. Read SEC document |
| May 03, 2024 Filed May 7, 2024 22:24 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 26,096 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-054859 · ownership.xml · nonDerivative · entry 1 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,831 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These RSUs will vest in one-third increments on each of May 3, 2025, May 3, 2026, and May 3, 2027, subject to continued service through such date. F2 · balance_after: This amount includes 1,428 shares held by the Reporting Person prior to becoming subject to Section 16 that were not previously included due to an administrative error. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 22:02 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 896 | $8.67 | $7,768.32 |
DisclosureSEC source: 0000950170-24-021345 · ownership.xml · nonDerivative · entry 1 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 135,307 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 19, 2024 Filed Feb 21, 2024 22:59 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 2,036 | $8.07 | $16,430.52 |
DisclosureSEC source: 0000950170-24-018209 · ownership.xml · nonDerivative · entry 1 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,203 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 19, 2021. Read SEC document |
| November 02, 2023 Filed Nov 6, 2023 23:04 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 985 | $13.89 | $13,681.65 |
DisclosureSEC source: 0001209191-23-054569 · doc4.xml · nonDerivative · entry 1 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,239 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 November 2, 2022. Read SEC document |
| August 30, 2023 Filed Aug 30, 2023 22:38 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 6,604 | $14.99 | $98,993.96 |
DisclosureSEC source: 0001209191-23-047779 · doc4.xml · nonDerivative · entry 2 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 139,224 F2 · shares: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on March 9, 2021. Read SEC document |
| August 28, 2023 Filed Aug 30, 2023 22:38 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 3,492 | $15.47 | $54,021.24 |
DisclosureSEC source: 0001209191-23-047779 · doc4.xml · nonDerivative · entry 1 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 145,828 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 August 28, 2020. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 23:29 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 30,068 | $0.00 Strike: $18.61 | $0.00 |
DisclosureSEC source: 0001209191-23-045094 · doc4.xml · derivative · entry 2 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,068 Underlying: Common Stock · 30,068 shares Expires 2033-08-04 F2 · derivative.exercise_date: Consists of stock appreciation rights ("SARs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These SARs will vest in one-third increments on each of August 4, 2024, August 4, 2025, and August 4, 2026, subject to continued service through such date. Read SEC document |
| August 04, 2023 Filed Aug 8, 2023 23:29 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 4,701 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-045094 · doc4.xml · nonDerivative · entry 1 Montesino Ibelis · CIK 0001513887 · EVP & Chief of Staff 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 149,320 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. These RSUs will vest in one-third increments on each of August 4, 2024, August 4, 2025, and August 4, 2026, subject to continued service through such date. Read SEC document |
| March 06, 2018 Filed Mar 7, 2018 00:53 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 8,252 | $94.63 | $780,886.76 |
DisclosureSEC source: 0001209191-18-017540 · doc4.xml · nonDerivative · entry 5 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,634 F3 · price: This transaction was executed in multiple trades at prices ranging from $94.50 to $94.95. The price reported reflects the weighted average sale price of $94.63. 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 02, 2018 Filed Mar 7, 2018 00:53 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 19,576 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-18-017540 · doc4.xml · derivative · entry 6 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,576 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. F1 · kind: The reporting person received 8,252 shares of common stock upon the net exercise of the 19,576 SARs. The reporting person forfeited 6,292 shares of common stock underlying the SARs in payment of the exercise price and 5,032 shares of common stock underlying the SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 2, 2018 of $94.72. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:53 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 7,967 | $93.02 | $741,090.34 |
DisclosureSEC source: 0001209191-18-017540 · doc4.xml · nonDerivative · entry 4 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,886 F2 · price: This transaction was executed in multiple trades at prices ranging from $92.89 to $93.18. The price reported reflects the weighted average sale price of $93.02. 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 02, 2018 Filed Mar 7, 2018 00:53 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 5,032 | $94.72 | $476,631.04 |
DisclosureSEC source: 0001209191-18-017540 · doc4.xml · nonDerivative · entry 3 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,853 F1 · kind: The reporting person received 8,252 shares of common stock upon the net exercise of the 19,576 SARs. The reporting person forfeited 6,292 shares of common stock underlying the SARs in payment of the exercise price and 5,032 shares of common stock underlying the SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 2, 2018 of $94.72. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:53 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 6,292 | $94.72 | $595,978.24 |
DisclosureSEC source: 0001209191-18-017540 · doc4.xml · nonDerivative · entry 2 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,885 F1 · kind: The reporting person received 8,252 shares of common stock upon the net exercise of the 19,576 SARs. The reporting person forfeited 6,292 shares of common stock underlying the SARs in payment of the exercise price and 5,032 shares of common stock underlying the SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 2, 2018 of $94.72. Read SEC document |
| March 02, 2018 Filed Mar 7, 2018 00:53 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 19,576 | $30.44 | $595,893.44 |
DisclosureSEC source: 0001209191-18-017540 · doc4.xml · nonDerivative · entry 1 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,177 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 8,252 shares of common stock upon the net exercise of the 19,576 SARs. The reporting person forfeited 6,292 shares of common stock underlying the SARs in payment of the exercise price and 5,032 shares of common stock underlying the SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on March 2, 2018 of $94.72. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 01:49 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 24,590 | $0.00 Strike: $44.79 | $0.00 |
DisclosureSEC source: 0001209191-18-015305 · doc4.xml · derivative · entry 4 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 24,590 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. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 01:49 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 4,664 | $92.10 | $429,554.40 |
DisclosureSEC source: 0001209191-18-015305 · doc4.xml · nonDerivative · entry 3 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,601 F1 · kind: The reporting person received 7,967 shares of common stock upon the net exercise of the 24,590 stock appreciation rights ("SARs"). The reporting person forfeited 11,959 shares of common stock underlying SARs in payment of the exercise price and 4,664 shares of common stock underlying the SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on February 28, 2018 of $92.10. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 01:49 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 11,959 | $92.10 | $1,101,423.90 |
DisclosureSEC source: 0001209191-18-015305 · doc4.xml · nonDerivative · entry 2 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,265 F1 · kind: The reporting person received 7,967 shares of common stock upon the net exercise of the 24,590 stock appreciation rights ("SARs"). The reporting person forfeited 11,959 shares of common stock underlying SARs in payment of the exercise price and 4,664 shares of common stock underlying the SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on February 28, 2018 of $92.10. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 01:49 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 24,590 | $44.79 | $1,101,386.10 |
DisclosureSEC source: 0001209191-18-015305 · doc4.xml · nonDerivative · entry 1 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,224 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 7,967 shares of common stock upon the net exercise of the 24,590 stock appreciation rights ("SARs"). The reporting person forfeited 11,959 shares of common stock underlying SARs in payment of the exercise price and 4,664 shares of common stock underlying the SARs to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on February 28, 2018 of $92.10. Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 15:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 4,634 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013734 · doc4.xml · nonDerivative · entry 1 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,634 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 15:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 2,825 | $0.00 Strike: $57.19 | $0.00 |
DisclosureSEC source: 0001209191-18-013734 · doc4.xml · derivative · entry 5 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,825 Underlying: Common Stock · 2,825 shares Expires 2027-02-27 F5 · kind: On February 27, 2017, the reporting person was granted an award of 14,124 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 2,825 SARs which will vest on February 27, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 15:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 2,687 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-18-013734 · doc4.xml · derivative · entry 4 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,375 Underlying: Common Stock · 2,687 shares Expires 2026-05-09 F4 · kind: On May 9, 2016, the reporting person was granted an award of 13,436 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 2,687 SARs which will vest on May 9, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 15:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 7,500 | $0.00 Strike: $47.80 | $0.00 |
DisclosureSEC source: 0001209191-18-013734 · doc4.xml · derivative · entry 3 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 7,500 shares Expires 2025-05-07 F3 · kind: On May 7, 2015, the reporting person was granted an award of 12,500 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 7,500 SARs which will vest on May 7, 2018. Read SEC document |
| February 22, 2018 Filed Feb 27, 2018 15:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 19,576 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-18-013734 · doc4.xml · derivative · entry 2 Montesino Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,576 Underlying: Common Stock · 19,576 shares Expires 2025-03-02 F2 · kind: On March 2, 2015, the reporting person was granted an award of 32,626 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 19,576 SARs which will vest on March 2, 2018. Read SEC document |
| May 11, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | SaleCommon Stock | 8,456 | $71.54 | $604,942.24 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 10 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F4 · price: This transaction was executed in multiple trades at prices ranging from $71.37 to $71.67. The price reported reflects the weighted average sale price of $71.5345. 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 |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 13,050 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · derivative · entry 13 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,576 Underlying: Common Stock · 13,050 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. F5 · derivative.exercise_date: Consists of 32,626 stock appreciation rights granted under the Herbalife Ltd. 2014 Stock Incentive Plan, of which 20% vested on March 2, 2016, 20% vested on March 2, 2017, and the remaining 60% will vest on March 2, 2018. F5 · balance_after: Consists of 32,626 stock appreciation rights granted under the Herbalife Ltd. 2014 Stock Incentive Plan, of which 20% vested on March 2, 2016, 20% vested on March 2, 2017, and the remaining 60% will vest on March 2, 2018. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 8,000 | $0.00 Strike: $32.67 | $0.00 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · derivative · entry 12 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2021-01-31 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. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionStock Appreciation Rights · Derivative | 4,874 | $0.00 Strike: $22.94 | $0.00 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · derivative · entry 11 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,874 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. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 3,964 | $72.81 | $288,618.84 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 9 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,456 F3 · kind: The reporting person received 3,630 shares of common stock upon the net exercise of the 13,050 SARS. The reporting person forfeited 5,456 shares of common stock underlying the SARS in payment of the exercise price and 3,964 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 9, 2017 of $72.81. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 5,456 | $72.81 | $397,251.36 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 8 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,420 F3 · kind: The reporting person received 3,630 shares of common stock upon the net exercise of the 13,050 SARS. The reporting person forfeited 5,456 shares of common stock underlying the SARS in payment of the exercise price and 3,964 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 9, 2017 of $72.81. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 13,050 | $30.44 | $397,242.00 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 7 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,876 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 1,667 | $72.81 | $121,374.27 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 6 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,826 F2 · kind: The reporting person received 2,743 shares of common stock upon the net exercise of the 8,000 SARS. The reporting person forfeited 3,590 shares of common stock underlying the SARS in payment of the exercise price and 1,667 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 9, 2017 of $72.81. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 3,590 | $72.81 | $261,387.90 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 5 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,493 F2 · kind: The reporting person received 2,743 shares of common stock upon the net exercise of the 8,000 SARS. The reporting person forfeited 3,590 shares of common stock underlying the SARS in payment of the exercise price and 1,667 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 9, 2017 of $72.81. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 8,000 | $32.67 | $261,360.00 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 4 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,083 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Tax withholdingCommon Stock | 1,255 | $72.81 | $91,376.55 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 3 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 F1 · kind: The reporting person received 2,083 shares of common stock upon the net exercise of the 4,874 stock appreciation rights ("SARs"). The reporting person forfeited 1,536 shares of common stock underlying the SARS in payment of the exercise price and 1,255 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 9, 2017 of $72.81. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Disposition to issuerCommon Stock | 1,536 | $72.81 | $111,836.16 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 2 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,338 F1 · kind: The reporting person received 2,083 shares of common stock upon the net exercise of the 4,874 stock appreciation rights ("SARs"). The reporting person forfeited 1,536 shares of common stock underlying the SARS in payment of the exercise price and 1,255 shares of common stock underlying the SARS to satisfy the withholding tax obligation resulting from the exercise, using the closing stock price on May 9, 2017 of $72.81. Read SEC document |
| May 09, 2017 Filed May 12, 2017 00:34 UTC | HERBALIFE LTD. HLF · Entity 4842 | Exercise / conversionCommon Stock | 4,874 | $22.94 | $111,809.56 |
DisclosureSEC source: 0001209191-17-031678 · doc4.xml · nonDerivative · entry 1 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,874 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 2,688 | $0.00 Strike: $62.51 | $0.00 |
DisclosureSEC source: 0001209191-17-014993 · doc4.xml · derivative · entry 4 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,688 Underlying: Common Stock · 2,688 shares Expires 2026-05-09 F4 · balance_after: On May 9, 2016, the reporting person was granted an award of 13,436 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 2,688 SARs which will vest on May 9, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 2,500 | $0.00 Strike: $47.80 | $0.00 |
DisclosureSEC source: 0001209191-17-014993 · doc4.xml · derivative · entry 3 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,500 shares Expires 2025-05-07 F3 · balance_after: On May 7, 2015, the reporting person was granted an award of 12,500 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 2,500 SARs which will vest on May 7, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 6,525 | $0.00 Strike: $30.44 | $0.00 |
DisclosureSEC source: 0001209191-17-014993 · doc4.xml · derivative · entry 2 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,050 Underlying: Common Stock · 6,525 shares Expires 2025-03-02 F2 · balance_after: On March 2, 2015, the reporting person was granted an award of 32,626 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 6,525 SARs which will vest on March 2, 2017. Read SEC document |
| February 23, 2017 Filed Feb 28, 2017 00:17 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 11,547 | $0.00 Strike: $59.98 | $0.00 |
DisclosureSEC source: 0001209191-17-014993 · doc4.xml · derivative · entry 1 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,245 Underlying: Common Stock · 11,547 shares Expires 2024-04-30 F1 · balance_after: On April 30, 2014, the reporting person was granted an award of 19,245 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 11,547 SARs which will vest on April 30, 2017. Read SEC document |
| April 27, 2016 Filed Dec 30, 2016 21:09 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantStock Appreciation Rights · Derivative | 9,079 | $0.00 Strike: $79.58 | $0.00 |
DisclosureSEC source: 0001209191-16-157083 · doc4.xml · derivative · entry 1 Fleming Ibelis · CIK 0001513887 · SVP/Managing Dir North America 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,133 Underlying: Common Stock · 9,079 shares Expires 2023-12-19 F1 · derivative.exercise_date: On December 19, 2013, the reporting person was granted an award of 15,133 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 9,079 SARs subject to this award on June 21, 2016. F1 · balance_after: On December 19, 2013, the reporting person was granted an award of 15,133 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 9,079 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.