Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HERBALIFE LTD.HLF · Entity 4842 | Director | May 03, 2024 | May 07, 2024 |
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 03, 2024 · Filed May 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 69,117 |
Reported balance
After 2024-05-03 transaction · row 1
1 source rowRow 1 · 2024-05-03 · Grant · Acquired 18,266 · Balance 69,117 F1: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2025, subject to continued service on the Issuer's Board of Directors through such date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2025, subject to continued service on the Issuer's Board of Directors 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 |
|---|---|---|---|---|---|---|
| May 03, 2024 Filed May 7, 2024 22:28 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 18,266 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-054866 · ownership.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,117 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2025, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| May 04, 2023 Filed May 8, 2023 22:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 12,867 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-028066 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,851 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2023 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2024, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| December 09, 2022 Filed Dec 12, 2022 21:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | PurchaseCommon Stock | 4,000 | $12.65 | $50,600.00 |
DisclosureSEC source: 0001209191-22-060676 · doc4.xml · nonDerivative · entry 2 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,984 Read SEC document |
| December 08, 2022 Filed Dec 12, 2022 21:13 UTC | HERBALIFE LTD. HLF · Entity 4842 | PurchaseCommon Stock | 4,000 | $12.75 | $51,000.00 |
DisclosureSEC source: 0001209191-22-060676 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,984 Read SEC document |
| May 24, 2022 Filed May 25, 2022 20:24 UTC | HERBALIFE LTD. HLF · Entity 4842 | PurchaseCommon Stock | 5,000 | $20.60 | $103,000.00 |
DisclosureSEC source: 0001209191-22-031864 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,984 Read SEC document |
| May 05, 2022 Filed May 9, 2022 20:23 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 6,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-027838 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,984 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2023, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| August 17, 2021 Filed Aug 17, 2021 22:44 UTC | HERBALIFE LTD. HLF · Entity 4842 | PurchaseCommon Stock | 3,000 | $48.25 | $144,750.00 |
DisclosureSEC source: 0001209191-21-052037 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,600 Read SEC document |
| August 05, 2021 Filed Aug 6, 2021 23:33 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-050248 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,600 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2022, subject to continued service as the Lead Director of the Issuer's Board of Directors through such date. Read SEC document |
| May 06, 2021 Filed May 10, 2021 23:35 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 2,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-031421 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,206 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2022, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| May 11, 2020 Filed May 13, 2020 20:32 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 3,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-028828 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,486 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2021, subject to continued service on the Issuer's Board of Directors through such date. Read SEC document |
| May 06, 2019 Filed May 8, 2019 22:54 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 2,689 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-028344 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,079 F1 · shares: Consists of restricted stock units ("RSUs") granted under the Herbalife Ltd. 2014 Stock Incentive Plan. The RSUs will vest 100% on April 15, 2020, subject to continued service on the Issuer's Board of Directors through such date. F2 · balance_after: Reflects 3,195 additional shares of common stock, after giving effect to the Issuer's 2-for-1 stock split on May 14, 2018. Read SEC document |
| May 07, 2018 Filed May 9, 2018 21:11 UTC | HERBALIFE LTD. HLF · Entity 4842 | GrantCommon Stock | 1,195 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028920 · doc4.xml · nonDerivative · entry 1 LeFevre Alan W · CIK 0001610428 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,195 F1 · kind: Consists of restricted stock units ("RSU") under the Herbalife Nutrition Ltd. 2014 Stock Incentive Plan. Each RSU represents a contingent right to receive one share of Herbalife Nutrition Ltd. common stock on vesting. This award will vest 100% on April 15, 2019. 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.