Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| USANA HEALTH SCIENCES INCUSNA · Entity 6114 | CHIEF SCIENTIFIC OFFICER | March 05, 2024 | March 05, 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.
USANA HEALTH SCIENCES INC
Report date March 05, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-03-05 transaction · row 1
1 source rowRow 1 · 2024-03-05 · Sale · Disposed 3,945 · Balance 0 F1: Weighted average price $46.555. Price range in multiple transactions was $46.4801 to $46.65 inclusively. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price $46.555. Price range in multiple transactions was $46.4801 to $46.65 inclusively.
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 |
|---|---|---|---|---|---|---|
| August 16, 2018 Filed Aug 20, 2018 17:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionStock-Settles Stock appreciation Right · Derivative | 14,645 | $0.00 Strike: $65.48 | $0.00 |
DisclosureSEC source: 0001179110-18-010698 · edgar.xml · derivative · entry 5 SINNOTT ROBERT A · CIK 0001298819 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,355 Underlying: Common Stock · 14,645 shares Expires 2022-03-16 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 16, 2018 Filed Aug 20, 2018 17:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | SaleCommon Stock | 7,211 | $129.39 | $932,998.84 |
DisclosureSEC source: 0001179110-18-010698 · edgar.xml · nonDerivative · entry 2 SINNOTT ROBERT A · CIK 0001298819 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F2 · price: Weighted average price. Price range in multiple transactions was $129.00 to $129.90, inclusive. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 17:46 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 7,211 | $65.48 | $472,176.28 |
DisclosureSEC source: 0001179110-18-010698 · edgar.xml · nonDerivative · entry 1 SINNOTT ROBERT A · CIK 0001298819 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,211 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 |
| February 05, 2018 Filed Feb 7, 2018 22:39 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | GrantRestricted Stock Units · Derivative | 5,153 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001745 · edgar.xml · derivative · entry 1 SINNOTT ROBERT A · CIK 0001298819 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,462 Underlying: Common Stock · 5,153 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 5th, 2018. F2 · derivative.expiration_date: Restricted Stock Units vest 25% on the anniversary of February 5th, 2018. Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 19:40 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionStock-Settles Stock appreciation Right · Derivative | 30,000 | $0.00 Strike: $65.48 | $0.00 |
DisclosureSEC source: 0001179110-17-014761 · edgar.xml · derivative · entry 3 SINNOTT ROBERT A · CIK 0001298819 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 30,000 shares Expires 2022-03-16 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 29, 2017 Filed Dec 1, 2017 19:40 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | SaleCommon Stock | 2,716 | $72.00 | $195,552.00 |
DisclosureSEC source: 0001179110-17-014761 · edgar.xml · nonDerivative · entry 2 SINNOTT ROBERT A · CIK 0001298819 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| November 29, 2017 Filed Dec 1, 2017 19:40 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | Exercise / conversionCommon Stock | 2,716 | $65.48 | $177,843.68 |
DisclosureSEC source: 0001179110-17-014761 · edgar.xml · nonDerivative · entry 1 SINNOTT ROBERT A · CIK 0001298819 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,716 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 |
| October 23, 2017 Filed Oct 25, 2017 20:42 UTC | USANA HEALTH SCIENCES INC USNA · Entity 6114 | GrantRestricted Stock Units · Derivative | 2,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013432 · edgar.xml · derivative · entry 1 SINNOTT ROBERT A · CIK 0001298819 · Chief Scientific Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,309 Underlying: Common Stock · 2,309 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.