Herbalife (HLF) CCO Lamberti surrenders 8,224 shares for RSU tax withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
HERBALIFE LTD. Chief Commercial Officer Frank Lamberti reported routine tax-related share dispositions tied to restricted stock unit vesting. On May 3 and May 4, 2026, a total of 8,224 Common Stock shares were withheld at prices of $16.28 and $15.82 per share to satisfy tax obligations. After these non-market transactions, he directly holds 179,543 shares of Herbalife common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
2 transactions reported
Mixed
2 txns
Insider
Lamberti Frank
Role
Chief Commercial Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Tax Withholding | Common Stock | 2,027 | $15.82 | $32K |
| Tax Withholding | Common Stock | 6,197 | $16.28 | $101K |
Holdings After Transaction:
Common Stock — 179,543 shares (Direct, null)
Footnotes (1)
- Represents shares withheld to satisfy tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on May 3, 2024. Represents shares withheld to satisfy tax obligations due in connection with the vesting of restricted stock units previously granted to the Reporting Person on May 4, 2023.
Key Figures
Tax-withholding shares (total): 8,224 shares
Tax-withholding on May 3, 2026: 6,197 shares at $16.28/share
Tax-withholding on May 4, 2026: 2,027 shares at $15.82/share
+2 more
5 metrics
Tax-withholding shares (total)
8,224 shares
Shares withheld to satisfy tax obligations from RSU vesting
Tax-withholding on May 3, 2026
6,197 shares at $16.28/share
Common Stock withheld for tax obligations
Tax-withholding on May 4, 2026
2,027 shares at $15.82/share
Common Stock withheld for tax obligations
Shares held after transactions
179,543 shares
Directly held Herbalife common stock after tax-withholding dispositions
Tax-withholding transactions count
2 transactions
Both coded F for payment of tax liability
Key Terms
restricted stock units, tax-withholding disposition, Common Stock, tax obligations
4 terms
restricted stock units financial
"vesting of restricted stock units previously granted to the Reporting Person"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax-withholding disposition financial
"transaction_action": "tax-withholding disposition""
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
Common Stock financial
""security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
tax obligations financial
"shares withheld to satisfy tax obligations due in connection with the vesting"
FAQ
What insider transaction did Herbalife (HLF) Chief Commercial Officer Frank Lamberti report?
Frank Lamberti reported tax-related share dispositions, not open-market trades. A total of 8,224 Herbalife common shares were withheld to cover tax obligations arising from vesting restricted stock units, while he continues to hold 179,543 shares directly after these routine transactions.
What restricted stock unit grants triggered Frank Lamberti’s Herbalife (HLF) tax-withholding transactions?
The tax-withholding transactions relate to restricted stock units granted on May 4, 2023 and May 3, 2024. When these units vested, Herbalife withheld 8,224 common shares in total to satisfy Lamberti’s associated tax obligations instead of requiring separate cash payments.