Welcome to our dedicated page for HERBALIFE LTD. SEC filings (Ticker: HLF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Herbalife Ltd. filings document the regulatory record of a Cayman Islands health and wellness company with common shares listed on the New York Stock Exchange under HLF. Form 8-K reports cover quarterly and annual financial results, Regulation FD materials, material definitive agreements, senior secured notes due 2033, and amendments to secured credit facilities involving company subsidiaries.
Proxy materials cover annual general meeting procedures, shareholder voting matters, and governance. The filings also describe capital-structure subjects, security registration details, and formal disclosures related to the company’s products, network marketing program, and legal or regulatory risk areas.
HERBALIFE LTD. president Robert Levy reported routine share dispositions to cover tax obligations on vested equity awards. On May 3, 2026 and May 4, 2026, a total of 4,904 common shares were withheld by the company at prices around $16 per share to satisfy taxes on restricted stock units that vested from grants made in 2023 and 2024. Following these non‑market transactions, Levy held 11,405 common shares directly and 433,049 common shares indirectly through a trust.
HERBALIFE LTD. Chief Executive Officer Stephan Paulo Gratziani reported a tax-related share disposition on Common Stock. On May 3, 2026, 7,873 shares were withheld at $16.28 per share to satisfy tax obligations from vesting restricted stock units. After this withholding, he directly holds 107,310 shares. This was not an open-market sale but an automatic tax-withholding transaction tied to equity compensation.
HERBALIFE LTD. Chief Operating Officer Troy Hicks reported routine share dispositions related to tax withholding on vested equity awards. On May 3 and May 4, 2026, a total of 6,214 shares of common stock were withheld at prices of $16.28 and $15.82 per share.
The footnotes explain these shares were withheld to satisfy tax obligations triggered by the vesting of restricted stock units granted on May 3, 2024 and May 4, 2023. After these transactions, Hicks continued to hold over 44,000 shares of Herbalife common stock directly.
HERBALIFE LTD. Chief Legal Officer Henry C. Wang reported routine share dispositions related to tax withholding, not open-market sales. On two consecutive days, shares of common stock were withheld to cover taxes triggered by the vesting of previously granted restricted stock units.
In total, 10,562 shares were withheld for tax obligations tied to RSUs granted in 2023 and 2024. After these transactions, Wang directly holds 142,514 shares of Herbalife common stock, including 4,099 shares acquired earlier through the company’s Employee Stock Purchase Plan.
HERBALIFE LTD. senior vice president and chief accounting officer Jehangir D. Irani reported routine share dispositions to cover tax obligations on vested equity awards. On May 3 and May 4, 2026, a total of 9,053 common shares were withheld as tax-withholding dispositions tied to restricted stock units granted in 2023 and 2024. These are not open-market sales but shares withheld by the company to pay taxes on vesting. After these transactions, Irani directly holds 46,371 Herbalife common shares.
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.
Herbalife Ltd. completed a major refinancing of its senior secured debt. The company’s subsidiaries issued $800 million of 7.750% senior secured notes due May 2033 and amended their secured credit facility to include a $225 million Term Loan A and a $425 million revolving credit facility, both maturing in April 2031.
Herbalife used proceeds from the new notes, borrowings under the revolving facility and cash to repay $365 million of its 2024 Term Loan B and fully redeem $800 million of 12.250% senior secured notes due 2029, paying a redemption price equal to 106.125% of principal, or approximately $852.8 million. The company expects the overall $1.45 billion refinancing to generate approximately $45 million in annual cash interest savings.
Following the refinancing, approximately $200 million was outstanding under the 2026 revolving credit facility as of April 29, 2026, and the new notes and facilities carry leverage and coverage covenants designed to manage the company’s overall debt levels.
Herbalife Ltd ownership reported by Vanguard Portfolio Management: 6,330,563 shares, representing 6.12% of common stock. The filing states Vanguard exercises sole dispositive power over 6,330,563 shares and sole voting power over 244,478 shares. The disclosure notes ownership reflects holdings across Vanguard affiliates and client accounts.
Herbalife Ltd reports that Vanguard Capital Management beneficially owns 5,174,384 shares of Common Stock, representing 5% of the class as reported. The filing attributes voting and dispositive powers to Vanguard Capital Management and listed affiliates; holdings include securities held for managed funds and client accounts. The statement is signed by Ashley Grim as Head of Global Fund Administration.
Herbalife Ltd. announced that two wholly owned subsidiaries priced an offering of $800 million aggregate principal amount of senior secured notes due 2033. The notes carry a fixed annual interest rate of 7.750%, priced at 100% of par, with interest payable semi-annually starting November 1, 2026.
The company plans to use the net proceeds, together with borrowings under its senior secured credit facility and available cash, to repay existing indebtedness, including its senior secured credit facility and the issuers’ 12.250% senior secured notes due 2029, and to cover related fees and expenses. Closing is expected on April 29, 2026, subject to customary conditions.