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. reported preliminary first quarter 2026 results showing net sales above its prior guidance range and adjusted EBITDA expected at or above the high end of guidance. Growth was led by Asia Pacific, including estimated record quarterly net sales in India, with Latin America, Mexico and EMEA also delivering year-over-year net sales increases.
The company outlined plans to refinance senior secured debt, targeting $1,450 million of secured financing, including a $425 million revolving credit facility, a $225 million Term Loan A and $800 million of other secured debt. Herbalife’s subsidiaries intend to offer $800 million of senior secured notes due 2033 and have issued a conditional notice to redeem the full outstanding $800 million of 12.250% Senior Secured Notes due 2029 at $1,061.25 per $1,000 in principal, plus accrued interest, subject to completing at least $800 million of new debt financing.
The Vanguard Groupbeneficially owns 0 shares of Herbalife Ltd common stock, representing 0% of the class as reported.
The filing notes an internal realignment effective January 12, 2026 under SEC Release No. 34-39538, with certain subsidiaries and business divisions now reporting disaggregated beneficial ownership separately from The Vanguard Group, Inc.
Herbalife Ltd. is asking shareholders to vote at its 2026 annual general meeting on April 30, 2026 in Los Angeles. Investors will elect 11 directors for one-year terms, approve on an advisory basis executive compensation, and ratify the appointment of PricewaterhouseCoopers LLP as independent auditor for fiscal 2026.
The board highlights annual director elections, a majority voting standard in uncontested elections, an independent lead director, and board-level oversight of sustainability. Non‑management directors receive $100,000 in annual cash retainers plus equity grants with a grant date fair value of $160,000 in RSUs, with additional fees for committee service and for the lead director role.
Herbalife emphasizes a pay-for-performance philosophy using a mix of base salary, annual cash incentives and long‑term equity, including performance share units that tie outcomes to share price and preset goals. PwC audit and related tax services totaled $12.1 million in 2025. The board unanimously recommends voting FOR all three proposals.
Herbalife Ltd. Chief Financial Officer John DeSimone reported the grant of 45,195 stock appreciation rights (SARs) on February 25, 2026 under the company’s Amended and Restated 2023 Stock Incentive Plan. This amended filing corrects the SARs’ exercise price, which was previously reported incorrectly.
The SARs vest in three equal installments on February 25, 2027, February 25, 2028, and February 25, 2029, subject to Mr. DeSimone’s continued service through each vesting date. No other information from the original Form 4 was changed.
Herbalife Ltd. reported that Chief Commercial Officer Frank Lamberti acquired 40,437 stock appreciation rights (SARs) on February 25, 2026 under the Herbalife Ltd. Amended and Restated 2023 Stock Incentive Plan.
The SARs vest in three equal installments on February 25, 2027, February 25, 2028, and February 25, 2029, conditioned on his continued service through each vesting date. This amended Form 4 was filed solely to correct the SAR exercise price, which was previously reported as $10.51, with no other changes to the original report.
Herbalife Ltd. Executive Chairman Michael Johnson reported an amended insider filing reflecting equity awards granted on February 25, 2026. He was granted 399,619 stock appreciation rights and 72,689 restricted stock units under the Amended and Restated 2023 Stock Incentive Plan. Both the SARs and RSUs vest in two equal installments, 50% on February 25, 2027 and 50% on February 25, 2028, contingent on continued service. The amendment states it was filed solely to correct a previously reported exercise price; no other information from the original Form 4 was changed.
HERBALIFE LTD. Chief Legal Officer Henry C. Wang reported an amended Form 4 reflecting a grant of 33,301 stock appreciation rights. The amendment corrects a previously reported exercise price of $10.51. These SARs were granted under the company’s Amended and Restated 2023 Stock Incentive Plan and will vest in three equal installments on February 25, 2027, February 25, 2028, and February 25, 2029, subject to continued service.
HERBALIFE LTD. President Robert Levy reported an amended insider transaction reflecting a grant of stock appreciation rights. The Form 4/A shows an acquisition of 33,301 stock appreciation rights at an exercise price of $0.00 per right, classified as a grant or award.
The amendment states it was filed solely to correct the previously reported exercise price, which had been shown as $10.51, with no other changes to the original filing. These stock appreciation rights were granted under the Herbalife Ltd. Amended and Restated 2023 Stock Incentive Plan and will vest in three equal installments on February 25, 2027, February 25, 2028, and February 25, 2029, subject to Mr. Levy’s continued service.
HERBALIFE LTD. Chief Operating Officer Troy Hicks filed an amended insider report reflecting a prior grant of 33,301 stock appreciation rights (SARs). The amendment is solely to correct the exercise price previously reported as $10.51; all other details remain unchanged. The SARs were granted under the Amended and Restated 2023 Stock Incentive Plan and will vest in three equal installments on February 25, 2027, 2028, and 2029, subject to his continued service.