USANA Health Sciences (NYSE: USNA) director exercises RSUs and withholds shares for taxes
Rhea-AI Filing Summary
Peggie Pelosi, a director of USANA Health Sciences, exercised 1,632 restricted stock units into an equal number of common shares on July 23, 2026. 935 shares of common stock were withheld at $20.92 per share to cover tax obligations. Following these transactions she directly holds 4,895 restricted stock units, which vest 25% on July 23, 2026, October 22, 2026, January 21, 2027, and April 22, 2027.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 697 shares
Net Buy
3 txns
Insider
Pelosi Peggie
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units F1, F2 | 1,632 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 1,632 | -- | -- |
| Exercise Price or Tax Liability | Common Stock | 935 | $20.92 | $20K |
Holdings After Transaction:
Restricted Stock Units — 4,895 shares (Direct);
Common Stock — 6,061 shares (Direct)
Footnotes (2)
- F1. Each restricted stock unit represents a contingent right to receive one share of USNA common stock.
- F2. Restricted Stock Units vest 25% on July 23, 2026, October 22, 2026, January 21, 2027, and April 22, 2027.
Key Figures
RSUs converted to common stock: 1,632 units
Common shares acquired: 1,632 shares
Shares withheld for taxes: 935 shares
+2 more
5 metrics
RSUs converted to common stock
1,632 units
Restricted Stock Units exercised into Common Stock on 2026-07-23
Common shares acquired
1,632 shares
Shares received upon RSU exercise on 2026-07-23
Shares withheld for taxes
935 shares
Common Stock withheld at $20.92 per share on 2026-07-23
Withholding price
$20.92 per share
Price used for tax-liability share withholding
RSUs held after transaction
4,895 units
Restricted Stock Units directly held following RSU conversion
Key Terms
Restricted Stock Units, contingent right, derivative security, tax liability
4 terms
Restricted Stock Units financial
"Each restricted stock unit represents a contingent right to receive one share"
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.
contingent right financial
"represents a contingent right to receive one share of USNA common"
derivative security financial
"Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
tax liability financial
"Payment of exercise price or tax liability by delivering or withholding securities"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider activity did USANA (USNA) director Peggie Pelosi report on this Form 4?
Peggie Pelosi reported exercising 1,632 restricted stock units into common stock on July 23, 2026. In connection with this event, 935 shares of common stock were withheld to satisfy tax-related obligations, and she continues to hold additional unvested restricted stock units.
What is Peggie Pelosi’s remaining restricted stock unit position in USANA (USNA)?
After these transactions, Peggie Pelosi directly holds 4,895 restricted stock units. These units each represent a contingent right to receive one share of USANA common stock, providing potential future share delivery as the awards continue to vest over time.
When will Peggie Pelosi’s remaining USANA (USNA) restricted stock units vest?
The restricted stock units vest in four equal installments of 25% each on July 23, 2026, October 22, 2026, January 21, 2027, and April 22, 2027. Each vesting date triggers eligibility to receive common shares corresponding to vested units.
Were Peggie Pelosi’s USANA (USNA) transactions reported under a Rule 10b5-1 trading plan?
These transactions were not reported as being under a Rule 10b5-1 trading plan. The filing’s Rule 10b5-1 checkbox is not marked as affirming a plan, indicating the trades were not designated as pre-arranged under such a plan in this report.