USANA Health Sciences (NYSE: USNA) CSO converts RSUs and withholds 518 shares
Rhea-AI Filing Summary
USANA Health Sciences chief scientific officer Kathryn Michelle Armstrong reported the vesting and settlement of 1,166 Restricted Stock Units into the same number of common shares on July 25, 2026. In a related transaction, 518 common shares were withheld, reported as payment of exercise price or tax liability at $21.32 per share. Following the RSU conversion, Armstrong directly held 39,426 Restricted Stock Units.
Positive
- None.
Negative
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Insider Trade Summary
Net Buyer: 648 shares
Net Buy
3 txns
Insider
Armstrong Kathryn Michelle
Role
CHIEF SCIENTIFIC OFFICER
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units F1, F2 | 1,166 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 1,166 | -- | -- |
| Exercise Price or Tax Liability | Common Stock | 518 | $21.32 | $11K |
Holdings After Transaction:
Restricted Stock Units — 39,426 shares (Direct);
Common Stock — 3,471 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 the Anniversary of July 25th, 2024.
Key Figures
RSUs converted: 1,166 units
Shares withheld: 518 shares
Withholding price: $21.32 per share
+1 more
4 metrics
RSUs converted
1,166 units
Restricted Stock Units converted into common stock on July 25, 2026
Shares withheld
518 shares
Common shares withheld as payment of exercise price or tax liability
Withholding price
$21.32 per share
Per-share value for the 518 withheld common shares
RSUs held after transaction
39,426 units
Restricted Stock Units directly held by Kathryn Michelle Armstrong after the RSU settlement
Key Terms
Restricted Stock Units, derivative security, tax liability
3 terms
Restricted Stock Units financial
"security_title: Restricted Stock Units"
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.
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"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did USNA executive Kathryn Michelle Armstrong report?
Kathryn Michelle Armstrong reported vesting and settlement of 1,166 Restricted Stock Units into common stock on July 25, 2026. A related disposition involved 518 common shares withheld as payment of exercise price or tax liability at $21.32 per share.
How many Restricted Stock Units vested for USNA’s Kathryn Armstrong in this report?
The report shows that 1,166 Restricted Stock Units for Kathryn Michelle Armstrong vested and were settled into common shares. Each RSU represents a contingent right to receive one share of USANA Health Sciences common stock, according to the accompanying footnote disclosure.
What is Kathryn Armstrong’s remaining Restricted Stock Unit position at USNA after this event?
After the reported RSU conversion, Kathryn Michelle Armstrong directly held 39,426 Restricted Stock Units. These RSUs remain outstanding as derivative securities and represent potential future delivery of an equivalent number of USANA Health Sciences common shares, subject to vesting terms.
Were Kathryn Armstrong’s USNA transactions reported under a Rule 10b5-1 trading plan?
The report’s Rule 10b5-1 checkbox is not marked as affirming a trading plan, and the footnotes do not reference Rule 10b5-1. The transactions are therefore not indicated as being executed pursuant to a pre-arranged 10b5-1 trading plan.
What do the Restricted Stock Unit footnotes mean for USNA’s Kathryn Armstrong?
The footnotes state that each Restricted Stock Unit represents a contingent right to receive one common share of USANA. They also note that these RSUs vest 25% on the anniversary of July 25, 2024, describing the applicable vesting schedule for the award.