USANA (USNA) director Peggie Pelosi exercises RSUs, with 668 shares for taxes
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
USANA Health Sciences director Peggie Pelosi reported routine equity compensation activity involving restricted stock units and common shares. On April 23, 2026, 1,057 restricted stock units were exercised into 1,057 shares of common stock at a conversion price of $0.00 per share. To cover tax obligations, 668 common shares were disposed of at $19.24 per share as a tax-withholding disposition, rather than an open-market sale. After these transactions, Pelosi directly held 5,364 shares of USANA common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,057 shares exercised/converted
Mixed
3 txns
Insider
Pelosi Peggie
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 1,057 | $0.00 | -- |
| Exercise | Common Stock | 1,057 | $0.00 | -- |
| Tax Withholding | Common Stock | 668 | $19.24 | $13K |
Holdings After Transaction:
Restricted Stock Units — 0 shares (Direct, null);
Common Stock — 6,032 shares (Direct, null)
Footnotes (1)
- Each restricted stock unit represents a contingent right to receive one share of USNA common stock. Restricted Stock Units vest 25% on July 24, 2025, October 23, 2025, January 22, 2026, and April 23, 2026.
Key Figures
RSUs exercised: 1,057 units
Tax-withholding shares: 668 shares
Tax-withholding price: $19.24 per share
+3 more
6 metrics
RSUs exercised
1,057 units
Restricted stock units converted into common stock on April 23, 2026
Tax-withholding shares
668 shares
Common shares disposed of to satisfy tax obligations
Tax-withholding price
$19.24 per share
Price for 668-share tax-withholding disposition
Shares after exercise
6,032 shares
Direct common stock holdings after RSU exercise, before tax withholding
Shares after all transactions
5,364 shares
Direct common stock holdings following exercise and tax-withholding disposition
Exercise price
$0.00 per unit
Conversion price for 1,057 restricted stock units
Key Terms
Restricted Stock Units, tax-withholding disposition, derivative security
3 terms
Restricted Stock Units financial
"Each restricted stock unit represents a contingent right to receive one share of USNA common stock."
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.
derivative security financial
"transaction_code_description": "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.
FAQ
What insider transactions did USANA (USNA) director Peggie Pelosi report?
Peggie Pelosi reported exercising 1,057 restricted stock units into common stock and a tax-withholding disposition of 668 shares. These actions reflect equity compensation mechanics rather than open-market buying or selling activity.
What are the key details of the tax-withholding disposition in USANA (USNA) stock?
The tax-withholding disposition involved 668 common shares at a price of $19.24 per share. This transaction covered tax obligations tied to equity compensation and is distinct from a discretionary open-market sale of shares.
How many restricted stock units did Peggie Pelosi exercise in USANA (USNA)?
Peggie Pelosi exercised 1,057 restricted stock units, each converting into one share of USANA common stock at a stated conversion or exercise price of $0.00 per unit, consistent with typical restricted stock unit settlement.
What do the vesting disclosures for USANA (USNA) restricted stock units indicate?
Each restricted stock unit represents a right to receive one USANA share. The units vest in 25% tranches on July 24, 2025, October 23, 2025, January 22, 2026, and April 23, 2026, aligning with a staged vesting schedule.