STOCK TITAN

USANA (USNA) director Peggie Pelosi exercises RSUs, with 668 shares for taxes

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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.

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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)
  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.
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
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.
SEC Form 4
FORM 4UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number:3235-0287
Estimated average burden
hours per response:0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Pelosi Peggie

(Last)(First)(Middle)
3838 W PARKWAY BLVD.

(Street)
SALT LAKE CITY UTAH 84120

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
USANA HEALTH SCIENCES INC [ USNA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/23/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year)2A. Deemed Execution Date, if any (Month/Day/Year)3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeVAmount(A) or (D)Price
Common Stock04/23/2026M1,057A(1)6,032D
Common Stock04/23/2026F668D$19.245,364D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year)3A. Deemed Execution Date, if any (Month/Day/Year)4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year)7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units(1)04/23/2026M1,057 (2) (2)Common Stock1,057$00D
Explanation of Responses:
1. Each restricted stock unit represents a contingent right to receive one share of USNA common stock.
2. Restricted Stock Units vest 25% on July 24, 2025, October 23, 2025, January 22, 2026, and April 23, 2026.
Remarks:
/s/ Joshua Foukas, Attorney-in-Fact04/27/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

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.

Did Peggie Pelosi buy or sell USANA (USNA) shares on the open market?

The disclosed activity shows no open-market purchases or sales. Shares were acquired through exercise of restricted stock units and 668 shares were disposed of solely to satisfy tax obligations.

How many USANA (USNA) shares does Peggie Pelosi hold after these transactions?

Following the reported equity compensation events, Peggie Pelosi directly holds 5,364 shares of USANA common stock. This figure reflects the net position after exercising restricted stock units and the related tax-withholding share disposition.

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.