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Company Analysis

HLF Insider Trading

HERBALIFE LTD. | Wholesale-Drugs, Proprietaries & Druggists' Sundries

Comprehensive Trading Performance Summary

The investment history of corporate insiders at HERBALIFE LTD. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Wholesale-Drugs, Proprietaries & Druggists' Sundries sector.

Transactions on Chart

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Filing Date Trade Date Reporting Person Relationship Type Price Qty Total, $ Owned After Change, %
2006-08-11 21:46 2006-08-10 GOUDIS RICHARD Officer - Chief Financial Officer BUY $28.67 10,000 $286,673 13,375 +296.3%
2006-07-08 01:58 2006-07-06 PEZZULLO DAVID Officer - Chief Accounting Officer OPT+S $40.22 7,300 $293,600 2,250 0.0%
2006-07-06 02:08 2006-06-30 PEZZULLO DAVID Officer - Chief Accounting Officer OPT+S $40.13 12,700 $509,595 2,250 0.0%
2006-06-07 02:13 2006-06-05 CHAPMAN BRETT Officer - General Counsel OPT+S $41.02 6,200 $254,324 3,375 0.0%
2006-05-23 00:54 2006-05-19 RAHN WILLIAM Officer - SVP Japan OPT+S $37.69 13,125 $494,742 11,875 0.0%
2006-05-18 03:11 2006-05-15 LEVY ROBERT Officer - SVP - Americas OPT+S $40.29 10,000 $402,900 44,204 0.0%
2006-05-12 00:47 2006-05-09 CHAPMAN BRETT Officer - General Counsel OPT+S $39.32 35,000 $1,376,330 3,375 0.0%
2006-05-10 03:04 2006-05-08 PURDY JOHN Officer - Regional Director Asia Pacific OPT+S $38.16 20,000 $763,258 56,200 0.0%
2006-05-09 02:19 2006-05-04 CHAPMAN BRETT Officer - General Counsel and Secretary OPT+S $37.31 35,000 $1,305,836 3,375 0.0%
2006-05-09 02:09 2006-05-04 PROBERT GREGORY Officer - President & COO OPT+S $37.69 75,000 $2,826,630 11,025 0.0%
2006-05-04 02:17 2006-05-01 PROBERT GREGORY Officer - President & COO OPT+S $35.14 10,000 $351,400 11,025 0.0%
2006-05-02 00:38 2006-04-27 PROBERT GREGORY Officer - President & COO OPT+S $35.86 15,100 $541,525 11,025 0.0%
2006-04-28 01:40 2006-04-25 PROBERT GREGORY Officer - President & COO OPT+S $35.71 99,900 $3,566,949 11,025 0.0%
2006-03-14 02:10 2006-03-09 LEVY ROBERT Officer - SVP - Americas OPT+S $32.50 12,000 $390,000 44,204 0.0%
2005-12-16 03:59 2005-12-13 Diekroeger Kenneth Director, 10% owner SELL $30.50 4,565,311 $139,241,986 10,409,411 -30.5%
2005-12-16 03:58 2005-12-13 DOMINIK DAVID 10% owner SELL $30.50 4,565,311 $139,241,986 10,409,411 -30.5%
2005-12-15 23:27 2005-12-13 JOHNSON MICHAEL Director, Officer - CEO OPT+S $29.09 402,500 $11,708,484 45,349 0.0%
2005-09-01 00:31 2005-08-31 LEHMANN MARKUS Director SELL $29.00 8,800 $255,200 552,841 -1.6%
2005-08-31 01:35 2005-08-29 LEHMANN MARKUS Director SELL $29.00 21,200 $614,847 561,641 -3.6%
2005-08-19 19:52 2005-08-11 Waisbein Leon Director BUY $27.62 35,000 $966,718 319,091 +12.3%
2005-08-13 02:18 2005-08-12 Bermingham Richard P Director BUY $27.90 4,000 $111,600 4,000 +100.0%
2005-05-26 23:29 2005-05-24 CASTLEMAN PETER M Director, 10% owner BUY $17.98 99,300 $1,785,414 281,139 +54.6%
2005-05-24 02:25 2005-05-19 Bermingham Richard P Director BUY $109.00 200,000 $21,800,000 0 +100.0%
2005-05-23 23:30 2005-05-19 CASTLEMAN PETER M Director, 10% owner BUY $18.04 63,400 $1,143,451 181,839 +53.5%
2005-05-18 23:28 2005-05-16 CASTLEMAN PETER M Director, 10% owner BUY $17.41 78,100 $1,360,033 118,439 +193.6%
2005-05-13 23:23 2005-05-11 CASTLEMAN PETER M Director, 10% owner BUY $16.57 15,200 $251,893 40,339 +60.5%
2005-02-12 04:45 2004-12-15 Rogers Jesse Director, 10% owner SELL $13.02 173,648 $2,260,897 14,974,722 -1.1%
2005-02-12 03:30 2004-12-15 Diekroeger Kenneth Director, 10% owner SELL $13.02 173,648 $2,260,897 14,974,722 -1.1%
2005-01-18 19:03 2004-12-21 O BRIEN DANIEL J 10% owner SELL $13.02 300,838 $3,916,911 101,954 -74.7%
2005-01-18 19:03 2004-12-21 LAVERACK WILLIAM JR 10% owner SELL $13.02 300,838 $3,916,911 101,954 -74.7%
2005-01-18 19:03 2004-12-21 STONE MICHAEL R 10% owner SELL $13.02 300,838 $3,916,911 101,954 -74.7%
2005-01-18 19:02 2004-12-21 CASTLEMAN PETER M Director, 10% owner SELL $13.02 300,838 $3,916,911 101,954 -74.7%
2005-01-18 19:01 2004-12-21 WHITNEY STRATEGIC PARTNERS V LP 10% owner SELL $13.02 300,838 $3,916,911 101,954 -74.7%
2005-01-18 18:59 2004-12-21 WHITNEY PRIVATE DEBT FUND LP 10% owner SELL $13.02 300,838 $3,916,911 101,954 -74.7%
2005-01-18 19:01 2004-12-21 GREEN RIVER OFFSHORE FUND LTD 10% owner SELL $13.02 300,838 $3,916,911 101,954 -74.7%
2005-01-18 19:00 2004-12-21 WHITNEY V LP 10% owner SELL $13.02 300,838 $3,916,911 101,954 -74.7%
2005-01-06 21:40 2004-12-16 JOHNSON MICHAEL Officer - Chief Executive Officer BUY $14.00 100 $1,400 101,910 +0.1%
2004-12-23 23:22 2004-12-15 LEHMANN MARKUS Director BUY $14.00 30,000 $420,000 582,841 +5.4%
2004-12-23 01:14 2004-12-15 STANFORD LESLIE Director BUY $14.00 42,000 $588,000 1,333,477 +3.3%
SHOW ENTRIES

How to Interpret $HLF Trades

Not every insider transaction in HERBALIFE LTD. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $HLF shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.

Data Source & Accuracy for HLF

Insider activity data for HERBALIFE LTD. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $HLF, allowing you to follow the capital of those with the most intimate knowledge of the company.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.