HLF HERBALIFE LTD.

BEARISH Impact: 5/10 Insider Cluster (2 insiders)
Horizon days Filed May 21, 2026 Processed 20d 5h ago
Insider cluster: 2 insiders, $2.3M total
Latest settled — T+5d
HLF ▼ -5.75% at T+5d
SHORT call ✓ call won +5.75% · α vs SPY +7.60% · entry $12.69 → $11.96
Next anchor: T+20d in 8d
Last close $11.34 (close Jun 8) · +10.64% from $12.69 entry (call sign-flipped)
Entry anchored
May 20, 2026
via day open
T+1d
-2.05%
call +2.05% · α +2.49%
$12.43
settled 20d ago
T+5d
-5.75%
call +5.75% · α +7.60%
$11.96
settled 13d ago
T+20d
call — · α —
in 8d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Two senior HLF executives (Chief Commercial Officer and Chief Operating Officer) sold a combined $2.32M in open-market shares over a 7-day window. The COO's sale followed derivative exercises and tax withholding, while the CCO's $1.82M sale was a straightforward open-market disposition. At ~0.18% of market cap, the cluster is modest in size, but the involvement of two C-suite officers in a concentrated period warrants attention, especially given HLF's recent negative historical performance on prior reports.

Key Financial Metrics

Direction
selling
Total Value
$2.3M
Insiders
2

Actionable Insight

The cluster is modest in size relative to market cap, but the concentration of two C-suite officers selling within a week is a cautionary signal. Monitor for upcoming earnings or material news that may have prompted these sales. The COO's derivative exercise and tax withholding suggest some sales were liquidity-driven, but the CCO's pure open-market sale is harder to dismiss. Given HLF's poor historical T+20 performance on prior reports, avoid aggressive bearish positioning; a modest short or hedge may be warranted if other negative catalysts emerge.

Key Facts

  • Two C-suite officers sold a total of $2.32M in open-market shares within 7 days
  • Chief Commercial Officer Frank Lamberti sold 135,000 shares at ~$13.50 for $1.82M on 2026-05-12
  • Chief Operating Officer Troy Hicks sold 38,377 shares at ~$12.93 for $496K on 2026-05-18
  • COO Hicks also exercised 17,481 derivative shares at $8.31 and had 14,562 shares withheld for taxes
  • Total cluster value of $2.32M represents ~0.18% of HLF's $1.3B market cap
  • Prior reports on HLF have averaged -6.01% T+20 performance, indicating poor historical signal quality

Financial Impact

Total insider sales of $2.32M, or ~0.18% of market cap

insider ownershipdilution

Risk Factors

  • Sales may be liquidity-driven or part of pre-arranged 10b5-1 plans, reducing informational content
  • COO's derivative exercise and tax withholding indicate some sales were non-discretionary
  • HLF has a history of poor stock performance following prior reports, suggesting the market may already discount insider signals
  • Modest cluster size (~0.18% of market cap) limits materiality

Market Snapshot

Exchange
NYSE
Sector
Wholesale-Drugs, Proprietaries & Druggists' Sundries
Analyst Consensus
67% bullish (9 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-HLF-1779324666543
5 reports for HLF
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for HLF — sortable, filterable
Type Now
May 21, 2026
20d ago
Insider Cluster
BEARISH ★ 5/10
$12.69 $11.96▲ +5.75%▲ +7.60%$11.34 (+10.64%)
May 6, 2026
4w ago
8-K
BULLISH ★ 7/10
$14.49 $13.00▼ −10.28%▼ −11.79%$11.34 (−21.74%)
May 1, 2026
5w ago
8-K
NEUTRAL ★ 5/10
$15.82 $13.51▼ −14.60%▼ −17.54%$11.34 (−28.32%)
Apr 14, 2026
8w ago
8-K
BULLISH ★ 8/10
$16.67 $16.48▼ −1.14%▼ −2.53%$11.34 (−31.97%)
Mar 17, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$15.12 $15.30▲ +1.19%▲ +1.91%$11.34 (−25.00%)
Showing 5 of 5

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