Form 4: USANA Director Pelosi Reports Stock Transactions

USANA Health Sciences Director Peggie Pelosi reported the acquisition of common stock from restricted stock units and a subsequent sale for tax withholding purposes.

Summary

• Peggie Pelosi, a Director at USANA Health Sciences Inc. (USNA), reported transactions involving the company's common stock.
• On January 22, 2026, Pelosi acquired 1,058 shares of common stock through the exercise/conversion of restricted stock units (RSUs).
• Following this acquisition, Pelosi's direct beneficial ownership of common stock was 5,644 shares.
• On the same date, Pelosi disposed of 669 shares of common stock at a price of $22.51 per share.
• This disposition was likely for tax withholding purposes related to the RSU vesting.
• After these transactions, Pelosi's direct beneficial ownership of common stock stands at 4,975 shares.
• Pelosi also holds 1,057 derivative securities in the form of Restricted Stock Units.
• The Restricted Stock Units vest 25% on July 24, 2025, October 23, 2025, January 22, 2026, and April 23, 2026.

Sentiment

Score: 6

Explanation: The sentiment is slightly positive. While there was a sale of shares, it was a routine tax-related disposition following the vesting of restricted stock units. The director continues to hold a significant number of shares and derivative securities, indicating ongoing alignment with shareholder interests.

Positives

• The acquisition of 1,058 shares of common stock through RSU vesting indicates a director's continued equity participation in the company.
• The vesting schedule for Restricted Stock Units extends into April 2026, aligning the director's interests with long-term company performance.

Negatives

• The disposition of 669 shares, even if for tax purposes, reduces the director's direct beneficial ownership of common stock.

Future Outlook

NA

Industry Context

This Form 4 filing details a routine insider transaction related to equity compensation. Such transactions are common across industries as part of executive and director compensation packages, where restricted stock units vest and are often partially sold to cover tax obligations.

Stakeholder Impact

• Shareholders: The transaction is a routine insider compensation event and is unlikely to have a significant direct impact on the company's share price or long-term value. It provides transparency into director holdings.
• Employees: No direct impact on employees is indicated by this filing.

Next Steps

• Future vesting of remaining Restricted Stock Units on April 23, 2026.

Key Dates

Recommendation

This Form 4 details a routine insider transaction involving the vesting of restricted stock units and a subsequent sale for tax purposes. It does not provide new fundamental information about the company's operations, financial performance, or strategic direction that would warrant a change in investment recommendation. Investors should consider this a standard compensation-related disclosure rather than a signal for significant market movement.

Keywords

USANA Health Sciences, USNA, Form 4, Insider Transaction, Director, Restricted Stock Units, Common Stock, Equity Compensation, Stock Sale