MONTESINO IBELIS enters HERBALIFE LTD. with 33.50K shares plus derivative instruments
Holding both equity and derivatives at entry signals strong long-term conviction in the company.
Direct Derivatives
Filed: 5/12/2025ACC: 0001213900-25-042198
Officer· EVP & Chief of Staff
Since Jul 2023
33.50K
Baseline shares
100% direct
33.50K
Direct ownership
1 position
317.25K
Derivative underlying
4 instruments
1
Security positions
All direct
Non-Derivative Holdings1
Common Stock
DirectShares owned33.50K
Total
33.50K direct33.50K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 33.50K | Direct |
| Total | 33.50K | 33.50K direct |
Derivative Holdings4
Stock Appreciation Rights
DirectUnderlying security
Common Stock
Underlying shares
151.82K
Shares owned
N/A
Exercise price
9.58
Expiration
—
Exercise window
—
Stock Appreciation Rights
DirectUnderlying security
Common Stock
Underlying shares
80.05K
Shares owned
N/A
Exercise price
13.6
Expiration
—
Exercise window
—
Stock Appreciation Rights
DirectUnderlying security
Common Stock
Underlying shares
30.07K
Shares owned
N/A
Exercise price
18.61
Expiration
—
Exercise window
—
Stock Appreciation Rights
DirectUnderlying security
Common Stock
Underlying shares
55.31K
Shares owned
N/A
Exercise price
8.31
Expiration
—
Exercise window
—
Total
Underlying
317.25K
Owned
0.00
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Stock Appreciation Rights Direct | Common Stock | 9.58 | — | — | 151.82K | N/A |
| Stock Appreciation Rights Direct | Common Stock | 13.6 | — | — | 80.05K | N/A |
| Stock Appreciation Rights Direct | Common Stock | 18.61 | — | — | 30.07K | N/A |
| Stock Appreciation Rights Direct | Common Stock | 8.31 | — | — | 55.31K | N/A |
| Total | 317.25K | 0.00 | ||||