Welcome to our dedicated page for Herbalife SEC filings (Ticker: HLF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Herbalife Ltd. (NYSE: HLF), a premier health and wellness company, community and platform. As a foreign-incorporated issuer trading on the New York Stock Exchange, Herbalife files periodic and current reports that give detailed insight into its operations, financial condition, risks and governance.
Herbalife’s SEC filings include current reports on Form 8-K, which the company uses to announce material events such as the release of quarterly financial results and related investor presentations. For example, recent 8-K filings reference earnings press releases for the second and third quarters and note the availability of investor slides used during earnings conference calls.
In addition to 8-Ks, investors can review Herbalife’s annual reports on Form 10-K and quarterly reports on Form 10-Q (when available on this page) for comprehensive discussions of net sales, adjusted EBITDA, regional performance, capital structure, and detailed risk factors. These reports also describe topics such as the company’s direct-selling model, international operations, exposure to foreign exchange and tariffs, and legal and regulatory matters, including references to a Consent Order with the U.S. Federal Trade Commission.
Users interested in governance and executive matters can consult proxy statements and, where applicable, Form 4 insider transaction reports to understand equity ownership and trading by directors and officers. Together, these filings form the official regulatory record of Herbalife’s activities and obligations as a public company.
On Stock Titan, each filing is accompanied by AI-powered summaries that highlight key points, explain technical language and help readers quickly understand the implications of lengthy documents such as 10-Ks and 10-Qs. Real-time updates from EDGAR ensure that new Herbalife filings, including earnings-related 8-Ks and other disclosures, appear here promptly with concise, investor-friendly explanations.
Herbalife Ltd. completed a major refinancing of its senior secured debt. The company’s subsidiaries issued $800 million of 7.750% senior secured notes due May 2033 and amended their secured credit facility to include a $225 million Term Loan A and a $425 million revolving credit facility, both maturing in April 2031.
Herbalife used proceeds from the new notes, borrowings under the revolving facility and cash to repay $365 million of its 2024 Term Loan B and fully redeem $800 million of 12.250% senior secured notes due 2029, paying a redemption price equal to 106.125% of principal, or approximately $852.8 million. The company expects the overall $1.45 billion refinancing to generate approximately $45 million in annual cash interest savings.
Following the refinancing, approximately $200 million was outstanding under the 2026 revolving credit facility as of April 29, 2026, and the new notes and facilities carry leverage and coverage covenants designed to manage the company’s overall debt levels.
Herbalife Ltd ownership reported by Vanguard Portfolio Management: 6,330,563 shares, representing 6.12% of common stock. The filing states Vanguard exercises sole dispositive power over 6,330,563 shares and sole voting power over 244,478 shares. The disclosure notes ownership reflects holdings across Vanguard affiliates and client accounts.
Herbalife Ltd reports that Vanguard Capital Management beneficially owns 5,174,384 shares of Common Stock, representing 5% of the class as reported. The filing attributes voting and dispositive powers to Vanguard Capital Management and listed affiliates; holdings include securities held for managed funds and client accounts. The statement is signed by Ashley Grim as Head of Global Fund Administration.
Herbalife Ltd. announced that two wholly owned subsidiaries priced an offering of $800 million aggregate principal amount of senior secured notes due 2033. The notes carry a fixed annual interest rate of 7.750%, priced at 100% of par, with interest payable semi-annually starting November 1, 2026.
The company plans to use the net proceeds, together with borrowings under its senior secured credit facility and available cash, to repay existing indebtedness, including its senior secured credit facility and the issuers’ 12.250% senior secured notes due 2029, and to cover related fees and expenses. Closing is expected on April 29, 2026, subject to customary conditions.
Herbalife Ltd. reported preliminary first quarter 2026 results showing net sales above its prior guidance range and adjusted EBITDA expected at or above the high end of guidance. Growth was led by Asia Pacific, including estimated record quarterly net sales in India, with Latin America, Mexico and EMEA also delivering year-over-year net sales increases.
The company outlined plans to refinance senior secured debt, targeting $1,450 million of secured financing, including a $425 million revolving credit facility, a $225 million Term Loan A and $800 million of other secured debt. Herbalife’s subsidiaries intend to offer $800 million of senior secured notes due 2033 and have issued a conditional notice to redeem the full outstanding $800 million of 12.250% Senior Secured Notes due 2029 at $1,061.25 per $1,000 in principal, plus accrued interest, subject to completing at least $800 million of new debt financing.
Herbalife Ltd. reported preliminary first quarter 2026 results showing net sales above its prior guidance range and adjusted EBITDA expected at or above the high end of guidance. Growth was led by Asia Pacific, including estimated record quarterly net sales in India, with Latin America, Mexico and EMEA also delivering year-over-year net sales increases.
The company outlined plans to refinance senior secured debt, targeting $1,450 million of secured financing, including a $425 million revolving credit facility, a $225 million Term Loan A and $800 million of other secured debt. Herbalife’s subsidiaries intend to offer $800 million of senior secured notes due 2033 and have issued a conditional notice to redeem the full outstanding $800 million of 12.250% Senior Secured Notes due 2029 at $1,061.25 per $1,000 in principal, plus accrued interest, subject to completing at least $800 million of new debt financing.
The Vanguard Groupbeneficially owns 0 shares of Herbalife Ltd common stock, representing 0% of the class as reported.
The filing notes an internal realignment effective January 12, 2026 under SEC Release No. 34-39538, with certain subsidiaries and business divisions now reporting disaggregated beneficial ownership separately from The Vanguard Group, Inc.
Herbalife Ltd. is asking shareholders to vote at its 2026 annual general meeting on April 30, 2026 in Los Angeles. Investors will elect 11 directors for one-year terms, approve on an advisory basis executive compensation, and ratify the appointment of PricewaterhouseCoopers LLP as independent auditor for fiscal 2026.
The board highlights annual director elections, a majority voting standard in uncontested elections, an independent lead director, and board-level oversight of sustainability. Non‑management directors receive $100,000 in annual cash retainers plus equity grants with a grant date fair value of $160,000 in RSUs, with additional fees for committee service and for the lead director role.
Herbalife emphasizes a pay-for-performance philosophy using a mix of base salary, annual cash incentives and long‑term equity, including performance share units that tie outcomes to share price and preset goals. PwC audit and related tax services totaled $12.1 million in 2025. The board unanimously recommends voting FOR all three proposals.
Herbalife Ltd. Chief Financial Officer John DeSimone reported the grant of 45,195 stock appreciation rights (SARs) on February 25, 2026 under the company’s Amended and Restated 2023 Stock Incentive Plan. This amended filing corrects the SARs’ exercise price, which was previously reported incorrectly.
The SARs vest in three equal installments on February 25, 2027, February 25, 2028, and February 25, 2029, subject to Mr. DeSimone’s continued service through each vesting date. No other information from the original Form 4 was changed.
Herbalife Ltd. reported that Chief Commercial Officer Frank Lamberti acquired 40,437 stock appreciation rights (SARs) on February 25, 2026 under the Herbalife Ltd. Amended and Restated 2023 Stock Incentive Plan.
The SARs vest in three equal installments on February 25, 2027, February 25, 2028, and February 25, 2029, conditioned on his continued service through each vesting date. This amended Form 4 was filed solely to correct the SAR exercise price, which was previously reported as $10.51, with no other changes to the original report.