Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | MED | Common Stock | Gift | $0 | -109K | -100% | $0.00 | 0 | Apr 26, 2024 | The Dan and Allyson Family Irrevocable Trust | F1, F2 |
transaction | MED | Common Stock | Gift | $0 | +109K | $0.00 | 109K | Apr 26, 2024 | Dan and Allyson as Joint Tenants | F3 | |
transaction | MED | Common Stock | Gift | $0 | -40.7K | -40.79% | $0.00 | 59.1K | Jun 7, 2024 | Direct | F4 |
transaction | MED | Common Stock | Gift | $0 | +40.7K | +37.5% | $0.00 | 149K | Jun 7, 2024 | Dan and Allyson as Joint Tenants | F3 |
transaction | MED | Common Stock | Gift | $0 | -149K | -100% | $0.00 | 0 | Dec 3, 2024 | Dan and Allyson as Joint Tenants | F3, F5 |
transaction | MED | Common Stock | Gift | $0 | +149K | $0.00 | 149K | Dec 3, 2024 | The Dan and Allyson Family Irrevocable Trust | F2 | |
holding | MED | Common Stock | 99.8K | Dec 31, 2024 | Direct | ||||||
holding | MED | Common Stock | 0 | Dec 31, 2024 | The Dan and Allyson Family Irrevocable Trust | F2 | |||||
holding | MED | Common Stock | 59.1K | Dec 31, 2024 | Direct |
Id | Content |
---|---|
F1 | On April 26, 2024, the reporting person transferred 108,598.352 shares of Medifast common stock to the Dan and Allyson as Joint Tenants account for no consideration. The reporting person owns the account as a joint tenant with his spouse. |
F2 | These shares are directly owned by The Dan and Allyson Family Irrevocable Trust, for which the reporting person is the Settlor of the Trust and Investment Trustee. |
F3 | These shares are directly owned by a joint account of which the reporting person owns as a joint tenant with his spouse. |
F4 | On June 7, 2024, the reporting person transferred 40,719 shares of Medifast common stock to the Dan and Allyson as Joint Tenants account for no consideration. The reporting person owns the account as a joint tenant with his spouse. The reporting person and his spouse remain the beneficial owners of the securities held by the account. |
F5 | On December 3, 2024, the reporting person transferred 149,317.352 shares of Medifast common stock to the Dan and Allyson Family Irrevocable Trust for no consideration. The reporting person is trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. |