Monitor the shareholder vote at the 2026 annual meeting for approval of the new equity plan. The dilution impact is modest, and this appears to be a routine plan renewal rather than a significant change in compensation policy.
Price Chart
Executive Summary
Nature's Sunshine Products is seeking shareholder approval for its 2026 Stock Incentive Plan, which requests authorization to issue 1.5 million new shares. This is a routine equity compensation renewal following the expiration of the prior plan, with no changes to executive compensation structure beyond normal succession-related grants.
Key Financial Metrics
Key Facts
- Filing is a supplement to include the 2026 Stock Incentive Plan in the proxy statement after it was inadvertently omitted
- Company is requesting shareholder approval for 1,500,000 new shares under the 2026 Stock Incentive Plan
- Prior equity plans (2012 and 2009) have expired and no new awards can be granted under them
- No awards were granted after December 31, 2025 under the prior plans
- The filing clarifies that recent higher equity grants were due to CEO transition (Ken Romanzi) and hiring of new executive (Erich Fitz)
Financial Impact
Potential dilution of approximately 3.1% of current market cap ($479M) if all 1.5M shares are issued
Risk Factors
- Potential shareholder opposition to equity compensation plans
- Dilution of existing shares if the full 1.5M shares are issued
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (Primary) | 0001628280-26-026057 |
| Document: 0001628280-26-026057-index-headers.html | 0001628280-26-026057 |
| Document: 0001628280-26-026057-index.html | 0001628280-26-026057 |
| Document: 0001628280-26-026057.txt | 0001628280-26-026057 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | SC 13G/A | $12.28 | awaiting T+1 | — | $12.27 (−0.08%) |
Oct 21, 2026 6d ago | Press Release | $12.41 | awaiting T+1 | — | $12.27 (−1.13%) |
Aug 19, 2026 9w ago | Insider Buy | $14.32 $14.34 | ▲ +0.14% | ▼ −0.27% | $12.27 (−14.32%) |
Aug 10, 2026 11w ago | Insider Buy | $15.99 $15.51 | ▼ −3.00% | ▼ −3.25% | $12.27 (−23.26%) |
Aug 3, 2026 12w ago | Press Release | $21.14 $20.46 | ▼ −3.22% | ▼ −5.02% | $12.27 (−41.96%) |
Jun 15, 2026 19w ago | Insider Cluster | $20.08 $20.08 | · 0.00% | ▲ +1.25% | $12.27 (−38.89%) |
Jun 11, 2026 19w ago | Insider Cluster | $20.51 $20.04 | ▼ −2.29% | ▼ −4.05% | $12.27 (−40.18%) |
May 7, 2026 24w ago | 8-K | $24.23 $22.18 | ▼ −8.46% | ▼ −8.69% | $12.27 (−49.36%) |
Apr 23, 2026 26w ago | Press Release | $27.33 $27.43 | ▲ +0.37% | ▲ +0.20% | $12.27 (−55.10%) |
Apr 20, 2026 27w ago | DEFA14A | $26.41 $26.91 | ▲ +1.89% | ▲ +0.87% | $12.27 (−53.54%) |
US Market Status
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