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Nasdaq · USD

HQY

HEALTHEQUITY, INC.

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3639
SEC CIK
0001428336
Parsed reports
607

Last 12 months

Inside the activity.

0 purchase rows · 11 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202503
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202602
Aug 202602
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 08, 2024 Filed Jul 9, 2024 19:33 UTC
Corvino FrankFormer Director
SaleCommon Stock 1,223 $81.85 $100,104.75
Disclosure

SEC source: 0001415889-24-019417 · form4-07092024_070744.xml · nonDerivative · entry 1

Corvino Frank · CIK 0001614878 · Former Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,070

Read SEC document
July 05, 2024 Filed Jul 9, 2024 17:39 UTC GrantCommon Stock 2,543 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-019413 · form4-07092024_050704.xml · nonDerivative · entry 1

SELANDER ROBERT W · CIK 0001160228 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,969

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 17:22 UTC GrantCommon Stock 2,543 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-019397 · form4-07092024_050700.xml · nonDerivative · entry 1

DILLON ADRIAN T · CIK 0001163402 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,515

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 17:24 UTC GrantCommon Stock 2,543 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-019399 · form4-07092024_050708.xml · nonDerivative · entry 1

Natarajan Rajesh · CIK 0001812674 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,503

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 17:34 UTC GrantCommon Stock 2,543 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-019409 · form4-07092024_050733.xml · nonDerivative · entry 1

Wellborn Gayle Furgurson · CIK 0001712960 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,730

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 17:36 UTC GrantCommon Stock 2,543 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-019411 · form4-07092024_050728.xml · nonDerivative · entry 1

Dilsaver Evelyn S · CIK 0001391387 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,666

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 17:32 UTC GrantCommon Stock 2,543 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-019406 · form4-07092024_050723.xml · nonDerivative · entry 1

McCowan Debra Charlotte · CIK 0001735093 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,779

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 17:30 UTC GrantCommon Stock 2,543 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-019404 · form4-07092024_050735.xml · nonDerivative · entry 1

Parker Stuart B. · CIK 0001831511 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,061

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person on February 1, 2028.

Read SEC document
July 05, 2024 Filed Jul 9, 2024 17:26 UTC
Black PaulDirector
GrantCommon Stock 2,543 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-019401 · form4-07092024_050701.xml · nonDerivative · entry 1

Black Paul · CIK 0001511354 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,394

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting

Read SEC document
July 03, 2024 Filed Jul 8, 2024 17:07 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Tax withholdingCommon Stock 428 $83.68 $35,813.67
Disclosure

SEC source: 0001415889-24-019322 · form4-07082024_050743.xml · nonDerivative · entry 2

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,769

Read SEC document
July 03, 2024 Filed Jul 8, 2024 17:07 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Tax withholdingCommon Stock 318 $83.68 $26,609.54
Disclosure

SEC source: 0001415889-24-019322 · form4-07082024_050743.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,197

Read SEC document
July 03, 2024 Filed Jul 8, 2024 17:04 UTC
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER
Tax withholdingCommon Stock 747 $83.68 $62,506.49
Disclosure

SEC source: 0001415889-24-019320 · form4-07082024_050718.xml · nonDerivative · entry 2

Rosner Elimelech · CIK 0001916312 · EVP, CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,816

Read SEC document
July 03, 2024 Filed Jul 8, 2024 17:04 UTC
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER
Tax withholdingCommon Stock 1,727 $83.68 $144,510.01
Disclosure

SEC source: 0001415889-24-019320 · form4-07082024_050718.xml · nonDerivative · entry 1

Rosner Elimelech · CIK 0001916312 · EVP, CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,563

Read SEC document
July 03, 2024 Filed Jul 8, 2024 17:01 UTC
Ladd DelanoEVP, GC & CORPORATE SECRETARY
Tax withholdingCommon Stock 367 $83.68 $30,709.46
Disclosure

SEC source: 0001415889-24-019318 · form4-07082024_050722.xml · nonDerivative · entry 2

Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,594

Read SEC document
July 03, 2024 Filed Jul 8, 2024 17:01 UTC
Ladd DelanoEVP, GC & CORPORATE SECRETARY
Tax withholdingCommon Stock 255 $83.68 $21,337.53
Disclosure

SEC source: 0001415889-24-019318 · form4-07082024_050722.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,961

Read SEC document
June 25, 2024 Filed Jun 26, 2024 20:44 UTC
Kessler JonDirector · PRESIDENT AND CEO
SaleCommon Stock 2,781 $83.08 $231,040.47
Disclosure

SEC source: 0001415889-24-018248 · form4-06262024_080658.xml · nonDerivative · entry 6

Kessler Jon · CIK 0001615062 · Director · PRESIDENT AND CEO

10b5-1 filing: Plan reported

Ownership: Indirect · by GKF, LLC

Disclosed balance after: 109,985

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on March 25, 2024.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.66 to $83.59, inclusive.

F5 · ownership.nature: These securities are held by the GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

Read SEC document
June 25, 2024 Filed Jun 26, 2024 20:44 UTC
Kessler JonDirector · PRESIDENT AND CEO
SaleCommon Stock 6,675 $83.08 $554,546.99
Disclosure

SEC source: 0001415889-24-018248 · form4-06262024_080658.xml · nonDerivative · entry 5

Kessler Jon · CIK 0001615062 · Director · PRESIDENT AND CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 225,501

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on March 25, 2024.

F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.66 to $83.59, inclusive.

Read SEC document
June 24, 2024 Filed Jun 26, 2024 20:44 UTC
Kessler JonDirector · PRESIDENT AND CEO
SaleCommon Stock 2,199 $83.65 $183,948.77
Disclosure

SEC source: 0001415889-24-018248 · form4-06262024_080658.xml · nonDerivative · entry 4

Kessler Jon · CIK 0001615062 · Director · PRESIDENT AND CEO

10b5-1 filing: Plan reported

Ownership: Indirect · by GKF, LLC

Disclosed balance after: 112,766

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on March 25, 2024.

F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.28 to $84.14, inclusive.

F5 · ownership.nature: These securities are held by the GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

Read SEC document
June 24, 2024 Filed Jun 26, 2024 20:44 UTC
Kessler JonDirector · PRESIDENT AND CEO
SaleCommon Stock 11,270 $82.66 $931,626.66
Disclosure

SEC source: 0001415889-24-018248 · form4-06262024_080658.xml · nonDerivative · entry 3

Kessler Jon · CIK 0001615062 · Director · PRESIDENT AND CEO

10b5-1 filing: Plan reported

Ownership: Indirect · by GKF, LLC

Disclosed balance after: 114,965

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on March 25, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.28 to $83.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes (2,3,6 and 7) of this Form 4.

F4 · balance_after: Corrects an overstatement of shares held by the reporting person in the reporting person's most recent Form 4.

F5 · ownership.nature: These securities are held by the GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

Read SEC document
June 24, 2024 Filed Jun 26, 2024 20:44 UTC
Kessler JonDirector · PRESIDENT AND CEO
SaleCommon Stock 5,202 $83.65 $435,154.06
Disclosure

SEC source: 0001415889-24-018248 · form4-06262024_080658.xml · nonDerivative · entry 2

Kessler Jon · CIK 0001615062 · Director · PRESIDENT AND CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 232,176

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on March 25, 2024.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.29 to $84.14, inclusive.

Read SEC document
June 24, 2024 Filed Jun 26, 2024 20:44 UTC
Kessler JonDirector · PRESIDENT AND CEO
SaleCommon Stock 27,124 $82.67 $2,242,262.42
Disclosure

SEC source: 0001415889-24-018248 · form4-06262024_080658.xml · nonDerivative · entry 1

Kessler Jon · CIK 0001615062 · Director · PRESIDENT AND CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 237,378

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on March 25, 2024.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.28 to $83.25, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes (2,3,6 and 7) of this Form 4.

Read SEC document
June 07, 2024 Filed Jun 10, 2024 20:28 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Exercise / conversionStock Option (right to buy) · Derivative 2,080 $0.00 Strike: $14.00 $0.00
Disclosure

SEC source: 0001415889-24-016224 · form4-06102024_080647.xml · derivative · entry 8

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 35,000

Underlying: Common Stock · 37,080 shares

Expires 2024-07-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

F6 · derivative.exercise_date: The option is immediately exercisable.

Read SEC document
June 07, 2024 Filed Jun 10, 2024 20:28 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
SaleCommon Stock 2,080 $85.01 $176,824.54
Disclosure

SEC source: 0001415889-24-016224 · form4-06102024_080647.xml · nonDerivative · entry 4

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,515

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (3) of this Form 4.

Read SEC document
June 07, 2024 Filed Jun 10, 2024 20:28 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Exercise / conversionCommon Stock 2,080 $14.00 $29,120.00
Disclosure

SEC source: 0001415889-24-016224 · form4-06102024_080647.xml · nonDerivative · entry 3

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 92,595

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 20:28 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Exercise / conversionStock Option (right to buy) · Derivative 7,484 $0.00 Strike: $14.00 $0.00
Disclosure

SEC source: 0001415889-24-016224 · form4-06102024_080647.xml · derivative · entry 7

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 37,080

Underlying: Common Stock · 69,600 shares

Expires 2024-07-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

F6 · derivative.exercise_date: The option is immediately exercisable.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 20:28 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
SaleCommon Stock 7,484 $85.05 $636,477.53
Disclosure

SEC source: 0001415889-24-016224 · form4-06102024_080647.xml · nonDerivative · entry 2

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,515

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.43, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
June 06, 2024 Filed Jun 10, 2024 20:28 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Exercise / conversionCommon Stock 7,484 $14.00 $104,776.00
Disclosure

SEC source: 0001415889-24-016224 · form4-06102024_080647.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 97,999

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 19:43 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Exercise / conversionStock Option (right to buy) · Derivative 25,036 $0.00 Strike: $14.00 $0.00
Disclosure

SEC source: 0001415889-24-015940 · form4-06072024_070623.xml · derivative · entry 5

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 44,564

Underlying: Common Stock · 69,600 shares

Expires 2024-07-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

F5 · derivative.exercise_date: The option is immediately exercisable.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 19:43 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
SaleCommon Stock 25,036 $85.06 $2,129,452.00
Disclosure

SEC source: 0001415889-24-015940 · form4-06072024_070623.xml · nonDerivative · entry 2

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,515

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.22, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.

Read SEC document
June 05, 2024 Filed Jun 7, 2024 19:43 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Exercise / conversionCommon Stock 25,036 $14.00 $350,504.00
Disclosure

SEC source: 0001415889-24-015940 · form4-06072024_070623.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 115,551

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 15:55 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Exercise / conversionStock Option (right to buy) · Derivative 400 $0.00 Strike: $14.00 $0.00
Disclosure

SEC source: 0001415889-24-015702 · form4-06062024_030643.xml · derivative · entry 5

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 69,600

Underlying: Common Stock · 70,000 shares

Expires 2024-07-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

F4 · derivative.exercise_date: The option is immediately exercisable.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 15:55 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
SaleCommon Stock 400 $85.00 $34,000.00
Disclosure

SEC source: 0001415889-24-015702 · form4-06062024_030643.xml · nonDerivative · entry 2

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,515

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

Read SEC document
June 04, 2024 Filed Jun 6, 2024 15:55 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Exercise / conversionCommon Stock 400 $14.00 $5,600.00
Disclosure

SEC source: 0001415889-24-015702 · form4-06062024_030643.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 90,915

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.

Read SEC document
April 03, 2024 Filed Apr 5, 2024 17:46 UTC
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER
Tax withholdingCommon Stock 3,209 $80.60 $258,630.00
Disclosure

SEC source: 0001415889-24-010385 · form4-04052024_050424.xml · nonDerivative · entry 1

Rosner Elimelech · CIK 0001916312 · EVP, CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,290

Read SEC document
April 03, 2024 Filed Apr 5, 2024 17:41 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Tax withholdingCommon Stock 1,984 $80.60 $159,902.27
Disclosure

SEC source: 0001415889-24-010383 · form4-04052024_050436.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,515

Read SEC document
April 03, 2024 Filed Apr 5, 2024 17:38 UTC
Ladd DelanoEVP, GC & CORPORATE SECRETARY
Tax withholdingCommon Stock 1,684 $80.60 $135,722.99
Disclosure

SEC source: 0001415889-24-010381 · form4-04052024_050423.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,216

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April 02, 2024 Filed Apr 3, 2024 23:10 UTC
Ladd DelanoEVP, GC & CORPORATE SECRETARY
Tax withholdingCommon Stock 1,332 $81.86 $109,041.52
Disclosure

SEC source: 0001415889-24-010165 · form4-04032024_110456.xml · nonDerivative · entry 2

Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,900

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April 02, 2024 Filed Apr 3, 2024 20:15 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Tax withholdingCommon Stock 1,751 $81.86 $143,342.11
Disclosure

SEC source: 0001415889-24-009990 · form4-04032024_080435.xml · nonDerivative · entry 2

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,499

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April 01, 2024 Filed Apr 3, 2024 23:14 UTC
Kessler JonDirector · PRESIDENT AND CEO
Tax withholdingCommon Stock 53,295 $80.62 $4,296,381.75
Disclosure

SEC source: 0001415889-24-010167 · form4-04032024_110443.xml · nonDerivative · entry 1

Kessler Jon · CIK 0001615062 · Director · PRESIDENT AND CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264,502

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April 01, 2024 Filed Apr 3, 2024 23:10 UTC
Ladd DelanoEVP, GC & CORPORATE SECRETARY
Tax withholdingCommon Stock 3,461 $80.62 $279,008.86
Disclosure

SEC source: 0001415889-24-010165 · form4-04032024_110456.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 68,232

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April 01, 2024 Filed Apr 3, 2024 20:15 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Tax withholdingCommon Stock 5,348 $80.62 $431,129.55
Disclosure

SEC source: 0001415889-24-009990 · form4-04032024_080435.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 94,250

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March 27, 2024 Filed Mar 29, 2024 15:39 UTC
Aissi SlimEVP, CHIEF SECURITY OFFICER
GrantCommon Stock 37,632 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-009410 · form4-03292024_070325.xml · nonDerivative · entry 1

Aissi Slim · CIK 0002009326 · EVP, CHIEF SECURITY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,632

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025.

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March 27, 2024 Filed Mar 29, 2024 19:43 UTC GrantCommon Stock 21,952 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-009415 · form4-03292024_070348.xml · nonDerivative · entry 1

Lucania James M · CIK 0001638683 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,840

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025.

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March 27, 2024 Filed Mar 29, 2024 19:57 UTC
Kessler JonDirector · PRESIDENT AND CEO
GrantCommon Stock 103,806 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-009421 · form4-03292024_070305.xml · nonDerivative · entry 1

Kessler Jon · CIK 0001615062 · Director · PRESIDENT AND CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 317,797

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 103,806 shares on March 27, 2024.

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March 27, 2024 Filed Mar 29, 2024 20:03 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
GrantCommon Stock 15,970 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-009425 · form4-03292024_080350.xml · nonDerivative · entry 2

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 99,598

F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 15,970 shares on March 27, 2024.

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March 27, 2024 Filed Mar 29, 2024 20:03 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
GrantCommon Stock 10,976 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-009425 · form4-03292024_080350.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,628

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025.

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March 27, 2024 Filed Mar 29, 2024 19:52 UTC
Ladd DelanoEVP, GC & CORPORATE SECRETARY
GrantCommon Stock 11,711 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-009419 · form4-03292024_070317.xml · nonDerivative · entry 2

Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,693

F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 11,711 shares on March 27, 2024.

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March 27, 2024 Filed Mar 29, 2024 19:52 UTC
Ladd DelanoEVP, GC & CORPORATE SECRETARY
GrantCommon Stock 12,544 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-009419 · form4-03292024_070317.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,982

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025.

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March 27, 2024 Filed Mar 29, 2024 19:48 UTC
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER
GrantCommon Stock 18,816 $0.00 $0.00
Disclosure

SEC source: 0001415889-24-009417 · form4-03292024_070307.xml · nonDerivative · entry 1

Rosner Elimelech · CIK 0001916312 · EVP, CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,499

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025.

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March 26, 2024 Filed Mar 28, 2024 19:30 UTC Exercise / conversionStock Option (right to buy) · Derivative 25,000 $0.00 Strike: $14.00 $0.00
Disclosure

SEC source: 0001415889-24-009304 · form4-03282024_070358.xml · derivative · entry 5

Dilsaver Evelyn S · CIK 0001391387 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,000 shares

Expires 2024-07-30

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: The option is immediately exercisable.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.