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Nasdaq · USD

HQY

HEALTHEQUITY, INC.

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Tapewire entity
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

Latest available

Insider transactions

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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
March 28, 2023 Filed Mar 30, 2023 11:50 UTC Tax withholdingCommon Stock 557 $57.27 $31,899.11
Disclosure

SEC source: 0001415889-23-005613 · form4-03302023_030301.xml · nonDerivative · entry 1

Murdock Tyson D. · CIK 0001853547 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,756

Read SEC document
March 28, 2023 Filed Mar 30, 2023 11:44 UTC
Trittschuh Larry LEVP CHIEF SECURITY OFFICER
Tax withholdingCommon Stock 100 $57.27 $5,727.07
Disclosure

SEC source: 0001415889-23-005611 · form4-03302023_030325.xml · nonDerivative · entry 1

Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,091

Read SEC document
March 28, 2023 Filed Mar 30, 2023 15:55 UTC
Ladd DelanoEVP, GC & CORPORATE SECRETARY
Tax withholdingCommon Stock 345 $57.27 $19,758.22
Disclosure

SEC source: 0001415889-23-005615 · form4-03302023_030319.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,126

Read SEC document
February 01, 2023 Filed Feb 3, 2023 16:38 UTC GrantCommon Stock 1,229 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-001885 · form4-02032023_040220.xml · nonDerivative · entry 1

Natarajan Rajesh · CIK 0001812674 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,672

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 308 shares on February 1, 2023. An additional 307 shares will vest on each of May 1, August 1, and November 1, of 2023. Vested shares will be delivered to the reporting person upon vesting.

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February 01, 2023 Filed Feb 3, 2023 16:49 UTC
Sacks IanDirector
GrantCommon Stock 1,060 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-001891 · form4-02032023_040236.xml · nonDerivative · entry 1

Sacks Ian · CIK 0001614866 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 109,630

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 265 shares on February 1, 2023. The remaining restricted stock units vest as to 265 shares on each of May 1, August 1, and November 1, of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
February 01, 2023 Filed Feb 3, 2023 16:44 UTC GrantCommon Stock 1,102 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-001889 · form4-02032023_040259.xml · nonDerivative · entry 1

Parker Stuart B. · CIK 0001831511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,296

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 274 shares on February 1, 2023. The restricted stock units vest as to 276 shares on each of May 1, August 1, and November 1 of 2023. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death.

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February 01, 2023 Filed Feb 3, 2023 16:33 UTC
Black PaulDirector
GrantCommon Stock 1,229 $0.00 $0.00
Disclosure

SEC source: 0001415889-23-001883 · form4-02032023_040205.xml · nonDerivative · entry 1

Black Paul · CIK 0001511354 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,687

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 308 shares on February 1, 2023. The remaining restricted stock units vest as to 307 shares on each of May 1, August 1, and November 1, of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
December 27, 2022 Filed Dec 29, 2022 16:02 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
GiftCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-013056 · form4-12292022_041253.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 568,735

F1 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust.

Read SEC document
December 19, 2022 Filed Dec 21, 2022 11:28 UTC
Trittschuh Larry LEVP CHIEF SECURITY OFFICER
Tax withholdingCommon Stock 770 $60.71 $46,746.70
Disclosure

SEC source: 0001415889-22-012866 · form4-12212022_041240.xml · nonDerivative · entry 1

Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,191

Read SEC document
December 14, 2022 Filed Dec 16, 2022 17:34 UTC SaleCommon Stock 5,237 $62.00 $324,694.00
Disclosure

SEC source: 0001415889-22-012624 · form4-12162022_051259.xml · nonDerivative · entry 1

Wellborn Gayle Furgurson · CIK 0001712960 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,023

Read SEC document
October 21, 2022 Filed Oct 25, 2022 16:21 UTC
Ladd DelanoEVP, GC & CORPORATE SECRETARY
SaleCommon Stock 5,897 $75.00 $442,275.00
Disclosure

SEC source: 0001415889-22-010770 · form4-10252022_091023.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,471

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on April 14, 2022.

Read SEC document
October 18, 2022 Filed Oct 21, 2022 17:06 UTC
Sacks IanDirector
GiftCommon Stock 18,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-010747 · form4-10212022_101059.xml · nonDerivative · entry 1

Sacks Ian · CIK 0001614866 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,570

Read SEC document
October 13, 2022 Filed Oct 17, 2022 13:46 UTC
Trittschuh Larry LEVP CHIEF SECURITY OFFICER
Exercise / conversionStock Option (Right to Buy) · Derivative 6,419 $0.00 Strike: $59.63 $0.00
Disclosure

SEC source: 0001415889-22-010593 · form4-10172022_101036.xml · derivative · entry 4

Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,419

Underlying: Common Stock · 6,419 shares

Expires 2028-12-17

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 by the reporting person on June 6, 2021, as amended on December 13, 2021.

F2 · derivative.exercise_date: The remaining 6,419 options will become exercisable on December 17, 2022.

Read SEC document
October 13, 2022 Filed Oct 17, 2022 13:46 UTC
Trittschuh Larry LEVP CHIEF SECURITY OFFICER
SaleCommon Stock 5,107 $70.00 $357,490.00
Disclosure

SEC source: 0001415889-22-010593 · form4-10172022_101036.xml · nonDerivative · entry 3

Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,961

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 6, 2021, as amended on December 13, 2021.

Read SEC document
October 13, 2022 Filed Oct 17, 2022 13:46 UTC
Trittschuh Larry LEVP CHIEF SECURITY OFFICER
SaleCommon Stock 6,419 $70.00 $449,330.00
Disclosure

SEC source: 0001415889-22-010593 · form4-10172022_101036.xml · nonDerivative · entry 2

Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,068

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 6, 2021, as amended on December 13, 2021.

Read SEC document
October 13, 2022 Filed Oct 17, 2022 13:46 UTC
Trittschuh Larry LEVP CHIEF SECURITY OFFICER
Exercise / conversionCommon Stock 6,419 $59.63 $382,764.97
Disclosure

SEC source: 0001415889-22-010593 · form4-10172022_101036.xml · nonDerivative · entry 1

Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,487

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 by the reporting person on June 6, 2021, as amended on December 13, 2021.

Read SEC document
September 27, 2022 Filed Sep 29, 2022 21:42 UTC SaleCommon Stock 4,225 $70.91 $299,596.86
Disclosure

SEC source: 0001415889-22-010024 · form4-09292022_020925.xml · nonDerivative · entry 1

McCowan Debra Charlotte · CIK 0001735093 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,072

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.91 to $70.96, 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 (1) of this Form 4.

Read SEC document
September 20, 2022 Filed Sep 22, 2022 20:41 UTC
Sacks IanDirector
SaleCommon Stock 25,000 $72.28 $1,806,925.00
Disclosure

SEC source: 0001415889-22-009872 · form4-09222022_010949.xml · nonDerivative · entry 1

Sacks Ian · CIK 0001614866 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,570

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.15 to $72.87 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 (1) of this Form 4.

Read SEC document
August 01, 2022 Filed Aug 3, 2022 18:15 UTC
Bloomberg EdwardCHIEF OPERATING OFFICER
SaleCommon Stock 1,000 $57.63 $57,630.00
Disclosure

SEC source: 0001415889-22-008163 · form4-08032022_110849.xml · nonDerivative · entry 1

Bloomberg Edward · CIK 0001747302 · CHIEF OPERATING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,850

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2022.

Read SEC document
June 30, 2022 Filed Dec 29, 2022 16:02 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-013056 · form4-12292022_041253.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 570,735

F1 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust.

Read SEC document
June 23, 2022 Filed Jun 27, 2022 23:46 UTC GrantCommon Stock 2,996 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-006991 · form4-06272022_040602.xml · nonDerivative · entry 1

SELANDER ROBERT W · CIK 0001160228 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,262

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 date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 23, 2022 Filed Jun 27, 2022 23:40 UTC GrantCommon Stock 2,996 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-006986 · form4-06272022_040625.xml · nonDerivative · entry 1

DILLON ADRIAN T · CIK 0001163402 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,353

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 date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 23, 2022 Filed Jun 27, 2022 23:48 UTC GrantCommon Stock 2,996 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-006993 · form4-06272022_040609.xml · nonDerivative · entry 1

Natarajan Rajesh · CIK 0001812674 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,443

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 date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 23, 2022 Filed Jun 27, 2022 23:51 UTC GrantCommon Stock 2,996 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-006997 · form4-06272022_040645.xml · nonDerivative · entry 1

Wellborn Gayle Furgurson · CIK 0001712960 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,260

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 date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 23, 2022 Filed Jun 27, 2022 23:58 UTC GrantCommon Stock 2,996 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-007003 · form4-06272022_040600.xml · nonDerivative · entry 1

McCowan Debra Charlotte · CIK 0001735093 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,297

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 date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 23, 2022 Filed Jun 27, 2022 23:50 UTC
Sacks IanDirector
GrantCommon Stock 2,996 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-006995 · form4-06272022_040601.xml · nonDerivative · entry 1

Sacks Ian · CIK 0001614866 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,570

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 date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 23, 2022 Filed Jun 27, 2022 23:56 UTC GrantCommon Stock 2,996 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-007001 · form4-06272022_040622.xml · nonDerivative · entry 1

Corvino Frank · CIK 0001614878 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,584

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 date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 23, 2022 Filed Jun 27, 2022 23:54 UTC GrantCommon Stock 2,996 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-006999 · form4-06272022_040609.xml · nonDerivative · entry 1

Dilsaver Evelyn S · CIK 0001391387 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,959

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 date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 23, 2022 Filed Jun 27, 2022 23:43 UTC GrantCommon Stock 2,996 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-006989 · form4-06272022_040618.xml · nonDerivative · entry 1

Parker Stuart B. · CIK 0001831511 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,194

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 date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 09, 2022 Filed Jun 13, 2022 15:26 UTC
Bloomberg EdwardCHIEF OPERATING OFFICER
SaleCommon Stock 1,500 $63.31 $94,959.00
Disclosure

SEC source: 0001415889-22-006468 · form4-06132022_080655.xml · nonDerivative · entry 1

Bloomberg Edward · CIK 0001747302 · CHIEF OPERATING OFFICER

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,850

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.3001 to $63.33, 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 (1) of this Form 4.

Read SEC document
April 19, 2022 Filed May 9, 2022 21:26 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
GiftCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001415889-22-004773 · form4-05092022_020553.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · See footnote

Disclosed balance after: 573,735

F1 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 14:45 UTC Tax withholdingCommon Stock 1,025 $67.63 $69,321.16
Disclosure

SEC source: 0001179110-22-002571 · edgar.xml · nonDerivative · entry 1

Murdock Tyson D. · CIK 0001853547 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,313

Read SEC document
April 01, 2022 Filed Apr 5, 2022 14:41 UTC
Trittschuh Larry LEVP Chief Security Officer
Tax withholdingCommon Stock 1,032 $67.63 $69,794.57
Disclosure

SEC source: 0001179110-22-002569 · edgar.xml · nonDerivative · entry 1

Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,068

F1 · balance_after: Corrects an overstatement of shares held by the reporting person in the reporting person's most recent Form 4.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 19:29 UTC
Kessler JonDirector · President and CEO
Tax withholdingCommon Stock 13,667 $67.63 $924,304.68
Disclosure

SEC source: 0001179110-22-002581 · edgar.xml · nonDerivative · entry 1

Kessler Jon · CIK 0001615062 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 175,871

F1 · balance_after: Corrects an overstatement of shares held by the reporting person in the reporting person's most recent Form 4.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 21:28 UTC
Neeleman StephenDirector · Founder and Vice Chairman
Tax withholdingCommon Stock 3,434 $67.63 $232,242.79
Disclosure

SEC source: 0001179110-22-002616 · edgar.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · Founder and Vice Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,768

F1 · balance_after: Corrects an overstatement of shares held by the reporting person in the reporting person's most recent Form 4.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:37 UTC
Ladd DelanoEVP, Counsel & Secretary
Tax withholdingCommon Stock 2,607 $67.63 $176,312.45
Disclosure

SEC source: 0001179110-22-002567 · edgar.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,368

F1 · balance_after: Corrects an overstatement of shares held by the reporting person in the reporting person's most recent Form 4.

Read SEC document
April 01, 2022 Filed Apr 5, 2022 18:34 UTC
Bloomberg EdwardChief Operating Officer
Tax withholdingCommon Stock 5,962 $67.63 $403,212.44
Disclosure

SEC source: 0001179110-22-002565 · edgar.xml · nonDerivative · entry 1

Bloomberg Edward · CIK 0001747302 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,350

F1 · balance_after: Corrects an overstatement of shares held by the reporting person in the reporting person's most recent Form 4.

Read SEC document
March 31, 2022 Filed Apr 1, 2022 14:32 UTC Tax withholdingCommon Stock 644 $67.48 $43,458.54
Disclosure

SEC source: 0001179110-22-002489 · edgar.xml · nonDerivative · entry 2

Murdock Tyson D. · CIK 0001853547 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,338

Read SEC document
March 31, 2022 Filed Apr 1, 2022 14:36 UTC
Trittschuh Larry LEVP Chief Security Officer
Tax withholdingCommon Stock 524 $67.48 $35,360.67
Disclosure

SEC source: 0001179110-22-002493 · edgar.xml · nonDerivative · entry 3

Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,855

Read SEC document
March 31, 2022 Filed Apr 1, 2022 20:11 UTC
Ladd DelanoEVP, Counsel & Secretary
Tax withholdingCommon Stock 405 $67.48 $27,330.29
Disclosure

SEC source: 0001179110-22-002500 · edgar.xml · nonDerivative · entry 3

Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,692

Read SEC document
March 31, 2022 Filed Apr 1, 2022 18:42 UTC
Neeleman StephenDirector · Founder and Vice Chairman
Tax withholdingCommon Stock 584 $67.48 $39,409.60
Disclosure

SEC source: 0001179110-22-002498 · edgar.xml · nonDerivative · entry 3

Neeleman Stephen · CIK 0001614838 · Director · Founder and Vice Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,825

Read SEC document
March 31, 2022 Filed Apr 1, 2022 18:39 UTC
Bloomberg EdwardChief Operating Officer
Tax withholdingCommon Stock 1,028 $67.48 $69,371.70
Disclosure

SEC source: 0001179110-22-002496 · edgar.xml · nonDerivative · entry 3

Bloomberg Edward · CIK 0001747302 · Chief Operating Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,595

Read SEC document
March 30, 2022 Filed Apr 1, 2022 14:32 UTC GrantCommon Stock 20,446 $0.00 $0.00
Disclosure

SEC source: 0001179110-22-002489 · edgar.xml · nonDerivative · entry 1

Murdock Tyson D. · CIK 0001853547 · EVP & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 50,982

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, 2023. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2023.

Read SEC document
March 30, 2022 Filed Apr 1, 2022 14:36 UTC
Trittschuh Larry LEVP Chief Security Officer
GrantCommon Stock 13,011 $0.00 $0.00
Disclosure

SEC source: 0001179110-22-002493 · edgar.xml · nonDerivative · entry 2

Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,379

F2 · 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, 2023. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2023.

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March 30, 2022 Filed Apr 1, 2022 14:36 UTC
Trittschuh Larry LEVP Chief Security Officer
GrantCommon Stock 1,987 $0.00 $0.00
Disclosure

SEC source: 0001179110-22-002493 · edgar.xml · nonDerivative · entry 1

Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,368

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 1,987 shares on March 30, 2022.

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March 30, 2022 Filed Apr 1, 2022 20:24 UTC
Kessler JonDirector · President and CEO
GrantCommon Stock 31,788 $0.00 $0.00
Disclosure

SEC source: 0001179110-22-002502 · edgar.xml · nonDerivative · entry 3

Kessler Jon · CIK 0001615062 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 201,614

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 31,788 shares on March 30, 2022.

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March 30, 2022 Filed Apr 1, 2022 20:11 UTC
Ladd DelanoEVP, Counsel & Secretary
GrantCommon Stock 8,922 $0.00 $0.00
Disclosure

SEC source: 0001179110-22-002500 · edgar.xml · nonDerivative · entry 2

Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,097

F2 · 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, 2023. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2023.

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March 30, 2022 Filed Apr 1, 2022 20:11 UTC
Ladd DelanoEVP, Counsel & Secretary
GrantCommon Stock 7,152 $0.00 $0.00
Disclosure

SEC source: 0001179110-22-002500 · edgar.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,175

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 7,152 shares on March 30, 2022.

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March 30, 2022 Filed Apr 1, 2022 18:42 UTC
Neeleman StephenDirector · Founder and Vice Chairman
GrantCommon Stock 11,152 $0.00 $0.00
Disclosure

SEC source: 0001179110-22-002498 · edgar.xml · nonDerivative · entry 2

Neeleman Stephen · CIK 0001614838 · Director · Founder and Vice Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,409

F2 · 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, 2023. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2023.

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March 30, 2022 Filed Apr 1, 2022 18:42 UTC
Neeleman StephenDirector · Founder and Vice Chairman
GrantCommon Stock 9,535 $0.00 $0.00
Disclosure

SEC source: 0001179110-22-002498 · edgar.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · Founder and Vice Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,257

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 9,535 shares on March 30, 2022.

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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.