Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEALTHEQUITY, INC.
Report date September 21, 2023 · Filed September 25, 2023
Section 16 reporting ended · disclosed 2023-09-25. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,210 |
Ending reported balance
After 2023-09-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-09-21 · Exercise / conversion · Acquired 6,419 · Balance 52,629 Row 2 · 2023-09-21 · Sale · Disposed 6,419 · Balance 46,210 |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $59.63 · Expires 2028-12-17 | Direct | 0 |
Reported balance
After 2023-09-21 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-09-21 · Exercise / conversion · Disposed 6,419 · Balance 0 F1: The option is immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The option is immediately exercisable.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 21, 2023 Filed Sep 25, 2023 16:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,419 | $0.00 Strike: $59.63 | $0.00 |
DisclosureSEC source: 0001415889-23-013565 · form4-09252023_080916.xml · derivative · entry 3 Trittschuh Larry L · CIK 0001761050 · FORMER EVP CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 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 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 16:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,419 | $72.43 | $464,896.08 |
DisclosureSEC source: 0001415889-23-013565 · form4-09252023_080916.xml · nonDerivative · entry 2 Trittschuh Larry L · CIK 0001761050 · FORMER EVP CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,210 Read SEC document |
| September 21, 2023 Filed Sep 25, 2023 16:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 6,419 | $59.63 | $382,764.97 |
DisclosureSEC source: 0001415889-23-013565 · form4-09252023_080916.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · FORMER EVP CSO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,629 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. Read SEC document |
| July 05, 2023 Filed Jul 7, 2023 17:42 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 379 | $62.18 | $23,565.54 |
DisclosureSEC source: 0001415889-23-010958 · form4-07072023_090758.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,210 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.1781 to $62.1782, 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 04, 2023 Filed Apr 5, 2023 16:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,512 | $55.99 | $84,650.98 |
DisclosureSEC source: 0001415889-23-006294 · form4-04052023_080449.xml · nonDerivative · entry 2 Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,589 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.9861 to $55.9864, 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 (1) and (2) of this Form 4. Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 16:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 3,438 | $57.70 | $198,369.51 |
DisclosureSEC source: 0001415889-23-006294 · form4-04052023_080449.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,101 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.6990 to $57.6993, 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 (1) and (2) of this Form 4. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 16:09 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 9,442 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005659 · form4-03312023_080317.xml · nonDerivative · entry 2 Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,539 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 9,442 shares on March 29, 2023. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 16:09 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 15,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005659 · form4-03312023_080317.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP CHIEF SECURITY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,097 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, 2024. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2024. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 11:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 100 | $57.27 | $5,727.07 |
DisclosureSEC 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 |
| December 19, 2022 Filed Dec 21, 2022 11:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 770 | $60.71 | $46,746.70 |
DisclosureSEC 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 |
| October 13, 2022 Filed Oct 17, 2022 13:46 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,419 | $0.00 Strike: $59.63 | $0.00 |
DisclosureSEC 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 | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,107 | $70.00 | $357,490.00 |
DisclosureSEC 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 | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,419 | $70.00 | $449,330.00 |
DisclosureSEC 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 | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 6,419 | $59.63 | $382,764.97 |
DisclosureSEC 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 |
| April 01, 2022 Filed Apr 5, 2022 14:41 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,032 | $67.63 | $69,794.57 |
DisclosureSEC 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 |
| March 31, 2022 Filed Apr 1, 2022 14:36 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 524 | $67.48 | $35,360.67 |
DisclosureSEC 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 30, 2022 Filed Apr 1, 2022 14:36 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 13,011 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 14:36 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,987 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 13:25 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 99 | $66.33 | $6,566.90 |
DisclosureSEC source: 0001179110-22-002472 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,381 Read SEC document |
| December 17, 2021 Filed Dec 21, 2021 14:32 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 773 | $40.26 | $31,120.98 |
DisclosureSEC source: 0001179110-21-011160 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,480 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 16:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 191 | $67.50 | $12,892.92 |
DisclosureSEC source: 0001179110-21-003939 · edgar.xml · nonDerivative · entry 3 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,253 F2 · balance_after: The shares reported on this Form 4 are subject to a lock-up agreement between the reporting person and BofA Securities, Inc. dated February 16, 2021 (the "Lock-up Date") pursuant to which the remaining shares reported in Table I of this Form 4 cannot be sold for 45 days following the Lock-up Date. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 16:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 266 | $67.50 | $17,955.59 |
DisclosureSEC source: 0001179110-21-003939 · edgar.xml · nonDerivative · entry 2 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,444 Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 16:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 6,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003939 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,710 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units will vest as to 1,742 shares on March 30, 2022. The remaining restricted stock units vest in three equal installments of 1,741 shares annually on March 30 of 2023, 2024, and 2025. Read SEC document |
| March 29, 2021 Filed Mar 30, 2021 16:55 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 101 | $68.31 | $6,899.30 |
DisclosureSEC source: 0001179110-21-003872 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,745 F1 · balance_after: The shares reported on this Form 4 are subject to a lock-up agreement between the reporting person and BofA Securities, Inc. dated February 16, 2021 (the "Lock-up Date") pursuant to which the remaining shares reported in Table I of this Form 4 cannot be sold for 45 days following the Lock-up Date. Read SEC document |
| January 06, 2021 Filed Jan 7, 2021 12:12 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,863 | $73.00 | $135,999.00 |
DisclosureSEC source: 0001179110-21-000384 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,846 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2020. Read SEC document |
| December 22, 2020 Filed Dec 28, 2020 12:19 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,420 | $0.00 Strike: $59.63 | $0.00 |
DisclosureSEC source: 0001179110-20-012233 · edgar.xml · derivative · entry 3 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,838 Underlying: Common Stock · 6,420 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 option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2020. F2 · derivative.exercise_date: The option will become exercisable in two equal installments of 6,419 shares on December 17, 2021 and 2022. Read SEC document |
| December 22, 2020 Filed Dec 28, 2020 12:19 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,420 | $70.00 | $449,400.00 |
DisclosureSEC source: 0001179110-20-012233 · edgar.xml · nonDerivative · entry 2 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,709 F1 · kind: The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2020. Read SEC document |
| December 22, 2020 Filed Dec 28, 2020 12:19 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 6,420 | $59.63 | $382,824.60 |
DisclosureSEC source: 0001179110-20-012233 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,129 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 option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2020. Read SEC document |
| December 18, 2020 Filed Dec 21, 2020 16:33 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 776 | $65.71 | $50,990.96 |
DisclosureSEC source: 0001179110-20-012126 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,709 Read SEC document |
| April 05, 2020 Filed Apr 7, 2020 13:13 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,651 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004720 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,485 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 as to 913 shares on each of March 31, 2021, 2022, and 2023. The remaining 912 restricted stock units vest on March 31, 2024. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 17:15 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004528 · edgar.xml · nonDerivative · entry 2 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,834 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 577 shares on each of March 31, 2021, and 2022. The remaining restricted stock units vest as to 576 shares on each of March 31, 2023, and 2024 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 17:15 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 755 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004528 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,528 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 as to 755 shares on the date of the meeting of the Company's compensation committee to be held in the first quarter of the fiscal year ended January 31, 2023. Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 12:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 82 | $55.33 | $4,537.13 |
DisclosureSEC source: 0001179110-20-004189 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,773 F1 · balance_after: The number of shares reported in column 5 corrects an error reported in reporting person's last Section 16 filing. Read SEC document |
| January 27, 2020 Filed Jan 28, 2020 16:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (Right to Buy) · Derivative | 6,420 | $0.00 Strike: $59.63 | $0.00 |
DisclosureSEC source: 0001179110-20-000816 · edgar.xml · derivative · entry 3 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,258 Underlying: Common Stock · 6,420 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 option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2019. F2 · derivative.exercise_date: The option will become exercisable as to 6,420 shares on December 17, 2020. The remaining shares become exercisable in two equal installments of 6,419 on December 17, 2021 and 2022. Read SEC document |
| January 27, 2020 Filed Jan 28, 2020 16:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,420 | $68.65 | $440,733.00 |
DisclosureSEC source: 0001179110-20-000816 · edgar.xml · nonDerivative · entry 2 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,723 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2019. Read SEC document |
| January 27, 2020 Filed Jan 28, 2020 16:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 6,420 | $59.63 | $382,824.60 |
DisclosureSEC source: 0001179110-20-000816 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,143 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 option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2019. Read SEC document |
| December 18, 2019 Filed Dec 19, 2019 14:49 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 758 | $74.72 | $56,637.76 |
DisclosureSEC source: 0001179110-19-013031 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,723 Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 17:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004369 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,613 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 as to 283 shares on each of March 27, 2020, 2021, 2022 and 2023. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 19:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (Right to Buy) · Derivative | 25,678 | $0.00 Strike: $59.63 | $0.00 |
DisclosureSEC source: 0001179110-18-014161 · edgar.xml · derivative · entry 2 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,678 Underlying: Common Stock · 25,678 shares Expires 2028-12-17 F2 · derivative.exercise_date: The option becomes exercisable as to 6,420 shares in equal annual installments on December 17, 2019 and 2020. The remaining shares become exercisable in equal annual installments of 6,419 on December 17, 2021 and 2022. Read SEC document |
| December 17, 2018 Filed Dec 19, 2018 19:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 10,481 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-014161 · edgar.xml · nonDerivative · entry 1 Trittschuh Larry L · CIK 0001761050 · EVP Chief Security Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,481 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 as to 2,621 shares on December 17, 2019. The remaining shares vest in equal amounts of 2,620 annually on each of December 17, 2020, 2021 and 2022. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.