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 August 01, 2022 · Filed August 03, 2022
Section 16 reporting ended · disclosed 2022-08-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 59,850 |
Reported balance
After 2022-08-01 transaction · row 1
1 source rowRow 1 · 2022-08-01 · Sale · Disposed 1,000 · Balance 59,850 F1: 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. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $82.39 · Expires 2028-08-13 | Direct | 25,667 |
Reported balance
Holding disclosure · report date 2022-08-01 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance 25,667 F2: The option is exercisable as to 19,251 shares. The remaining 6,416 options become exercisable on August 13, 2022. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.61 · Expires 2029-03-26 | Direct | 22,367 |
Reported balance
Holding disclosure · report date 2022-08-01 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance 22,367 F3: The option is exercisable as to 16,776 shares. The remaining 5,591 options become exercisable on March 26, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: The option is exercisable as to 19,251 shares. The remaining 6,416 options become exercisable on August 13, 2022.
F3: The option is exercisable as to 16,776 shares. The remaining 5,591 options become exercisable on March 26, 2023.
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 |
|---|---|---|---|---|---|---|
| August 01, 2022 Filed Aug 3, 2022 18:15 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,000 | $57.63 | $57,630.00 |
DisclosureSEC 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 09, 2022 Filed Jun 13, 2022 15:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,500 | $63.31 | $94,959.00 |
DisclosureSEC 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 01, 2022 Filed Apr 5, 2022 18:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 5,962 | $67.63 | $403,212.44 |
DisclosureSEC 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 18:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,028 | $67.48 | $69,371.70 |
DisclosureSEC 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 18:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 22,305 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002496 · edgar.xml · nonDerivative · entry 2 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,623 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 18:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 13,906 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002496 · edgar.xml · nonDerivative · entry 1 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,318 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 13,906 shares on March 30, 2022. Read SEC document |
| August 13, 2021 Filed Aug 16, 2021 22:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 783 | $69.12 | $54,120.96 |
DisclosureSEC source: 0001179110-21-008208 · edgar.xml · nonDerivative · entry 1 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,412 Read SEC document |
| July 26, 2021 Filed Jul 27, 2021 12:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,000 | $75.00 | $75,000.00 |
DisclosureSEC source: 0001179110-21-007665 · edgar.xml · nonDerivative · entry 1 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,195 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 11, 2021. Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,007 | $67.50 | $67,974.72 |
DisclosureSEC source: 0001179110-21-003938 · edgar.xml · nonDerivative · entry 2 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,195 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 30, 2021 Filed Apr 1, 2021 20:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 13,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003938 · edgar.xml · nonDerivative · entry 1 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,202 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 3,421 shares on each of March 30, 2022 and 2023. The remaining restricted stock units vest in two equal installments of 3,420 shares on March 30, 2024 and 2025. Read SEC document |
| August 14, 2020 Filed Aug 18, 2020 16:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 776 | $57.71 | $44,782.96 |
DisclosureSEC source: 0001179110-20-009106 · edgar.xml · nonDerivative · entry 1 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,520 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 18:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 13,178 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004475 · edgar.xml · nonDerivative · entry 2 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,296 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 3,295 shares on each of March 31, 2021, and 2022. The restricted stock units vest as to 3,294 shares on each of March 31, 2023, and 2024. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 18:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 5,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004475 · edgar.xml · nonDerivative · entry 1 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,118 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 5,283 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 |
| August 13, 2019 Filed Aug 14, 2019 21:02 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 785 | $67.55 | $53,026.75 |
DisclosureSEC source: 0001179110-19-009518 · edgar.xml · nonDerivative · entry 1 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,835 Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 21:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 22,367 | $0.00 Strike: $73.61 | $0.00 |
DisclosureSEC source: 0001179110-19-004373 · edgar.xml · derivative · entry 3 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,367 Underlying: Common Stock · 22,367 shares Expires 2029-03-26 F2 · derivative.exercise_date: The option becomes exercisable in three equal installments of 5,592 shares on March 26, 2020, 2021, and 2022. The option becomes exercisable as to the remaining 5,591 shares on March 26, 2023. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 18:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (Right to Buy) · Derivative | 25,667 | $0.00 Strike: $82.39 | $0.00 |
DisclosureSEC source: 0001179110-18-010599 · edgar.xml · derivative · entry 2 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,667 Underlying: Common Stock · 25,667 shares Expires 2028-08-13 F2 · derivative.exercise_date: The option becomes exercisable as to 6,417 shares in annual installments on each of August 13, 2019, 2020, and 2021. The remaining 6,416 shares become exercisable on August 13, 2022. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 18:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 10,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010599 · edgar.xml · nonDerivative · entry 1 Bloomberg Edward · CIK 0001747302 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,620 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 2,655 shares annually on each of August 13, 2019, 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.