Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| EQUIFAX INCEFX · Entity 3235 | Director | May 05, 2022 | May 09, 2022 |
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director | June 25, 2026 | June 29, 2026 |
| Mastercard IncMA · Entity 1763 | Director · Chief Executive Officer | March 03, 2010 | March 05, 2010 |
| Western Union COWU · Entity 4445 | Director | February 21, 2019 | February 25, 2019 |
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.
EQUIFAX INC
Report date May 05, 2022 · Filed May 09, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,295 |
Reported balance
After 2022-05-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-05-05 · Grant · Acquired 865 · Balance 7,295 F1: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/5/2023. F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/5/2023.
F2: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date.
HEALTHEQUITY, INC.
Report date June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 89,849 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 2,877 · Balance 89,849 F1: 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; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: 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; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.
Mastercard Inc
Report date March 03, 2010 · Filed March 05, 2010
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 40,100 |
Ending reported balance
After 2010-03-03 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2010-03-03 · Sale · Disposed 5,699 · Balance 59,700 F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009. F2: Represents the weighted average sales price for price increments ranging from $231.15 to $231.98. Row 2 · 2010-03-03 · Sale · Disposed 4,628 · Balance 55,072 F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009. F3: Represents the weighted average sales price for price increments ranging from $232.00 to $232.97. Row 3 · 2010-03-03 · Sale · Disposed 12,298 · Balance 42,774 F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009. F4: Represents the weighted average sales price for price increments ranging from $233.11 to $233.99. Row 4 · 2010-03-03 · Sale · Disposed 2,674 · Balance 40,100 F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009. F5: Represents the weighted average sales price for price increments ranging from $234.00 to $234.46. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a pre-planned trading plan entered into in accordance with Rule 10b5-1 of the Securities Exchange Act of 1934 and previously referenced in a MasterCard Incorporated Form 8-K filed on November 12, 2009. The pre-planned trading plan was adopted by the reporting person on November 6, 2009.
F2: Represents the weighted average sales price for price increments ranging from $231.15 to $231.98.
F3: Represents the weighted average sales price for price increments ranging from $232.00 to $232.97.
F4: Represents the weighted average sales price for price increments ranging from $233.11 to $233.99.
F5: Represents the weighted average sales price for price increments ranging from $234.00 to $234.46.
Western Union CO
Report date February 21, 2019 · Filed February 25, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,529 |
Reported balance
After 2019-02-21 transaction · row 1
1 source rowRow 1 · 2019-02-21 · Grant · Acquired 7,942 · Balance 51,529 |
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 |
|---|---|---|---|---|---|---|
| June 25, 2026 Filed Jun 29, 2026 20:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001160228-26-000002 · form4-06292026_080633.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,849 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; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 22:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018545 · form4-06302025_100608.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,972 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. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 16:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $28.68 | $0.00 |
DisclosureSEC source: 0001415889-25-010565 · form4-04112025_040449.xml · derivative · entry 5 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 12,500 shares Expires 2025-09-29 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 July 09, 2024. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 16:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 400 | $78.81 | $31,524.00 |
DisclosureSEC source: 0001415889-25-010565 · form4-04112025_040449.xml · nonDerivative · entry 4 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 84,969 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 2024. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 16:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,283 | $78.06 | $256,270.32 |
DisclosureSEC source: 0001415889-25-010565 · form4-04112025_040449.xml · nonDerivative · entry 3 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 85,369 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 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 $77.59 to $78.53, inclusive. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 16:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,067 | $76.79 | $158,718.32 |
DisclosureSEC source: 0001415889-25-010565 · form4-04112025_040449.xml · nonDerivative · entry 2 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 88,652 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 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 $76.42 to $77.21, 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) and (3) of this Form 4. Read SEC document |
| April 09, 2025 Filed Apr 11, 2025 16:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 12,500 | $28.68 | $358,500.00 |
DisclosureSEC source: 0001415889-25-010565 · form4-04112025_040449.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,719 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 July 09, 2024. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 17:33 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $28.68 | $0.00 |
DisclosureSEC source: 0001415889-25-003701 · form4-02122025_050249.xml · derivative · entry 4 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2025-09-29 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 July 09, 2024. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 17:33 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,998 | $111.87 | $223,520.26 |
DisclosureSEC source: 0001415889-25-003701 · form4-02122025_050249.xml · nonDerivative · entry 3 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 78,219 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 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 $111.62 to $112.50, inclusive. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 17:33 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,752 | $110.98 | $416,406.72 |
DisclosureSEC source: 0001415889-25-003701 · form4-02122025_050249.xml · nonDerivative · entry 2 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,217 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 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 $110.62 to $111.60, 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) and (3) of this Form 4. Read SEC document |
| February 10, 2025 Filed Feb 12, 2025 17:33 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 12,500 | $28.68 | $358,500.00 |
DisclosureSEC source: 0001415889-25-003701 · form4-02122025_050249.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 83,969 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 July 09, 2024. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 22:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001415889-24-028993 · form4-12112024_101253.xml · derivative · entry 6 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2026-02-01 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 July 09, 2024. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 22:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $28.68 | $0.00 |
DisclosureSEC source: 0001415889-24-028993 · form4-12112024_101253.xml · derivative · entry 5 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 12,500 shares Expires 2025-09-29 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 July 09, 2024. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 22:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,500 | $101.57 | $253,916.50 |
DisclosureSEC source: 0001415889-24-028993 · form4-12112024_101253.xml · nonDerivative · entry 4 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 71,469 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 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 $101.145 to $101.950, inclusive. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 22:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 7,500 | $21.27 | $159,525.00 |
DisclosureSEC source: 0001415889-24-028993 · form4-12112024_101253.xml · nonDerivative · entry 3 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,969 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 July 09, 2024. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 22:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,750 | $101.56 | $583,942.98 |
DisclosureSEC source: 0001415889-24-028993 · form4-12112024_101253.xml · nonDerivative · entry 2 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 66,469 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 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 $101.01 to $101.95, 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) and (3) of this Form 4. Read SEC document |
| December 09, 2024 Filed Dec 11, 2024 22:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 12,500 | $28.68 | $358,500.00 |
DisclosureSEC source: 0001415889-24-028993 · form4-12112024_101253.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 72,219 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 July 09, 2024. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 21:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001415889-24-025043 · form4-10112024_091016.xml · derivative · entry 9 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2026-02-01 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 July 09, 2024. F7 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 21:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $28.68 | $0.00 |
DisclosureSEC source: 0001415889-24-025043 · form4-10112024_091016.xml · derivative · entry 8 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 12,500 shares Expires 2025-09-29 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 July 09, 2024. F7 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 21:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,748 | $83.34 | $145,675.00 |
DisclosureSEC source: 0001415889-24-025043 · form4-10112024_091016.xml · nonDerivative · entry 7 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,719 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 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 $82.960 to $83.710, inclusive. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 21:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 752 | $82.27 | $61,870.35 |
DisclosureSEC source: 0001415889-24-025043 · form4-10112024_091016.xml · nonDerivative · entry 6 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 61,467 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 2024. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.875 to $82.765, inclusive. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 21:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 7,500 | $21.27 | $159,525.00 |
DisclosureSEC source: 0001415889-24-025043 · form4-10112024_091016.xml · nonDerivative · entry 5 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,219 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 July 09, 2024. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 21:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 75 | $83.77 | $6,282.50 |
DisclosureSEC source: 0001415889-24-025043 · form4-10112024_091016.xml · nonDerivative · entry 4 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,719 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 2024. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.760 to $83.770, inclusive. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 21:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,171 | $83.27 | $347,312.08 |
DisclosureSEC source: 0001415889-24-025043 · form4-10112024_091016.xml · nonDerivative · entry 3 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,794 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 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 $82.755 to $83.750, inclusive. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 21:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,504 | $82.07 | $123,437.79 |
DisclosureSEC source: 0001415889-24-025043 · form4-10112024_091016.xml · nonDerivative · entry 2 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 58,965 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 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 $81.620 to $82.510, 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),(3),(4),(5) and (6) of this Form 4. Read SEC document |
| October 09, 2024 Filed Oct 11, 2024 21:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 12,500 | $28.68 | $358,500.00 |
DisclosureSEC source: 0001415889-24-025043 · form4-10112024_091016.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 60,469 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 July 09, 2024. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 17:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,543 | $0.00 | $0.00 |
DisclosureSEC 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 |
| June 22, 2023 Filed Jun 26, 2023 22:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010316 · form4-06262023_100637.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,426 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 June 22, 2024 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 |
| June 23, 2022 Filed Jun 27, 2022 23:46 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,996 | $0.00 | $0.00 |
DisclosureSEC 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 |
| May 05, 2022 Filed May 9, 2022 20:10 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 865 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006700 · doc4.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,295 F1 · security: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/5/2023. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:50 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000755 · edgar.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,538 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 annual stockholder meeting held in the current fiscal year. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Apr 29, 2022 21:42 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002749 · edgar.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,266 F1 · shares: This amendment is being filed to correct an error in the number of shares of Common Stock reported as acquired in the original Form 4. 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 in full on the date of the issuer's annual stockholder meeting held in the current fiscal year. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| May 06, 2021 Filed May 10, 2021 20:09 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 759 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007858 · doc4.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,426 F1 · security: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/6/2022. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 21:46 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001208 · edgar.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,811 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 1,133 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2022. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| May 07, 2020 Filed May 11, 2020 20:13 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,147 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007389 · doc4.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,634 F1 · security: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/7/2021. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001042 · edgar.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,545 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 1,438 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2021. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 20:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | PurchaseCommon Stock | 10,000 | $61.00 | $610,000.00 |
DisclosureSEC source: 0001179110-19-008641 · edgar.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,669 Read SEC document |
| May 02, 2019 Filed May 6, 2019 21:54 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,379 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-012263 · doc4.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,463 F1 · security: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/2/2020. F2 · balance_after: Includes accrued dividend equivalent units for dividends reinvested in corresponding restricted stock units through the Company's last dividend payment date. Read SEC document |
| February 21, 2019 Filed Feb 25, 2019 23:28 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 7,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-003556 · doc4.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,529 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 23:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,278 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001380 · edgar.xml · nonDerivative · entry 2 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,669 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 569 shares on February 1, 2019. The remaining restricted stock units vest as to 569 shares on May 1, 2019, and 570 shares on each of August 1, 2019 and November 1, 2019. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 23:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001380 · edgar.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,391 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 1,296 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2020. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| May 03, 2018 Filed May 7, 2018 20:17 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008825 · doc4.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,044 F1 · security: Annual director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 5/3/2019. Read SEC document |
| April 27, 2018 Filed May 1, 2018 20:26 UTC | EQUIFAX INC EFX · Entity 3235 | GrantCommon Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-008348 · doc4.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,532 F1 · security: Initial new director equity grant pursuant to the Company's long-term incentive plan. The award of restricted stock units vests 100% on 4/27/2021. Read SEC document |
| February 22, 2018 Filed Feb 26, 2018 21:50 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 12,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-004158 · doc4.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,587 Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:56 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,777 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001575 · edgar.xml · nonDerivative · entry 2 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,798 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 694 shares on February 1, 2018. The remaining restricted stock units vest as to 694 shares on May 1, 2018 and August 1, 2018, and as to 695 shares on November 1, 2018. Vested shares will be delivered to the reporting person on March 15, 2020. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 00:56 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001575 · edgar.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,021 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 1,636 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2019. Vested shares will be delivered to the reporting person on March 15, 2020. Read SEC document |
| January 08, 2018 Filed Jan 11, 2018 00:55 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 10,748 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-000826 · edgar.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,748 F1 · balance_after: Includes 10,748 shares underlying restricted stock units previously reported on Table II. 4,175 shares of common stock underlying these restricted stock units previously reported on Table II were delivered on January 8, 2018. The remaining 6,573 shares of common stock underlying these restricted stock units previously reported on Table II will be delivered to the reporting person on January 18, 2019, unless such date does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 22:18 UTC | Western Union CO WU · Entity 4445 | GrantCommon Stock | 13,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-004597 · doc4.xml · nonDerivative · entry 1 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,644 Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 01:58 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Units · Derivative | 3,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004434 · doc1.xml · derivative · entry 3 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,556 Underlying: Common Stock · 3,556 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F3 · derivative.exercise_date: The restricted stock units will vest as to 1,778 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will vest on January 31, 2018. Vested shares will be delivered to the reporting person on January 18, 2019, unless such date does not occur during an "open window period", in which case the shares will be delivered promptly following the first day of the next "open window period." F3 · derivative.expiration_date: The restricted stock units will vest as to 1,778 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will vest on January 31, 2018. Vested shares will be delivered to the reporting person on January 18, 2019, unless such date does not occur during an "open window period", in which case the shares will be delivered promptly following the first day of the next "open window period." Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 01:58 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Units · Derivative | 3,017 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004434 · doc1.xml · derivative · entry 2 SELANDER ROBERT W · CIK 0001160228 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,017 Underlying: Common Stock · 3,017 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vested as to 754 shares on February 1, 2017. The remaining restricted stock units vest in two equal installments of 754 shares on May 1, 2017 and August 1, 2017, and as to 755 shares on November 1, 2017. Vested shares will be delivered to the reporting person on January 18, 2019, unless such date does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." F2 · derivative.expiration_date: The restricted stock units vested as to 754 shares on February 1, 2017. The remaining restricted stock units vest in two equal installments of 754 shares on May 1, 2017 and August 1, 2017, and as to 755 shares on November 1, 2017. Vested shares will be delivered to the reporting person on January 18, 2019, unless such date does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." 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.