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 20, 2021 · Filed September 21, 2021
Section 16 reporting ended · disclosed 2021-09-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 91,052 |
Ending reported balance
After 2021-09-20 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2021-09-20 · Exercise / conversion · Acquired 10,000 · Balance 97,052 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. Row 2 · 2021-09-20 · Sale · Disposed 5,665 · Balance 91,387 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.53 to $62.51, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4. Row 3 · 2021-09-20 · Sale · Disposed 335 · Balance 91,052 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2024-07-30 | Direct | 20,000 |
Reported balance
After 2021-09-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-09-20 · Exercise / conversion · Disposed 10,000 · Balance 20,000 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F3: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.39 · Expires 2025-03-26 | Direct | 25,000 |
Reported balance
Holding disclosure · report date 2021-09-20 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 25,000 F3: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.28 · Expires 2027-03-27 | Direct | 19,897 |
Reported balance
Holding disclosure · report date 2021-09-20 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 19,897 F3: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.72 · Expires 2028-03-27 | Direct | 14,228 |
Reported balance
Holding disclosure · report date 2021-09-20 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 14,228 F4: The option is exercisable as to 10,671 shares. The remaining 3,557 options vest on March 27, 2022. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.61 · Expires 2029-03-26 | Direct | 15,337 |
Reported balance
Holding disclosure · report date 2021-09-20 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 15,337 F5: The option is exercisable as to 7,669 shares. The remaining options vest as to 3,834 shares on each of March 27, 2022 and 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 December 11, 2020.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.53 to $62.51, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4.
F3: The option is immediately exercisable.
F4: The option is exercisable as to 10,671 shares. The remaining 3,557 options vest on March 27, 2022.
F5: The option is exercisable as to 7,669 shares. The remaining options vest as to 3,834 shares on each of March 27, 2022 and 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 |
|---|---|---|---|---|---|---|
| September 20, 2021 Filed Sep 21, 2021 14:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-21-008871 · edgar.xml · derivative · entry 4 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 10,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| September 20, 2021 Filed Sep 21, 2021 14:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 335 | $62.97 | $21,094.95 |
DisclosureSEC source: 0001179110-21-008871 · edgar.xml · nonDerivative · entry 3 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,052 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 December 11, 2020. Read SEC document |
| September 20, 2021 Filed Sep 21, 2021 14:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,665 | $62.00 | $351,248.69 |
DisclosureSEC source: 0001179110-21-008871 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,387 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 December 11, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $61.53 to $62.51, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4. Read SEC document |
| September 20, 2021 Filed Sep 21, 2021 14:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0001179110-21-008871 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,052 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 December 11, 2020. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 13:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-21-008366 · edgar.xml · derivative · entry 4 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 10,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 13:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 369 | $63.33 | $23,368.47 |
DisclosureSEC source: 0001179110-21-008366 · edgar.xml · nonDerivative · entry 3 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,052 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 December 11, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.32 to $63.34, inclusive. Read SEC document |
| August 20, 2021 Filed Aug 24, 2021 13:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,631 | $62.69 | $353,011.89 |
DisclosureSEC source: 0001179110-21-008366 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,421 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 December 11, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.21 to $63.15, 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 |
| August 20, 2021 Filed Aug 24, 2021 13:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0001179110-21-008366 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,052 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 December 11, 2020. Read SEC document |
| July 20, 2021 Filed Jul 22, 2021 07:50 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-21-007601 · edgar.xml · derivative · entry 4 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 Underlying: Common Stock · 10,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 20, 2021 Filed Jul 22, 2021 07:50 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,685 | $74.34 | $125,269.13 |
DisclosureSEC source: 0001179110-21-007601 · edgar.xml · nonDerivative · entry 3 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,052 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 December 11, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $74.11 to $74.62, inclusive. Read SEC document |
| July 20, 2021 Filed Jul 22, 2021 07:50 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,315 | $73.41 | $316,781.41 |
DisclosureSEC source: 0001179110-21-007601 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,737 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 December 11, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.11 to $74.10, 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 |
| July 20, 2021 Filed Jul 22, 2021 07:50 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0001179110-21-007601 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,052 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 December 11, 2020. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 18:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-21-006951 · edgar.xml · derivative · entry 4 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common Stock · 10,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 18:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,204 | $77.68 | $248,871.98 |
DisclosureSEC source: 0001179110-21-006951 · edgar.xml · nonDerivative · entry 3 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,052 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 December 11, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.19 to $78.01, inclusive. Read SEC document |
| June 21, 2021 Filed Jun 22, 2021 18:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,796 | $76.62 | $214,222.25 |
DisclosureSEC source: 0001179110-21-006951 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,256 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 December 11, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.19 to $77.15, 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 |
| June 21, 2021 Filed Jun 22, 2021 18:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0001179110-21-006951 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,052 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. Read SEC document |
| May 20, 2021 Filed May 21, 2021 18:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-21-005736 · edgar.xml · derivative · entry 3 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 10,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| May 20, 2021 Filed May 21, 2021 18:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,000 | $77.25 | $463,527.00 |
DisclosureSEC source: 0001179110-21-005736 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,052 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 December 11, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.97 to $77.48, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4. Read SEC document |
| May 20, 2021 Filed May 21, 2021 18:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0001179110-21-005736 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,052 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. Read SEC document |
| April 20, 2021 Filed Apr 21, 2021 18:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-21-004547 · edgar.xml · derivative · entry 3 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,000 Underlying: Common Stock · 10,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| April 20, 2021 Filed Apr 21, 2021 18:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,000 | $70.31 | $421,843.80 |
DisclosureSEC source: 0001179110-21-004547 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,052 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 December 11, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $69.90 to $70.62, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4. Read SEC document |
| April 20, 2021 Filed Apr 21, 2021 18:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0001179110-21-004547 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,052 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 11:13 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 3,508 | $67.29 | $236,062.09 |
DisclosureSEC source: 0001179110-21-004282 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,052 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 |
| April 05, 2021 Filed Apr 7, 2021 11:13 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,864 | $67.29 | $192,725.72 |
DisclosureSEC source: 0001179110-21-004282 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Special Advisor 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,560 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 16:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 925 | $67.50 | $62,439.54 |
DisclosureSEC source: 0001179110-21-003940 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,424 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 16:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 6,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003940 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,349 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 6,465 shares on March 30, 2021. Read SEC document |
| March 22, 2021 Filed Mar 23, 2021 17:49 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003736 · edgar.xml · derivative · entry 4 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,000 Underlying: Common Stock · 10,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. 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. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| March 22, 2021 Filed Mar 23, 2021 17:49 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,320 | $71.94 | $166,907.99 |
DisclosureSEC source: 0001179110-21-003736 · edgar.xml · nonDerivative · entry 3 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,884 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 December 11, 2020. 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. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.86 to $72.09, inclusive. Read SEC document |
| March 22, 2021 Filed Mar 23, 2021 17:49 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,680 | $71.42 | $262,834.06 |
DisclosureSEC source: 0001179110-21-003736 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,204 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 December 11, 2020. 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.84 to $71.84, 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) to this Form 4. Read SEC document |
| March 22, 2021 Filed Mar 23, 2021 17:49 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0001179110-21-003736 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,884 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. 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 |
| February 22, 2021 Filed Feb 24, 2021 11:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-21-002190 · edgar.xml · derivative · entry 4 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,000 Underlying: Common Stock · 10,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. 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. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 11:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,600 | $78.88 | $205,078.12 |
DisclosureSEC source: 0001179110-21-002190 · edgar.xml · nonDerivative · entry 3 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,884 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 December 11, 2020. 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. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.60 to $79.10, inclusive. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 11:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,400 | $78.00 | $265,204.76 |
DisclosureSEC source: 0001179110-21-002190 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,484 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 December 11, 2020. 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.57 to $78.52, 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) to this Form 4. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 11:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $14.00 | $140,000.00 |
DisclosureSEC source: 0001179110-21-002190 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,884 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. 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 |
| April 06, 2020 Filed Apr 8, 2020 16:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 8,969 | $43.97 | $394,323.88 |
DisclosureSEC source: 0001179110-20-004801 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,884 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 17:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 8,236 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004530 · edgar.xml · nonDerivative · entry 4 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,853 F4 · 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 four equal installments of 2,059 shares on each of March 31, 2021, 2022, 2023, and 2024. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 17:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 19,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004530 · edgar.xml · nonDerivative · entry 3 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,617 F3 · 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 19,073 shares on March 31, 2020. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 17:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,623 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004530 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,544 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 3,623 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 31, 2020 Filed Apr 2, 2020 17:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 7,921 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004530 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,921 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 7,921 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, 2022. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 16:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,801 | $73.41 | $132,206.73 |
DisclosureSEC source: 0001179110-20-000720 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 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 8, 2018. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.15 to $73.72, inclusive. Read SEC document |
| January 21, 2020 Filed Jan 23, 2020 16:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,199 | $72.54 | $159,524.48 |
DisclosureSEC source: 0001179110-20-000720 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,801 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 8, 2018. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.12 to $73.06, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4. Read SEC document |
| December 20, 2019 Filed Dec 23, 2019 12:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,000 | $76.53 | $306,120.00 |
DisclosureSEC source: 0001179110-19-013112 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 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 8, 2018. Read SEC document |
| November 20, 2019 Filed Nov 22, 2019 13:54 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,000 | $60.39 | $241,571.60 |
DisclosureSEC source: 0001179110-19-011998 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,000 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 8, 2018. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.00 to $60.98, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4. Read SEC document |
| October 21, 2019 Filed Oct 23, 2019 12:15 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,000 | $56.90 | $227,586.80 |
DisclosureSEC source: 0001179110-19-011180 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 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 8, 2018. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $56.86 to $56.92, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4. Read SEC document |
| September 20, 2019 Filed Sep 24, 2019 13:02 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,000 | $61.61 | $246,440.00 |
DisclosureSEC source: 0001179110-19-010560 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,000 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 8, 2018. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 18:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 100 | $61.36 | $6,136.00 |
DisclosureSEC source: 0001179110-19-009802 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 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 8, 2018. Read SEC document |
| August 20, 2019 Filed Aug 22, 2019 18:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,900 | $60.81 | $237,163.68 |
DisclosureSEC source: 0001179110-19-009802 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,100 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 8, 2018. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $60.28 to $61.16, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2) of this Form 4. Read SEC document |
| July 22, 2019 Filed Jul 24, 2019 16:15 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,000 | $79.56 | $318,240.00 |
DisclosureSEC source: 0001179110-19-008785 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 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 8, 2018. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 16:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,000 | $71.69 | $286,760.00 |
DisclosureSEC source: 0001179110-19-008056 · edgar.xml · nonDerivative · entry 1 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,000 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 8, 2018. Read SEC document |
| May 20, 2019 Filed May 22, 2019 16:15 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,100 | $68.56 | $143,984.40 |
DisclosureSEC source: 0001179110-19-006483 · edgar.xml · nonDerivative · entry 2 MOTT DARCY G · CIK 0001179972 · Executive VP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,000 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 8, 2018. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.34 to $68.87, inclusive. 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.