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 June 29, 2021 · Filed July 01, 2021
Section 16 reporting ended · disclosed 2021-07-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,843 |
Reported balance
After 2021-06-29 transaction · row 1
1 source rowRow 1 · 2021-06-29 · Tax withholding · Disposed 1,201 · Balance 20,843 |
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 29, 2021 Filed Jul 1, 2021 12:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,201 | $82.13 | $98,638.13 |
DisclosureSEC source: 0001179110-21-007204 · edgar.xml · nonDerivative · entry 1 Hostetter Adam J · CIK 0001774103 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,843 Read SEC document |
| March 31, 2021 Filed Apr 1, 2021 20:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 290 | $67.50 | $19,575.64 |
DisclosureSEC source: 0001179110-21-003944 · edgar.xml · nonDerivative · entry 2 Hostetter Adam J · CIK 0001774103 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,044 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 20:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 4,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003944 · edgar.xml · nonDerivative · entry 1 Hostetter Adam J · CIK 0001774103 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,334 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units will vest as to 1,058 shares on March 30, 2022. The remaining restricted stock units vest in three equal installments of 1, 057 shares on March 30 of 2023, 2024, and 2025. Read SEC document |
| June 29, 2020 Filed Jun 30, 2020 18:42 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,271 | $58.28 | $74,073.88 |
DisclosureSEC source: 0001104659-20-078881 · a4.xml · nonDerivative · entry 1 Hostetter Adam J · CIK 0001774103 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,105 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 18:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004482 · edgar.xml · nonDerivative · entry 1 Hostetter Adam J · CIK 0001774103 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,376 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 824 shares on each of March 31, 2021, and 2022. The remaining restricted stock units will vest as to 823 shares on each of March 31, 2023, and 2024. Read SEC document |
| June 26, 2019 Filed Jul 2, 2019 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 16,082 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-008435 · edgar.xml · nonDerivative · entry 1 Hostetter Adam J · CIK 0001774103 · EVP Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,082 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 4,021 shares on June 26, 2020 and 2021. The remaining shares will vest as to 4,020 shares on June 26, 2022, and 2023. 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.