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 November 18, 2020 · Filed November 20, 2020
Section 16 reporting ended · disclosed 2020-11-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,138 |
Ending reported balance
After 2020-11-18 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2020-11-18 · Exercise / conversion · Acquired 15,000 · Balance 31,286 Row 2 · 2020-11-18 · Exercise / conversion · Acquired 15,000 · Balance 46,286 Row 3 · 2020-11-18 · Sale · Disposed 300 · Balance 45,986 Row 4 · 2020-11-18 · Sale · Disposed 7,246 · Balance 38,740 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.53 per share. 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 transaction as set forth in footnote (1) to this Form 4. Row 5 · 2020-11-18 · Sale · Disposed 2,602 · Balance 36,138 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.39 · Expires 2025-03-26 | Direct | 0 |
Reported balance
After 2020-11-18 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-11-18 · Exercise / conversion · Disposed 15,000 · Balance 0 F2: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.27 · Expires 2026-02-01 | Direct | 0 |
Reported balance
After 2020-11-18 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2020-11-18 · Exercise / conversion · Disposed 15,000 · Balance 0 F2: The option is immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.53 per share. 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 transaction as set forth in footnote (1) to this Form 4.
F2: The option is immediately exercisable.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 18, 2020 Filed Nov 20, 2020 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001179110-20-011273 · edgar.xml · derivative · entry 7 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 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. F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $25.39 | $0.00 |
DisclosureSEC source: 0001179110-20-011273 · edgar.xml · derivative · entry 6 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2025-03-26 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. F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,602 | $69.50 | $180,839.00 |
DisclosureSEC source: 0001179110-20-011273 · edgar.xml · nonDerivative · entry 5 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,138 Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 7,246 | $70.13 | $508,180.82 |
DisclosureSEC source: 0001179110-20-011273 · edgar.xml · nonDerivative · entry 4 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,740 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.00 to $70.53 per share. 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 transaction as set forth in footnote (1) to this Form 4. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 300 | $70.54 | $21,162.00 |
DisclosureSEC source: 0001179110-20-011273 · edgar.xml · nonDerivative · entry 3 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,986 Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $21.27 | $319,050.00 |
DisclosureSEC source: 0001179110-20-011273 · edgar.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,286 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $25.39 | $380,850.00 |
DisclosureSEC source: 0001179110-20-011273 · edgar.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,286 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001033 · edgar.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,292 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 283 shares on February 1, 2020. The remaining restricted stock units vest as to 284 shares on each of May 1, 2020, August 1, 2020, and November 1, 2020. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001033 · edgar.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,157 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 |
| February 01, 2019 Filed Feb 5, 2019 23:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 943 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001387 · edgar.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,281 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 235 shares on February 1, 2019. The remaining restricted stock units vest as to 236 shares on each of May 1, 2019, 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 23:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001387 · edgar.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,338 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 |
| July 13, 2018 Filed Jul 16, 2018 21:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 6,904 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009706 · edgar.xml · derivative · entry 3 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,904 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. F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 21:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,904 | $80.40 | $555,049.15 |
DisclosureSEC source: 0001179110-18-009706 · edgar.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,745 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.35 to $80.45, 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 this footnote to this Form 4. Read SEC document |
| July 13, 2018 Filed Jul 16, 2018 21:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 6,904 | $14.00 | $96,656.00 |
DisclosureSEC source: 0001179110-18-009706 · edgar.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,649 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 21:41 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 15,596 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009650 · edgar.xml · derivative · entry 3 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,904 Underlying: Common Stock · 15,596 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. F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 21:41 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 15,596 | $80.15 | $1,249,980.41 |
DisclosureSEC source: 0001179110-18-009650 · edgar.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,745 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $80.05 to $80.25, 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 this footnote to this Form 4. Read SEC document |
| July 10, 2018 Filed Jul 12, 2018 21:41 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,596 | $14.00 | $218,344.00 |
DisclosureSEC source: 0001179110-18-009650 · edgar.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,341 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 01:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | OtherCommon Stock | 6,354,661 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001140361-18-006719 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person, President of Berkley Capital, is no longer deemed to hold voting or dispositive power over the securities held of record by Berkley Investors and therefore no longer reports as beneficially owned any securities held of record by Berkley Investors. F1 · price: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person, President of Berkley Capital, is no longer deemed to hold voting or dispositive power over the securities held of record by Berkley Investors and therefore no longer reports as beneficially owned any securities held of record by Berkley Investors. F1 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person, President of Berkley Capital, is no longer deemed to hold voting or dispositive power over the securities held of record by Berkley Investors and therefore no longer reports as beneficially owned any securities held of record by Berkley Investors. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 01:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,091 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001585 · edgar.xml · nonDerivative · entry 3 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,745 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 272 shares on February 1, 2018. The remaining restricted stock units vest in three equal installments of 273 shares on May 1, 2018; August 1, 2018; and November 1, 2018. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 01:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001585 · edgar.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,654 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 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 upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 22:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 49,900 | $52.01 | $2,595,284.03 |
DisclosureSEC source: 0001140361-18-004177 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,354,661 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.00 to $52.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 30, 2017 Filed Dec 5, 2017 00:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 56,771 | $52.33 | $2,970,792.37 |
DisclosureSEC source: 0001140361-17-044929 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,404,561 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.01 to $52.68, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 01:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 700 | $52.05 | $36,431.50 |
DisclosureSEC source: 0001140361-17-044270 · doc1.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,461,332 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.01 to $52.07, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 27, 2017 Filed Nov 30, 2017 01:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 12,300 | $52.14 | $641,341.68 |
DisclosureSEC source: 0001140361-17-044270 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,462,032 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.01 to $52.26, 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 ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 24, 2017 Filed Nov 25, 2017 00:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 7,540 | $51.42 | $387,684.18 |
DisclosureSEC source: 0000899243-17-027400 · doc4.xml · nonDerivative · entry 3 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,474,332 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.20 to $51.50, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 22, 2017 Filed Nov 25, 2017 00:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 11,200 | $51.54 | $577,204.32 |
DisclosureSEC source: 0000899243-17-027400 · doc4.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,481,872 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.35 to $51.83, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 21, 2017 Filed Nov 25, 2017 00:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 58,481 | $51.25 | $2,996,964.11 |
DisclosureSEC source: 0000899243-17-027400 · doc4.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,493,072 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.05 to $51.36, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnotes (1), (3) and (4) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 22,779 | $51.09 | $1,163,674.33 |
DisclosureSEC source: 0001140361-17-043256 · doc1.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,551,553 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.22, 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) to this Form 4. F1 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 700 | $51.05 | $35,738.01 |
DisclosureSEC source: 0001140361-17-043256 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,574,332 F1 · price: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. F1 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 23:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 15,702 | $54.11 | $849,624.23 |
DisclosureSEC source: 0001140361-17-041885 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,575,032 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.00 to $54.45, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 119,243 | $54.14 | $6,455,839.87 |
DisclosureSEC source: 0001140361-17-041170 · doc1.xml · nonDerivative · entry 6 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,590,734 F7 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $54.00 to $54.55, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 136,200 | $53.50 | $7,287,040.50 |
DisclosureSEC source: 0001140361-17-041170 · doc1.xml · nonDerivative · entry 5 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,709,977 F6 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.00 to $53.99, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 69,115 | $52.36 | $3,619,117.13 |
DisclosureSEC source: 0001140361-17-041170 · doc1.xml · nonDerivative · entry 4 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,846,177 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.00 to $52.99, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 48,942 | $51.32 | $2,511,683.86 |
DisclosureSEC source: 0001140361-17-041170 · doc1.xml · nonDerivative · entry 3 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,915,292 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.99, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 00:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 32,404 | $51.09 | $1,655,536.56 |
DisclosureSEC source: 0001140361-17-041170 · doc1.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,964,234 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.17, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| November 02, 2017 Filed Nov 7, 2017 00:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 13,600 | $51.02 | $693,896.48 |
DisclosureSEC source: 0001140361-17-041170 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,996,638 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.09, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| October 24, 2017 Filed Oct 26, 2017 23:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 7,900 | $51.11 | $403,780.85 |
DisclosureSEC source: 0001140361-17-039718 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,010,238 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.05 to $51.43, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| October 12, 2017 Filed Oct 16, 2017 20:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 11,395 | $51.91 | $591,497.36 |
DisclosureSEC source: 0001140361-17-038780 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,018,138 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.90 to $51.93, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| October 09, 2017 Filed Oct 11, 2017 00:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,100 | $51.95 | $57,146.54 |
DisclosureSEC source: 0001140361-17-038103 · doc1.xml · nonDerivative · entry 3 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,029,533 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.91 to $52.13, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| October 06, 2017 Filed Oct 11, 2017 00:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 29,032 | $51.97 | $1,508,734.98 |
DisclosureSEC source: 0001140361-17-038103 · doc1.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,030,633 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.95 to $51.98, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| October 05, 2017 Filed Oct 11, 2017 00:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 286,512 | $51.96 | $14,887,851.15 |
DisclosureSEC source: 0001140361-17-038103 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,059,665 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.96 to $52.00, 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 ranges set forth in footnotes (1), (3) and (4) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. Berkley Capital is an indirect, wholly owned subsidiary of W. R. Berkley Corporation, a Delaware corporation ("W. R. Berkley"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. The reporting person is President of Berkley Capital. The reporting person disclaims beneficial ownership of the securities held of record by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| July 14, 2017 Filed Jul 15, 2017 01:46 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 72,791 | $51.41 | $3,742,112.52 |
DisclosureSEC source: 0001140361-17-027915 · doc1.xml · nonDerivative · entry 3 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,346,177 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.40 to $51.50, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| July 13, 2017 Filed Jul 15, 2017 01:46 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 131,800 | $51.42 | $6,777,156.00 |
DisclosureSEC source: 0001140361-17-027915 · doc1.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,418,968 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.24 to $51.52, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| July 12, 2017 Filed Jul 15, 2017 01:46 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 332,511 | $51.13 | $16,999,624.88 |
DisclosureSEC source: 0001140361-17-027915 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,550,768 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.42, 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 ranges set forth in footnotes (1), (3) and (4) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| July 07, 2017 Filed Jul 8, 2017 00:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 186,749 | $50.26 | $9,386,564.99 |
DisclosureSEC source: 0001104659-17-044148 · a4.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 7,883,279 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.10 to $50.32, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| July 05, 2017 Filed Jul 8, 2017 00:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 23,649 | $50.27 | $1,188,906.18 |
DisclosureSEC source: 0001104659-17-044148 · a4.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,070,028 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.21 to $50.51, 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 ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| June 26, 2017 Filed Jun 27, 2017 23:46 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,100 | $52.29 | $57,517.46 |
DisclosureSEC source: 0001140361-17-026326 · doc1.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,093,677 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.03 to $52.50, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| June 23, 2017 Filed Jun 27, 2017 23:46 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 54,967 | $51.78 | $2,846,108.81 |
DisclosureSEC source: 0001140361-17-026326 · doc1.xml · nonDerivative · entry 1 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,094,777 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.75 to $52.00, 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 ranges set forth in footnotes (1) and (3) to this Form 4. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| June 21, 2017 Filed Jun 21, 2017 22:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 129,263 | $51.95 | $6,714,682.87 |
DisclosureSEC source: 0001140361-17-025727 · doc1.xml · nonDerivative · entry 3 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,149,744 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.80 to $52.18, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 22:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 21,000 | $51.86 | $1,089,154.50 |
DisclosureSEC source: 0001140361-17-025727 · doc1.xml · nonDerivative · entry 2 Medici Frank · CIK 0001614857 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,279,007 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.74 to $51.97, inclusive. F2 · ownership.nature: These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes. 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.