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Medici Frank

Disclosed activity across 1 company

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145169
SEC CIK
0001614857

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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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect36,138 Ending reported balance After 2020-11-18 transaction · row 5
5 source rows · reconciled sequence

Row 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 2025-03-26Direct0 Reported balance After 2020-11-18 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2026-02-01Direct0 Reported balance After 2020-11-18 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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November 15, 2017 Filed Nov 17, 2017 22:38 UTC HEALTHEQUITY, INC. HQY · Entity 3639 SaleCommon Stock 700 $51.05 $35,738.01
Disclosure

SEC 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.

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November 07, 2017 Filed Nov 9, 2017 23:28 UTC HEALTHEQUITY, INC. HQY · Entity 3639 SaleCommon Stock 15,702 $54.11 $849,624.23
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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November 02, 2017 Filed Nov 7, 2017 00:16 UTC HEALTHEQUITY, INC. HQY · Entity 3639 SaleCommon Stock 13,600 $51.02 $693,896.48
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.