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 (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Extra Space Storage Inc.
Report date November 11, 2020 · Filed November 14, 2020
Section 16 reporting ended · disclosed 2020-11-14. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,124 |
Reported balance
After 2020-11-11 transaction · row 1
1 source rowRow 1 · 2020-11-11 · Disposition to issuer · Disposed 713 · Balance 3,124 F1: Restricted stock awards forfeited in connection with resignation from Board of Directors on 11/11/20. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock awards forfeited in connection with resignation from Board of Directors on 11/11/20.
HEALTHEQUITY, INC.
Report date September 02, 2020 · Filed September 03, 2020
Section 16 reporting ended · disclosed 2020-09-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 42,444 |
Ending reported balance
After 2020-09-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-09-02 · Exercise / conversion · Acquired 16,250 · Balance 58,694 F1: The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. Row 2 · 2020-09-02 · Sale · Disposed 16,250 · Balance 42,444 F1: The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.36 · Expires 2026-03-23 | Direct | 0 |
Reported balance
After 2020-09-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-09-02 · Exercise / conversion · Disposed 16,250 · Balance 0 F1: The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F2: The option is immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019.
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 11, 2020 Filed Nov 14, 2020 00:05 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Disposition to issuerCommon Stock | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-011128 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,124 F1 · shares: Restricted stock awards forfeited in connection with resignation from Board of Directors on 11/11/20. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 20:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 16,250 | $0.00 Strike: $24.36 | $0.00 |
DisclosureSEC source: 0001179110-20-009541 · edgar.xml · derivative · entry 3 Dreier Ashley · CIK 0001614957 · Former Exec, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,250 shares Expires 2026-03-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 20:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 16,250 | $60.00 | $975,000.00 |
DisclosureSEC source: 0001179110-20-009541 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Former Exec, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,444 F1 · kind: The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. Read SEC document |
| September 02, 2020 Filed Sep 3, 2020 20:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 16,250 | $24.36 | $395,850.00 |
DisclosureSEC source: 0001179110-20-009541 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Former Exec, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,694 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. Read SEC document |
| May 14, 2020 Filed May 18, 2020 20:21 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,426 | $84.20 | $120,069.20 |
DisclosureSEC source: 0001179110-20-006200 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,837 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 14:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,647 | $43.97 | $116,375.88 |
DisclosureSEC source: 0001179110-20-004782 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,444 Read SEC document |
| April 06, 2020 Filed Apr 8, 2020 14:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 7,701 | $43.97 | $338,576.01 |
DisclosureSEC source: 0001179110-20-004782 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,091 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 13,351 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004529 · edgar.xml · nonDerivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,792 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 4,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004529 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,441 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 4,528 shares on the date of the meeting of the Company's compensation committee to be held in the first quarter of the fiscal year ended January 31, 2023. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 21:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 6,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004529 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,913 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 6,121 shares on the date of the meeting of the Company's compensation committee to be held in the first quarter of the fiscal year ended January 31, 2022. Read SEC document |
| March 27, 2020 Filed Mar 30, 2020 17:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 551 | $52.22 | $28,774.87 |
DisclosureSEC source: 0001179110-20-004196 · edgar.xml · nonDerivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,792 Read SEC document |
| March 27, 2020 Filed Mar 30, 2020 17:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 677 | $52.21 | $35,349.08 |
DisclosureSEC source: 0001179110-20-004196 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,343 Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 17:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 724 | $55.33 | $40,059.50 |
DisclosureSEC source: 0001179110-20-004196 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,020 Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 23:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-20-000809 · edgar.xml · derivative · entry 8 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F7 · derivative.exercise_date: The option is immediately exercisable Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 23:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 16,250 | $0.00 Strike: $24.36 | $0.00 |
DisclosureSEC source: 0001179110-20-000809 · edgar.xml · derivative · entry 7 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,250 Underlying: Common Stock · 16,250 shares Expires 2026-03-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F6 · derivative.exercise_date: The option will become exercisable as to 16,250 shares on March 23, 2020. Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 23:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,779 | $71.60 | $127,370.00 |
DisclosureSEC source: 0001179110-20-000809 · edgar.xml · nonDerivative · entry 6 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,744 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.35 to $71.86 per share. Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 23:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,964 | $70.83 | $351,610.05 |
DisclosureSEC source: 0001179110-20-000809 · edgar.xml · nonDerivative · entry 5 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,523 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.34 to $71.32 per share. Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 23:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,056 | $71.55 | $290,211.26 |
DisclosureSEC source: 0001179110-20-000809 · edgar.xml · nonDerivative · entry 4 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,487 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.28 to $71.81 per share. Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 23:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 16,194 | $70.88 | $1,147,772.42 |
DisclosureSEC source: 0001179110-20-000809 · edgar.xml · nonDerivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,543 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.26 to $71.25 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 footnotes (2), (3), (4), and (5) to this Form 4. Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 23:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 4,000 | $14.00 | $56,000.00 |
DisclosureSEC source: 0001179110-20-000809 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,737 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. Read SEC document |
| January 24, 2020 Filed Jan 27, 2020 23:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 16,250 | $24.36 | $395,850.00 |
DisclosureSEC source: 0001179110-20-000809 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,737 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2019. Read SEC document |
| May 22, 2019 Filed May 24, 2019 20:57 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,130 | $106.25 | $120,062.50 |
DisclosureSEC source: 0001179110-19-006681 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,411 Read SEC document |
| April 05, 2019 Filed Apr 9, 2019 20:25 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,702 | $76.14 | $129,590.28 |
DisclosureSEC source: 0001179110-19-004877 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,487 Read SEC document |
| March 27, 2019 Filed Mar 28, 2019 22:07 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 417 | $73.61 | $30,695.37 |
DisclosureSEC source: 0001179110-19-004377 · edgar.xml · nonDerivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,189 Read SEC document |
| March 27, 2019 Filed Mar 28, 2019 22:07 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommom Stock | 376 | $73.61 | $27,677.36 |
DisclosureSEC source: 0001179110-19-004377 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,606 Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 22:07 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004377 · edgar.xml · derivative · entry 5 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 4,000 shares Expires 2024-07-30 F3 · shares: On July 30, 2014, the reporting person was granted an option to purchase 10,000 shares of common stock. The option vests in annualinstallments based on the issuer's satisfaction of certain performance criteria for each of the fiscal years ending January 31, 2016 (10%),2017 (20%), 2018 (30%) and 2019 (40%). The performance criteria for 2019 were met, resulting in the vesting of the option as to 4,000 shares. F4 · derivative.exercise_date: Option is immediately exercisable. Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 22:07 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 6,793 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004377 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,982 F1 · shares: Each restricted stock award represents a contingent right to receive one share of the issuer's common stock. The restricted stock awards vest as to 1,699 shares on March 27, 2020. The remaining shares vest in equal amounts of 1,698 on each of March 27, 2021, 2022, and 2023. Read SEC document |
| May 23, 2018 Filed May 24, 2018 21:50 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,281 | $93.74 | $120,080.94 |
DisclosureSEC source: 0001179110-18-007482 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,281 Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 16,250 | $0.00 Strike: $24.36 | $0.00 |
DisclosureSEC source: 0001179110-18-006906 · edgar.xml · derivative · entry 8 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 Underlying: Common Stock · 16,250 shares Expires 2026-03-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017, as amended on April 12, 2018. F5 · derivative.exercise_date: The option becomes exercisable as to 32,500 shares in two equal installments on March 23, 2019 and 2020. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006906 · edgar.xml · derivative · entry 7 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017, as amended on April 12, 2018. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 16,750 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001179110-18-006906 · edgar.xml · derivative · entry 6 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,750 shares Expires 2023-05-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017, as amended on April 12, 2018. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,700 | $71.77 | $265,540.12 |
DisclosureSEC source: 0001179110-18-006906 · edgar.xml · nonDerivative · entry 5 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,189 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017, as amended on April 12, 2018. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $71.38 to $72.24, inclusive. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 32,300 | $70.85 | $2,288,374.25 |
DisclosureSEC source: 0001179110-18-006906 · edgar.xml · nonDerivative · entry 4 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,889 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017, as amended on April 12, 2018. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.36 to $71.33, 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 (2) and (3) to this Form 4. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 16,250 | $24.36 | $395,850.00 |
DisclosureSEC source: 0001179110-18-006906 · edgar.xml · nonDerivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,189 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017, as amended on April 12, 2018. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 3,000 | $14.00 | $42,000.00 |
DisclosureSEC source: 0001179110-18-006906 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,939 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017, as amended on April 12, 2018. Read SEC document |
| May 14, 2018 Filed May 16, 2018 21:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 16,750 | $1.50 | $25,125.00 |
DisclosureSEC source: 0001179110-18-006906 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,939 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017, as amended on April 12, 2018. Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:12 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-18-006332 · edgar.xml · derivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017 F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:12 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,000 | $67.00 | $201,000.00 |
DisclosureSEC source: 0001179110-18-006332 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,189 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017 Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:12 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 3,000 | $14.00 | $42,000.00 |
DisclosureSEC source: 0001179110-18-006332 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,189 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017 Read SEC document |
| April 30, 2018 Filed May 2, 2018 22:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 16,250 | $0.00 Strike: $24.36 | $0.00 |
DisclosureSEC source: 0001179110-18-006074 · edgar.xml · derivative · entry 5 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,750 Underlying: Common Stock · 16,250 shares Expires 2026-03-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017 F3 · derivative.exercise_date: The option is immediately exercisable as to 16,250 shares. The option becomes exercisable as to the remaining 32,500 shares in two equal installments on March 23, 2019 and 2020. Read SEC document |
| April 30, 2018 Filed May 2, 2018 22:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 16,250 | $67.00 | $1,088,750.00 |
DisclosureSEC source: 0001179110-18-006074 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,189 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017 Read SEC document |
| April 30, 2018 Filed May 2, 2018 22:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 16,250 | $24.36 | $395,850.00 |
DisclosureSEC source: 0001179110-18-006074 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,439 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017 Read SEC document |
| April 05, 2018 Filed Apr 9, 2018 21:09 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 23,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005502 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,189 F1 · shares: Each restricted stock award represents a contingent right to receive one share of the issuer's common stock. The restricted stock awards vest as to 5,895 shares on April 5, 2019, and as to 5,894 shares on each of April 5, 2020, 2021, and 2022. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004912 · edgar.xml · derivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 3,000 shares Expires 2024-07-30 F2 · shares: On June 30, 2014, the reporting person was granted an option to purchase 10,000 shares of common stock. The option vests in annual installments based on the issuer's satisfaction of certain performance criteria for each of the fiscal years ending January 31, 2016 (10%), 2017 (20%), 2018 (30%) and 2019 (40%). The performance criteria for 2018 were met, resulting in the vesting of the option as to 3,000 shares. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 631 | $63.50 | $40,068.50 |
DisclosureSEC source: 0001179110-18-004912 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,612 Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 4,591 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004912 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,243 F1 · shares: Each restricted stock award represents a contingent right to receive one share of the issuer's common stock. The restricted stock awards vest as to 1,148 shares on March 27, 2019, 2020, and 2021, and as to 1,147 shares on March 27, 2022. Read SEC document |
| March 22, 2018 Filed Mar 22, 2018 21:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 55,750 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001179110-18-004778 · edgar.xml · derivative · entry 7 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,750 Underlying: Common Stock · 55,750 shares Expires 2023-05-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| March 22, 2018 Filed Mar 22, 2018 21:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 55,750 | $67.00 | $3,735,250.00 |
DisclosureSEC source: 0001179110-18-004778 · edgar.xml · nonDerivative · entry 4 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,652 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at $67.00 per share. Read SEC document |
| March 22, 2018 Filed Mar 22, 2018 21:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 55,750 | $1.50 | $83,625.00 |
DisclosureSEC source: 0001179110-18-004778 · edgar.xml · nonDerivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,402 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 21:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 15,407 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001179110-18-004778 · edgar.xml · derivative · entry 6 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,500 Underlying: Common Stock · 15,407 shares Expires 2023-05-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2017. F4 · derivative.exercise_date: The option is immediately exercisable. 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.