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 |
|---|---|---|---|---|---|---|
| March 20, 2018 Filed Mar 22, 2018 21:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 15,407 | $60.00 | $924,420.00 |
DisclosureSEC source: 0001179110-18-004778 · edgar.xml · nonDerivative · entry 2 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at $60.00 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) and (3) to this Form 4. Read SEC document |
| March 20, 2018 Filed Mar 22, 2018 21:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,407 | $1.50 | $23,110.50 |
DisclosureSEC source: 0001179110-18-004778 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,059 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 14, 2018 Filed Mar 16, 2018 20:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 12,093 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001179110-18-004451 · edgar.xml · derivative · entry 6 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,907 Underlying: Common Stock · 12,093 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. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 20,500 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001179110-18-004451 · edgar.xml · derivative · entry 4 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,500 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. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 32,593 | $60.00 | $1,955,580.00 |
DisclosureSEC source: 0001179110-18-004451 · edgar.xml · nonDerivative · entry 3 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at $60.00 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 this footnote to this Form 4. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 20:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 20,500 | $1.50 | $30,750.00 |
DisclosureSEC source: 0001179110-18-004451 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,245 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 14, 2018 Filed Mar 16, 2018 20:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 12,093 | $1.50 | $18,139.50 |
DisclosureSEC source: 0001179110-18-004451 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,745 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 |
| January 29, 2018 Filed Jan 30, 2018 22:48 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001179110-18-001261 · edgar.xml · derivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,500 Underlying: Common Stock · 12,000 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. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 22:48 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 12,000 | $52.00 | $624,000.00 |
DisclosureSEC source: 0001179110-18-001261 · edgar.xml · nonDerivative · entry 2 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. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at $52.00 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 this footnote to this Form 4. Read SEC document |
| January 29, 2018 Filed Jan 30, 2018 22:48 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 12,000 | $1.50 | $18,000.00 |
DisclosureSEC source: 0001179110-18-001261 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,652 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 |
| December 04, 2017 Filed Dec 6, 2017 18:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001179110-17-015001 · edgar.xml · derivative · entry 5 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,500 Underlying: Common Stock · 10,000 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, 2016, as amended on April 10, 2017. F5 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 18:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,301 | $51.86 | $171,186.89 |
DisclosureSEC source: 0001179110-17-015001 · 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, 2016, as amended on April 10, 2017. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.51 to $52.34, inclusive. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 18:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,173 | $51.08 | $162,089.85 |
DisclosureSEC source: 0001179110-17-015001 · edgar.xml · nonDerivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,953 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, 2016, as amended on April 10, 2017. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $50.51 to $51.50, inclusive. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 18:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,526 | $50.02 | $176,379.69 |
DisclosureSEC source: 0001179110-17-015001 · edgar.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,126 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, 2016, as amended on April 10, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $49.50 to $50.48, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (2), (3) and (4) to this Form 4. Read SEC document |
| December 04, 2017 Filed Dec 6, 2017 18:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0001179110-17-015001 · edgar.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive, VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,652 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, 2016, as amended on April 10, 2017. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001140361-17-034970 · doc1.xml · derivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,500 Underlying: Common Stock · 10,000 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, 2016, as amended on April 10, 2017. F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 10,000 | $45.50 | $455,000.00 |
DisclosureSEC source: 0001140361-17-034970 · doc1.xml · nonDerivative · entry 2 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, 2016, as amended on April 10, 2017. Read SEC document |
| September 06, 2017 Filed Sep 8, 2017 22:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0001140361-17-034970 · doc1.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,652 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, 2016, as amended on April 10, 2017. Read SEC document |
| June 05, 2017 Filed Jun 8, 2017 00:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001140361-17-024410 · doc1.xml · derivative · entry 4 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,500 Underlying: Common Stock · 10,000 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, 2016, as amended on April 10, 2017. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| June 05, 2017 Filed Jun 8, 2017 00:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,200 | $48.24 | $154,370.24 |
DisclosureSEC source: 0001140361-17-024410 · doc1.xml · nonDerivative · entry 3 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, 2016, as amended on April 10, 2017. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $48.03 to $48.62, inclusive. Read SEC document |
| June 05, 2017 Filed Jun 8, 2017 00:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,800 | $47.61 | $323,774.52 |
DisclosureSEC source: 0001140361-17-024410 · doc1.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,852 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, 2016, as amended on April 10, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.97 to $47.96, 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 |
| June 05, 2017 Filed Jun 8, 2017 00:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0001140361-17-024410 · doc1.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,652 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, 2016, as amended on April 10, 2017. Read SEC document |
| March 27, 2017 Filed Mar 30, 2017 01:19 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001140361-17-013841 · doc1.xml · derivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 2,000 shares Expires 2024-07-30 F1 · 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 2017 were met, resulting in the vesting of the option as to 2,000 shares. F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| March 27, 2017 Filed Mar 30, 2017 01:19 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 5,652 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-013841 · doc1.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,652 Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 23:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001140361-17-012980 · doc1.xml · derivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 Underlying: Common Stock · 5,000 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 exercise 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 12, 2016. F3 · derivative.exercise_date: The option is immediately exercisable as to 42,500 shares. The option becomes exercisable as to the remaining 25,000 shares on May 9, 2017. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 23:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,000 | $45.80 | $229,016.50 |
DisclosureSEC source: 0001140361-17-012980 · doc1.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The option exercise 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 12, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $45.54 to $46.10, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| March 20, 2017 Filed Mar 22, 2017 23:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 5,000 | $1.50 | $7,500.00 |
DisclosureSEC source: 0001140361-17-012980 · doc1.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 exercise 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 12, 2016. Read SEC document |
| November 28, 2016 Filed Dec 1, 2016 02:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001140361-16-088295 · doc1.xml · derivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,500 Underlying: Common Stock · 5,000 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 exercise 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 10, 2015 and amended June 13, 2016. F3 · derivative.exercise_date: The option is immediately exercisable as to 47,500 shares. The option becomes exercisable as to the remaining 25,000 shares on May 9, 2017. Read SEC document |
| November 28, 2016 Filed Dec 1, 2016 02:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,000 | $43.38 | $216,888.50 |
DisclosureSEC source: 0001140361-16-088295 · doc1.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The option exercise 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 10, 2015 and amended June 13, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.13 to $43.62, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote (2) to this Form 4. Read SEC document |
| November 28, 2016 Filed Dec 1, 2016 02:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 5,000 | $1.50 | $7,500.00 |
DisclosureSEC source: 0001140361-16-088295 · doc1.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 exercise 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 10, 2015 and amended June 13, 2016. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 23:25 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001140361-16-079275 · doc1.xml · derivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,500 Underlying: Common Stock · 5,000 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 exercise 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 10, 2015 and amended June 13, 2016. F3 · derivative.exercise_date: The option is immediately exercisable as to 52,500 shares. The option becomes exercisable as to the remaining 25,000 shares on May 9, 2017. Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 23:25 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,000 | $33.48 | $167,416.00 |
DisclosureSEC source: 0001140361-16-079275 · doc1.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The option exercise 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 10, 2015 and amended June 13, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.16 to $33.95, 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 (2) to this Form 4 Read SEC document |
| September 06, 2016 Filed Sep 8, 2016 23:25 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 5,000 | $1.50 | $7,500.00 |
DisclosureSEC source: 0001140361-16-079275 · doc1.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 exercise 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 10, 2015 and amended June 13, 2016. Read SEC document |
| September 01, 2016 Filed Sep 7, 2016 00:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001104659-16-143304 · a4.xml · derivative · entry 3 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,500 Underlying: Common Stock · 10,000 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 exercise 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 10, 2015 and amended June 13, 2016. F3 · derivative.exercise_date: The option is immediately exercisable as to 62,500 shares. The option becomes exercisable as to the remaining 25,000 shares on May 9, 2017. Read SEC document |
| September 01, 2016 Filed Sep 7, 2016 00:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 10,000 | $32.28 | $322,817.00 |
DisclosureSEC source: 0001104659-16-143304 · a4.xml · nonDerivative · entry 2 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The option exercise 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 10, 2015 and amended June 13, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $32.03 to $32.60, 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 (2) to this Form 4. Read SEC document |
| September 01, 2016 Filed Sep 7, 2016 00:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,000 | $1.50 | $15,000.00 |
DisclosureSEC source: 0001104659-16-143304 · a4.xml · nonDerivative · entry 1 Dreier Ashley · CIK 0001614957 · Executive VP, CTO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 exercise 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 10, 2015 and amended June 13, 2016. 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.