organization · Reporting owner
Berkley Capital, LLC
Disclosed activity across 1 company
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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 February 08, 2018 · Filed February 13, 2018
Jointly reported with Berkley Capital Investors, L.P., BERKLEY W R CORP
Section 16 reporting ended · disclosed 2018-02-13. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 6,004,661 |
Last balance in matching sequence
After 2018-02-12 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
5 source rowsRow 1 · 2018-02-08 · Sale · Disposed 100,000 · Balance 6,254,661 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.08 to $51.37, 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), (4) and (5) to this Form 4. F2: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. Row 2 · 2018-02-09 · Sale · Disposed 13,000 · Balance 6,241,661 F2: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. Row 3 · 2018-02-12 · Sale · Disposed 69,100 · Balance 6,172,561 F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.50 to $52.49, inclusive. F2: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. Row 4 · 2018-02-12 · Sale · Disposed 165,722 · Balance 6,006,839 F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.50 to $53.49, inclusive. F2: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. Row 5 · 2018-02-12 · Sale · Disposed 2,178 · Balance 6,004,661 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.50 to $53.56, inclusive. F2: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. |
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 $51.08 to $51.37, 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), (4) and (5) to this Form 4.
F2: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.50 to $52.49, inclusive.
F4: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.50 to $53.49, inclusive.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.50 to $53.56, inclusive.
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 |
|---|---|---|---|---|---|---|
| February 12, 2018 Filed Feb 13, 2018 01:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,178 | $53.53 | $116,579.85 |
DisclosureSEC source: 0001140361-18-006723 · doc1.xml · nonDerivative · entry 5 Berkley Capital, LLC · CIK 0001614953 · See Remarks Berkley Capital Investors, L.P. · CIK 0001614951 · See Remarks BERKLEY W R CORP · CIK 0000011544 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,004,661 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.50 to $53.56, inclusive. F2 · ownership.nature: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 01:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 165,722 | $52.78 | $8,746,309.99 |
DisclosureSEC source: 0001140361-18-006723 · doc1.xml · nonDerivative · entry 4 Berkley Capital, LLC · CIK 0001614953 · See Remarks Berkley Capital Investors, L.P. · CIK 0001614951 · See Remarks BERKLEY W R CORP · CIK 0000011544 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,006,839 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $52.50 to $53.49, inclusive. F2 · ownership.nature: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. Read SEC document |
| February 12, 2018 Filed Feb 13, 2018 01:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 69,100 | $51.88 | $3,585,170.58 |
DisclosureSEC source: 0001140361-18-006723 · doc1.xml · nonDerivative · entry 3 Berkley Capital, LLC · CIK 0001614953 · See Remarks Berkley Capital Investors, L.P. · CIK 0001614951 · See Remarks BERKLEY W R CORP · CIK 0000011544 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,172,561 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.50 to $52.49, inclusive. F2 · ownership.nature: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 01:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 13,000 | $51.52 | $669,779.50 |
DisclosureSEC source: 0001140361-18-006723 · doc1.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · See Remarks Berkley Capital Investors, L.P. · CIK 0001614951 · See Remarks BERKLEY W R CORP · CIK 0000011544 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,241,661 F2 · ownership.nature: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 01:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 100,000 | $51.25 | $5,125,240.00 |
DisclosureSEC source: 0001140361-18-006723 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · See Remarks Berkley Capital Investors, L.P. · CIK 0001614951 · See Remarks BERKLEY W R CORP · CIK 0000011544 · See Remarks Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,254,661 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.08 to $51.37, 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), (4) and (5) to this Form 4. F2 · ownership.nature: All 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" together with Berkley Investors and Berkley Capital, the "Reporting Persons"), and as such beneficial ownership of all securities held of record by Berkley Investors may be deemed attributable to W. R. Berkley. Read SEC document |
| January 29, 2018 Filed Jan 31, 2018 22:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 49,900 | $52.01 | $2,595,284.03 |
DisclosureSEC source: 0001140361-18-004176 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 30, 2017 Filed Dec 5, 2017 00:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 56,771 | $52.33 | $2,970,792.37 |
DisclosureSEC source: 0001140361-17-044930 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 01:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 700 | $52.05 | $36,431.50 |
DisclosureSEC source: 0001140361-17-044271 · doc1.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 27, 2017 Filed Nov 30, 2017 01:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 12,300 | $52.14 | $641,341.68 |
DisclosureSEC source: 0001140361-17-044271 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 24, 2017 Filed Nov 25, 2017 00:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 7,540 | $51.42 | $387,684.18 |
DisclosureSEC source: 0000899243-17-027399 · doc4.xml · nonDerivative · entry 3 Berkley Capital, LLC · CIK 0001614953 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 22, 2017 Filed Nov 25, 2017 00:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 11,200 | $51.54 | $577,204.32 |
DisclosureSEC source: 0000899243-17-027399 · doc4.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 21, 2017 Filed Nov 25, 2017 00:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 58,481 | $51.25 | $2,996,964.11 |
DisclosureSEC source: 0000899243-17-027399 · doc4.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 16, 2017 Filed Nov 17, 2017 22:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 22,779 | $51.09 | $1,163,674.33 |
DisclosureSEC source: 0001140361-17-043255 · doc1.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 22:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 700 | $51.05 | $35,738.01 |
DisclosureSEC source: 0001140361-17-043255 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 6,574,332 F1 · ownership.nature: All 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. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 23:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 15,702 | $54.11 | $849,624.23 |
DisclosureSEC source: 0001140361-17-041884 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 119,243 | $54.14 | $6,455,839.87 |
DisclosureSEC source: 0001140361-17-041171 · doc1.xml · nonDerivative · entry 6 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 136,200 | $53.50 | $7,287,040.50 |
DisclosureSEC source: 0001140361-17-041171 · doc1.xml · nonDerivative · entry 5 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 69,115 | $52.36 | $3,619,117.13 |
DisclosureSEC source: 0001140361-17-041171 · doc1.xml · nonDerivative · entry 4 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 48,942 | $51.32 | $2,511,683.86 |
DisclosureSEC source: 0001140361-17-041171 · doc1.xml · nonDerivative · entry 3 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 32,404 | $51.09 | $1,655,536.56 |
DisclosureSEC source: 0001140361-17-041171 · doc1.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| November 02, 2017 Filed Nov 7, 2017 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 13,600 | $51.02 | $693,896.48 |
DisclosureSEC source: 0001140361-17-041171 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| October 24, 2017 Filed Oct 26, 2017 23:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 7,900 | $51.11 | $403,780.85 |
DisclosureSEC source: 0001140361-17-039717 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| October 12, 2017 Filed Oct 16, 2017 20:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 11,395 | $51.91 | $591,497.36 |
DisclosureSEC source: 0001140361-17-038778 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| October 09, 2017 Filed Oct 11, 2017 01:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,100 | $51.95 | $57,146.54 |
DisclosureSEC source: 0001140361-17-038104 · doc1.xml · nonDerivative · entry 3 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| October 06, 2017 Filed Oct 11, 2017 01:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 29,032 | $51.97 | $1,508,734.98 |
DisclosureSEC source: 0001140361-17-038104 · doc1.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| October 05, 2017 Filed Oct 11, 2017 01:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 286,512 | $51.96 | $14,887,851.15 |
DisclosureSEC source: 0001140361-17-038104 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner BERKLEY W R CORP · CIK 0000011544 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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. Read SEC document |
| July 14, 2017 Filed Jul 15, 2017 01:42 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 72,791 | $51.41 | $3,742,112.52 |
DisclosureSEC source: 0001140361-17-027914 · doc1.xml · nonDerivative · entry 3 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| July 13, 2017 Filed Jul 15, 2017 01:42 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 131,800 | $51.42 | $6,777,156.00 |
DisclosureSEC source: 0001140361-17-027914 · doc1.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| July 12, 2017 Filed Jul 15, 2017 01:42 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 332,511 | $51.13 | $16,999,624.88 |
DisclosureSEC source: 0001140361-17-027914 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| July 07, 2017 Filed Jul 8, 2017 00:36 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 186,749 | $50.26 | $9,386,564.99 |
DisclosureSEC source: 0001104659-17-044147 · a4.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| July 05, 2017 Filed Jul 8, 2017 00:36 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 23,649 | $50.27 | $1,188,906.18 |
DisclosureSEC source: 0001104659-17-044147 · a4.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 26, 2017 Filed Jun 28, 2017 00:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,100 | $52.29 | $57,517.46 |
DisclosureSEC source: 0001140361-17-026329 · doc1.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 23, 2017 Filed Jun 28, 2017 00:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 54,967 | $51.78 | $2,846,108.81 |
DisclosureSEC source: 0001140361-17-026329 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 21, 2017 Filed Jun 21, 2017 22:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 129,263 | $51.95 | $6,714,682.87 |
DisclosureSEC source: 0001140361-17-025728 · doc1.xml · nonDerivative · entry 3 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 20, 2017 Filed Jun 21, 2017 22:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 21,000 | $51.86 | $1,089,154.50 |
DisclosureSEC source: 0001140361-17-025728 · doc1.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 19, 2017 Filed Jun 21, 2017 22:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,002 | $51.99 | $208,052.77 |
DisclosureSEC source: 0001140361-17-025728 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,300,007 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.53 to $52.14, 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 14, 2017 Filed Jun 16, 2017 23:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 210,906 | $52.03 | $10,973,122.82 |
DisclosureSEC source: 0001140361-17-025431 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,304,009 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.99 to $52.09, 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: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 01:47 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,700 | $52.53 | $89,301.00 |
DisclosureSEC source: 0001140361-17-024918 · doc1.xml · nonDerivative · entry 6 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,514,915 F2 · ownership.nature: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 13, 2017 Filed Jun 14, 2017 01:47 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 125,474 | $51.97 | $6,520,545.00 |
DisclosureSEC source: 0001140361-17-024918 · doc1.xml · nonDerivative · entry 5 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,516,615 F5 · 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 $52.41, inclusive. F2 · ownership.nature: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 12, 2017 Filed Jun 14, 2017 01:47 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 11,313 | $51.23 | $579,578.57 |
DisclosureSEC source: 0001140361-17-024918 · doc1.xml · nonDerivative · entry 4 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,642,089 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 $51.46, inclusive. F2 · ownership.nature: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 09, 2017 Filed Jun 14, 2017 01:47 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 86,965 | $54.40 | $4,731,235.16 |
DisclosureSEC source: 0001140361-17-024918 · doc1.xml · nonDerivative · entry 3 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,653,402 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $53.86 to $54.64, inclusive. F2 · ownership.nature: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 09, 2017 Filed Jun 14, 2017 01:47 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 540 | $53.00 | $28,620.00 |
DisclosureSEC source: 0001140361-17-024918 · doc1.xml · nonDerivative · entry 2 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,740,367 F2 · ownership.nature: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| June 09, 2017 Filed Jun 14, 2017 01:47 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 22,359 | $52.00 | $1,162,668.00 |
DisclosureSEC source: 0001140361-17-024918 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,740,907 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 $52.99, 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), (4) and (5) to this Form 4. F2 · ownership.nature: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| January 19, 2017 Filed Jan 23, 2017 22:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,000,000 | $46.45 | $46,450,000.00 |
DisclosureSEC source: 0001140361-17-002558 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 8,763,266 F1 · ownership.nature: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. Read SEC document |
| October 25, 2016 Filed Oct 26, 2016 19:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,205,884 | $35.85 | $79,080,941.40 |
DisclosureSEC source: 0001140361-16-083615 · doc1.xml · nonDerivative · entry 1 Berkley Capital, LLC · CIK 0001614953 · 10% owner Berkley Capital Investors, L.P. · CIK 0001614951 · 10% owner Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 9,763,266 F1 · price: Price of $35.85 does not reflect underwriter discount or fees. F2 · ownership.nature: All 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 and as such all securities held by Berkley Investors may be deemed attributable to Berkley Capital. The foregoing is not an admission by Berkley Capital that it is the beneficial owner of the securities held of record by Berkley Investors. 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.