Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEALTHEQUITY, INC.
Report date July 31, 2017 · Filed August 02, 2017
Section 16 reporting ended · disclosed 2017-08-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,225 |
Reported balance
After 2017-07-31 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2017-07-31 · Exercise / conversion · Acquired 15,000 · Balance 16,225 |
| Common StockSEC Table I · non-derivative | Direct | 23,725 |
Reported balance
After 2017-07-31 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2017-07-31 · Exercise / conversion · Acquired 7,500 · Balance 23,725 |
| Common StockSEC Table I · non-derivative | Direct | 38,725 |
Reported balance
After 2017-07-31 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2017-07-31 · Exercise / conversion · Acquired 15,000 · Balance 38,725 |
| Common StockSEC Table I · non-derivative | Direct | 53,725 |
Reported balance
After 2017-07-31 transaction · row 4
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 4 · 2017-07-31 · Exercise / conversion · Acquired 15,000 · Balance 53,725 |
| Common StockSEC Table I · non-derivative | Direct | 67,725 |
Reported balance
After 2017-07-31 transaction · row 5
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 5 · 2017-07-31 · Exercise / conversion · Acquired 15,000 · Balance 67,725 |
| Common StockSEC Table I · non-derivative | Direct | 87,725 |
Reported balance
After 2017-07-31 transaction · row 6
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 6 · 2017-07-31 · Exercise / conversion · Acquired 15,000 · Balance 87,725 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.27 · Expires 2026-02-01 | Direct | 0 |
Reported balance
After 2017-07-31 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2017-07-31 · Exercise / conversion · Disposed 1 · Balance 0 F1: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.25 · Expires 2021-10-25 | Direct | 0 |
Reported balance
After 2017-07-31 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2017-07-31 · Exercise / conversion · Disposed 1 · Balance 0 F1: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.25 · Expires 2022-04-26 | Direct | 0 |
Reported balance
After 2017-07-31 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2017-07-31 · Exercise / conversion · Disposed 1 · Balance 0 F1: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.50 · Expires 2023-05-09 | Direct | 0 |
Reported balance
After 2017-07-31 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2017-07-31 · Exercise / conversion · Disposed 1 · Balance 0 F1: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2024-07-30 | Direct | 0 |
Reported balance
After 2017-07-31 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2017-07-31 · Exercise / conversion · Disposed 1 · Balance 0 F1: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.39 · Expires 2025-03-26 | Direct | 0 |
Reported balance
After 2017-07-31 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2017-07-31 · Exercise / conversion · Disposed 1 · Balance 0 F1: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $46.40 · Expires 2027-02-01 | Direct | 4,837 |
Reported balance
Holding disclosure · report date 2017-07-31 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 4,837 F1: The option is immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 |
|---|---|---|---|---|---|---|
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1 | $0.00 Strike: $25.39 | $0.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · derivative · entry 13 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2025-03-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · derivative · entry 12 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1 | $0.00 Strike: $1.50 | $0.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · derivative · entry 11 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 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 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1 | $0.00 Strike: $1.25 | $0.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · derivative · entry 10 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2022-04-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1 | $0.00 Strike: $1.25 | $0.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · derivative · entry 9 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2021-10-25 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 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · derivative · entry 8 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2026-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $25.39 | $380,850.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · nonDerivative · entry 6 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $14.00 | $210,000.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · nonDerivative · entry 5 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $1.50 | $22,500.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · nonDerivative · entry 4 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $1.25 | $18,750.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · nonDerivative · entry 3 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 7,500 | $1.25 | $9,375.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · nonDerivative · entry 2 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 31, 2017 Filed Aug 2, 2017 22:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $21.27 | $319,050.00 |
DisclosureSEC source: 0001140361-17-029928 · doc1.xml · nonDerivative · entry 1 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,225 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 29, 2017 Filed Jul 4, 2017 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionRestricted Stock Unit · Derivative | 795 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-043280 · a4.xml · derivative · entry 5 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 795 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F4 · derivative.exercise_date: The restricted stock units are fully vested. F4 · derivative.expiration_date: The restricted stock units are fully vested. Read SEC document |
| June 29, 2017 Filed Jul 4, 2017 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionRestricted Stock Units · Derivative | 430 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-043280 · a4.xml · derivative · entry 2 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 430 shares Expires not disclosed 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 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vested as to 215 shares on each of February 1, 2017 and May 1, 2017. F2 · derivative.expiration_date: The restricted stock units vested as to 215 shares on each of February 1, 2017 and May 1, 2017. Read SEC document |
| June 29, 2017 Filed Jul 4, 2017 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 1,225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-17-043280 · a4.xml · nonDerivative · entry 1 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,225 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 · price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 02:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 9,675 | $0.00 Strike: $46.40 | $0.00 |
DisclosureSEC source: 0001140361-17-004436 · doc1.xml · derivative · entry 2 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,675 Underlying: Common Stock · 9,675 shares Expires 2027-02-01 F3 · derivative.exercise_date: The option becomes exercisable as to 4,837 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the option becomes exercisable as to the remaining shares on January 31, 2018. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 02:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Units · Derivative | 862 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004436 · doc1.xml · derivative · entry 1 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 862 Underlying: Common Stock · 862 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock units vested as to 215 shares on February 1, 2017. The remaining restricted stock units vest as to 215 shares on May 1, 2017 and in two equal installments of 216 shares on August 1, 2017, and November 1, 2017. Vested shares will be delivered to the reporting person on February 1, 2018, unless such date does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." F2 · derivative.expiration_date: The restricted stock units vested as to 215 shares on February 1, 2017. The remaining restricted stock units vest as to 215 shares on May 1, 2017 and in two equal installments of 216 shares on August 1, 2017, and November 1, 2017. Vested shares will be delivered to the reporting person on February 1, 2018, unless such date does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." Read SEC document |
| December 20, 2016 Filed Dec 21, 2016 01:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 96,000 | $40.11 | $3,850,761.60 |
DisclosureSEC source: 0001140361-16-090424 · doc1.xml · nonDerivative · entry 5 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F5 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.07 to $40.325, inclusive. F2 · ownership.nature: All securities are held of record by Financial Partners Fund I, L.P. ("FPF I"), a Delaware limited partnership. The reporting person is a managing principal of FPF I. The reporting person disclaims beneficial ownership of the securities held by FPF I except to the extent of his pecuniary interest therein. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 01:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,600 | $41.01 | $65,616.00 |
DisclosureSEC source: 0001140361-16-090424 · doc1.xml · nonDerivative · entry 4 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 96,000 F2 · ownership.nature: All securities are held of record by Financial Partners Fund I, L.P. ("FPF I"), a Delaware limited partnership. The reporting person is a managing principal of FPF I. The reporting person disclaims beneficial ownership of the securities held by FPF I except to the extent of his pecuniary interest therein. Read SEC document |
| December 19, 2016 Filed Dec 21, 2016 01:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 124,752 | $40.13 | $5,006,597.16 |
DisclosureSEC source: 0001140361-16-090424 · doc1.xml · nonDerivative · entry 3 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 97,600 F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.99 to $40.75, inclusive. F2 · ownership.nature: All securities are held of record by Financial Partners Fund I, L.P. ("FPF I"), a Delaware limited partnership. The reporting person is a managing principal of FPF I. The reporting person disclaims beneficial ownership of the securities held by FPF I except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2016 Filed Dec 21, 2016 01:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 48,025 | $42.22 | $2,027,836.42 |
DisclosureSEC source: 0001140361-16-090424 · doc1.xml · nonDerivative · entry 2 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 222,352 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.97 to $42.65, inclusive. F2 · ownership.nature: All securities are held of record by Financial Partners Fund I, L.P. ("FPF I"), a Delaware limited partnership. The reporting person is a managing principal of FPF I. The reporting person disclaims beneficial ownership of the securities held by FPF I except to the extent of his pecuniary interest therein. Read SEC document |
| December 16, 2016 Filed Dec 21, 2016 01:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 111,975 | $41.26 | $4,620,189.28 |
DisclosureSEC source: 0001140361-16-090424 · doc1.xml · nonDerivative · entry 1 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 270,377 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.97 to $41.96, inclusive. The reporting person undertakes to provide to the issuer, any securityholder 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 Financial Partners Fund I, L.P. ("FPF I"), a Delaware limited partnership. The reporting person is a managing principal of FPF I. The reporting person disclaims beneficial ownership of the securities held by FPF I except to the extent of his pecuniary interest therein. Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 21:55 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 294,116 | $35.85 | $10,544,058.60 |
DisclosureSEC source: 0001140361-16-083800 · doc1.xml · nonDerivative · entry 1 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 382,352 F1 · shares: The number of shares sold was mistakenly reported as 330,882, and the amount of securities beneficially owned following the reported transaction was correspondingly incorrect. The correct number of shares sold, and the correct amount of securities beneficially owned following the reported transaction, are reported here. F2 · price: Price of $35.85 does not reflect underwriter discount or fees. F1 · balance_after: The number of shares sold was mistakenly reported as 330,882, and the amount of securities beneficially owned following the reported transaction was correspondingly incorrect. The correct number of shares sold, and the correct amount of securities beneficially owned following the reported transaction, are reported here. F3 · ownership.nature: All securities are held of record by Financial Partners Fund I, L.P. ("FPF I"), a Delaware limited partnership. The reporting person is a managing principal of FPF I. The reporting person disclaims beneficial ownership of the securities held by FPF I except to the extent of his pecuniary interest therein. Read SEC document |
| October 25, 2016 Filed Oct 27, 2016 19:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 330,882 | $35.85 | $11,862,119.70 |
DisclosureSEC source: 0001140361-16-083763 · doc1.xml · nonDerivative · entry 1 Rana Manu S · CIK 0001352786 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 345,586 F1 · price: Price of $35.85 does not reflect underwriter discount or fees. F2 · ownership.nature: All securities are held of record by Financial Partners Fund I, L.P. ("FPF I"), a Delaware limited partnership. The reporting person is a managing principal of FPF I. The reporting person disclaims beneficial ownership of the securities held by FPF I except to the extent of his pecuniary interest therein. 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.