Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director | August 25, 2026 | August 27, 2026 |
| WILLIAMS SONOMA INCWSM · Entity 3176 | Director | May 31, 2017 | June 02, 2017 |
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.
HEALTHEQUITY, INC.
Report date August 25, 2026 · Filed August 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,395 |
Ending reported balance
After 2026-08-25 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-08-25 · Exercise / conversion · Acquired 7,632 · Balance 70,027 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025. Row 2 · 2026-08-25 · Sale · Disposed 6,300 · Balance 63,727 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025. F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.10 to $105.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 2 and 3 of this Form 4. Row 3 · 2026-08-25 · Sale · Disposed 1,332 · Balance 62,395 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025. F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.10 to $105.53, inclusive. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $32.50 · Expires 2026-09-01 | Direct | 0 |
Reported balance
After 2026-08-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-08-25 · Exercise / conversion · Disposed 7,632 · Balance 0 F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025. F4: 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 2026-08-25 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 4,837 F4: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $50.41 · Expires 2028-02-01 | Direct | 4,339 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 4,339 F4: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $63.64 · Expires 2029-02-01 | Direct | 3,626 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 3,626 F4: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.06 · Expires 2030-02-01 | Direct | 4,012 |
Reported balance
Holding disclosure · report date 2026-08-25 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 4,012 F4: The option is immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.10 to $105.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 2 and 3 of this Form 4.
F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.10 to $105.53, inclusive.
F4: The option is immediately exercisable.
WILLIAMS SONOMA INC
Report date May 31, 2017 · Filed June 02, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrust | 78,658 |
Reported balance
After 2017-05-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-05-30 · Exercise / conversion · Acquired 3,377 · Balance 78,658 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-05-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-05-30 · Exercise / conversion · Disposed 3,377 · Balance 0 F1: Each restricted stock unit represents a contingent right to receive one share of WSM common stock. F2: The restricted stock units vested on May 30, 2017. F3: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of WSM common stock.
F2: The restricted stock units vested on May 30, 2017.
F3: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
DATTO HOLDING CORP.
Report date June 23, 2022 · Filed June 28, 2022
Section 16 reporting ended · disclosed 2022-06-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-06-23 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2022-06-23 · Disposition to issuer · Disposed 25,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated April 11, 2022, by and among Knockout Parent Inc., Knockout Merger Sub Inc., the Issuer, and, for certain limited purposes set forth in the Merger Agreement, Kaseya Holdings Inc. and Kaseya Inc. (the "Merger Agreement"), each share of the Issuer's common stock ("Common Stock") was canceled and converted into the right to receive $35.50 per share in cash without interest, subject to required withholding taxes. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-06-23 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2022-06-23 · Disposition to issuer · Disposed 11,719 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated April 11, 2022, by and among Knockout Parent Inc., Knockout Merger Sub Inc., the Issuer, and, for certain limited purposes set forth in the Merger Agreement, Kaseya Holdings Inc. and Kaseya Inc. (the "Merger Agreement"), each share of the Issuer's common stock ("Common Stock") was canceled and converted into the right to receive $35.50 per share in cash without interest, subject to required withholding taxes. F2: Pursuant to the Merger Agreement, as of June 23, 2022 (the "Effective Time"), each restricted stock unit of the Issuer (an "RSU") that is unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested in accordance with its terms as a result of the consummation of the merger and other transactions contemplated by the Merger Agreement (a "Vested RSU") was canceled and converted into the right to receive an amount in cash equal to the product of (i) $35.50 and (ii) the total number of shares of Common Stock subject to such Vested RSUs as of immediately prior to the Effective Time. F3: At the Effective Time, the 11,719 RSUs were canceled in exchange for a cash payment representing $35.50 for each outstanding RSU. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-06-23 transaction · row 3
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 3 · 2022-06-23 · Disposition to issuer · Disposed 7,637 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated April 11, 2022, by and among Knockout Parent Inc., Knockout Merger Sub Inc., the Issuer, and, for certain limited purposes set forth in the Merger Agreement, Kaseya Holdings Inc. and Kaseya Inc. (the "Merger Agreement"), each share of the Issuer's common stock ("Common Stock") was canceled and converted into the right to receive $35.50 per share in cash without interest, subject to required withholding taxes. F2: Pursuant to the Merger Agreement, as of June 23, 2022 (the "Effective Time"), each restricted stock unit of the Issuer (an "RSU") that is unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested in accordance with its terms as a result of the consummation of the merger and other transactions contemplated by the Merger Agreement (a "Vested RSU") was canceled and converted into the right to receive an amount in cash equal to the product of (i) $35.50 and (ii) the total number of shares of Common Stock subject to such Vested RSUs as of immediately prior to the Effective Time. F4: At the Effective Time, the 7,637 RSUs were canceled in exchange for a cash payment representing $35.50 for each outstanding RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated April 11, 2022, by and among Knockout Parent Inc., Knockout Merger Sub Inc., the Issuer, and, for certain limited purposes set forth in the Merger Agreement, Kaseya Holdings Inc. and Kaseya Inc. (the "Merger Agreement"), each share of the Issuer's common stock ("Common Stock") was canceled and converted into the right to receive $35.50 per share in cash without interest, subject to required withholding taxes.
F2: Pursuant to the Merger Agreement, as of June 23, 2022 (the "Effective Time"), each restricted stock unit of the Issuer (an "RSU") that is unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested in accordance with its terms as a result of the consummation of the merger and other transactions contemplated by the Merger Agreement (a "Vested RSU") was canceled and converted into the right to receive an amount in cash equal to the product of (i) $35.50 and (ii) the total number of shares of Common Stock subject to such Vested RSUs as of immediately prior to the Effective Time.
F3: At the Effective Time, the 11,719 RSUs were canceled in exchange for a cash payment representing $35.50 for each outstanding RSU.
F4: At the Effective Time, the 7,637 RSUs were canceled in exchange for a cash payment representing $35.50 for each outstanding RSU.
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 |
|---|---|---|---|---|---|---|
| August 25, 2026 Filed Aug 27, 2026 21:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 7,632 | $0.00 Strike: $32.50 | $0.00 |
DisclosureSEC source: 0001163402-26-000004 · form4-08272026_090857.xml · derivative · entry 4 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,632 shares Expires 2026-09-01 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 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| August 25, 2026 Filed Aug 27, 2026 21:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,332 | $105.26 | $140,200.59 |
DisclosureSEC source: 0001163402-26-000004 · form4-08272026_090857.xml · nonDerivative · entry 3 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 62,395 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.10 to $105.53, inclusive. Read SEC document |
| August 25, 2026 Filed Aug 27, 2026 21:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,300 | $104.47 | $658,172.34 |
DisclosureSEC source: 0001163402-26-000004 · form4-08272026_090857.xml · nonDerivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 63,727 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.10 to $105.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 2 and 3 of this Form 4. Read SEC document |
| August 25, 2026 Filed Aug 27, 2026 21:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 7,632 | $32.50 | $248,040.00 |
DisclosureSEC source: 0001163402-26-000004 · form4-08272026_090857.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 70,027 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025. Read SEC document |
| June 25, 2026 Filed Jun 29, 2026 20:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001163402-26-000002 · form4-06292026_080627.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,395 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 22:02 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018543 · form4-06302025_100627.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,518 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 17:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019397 · form4-07092024_050700.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,515 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 00:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002728 · form4-02062024_120242.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,972 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 364 shares on February 1, 2024. The restricted stock units vest as to 364 shares on each of May 1, and August 1, of 2024. The remaining 363 shares will vest on November 1, 2024. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 22:29 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010330 · form4-06262023_100641.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,517 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of June 22, 2024 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 23, 2022 Filed Jun 28, 2022 01:42 UTC | DATTO HOLDING CORP. MSP · Entity 125833 | Disposition to issuerCommon Stock | 7,637 | $35.50 | $271,113.50 |
DisclosureSEC source: 0000899243-22-024327 · doc4.xml · nonDerivative · entry 3 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated April 11, 2022, by and among Knockout Parent Inc., Knockout Merger Sub Inc., the Issuer, and, for certain limited purposes set forth in the Merger Agreement, Kaseya Holdings Inc. and Kaseya Inc. (the "Merger Agreement"), each share of the Issuer's common stock ("Common Stock") was canceled and converted into the right to receive $35.50 per share in cash without interest, subject to required withholding taxes. F2 · kind: Pursuant to the Merger Agreement, as of June 23, 2022 (the "Effective Time"), each restricted stock unit of the Issuer (an "RSU") that is unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested in accordance with its terms as a result of the consummation of the merger and other transactions contemplated by the Merger Agreement (a "Vested RSU") was canceled and converted into the right to receive an amount in cash equal to the product of (i) $35.50 and (ii) the total number of shares of Common Stock subject to such Vested RSUs as of immediately prior to the Effective Time. F4 · shares: At the Effective Time, the 7,637 RSUs were canceled in exchange for a cash payment representing $35.50 for each outstanding RSU. Read SEC document |
| June 23, 2022 Filed Jun 28, 2022 01:42 UTC | DATTO HOLDING CORP. MSP · Entity 125833 | Disposition to issuerCommon Stock | 11,719 | $35.50 | $416,024.50 |
DisclosureSEC source: 0000899243-22-024327 · doc4.xml · nonDerivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated April 11, 2022, by and among Knockout Parent Inc., Knockout Merger Sub Inc., the Issuer, and, for certain limited purposes set forth in the Merger Agreement, Kaseya Holdings Inc. and Kaseya Inc. (the "Merger Agreement"), each share of the Issuer's common stock ("Common Stock") was canceled and converted into the right to receive $35.50 per share in cash without interest, subject to required withholding taxes. F2 · kind: Pursuant to the Merger Agreement, as of June 23, 2022 (the "Effective Time"), each restricted stock unit of the Issuer (an "RSU") that is unexpired, unexercised, outstanding and vested as of immediately prior to the Effective Time or that vested in accordance with its terms as a result of the consummation of the merger and other transactions contemplated by the Merger Agreement (a "Vested RSU") was canceled and converted into the right to receive an amount in cash equal to the product of (i) $35.50 and (ii) the total number of shares of Common Stock subject to such Vested RSUs as of immediately prior to the Effective Time. F3 · shares: At the Effective Time, the 11,719 RSUs were canceled in exchange for a cash payment representing $35.50 for each outstanding RSU. Read SEC document |
| June 23, 2022 Filed Jun 28, 2022 01:42 UTC | DATTO HOLDING CORP. MSP · Entity 125833 | Disposition to issuerCommon Stock | 25,000 | $35.50 | $887,500.00 |
DisclosureSEC source: 0000899243-22-024327 · doc4.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: Pursuant to the Agreement and Plan of Merger, dated April 11, 2022, by and among Knockout Parent Inc., Knockout Merger Sub Inc., the Issuer, and, for certain limited purposes set forth in the Merger Agreement, Kaseya Holdings Inc. and Kaseya Inc. (the "Merger Agreement"), each share of the Issuer's common stock ("Common Stock") was canceled and converted into the right to receive $35.50 per share in cash without interest, subject to required withholding taxes. F1 · shares: Pursuant to the Agreement and Plan of Merger, dated April 11, 2022, by and among Knockout Parent Inc., Knockout Merger Sub Inc., the Issuer, and, for certain limited purposes set forth in the Merger Agreement, Kaseya Holdings Inc. and Kaseya Inc. (the "Merger Agreement"), each share of the Issuer's common stock ("Common Stock") was canceled and converted into the right to receive $35.50 per share in cash without interest, subject to required withholding taxes. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 23:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-006986 · form4-06272022_040625.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,353 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000751 · edgar.xml · nonDerivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,629 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 455 shares on February 1, 2022. An additional 455 shares will vest on each of May 1 and August 1, of 2022. The remaining 454 shares will vest on November 1, 2022. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000751 · edgar.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,810 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's annual stockholder meeting held in the current fiscal year. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Apr 29, 2022 21:54 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,819 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002759 · edgar.xml · nonDerivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,357 F3 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 455 shares on February 1, 2022. An additional 455 shares will vest on each of May 1 and August 1, of 2022. The remaining 454 shares will vest on November 1, 2022. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Apr 29, 2022 21:54 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002759 · edgar.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,538 F1 · shares: This amendment is being filed to correct an error in the number of shares of Common Stock reported as acquired in the original Form 4. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's annual stockholder meeting held in the current fiscal year. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| December 14, 2021 Filed Dec 15, 2021 23:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | PurchaseCommon Stock | 12,375 | $40.47 | $500,811.30 |
DisclosureSEC source: 0001179110-21-011004 · edgar.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,083 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $40.295 to $40.52, 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 purchased at each separate price within the range set forth in footnote (1) of this Form 4. Read SEC document |
| November 26, 2021 Filed Dec 1, 2021 01:21 UTC | DATTO HOLDING CORP. MSP · Entity 125833 | PurchaseCommon Stock | 10,000 | $24.04 | $240,400.00 |
DisclosureSEC source: 0001562180-21-007350 · primarydocument.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,356 F1 · price: This transaction was executed in multiple purchases at prices ranging from $23.96 to $24.05 per share. The price reported reflects the weighted average purchase price. Upon request by the Issuer, any security holder of the Issuer or the staff of the SEC, the Reporting Person undertakes to provide full information regarding the number of shares purchased at each separate price within the range set forth in this footnote. Read SEC document |
| October 26, 2021 Filed Oct 28, 2021 21:06 UTC | DATTO HOLDING CORP. MSP · Entity 125833 | GrantCommon Stock | 7,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006665 · primarydocument.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,356 F1 · shares: Consists of restricted stock units which were granted on October 26, 2021 and vest 100% on the first anniversary of the grant date subject to continued service through the vesting date. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001219 · edgar.xml · nonDerivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,708 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 261 shares on February 1, 2021. The remaining restricted stock units vest as to 261 shares on each of May 1, August 1, and November 1, of 2021. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001219 · edgar.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,664 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 1,133 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2022. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| October 20, 2020 Filed Oct 22, 2020 21:00 UTC | DATTO HOLDING CORP. MSP · Entity 125833 | PurchaseCommon Stock | 15,000 | $27.00 | $405,000.00 |
DisclosureSEC source: 0000899243-20-029031 · doc4.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,719 F1 · shares: Represents shares purchased through the Issuer's directed share program in connection with its initial public offering. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 4,012 | $0.00 Strike: $66.06 | $0.00 |
DisclosureSEC source: 0001179110-20-001041 · edgar.xml · derivative · entry 7 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,012 Underlying: Common Stock · 4,012 shares Expires 2030-02-01 F4 · derivative.exercise_date: The option becomes exercisable as to 2,006 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will become exercisable on January 31, 2021. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,325 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001041 · edgar.xml · nonDerivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,398 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 332 shares on February 1, 2020. The remaining restricted stock units vest as to 331 shares on each of May 1, 2020, August 1, 2020, and November 1, 2020. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,438 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001041 · edgar.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,073 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 719 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2021. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| July 12, 2019 Filed Jul 15, 2019 20:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | PurchaseCommon Stock | 10,000 | $61.00 | $610,000.00 |
DisclosureSEC source: 0001179110-19-008639 · edgar.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,635 Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Options (right to buy) · Derivative | 3,626 | $0.00 Strike: $63.64 | $0.00 |
DisclosureSEC source: 0001179110-19-001366 · edgar.xml · derivative · entry 6 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,626 Underlying: Common Stock · 3,626 shares Expires 2029-02-01 F5 · derivative.exercise_date: The option becomes exercisable as to 1,813 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will become exercisable on January 31, 2020. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,218 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001366 · edgar.xml · nonDerivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,635 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 304 shares on February 1, 2019. The remaining restricted stock units vest as to 304 shares on May 1, 2019, and 305 shares on each of August 1, 2019, and November 1, 2019. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 22:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001366 · edgar.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,417 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 648 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2020. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 02:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Options (right to buy) · Derivative | 4,339 | $0.00 Strike: $50.41 | $0.00 |
DisclosureSEC source: 0001179110-18-001598 · edgar.xml · derivative · entry 5 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,339 Underlying: Common Stock · 4,339 shares Expires 2028-02-01 F5 · derivative.exercise_date: The option becomes exercisable as to 2,169 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will become exercisable on January 31, 2019. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 02:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001598 · edgar.xml · nonDerivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,121 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 198 shares on February 1, 2018. The remaining restricted stock units vest as to 198 shares on May 1, 2018 and August 1, 2018, and as to 199 shares on November 1, 2018. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 02:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001598 · edgar.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,328 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 818 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2019. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| May 30, 2017 Filed Jun 2, 2017 00:51 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionRestricted Stock Units · Derivative | 3,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020133 · form4.xml · derivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,377 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 WSM common stock. F2 · derivative.exercise_date: The restricted stock units vested on May 30, 2017. F3 · derivative.expiration_date: The restricted stock units vest on the earlier of one year from the date of grant or the day before the next regularly scheduled annual meeting. Vested shares will be delivered to the reporting person upon vesting or at the end of the deferral period, if applicable. Read SEC document |
| May 30, 2017 Filed Jun 2, 2017 00:51 UTC | WILLIAMS SONOMA INC WSM · Entity 3176 | Exercise / conversionCommon Stock | 3,377 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020133 · form4.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 78,658 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 |
| March 30, 2017 Filed Apr 4, 2017 01:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | PurchaseCommon Stock | 5,000 | $40.53 | $202,636.50 |
DisclosureSEC source: 0001140361-17-014472 · doc1.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,691 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $40.5175 to $40.5397, 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 purchased at each separate price within the range set forth in this footnote (1) to this Form 4. F2 · balance_after: Includes 4,963 shares underlying restricted stock units previously reported in Table II. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 02:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 4,837 | $0.00 Strike: $46.40 | $0.00 |
DisclosureSEC source: 0001140361-17-004437 · doc1.xml · derivative · entry 6 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,837 Underlying: Common Stock · 4,837 shares Expires 2027-02-01 F5 · derivative.exercise_date: The option becomes exercisable as to 2,418 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will become exercisable on January 31, 2018. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 02:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Units · Derivative | 1,778 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004437 · doc1.xml · derivative · entry 5 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,778 Underlying: Common Stock · 1,778 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. F4 · derivative.exercise_date: The restricted stock units vest as to 889 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will vest on January 31, 2018. Vested shares will be delivered to the reporting person upon vesting, unless such vesting 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." F4 · derivative.expiration_date: The restricted stock units vest as to 889 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will vest on January 31, 2018. Vested shares will be delivered to the reporting person upon vesting, unless such vesting 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 |
| February 01, 2017 Filed Feb 4, 2017 02:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Units · Derivative | 647 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004437 · doc1.xml · derivative · entry 4 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647 Underlying: Common Stock · 647 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. F3 · derivative.exercise_date: The 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 upon vesting, unless such vesting 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." F3 · derivative.expiration_date: The 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 upon vesting, unless such vesting 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 |
| February 01, 2017 Filed Feb 4, 2017 02:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 215 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004437 · doc1.xml · nonDerivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 728 Read SEC document |
| December 12, 2016 Filed Feb 4, 2017 02:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionRestricted Stock Units · Derivative | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004437 · doc1.xml · derivative · entry 3 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 308 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 on November 1, 2016 and were delivered to the reporting person on December 12, 2016. F2 · derivative.expiration_date: The restricted stock units vested on November 1, 2016 and were delivered to the reporting person on December 12, 2016. Read SEC document |
| December 12, 2016 Filed Feb 4, 2017 02:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004437 · doc1.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513 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 |
| September 01, 2016 Filed Sep 7, 2016 00:02 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 7,632 | $0.00 Strike: $32.50 | $0.00 |
DisclosureSEC source: 0001104659-16-143303 · a4.xml · derivative · entry 4 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,632 Underlying: Common Stock · 7,632 shares Expires 2026-09-01 F4 · derivative.exercise_date: The option becomes exercisable in three equal annual installments of 2,544 shares on September 1, 2017, 2018, and 2019. Read SEC document |
| September 01, 2016 Filed Sep 7, 2016 00:02 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Unit · Derivative | 2,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-143303 · a4.xml · derivative · entry 3 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,538 Underlying: Common Stock · 2,538 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. F3 · derivative.exercise_date: The restricted stock units vest in three equal annual installments of 846 shares on September 1, 2017, 2018, and 2019. Vested shares will be delivered to the reporting person upon vesting. F3 · derivative.expiration_date: The restricted stock units vest in three equal annual installments of 846 shares on September 1, 2017, 2018, and 2019. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| September 01, 2016 Filed Sep 7, 2016 00:02 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Unit · Derivative | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-143303 · a4.xml · derivative · entry 2 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 308 Underlying: Common Stock · 308 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 vest on November 1, 2016. Vested shares will be delivered to the reporting person upon vesting. F2 · derivative.expiration_date: The restricted stock units vest on November 1, 2016. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| September 01, 2016 Filed Sep 7, 2016 00:02 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 205 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-143303 · a4.xml · nonDerivative · entry 1 DILLON ADRIAN T · CIK 0001163402 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205 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.