Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director · FOUNDER AND VICE CHAIRMAN | October 06, 2026 | October 08, 2026 |
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 October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 136,470 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Tax withholding · Disposed 1,095 · Balance 136,470 |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 408,235 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 408,235 F1: Shares held of record by the Stephen and Christine Neeleman Trust. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 140,000 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 140,000 F2: The securities are beneficially owned by the Reporting Person's spouse. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 203,000 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 203,000 F3: Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.28 · Expires 2027-03-27 | Direct | 19,897 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance 19,897 F4: The option is immediately exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.72 · Expires 2028-03-27 | Direct | 14,228 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance 14,228 F4: The option is immediately exercisable. |
| Stock Options (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.61 · Expires 2029-03-26 | Direct | 15,337 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance 15,337 F4: The option is immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares held of record by the Stephen and Christine Neeleman Trust.
F2: The securities are beneficially owned by the Reporting Person's spouse. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
F3: Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes.
F4: 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 |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 8, 2026 22:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,095 | $91.16 | $99,815.05 |
DisclosureSEC source: 0001614838-26-000024 · form4-10082026_101055.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 136,470 Read SEC document |
| September 17, 2026 Filed Sep 18, 2026 21:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001614838-26-000020 · form4-09182026_090918.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 408,235 F1 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust. Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 20:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,103 | $95.08 | $104,876.66 |
DisclosureSEC source: 0001614838-26-000018 · form4-07102026_080751.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,565 Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 21:33 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,559 | $83.84 | $214,537.09 |
DisclosureSEC source: 0001614838-26-000014 · form4-04082026_090416.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,668 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 21:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 9,292 | $82.53 | $766,835.31 |
DisclosureSEC source: 0001614838-26-000010 · form4-04022026_090404.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,227 Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 21:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 23,860 | $0.00 | $0.00 |
DisclosureSEC source: 0001614838-26-000006 · form4-03272026_090350.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 150,519 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 23,860 shares on March 25, 2026. Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 21:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 15,915 | $0.00 | $0.00 |
DisclosureSEC source: 0001614838-26-000006 · form4-03272026_090350.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126,659 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027. Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 21:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 791 | $95.24 | $75,332.23 |
DisclosureSEC source: 0001614838-26-000004 · form4-01132026_090136.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 110,744 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.2357 to $95.2376 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 footnote 1 of this Form 4. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 140,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614838-25-000009 · form4-12232025_091210.xml · nonDerivative · entry 3 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 140,000 F1 · kind: Transaction represents a bona fide gift to Reporting Person's spouse for estate planning purposes. F3 · ownership.nature: The securities are beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| December 19, 2025 Filed Dec 23, 2025 21:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 140,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001614838-25-000009 · form4-12232025_091210.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 409,735 F1 · kind: Transaction represents a bona fide gift to Reporting Person's spouse for estate planning purposes. F2 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust. Read SEC document |
| December 17, 2025 Filed Dec 18, 2025 23:14 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001614838-25-000007 · form4-12182025_111214.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 549,735 F1 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust. Read SEC document |
| October 06, 2025 Filed Oct 8, 2025 20:36 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,058 | $88.57 | $93,704.31 |
DisclosureSEC source: 0001614838-25-000005 · form4-10082025_081043.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,535 Read SEC document |
| July 28, 2025 Filed Jul 31, 2025 20:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-020724 · form4-07312025_080711.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 550,235 F1 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 20:14 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,049 | $100.87 | $105,814.83 |
DisclosureSEC source: 0001415889-25-019495 · form4-07082025_080749.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 112,593 Read SEC document |
| April 08, 2025 Filed Apr 10, 2025 21:13 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 9,019 | $79.88 | $720,433.21 |
DisclosureSEC source: 0001415889-25-010556 · form4-04102025_090416.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 113,642 Read SEC document |
| April 03, 2025 Filed Apr 4, 2025 22:32 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,316 | $83.88 | $110,380.03 |
DisclosureSEC source: 0001415889-25-010258 · form4-04042025_100412.xml · nonDerivative · entry 3 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 122,661 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.8749 to $83.8757 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 (3) of this Form 4. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 22:32 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 21,969 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-010258 · form4-04042025_100412.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,977 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 21,969 shares on April 2, 2025. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 22:32 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 14,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-010258 · form4-04042025_100412.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,008 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2026. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2026. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 19:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 538 | $87.93 | $47,307.36 |
DisclosureSEC source: 0001415889-25-009898 · form4-04032025_070425.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,922 Read SEC document |
| January 07, 2025 Filed Jan 10, 2025 17:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 570 | $97.54 | $55,600.37 |
DisclosureSEC source: 0001415889-25-001211 · form4-01102025_050107.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,460 Read SEC document |
| October 11, 2024 Filed Oct 11, 2024 21:51 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 6,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025041 · form4-10112024_091013.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 553,235 F1 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 739 | $78.25 | $57,823.94 |
DisclosureSEC source: 0001415889-24-024834 · form4-10072024_081014.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,030 Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 10,812 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020251 · form4-07292024_080745.xml · derivative · entry 8 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,812 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F6 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 24,188 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001415889-24-020251 · form4-07292024_080745.xml · derivative · entry 7 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,812 Underlying: Common Stock · 35,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F6 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 10,812 | $80.15 | $866,587.21 |
DisclosureSEC source: 0001415889-24-020251 · form4-07292024_080745.xml · nonDerivative · entry 4 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 89,769 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.9600 to $80.4000, inclusive. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 10,812 | $14.00 | $151,368.00 |
DisclosureSEC source: 0001415889-24-020251 · form4-07292024_080745.xml · nonDerivative · entry 3 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 100,581 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 on December 08, 2023. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 24,188 | $79.73 | $1,928,543.10 |
DisclosureSEC source: 0001415889-24-020251 · form4-07292024_080745.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 89,769 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.9600 to $79.9550, 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 (2) and (3) of this Form 4. Read SEC document |
| July 25, 2024 Filed Jul 29, 2024 20:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 24,188 | $14.00 | $338,632.00 |
DisclosureSEC source: 0001415889-24-020251 · form4-07292024_080745.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,957 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 on December 08, 2023. Read SEC document |
| July 03, 2024 Filed Jul 8, 2024 17:07 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 428 | $83.68 | $35,813.67 |
DisclosureSEC source: 0001415889-24-019322 · form4-07082024_050743.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,769 Read SEC document |
| July 03, 2024 Filed Jul 8, 2024 17:07 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 318 | $83.68 | $26,609.54 |
DisclosureSEC source: 0001415889-24-019322 · form4-07082024_050743.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,197 Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 20:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 2,080 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001415889-24-016224 · form4-06102024_080647.xml · derivative · entry 8 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,000 Underlying: Common Stock · 37,080 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F6 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 20:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,080 | $85.01 | $176,824.54 |
DisclosureSEC source: 0001415889-24-016224 · form4-06102024_080647.xml · nonDerivative · entry 4 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,515 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.05, 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 (3) of this Form 4. Read SEC document |
| June 07, 2024 Filed Jun 10, 2024 20:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 2,080 | $14.00 | $29,120.00 |
DisclosureSEC source: 0001415889-24-016224 · form4-06102024_080647.xml · nonDerivative · entry 3 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 92,595 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 on December 08, 2023. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 7,484 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001415889-24-016224 · form4-06102024_080647.xml · derivative · entry 7 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,080 Underlying: Common Stock · 69,600 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F6 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 7,484 | $85.05 | $636,477.53 |
DisclosureSEC source: 0001415889-24-016224 · form4-06102024_080647.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,515 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.43, 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 (2) of this Form 4. Read SEC document |
| June 06, 2024 Filed Jun 10, 2024 20:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 7,484 | $14.00 | $104,776.00 |
DisclosureSEC source: 0001415889-24-016224 · form4-06102024_080647.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 97,999 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 on December 08, 2023. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 19:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 25,036 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015940 · form4-06072024_070623.xml · derivative · entry 5 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 44,564 Underlying: Common Stock · 69,600 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F5 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 19:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 25,036 | $85.06 | $2,129,452.00 |
DisclosureSEC source: 0001415889-24-015940 · form4-06072024_070623.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,515 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.22, 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) of this Form 4. Read SEC document |
| June 05, 2024 Filed Jun 7, 2024 19:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 25,036 | $14.00 | $350,504.00 |
DisclosureSEC source: 0001415889-24-015940 · form4-06072024_070623.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 115,551 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 on December 08, 2023. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 15:55 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 400 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001415889-24-015702 · form4-06062024_030643.xml · derivative · entry 5 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 69,600 Underlying: Common Stock · 70,000 shares Expires 2024-07-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 15:55 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 400 | $85.00 | $34,000.00 |
DisclosureSEC source: 0001415889-24-015702 · form4-06062024_030643.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,515 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023. Read SEC document |
| June 04, 2024 Filed Jun 6, 2024 15:55 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 400 | $14.00 | $5,600.00 |
DisclosureSEC source: 0001415889-24-015702 · form4-06062024_030643.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 90,915 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 on December 08, 2023. Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 17:41 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,984 | $80.60 | $159,902.27 |
DisclosureSEC source: 0001415889-24-010383 · form4-04052024_050436.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,515 Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 20:15 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,751 | $81.86 | $143,342.11 |
DisclosureSEC source: 0001415889-24-009990 · form4-04032024_080435.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,499 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 20:15 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 5,348 | $80.62 | $431,129.55 |
DisclosureSEC source: 0001415889-24-009990 · form4-04032024_080435.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,250 Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 20:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 15,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009425 · form4-03292024_080350.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,598 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 15,970 shares on March 27, 2024. Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 20:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 10,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009425 · form4-03292024_080350.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,628 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025. Read SEC document |
| January 05, 2024 Filed Jan 10, 2024 00:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 235 | $67.64 | $15,894.91 |
DisclosureSEC source: 0001415889-24-000879 · form4-01102024_120124.xml · nonDerivative · entry 1 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,652 Read SEC document |
| December 28, 2023 Filed Jan 2, 2024 20:55 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000024 · form4-01022024_080104.xml · nonDerivative · entry 2 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Indirect · See footnote Disclosed balance after: 559,235 F1 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust. Read SEC document |
| December 08, 2023 Filed Dec 12, 2023 20:56 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 70,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016295 · form4-12122023_081248.xml · derivative · entry 7 Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,000 Underlying: Common Stock · 70,000 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. F6 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.