Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | EVP, General Counsel | 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 | 88,974 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Tax withholding · Disposed 1,080 · Balance 88,974 |
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 23:55 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,080 | $91.16 | $98,447.72 |
DisclosureSEC source: 0001683056-26-000024 · form4-10082026_111023.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,974 Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 20:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,087 | $95.08 | $103,355.33 |
DisclosureSEC source: 0001683056-26-000020 · form4-07102026_080705.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 90,054 Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 22:02 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 7,500 | $90.00 | $675,000.00 |
DisclosureSEC source: 0001683056-26-000016 · form4-06012026_100605.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 91,141 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 June 12, 2025. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 21:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,481 | $83.84 | $207,997.86 |
DisclosureSEC source: 0001683056-26-000014 · form4-04082026_090457.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 98,641 Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 22:12 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 7,726 | $82.53 | $637,598.97 |
DisclosureSEC source: 0001683056-26-000010 · form4-04022026_100408.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: Not disclosed Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 22:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 20,451 | $0.00 | $0.00 |
DisclosureSEC source: 0001683056-26-000006 · form4-03272026_100330.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 108,848 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 20,451 shares on March 25, 2026. Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 22:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 15,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001683056-26-000006 · form4-03272026_100330.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,397 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 21:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 739 | $95.24 | $70,380.14 |
DisclosureSEC source: 0001683056-26-000004 · form4-01132026_090126.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,240 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.2363 to $95.2379 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 21:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,500 | $94.72 | $142,080.00 |
DisclosureSEC source: 0001683056-25-000013 · form4-12232025_091202.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 73,979 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 June 12, 2025. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 22:13 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,500 | $104.56 | $156,840.00 |
DisclosureSEC source: 0001683056-25-000011 · form4-11242025_101143.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 75,479 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 June 12, 2025. Read SEC document |
| October 20, 2025 Filed Oct 22, 2025 19:47 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,500 | $92.07 | $138,105.00 |
DisclosureSEC source: 0001683056-25-000009 · form4-10222025_071011.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 76,979 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 June 12, 2025. Read SEC document |
| October 06, 2025 Filed Oct 9, 2025 00:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 977 | $88.57 | $86,530.35 |
DisclosureSEC source: 0001683056-25-000007 · form4-10092025_121039.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,479 Read SEC document |
| September 19, 2025 Filed Sep 22, 2025 22:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 29 | $95.70 | $2,775.30 |
DisclosureSEC source: 0001683056-25-000003 · form4-09222025_100948.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 79,456 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 June 12, 2025. Read SEC document |
| September 19, 2025 Filed Sep 22, 2025 22:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 971 | $95.06 | $92,303.55 |
DisclosureSEC source: 0001683056-25-000003 · form4-09222025_100948.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 79,485 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 June 12, 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 $94.70 to $95.67 inclusive. Read SEC document |
| September 19, 2025 Filed Sep 22, 2025 22:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,000 | $93.91 | $469,568.50 |
DisclosureSEC source: 0001683056-25-000003 · form4-09222025_100948.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 80,456 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 June 12, 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 $93.52 to $94.51 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 2 and 3 of this Form 4. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 20:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 970 | $100.87 | $97,845.94 |
DisclosureSEC source: 0001415889-25-019509 · form4-07082025_080714.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,456 Read SEC document |
| April 08, 2025 Filed Apr 10, 2025 21:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 6,991 | $79.88 | $558,437.58 |
DisclosureSEC source: 0001415889-25-010552 · form4-04102025_090420.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,426 Read SEC document |
| April 03, 2025 Filed Apr 4, 2025 21:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,352 | $83.88 | $113,401.70 |
DisclosureSEC source: 0001415889-25-010221 · form4-04042025_090411.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 93,417 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.8765 to $83.8783 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 21:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 17,576 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-010221 · form4-04042025_090411.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,769 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 17,576 shares on April 2, 2025. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 14,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-010221 · form4-04042025_090411.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,193 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 19:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 395 | $87.93 | $34,733.10 |
DisclosureSEC source: 0001415889-25-009900 · form4-04032025_070401.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,107 Read SEC document |
| January 07, 2025 Filed Jan 10, 2025 17:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 475 | $97.54 | $46,333.64 |
DisclosureSEC source: 0001415889-25-001203 · form4-01102025_050141.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,502 Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 23:52 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 617 | $78.25 | $48,277.91 |
DisclosureSEC source: 0001415889-24-024850 · form4-10072024_111045.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,977 Read SEC document |
| July 03, 2024 Filed Jul 8, 2024 17:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 367 | $83.68 | $30,709.46 |
DisclosureSEC source: 0001415889-24-019318 · form4-07082024_050722.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,594 Read SEC document |
| July 03, 2024 Filed Jul 8, 2024 17:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 255 | $83.68 | $21,337.53 |
DisclosureSEC source: 0001415889-24-019318 · form4-07082024_050722.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,961 Read SEC document |
| April 03, 2024 Filed Apr 5, 2024 17:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,684 | $80.60 | $135,722.99 |
DisclosureSEC source: 0001415889-24-010381 · form4-04052024_050423.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,216 Read SEC document |
| April 02, 2024 Filed Apr 3, 2024 23:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,332 | $81.86 | $109,041.52 |
DisclosureSEC source: 0001415889-24-010165 · form4-04032024_110456.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,900 Read SEC document |
| April 01, 2024 Filed Apr 3, 2024 23:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 3,461 | $80.62 | $279,008.86 |
DisclosureSEC source: 0001415889-24-010165 · form4-04032024_110456.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,232 Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 19:52 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 11,711 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009419 · form4-03292024_070317.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,693 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 11,711 shares on March 27, 2024. Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 19:52 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 12,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009419 · form4-03292024_070317.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,982 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 |
| March 01, 2024 Filed Mar 5, 2024 17:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,558 | $82.59 | $211,265.22 |
DisclosureSEC source: 0001415889-24-006505 · form4-03052024_050334.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 47,438 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 September 22, 2023. Read SEC document |
| February 09, 2024 Filed Feb 9, 2024 23:13 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,499 | $80.00 | $199,920.00 |
DisclosureSEC source: 0001415889-24-003213 · form4-02092024_110243.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,996 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 September 22, 2023. Read SEC document |
| January 08, 2024 Filed Jan 9, 2024 23:56 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,586 | $70.00 | $181,020.00 |
DisclosureSEC source: 0001415889-24-000875 · form4-01092024_110121.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,495 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 September 22, 2023. Read SEC document |
| January 05, 2024 Filed Jan 9, 2024 23:56 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 188 | $67.64 | $12,715.70 |
DisclosureSEC source: 0001415889-24-000875 · form4-01092024_110121.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 55,081 Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 21:51 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 250 | $72.06 | $18,015.33 |
DisclosureSEC source: 0001415889-23-014046 · form4-10062023_091048.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,269 Read SEC document |
| July 05, 2023 Filed Jul 7, 2023 21:48 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 254 | $62.18 | $15,793.26 |
DisclosureSEC source: 0001415889-23-010964 · form4-07072023_090732.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,519 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.1781 to $62.1782 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Form 4. Read SEC document |
| April 04, 2023 Filed Apr 5, 2023 21:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,189 | $55.99 | $66,567.83 |
DisclosureSEC source: 0001415889-23-006302 · form4-04052023_090432.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,773 Read SEC document |
| April 03, 2023 Filed Apr 5, 2023 21:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 3,472 | $57.70 | $200,331.28 |
DisclosureSEC source: 0001415889-23-006302 · form4-04052023_090432.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,962 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $57.6990 to $57.6991, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Form 4. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 20:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 10,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005657 · form4-03312023_080343.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,434 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 10,446 shares on March 29, 2023. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 20:05 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 12,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005657 · form4-03312023_080343.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,988 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, 2024. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2024. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 15:55 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 345 | $57.27 | $19,758.22 |
DisclosureSEC source: 0001415889-23-005615 · form4-03302023_030319.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,126 Read SEC document |
| October 21, 2022 Filed Oct 25, 2022 16:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,897 | $75.00 | $442,275.00 |
DisclosureSEC source: 0001415889-22-010770 · form4-10252022_091023.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, GC & CORPORATE SECRETARY 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,471 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 April 14, 2022. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 18:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,607 | $67.63 | $176,312.45 |
DisclosureSEC source: 0001179110-22-002567 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,368 F1 · balance_after: Corrects an overstatement of shares held by the reporting person in the reporting person's most recent Form 4. Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 20:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 405 | $67.48 | $27,330.29 |
DisclosureSEC source: 0001179110-22-002500 · edgar.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,692 Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 20:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 8,922 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002500 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,097 F2 · 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, 2023. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2023. Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 20:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 7,152 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002500 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,175 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 7,152 shares on March 30, 2022. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 19:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 353 | $66.33 | $23,415.30 |
DisclosureSEC source: 0001179110-22-002474 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,023 Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 19:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 275 | $66.33 | $18,241.38 |
DisclosureSEC source: 0001179110-22-002474 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,376 Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 15:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,233 | $67.29 | $150,264.15 |
DisclosureSEC source: 0001179110-21-004284 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,651 F1 · balance_after: The shares reported on this Form 4 are subject to a lock-up agreement between the reporting person and BofA Securities, Inc. dated February 16, 2021 (the "Lock-up Date") pursuant to which the remaining shares reported in Table I of this Form 4 cannot be sold for 45 days following the Lock-up Date. Read SEC document |
| April 05, 2021 Filed Apr 7, 2021 15:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,822 | $67.29 | $122,606.94 |
DisclosureSEC source: 0001179110-21-004284 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,884 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.