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 |
|---|---|---|---|---|---|---|
| March 31, 2021 Filed Apr 1, 2021 20:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 740 | $67.50 | $49,951.63 |
DisclosureSEC source: 0001179110-21-003942 · edgar.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,706 F3 · 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 |
| March 30, 2021 Filed Apr 1, 2021 20:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 4,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003942 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,446 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 4,113 shares on March 30, 2021. Read SEC document |
| March 30, 2021 Filed Apr 1, 2021 20:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 5,473 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003942 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,333 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units will vest as to 1,369 shares on March 30, 2022. The remaining restricted stock units vest in three equal installments of 1,368 shares annually on March 30, 2023, 2024 and 2025. Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 12:48 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 462 | $68.31 | $31,558.99 |
DisclosureSEC source: 0001179110-21-003886 · edgar.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,860 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 |
| March 29, 2021 Filed Mar 31, 2021 12:48 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 430 | $68.31 | $29,372.57 |
DisclosureSEC source: 0001179110-21-003886 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,322 Read SEC document |
| March 29, 2021 Filed Mar 31, 2021 12:48 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 459 | $68.31 | $31,354.06 |
DisclosureSEC source: 0001179110-21-003886 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,752 Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 22:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 34,375 | $0.00 Strike: $30.57 | $0.00 |
DisclosureSEC source: 0001179110-21-000847 · edgar.xml · derivative · entry 7 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 34,375 shares Expires 2026-08-24 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F5 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 22:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 20,625 | $0.00 Strike: $24.36 | $0.00 |
DisclosureSEC source: 0001179110-21-000847 · edgar.xml · derivative · entry 6 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,625 shares Expires 2026-03-23 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F5 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 22:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 36,235 | $85.77 | $3,107,930.30 |
DisclosureSEC source: 0001179110-21-000847 · edgar.xml · nonDerivative · entry 5 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,211 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F4 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.63 to $86.13, inclusive. Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 22:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 7,261 | $84.82 | $615,867.85 |
DisclosureSEC source: 0001179110-21-000847 · edgar.xml · nonDerivative · entry 4 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,446 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $84.55 to $85.54, inclusive. Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 22:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 11,504 | $84.14 | $967,975.32 |
DisclosureSEC source: 0001179110-21-000847 · edgar.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,707 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.55 to $84.54, 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), (3) and (4) to this Form 4. Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 22:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 34,375 | $30.57 | $1,050,843.75 |
DisclosureSEC source: 0001179110-21-000847 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,211 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. Read SEC document |
| January 25, 2021 Filed Jan 26, 2021 22:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 20,625 | $24.36 | $502,425.00 |
DisclosureSEC source: 0001179110-21-000847 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,836 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020. Read SEC document |
| April 06, 2020 Filed Apr 7, 2020 20:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 3,639 | $43.97 | $159,989.36 |
DisclosureSEC source: 0001179110-20-004739 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,211 Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 18:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 6,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004483 · edgar.xml · nonDerivative · entry 4 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,850 F4 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units will vest as to 1,648 shares on March 31, 2021. The remaining restricted stock units vest in three equal installments of 1,647 shares on each of March 31, 2022, 2023, and 2024. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 18:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 9,536 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004483 · edgar.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,261 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 9,536 shares on March 31, 2020. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 18:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,717 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004483 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,725 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 as to 2,717 shares on the date of the meeting of the Company's compensation committee to be held in the first quarter of the fiscal year ended January 31, 2023. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 18:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 5,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-004483 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,008 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 5,041 shares on the date of the meeting of the Company's compensation committee to be held in the first quarter of the fiscal year ended January 31, 2022. Read SEC document |
| March 27, 2020 Filed Mar 30, 2020 16:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 295 | $52.22 | $15,405.17 |
DisclosureSEC source: 0001179110-20-004191 · edgar.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,967 Read SEC document |
| March 27, 2020 Filed Mar 30, 2020 16:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 338 | $52.22 | $17,650.73 |
DisclosureSEC source: 0001179110-20-004191 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,262 Read SEC document |
| March 26, 2020 Filed Mar 30, 2020 16:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 358 | $55.33 | $19,808.43 |
DisclosureSEC source: 0001179110-20-004191 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,600 Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 21:24 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 6,875 | $0.00 Strike: $24.36 | $0.00 |
DisclosureSEC source: 0001179110-19-008761 · edgar.xml · derivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,625 Underlying: Common Stock · 6,875 shares Expires 2026-03-23 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 option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2018. F2 · derivative.exercise_date: The option is exercisable as to 6,875 shares. The remaining 13,750 options vest on April 1, 2020. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 21:24 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,875 | $80.00 | $550,000.00 |
DisclosureSEC source: 0001179110-19-008761 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,958 F1 · kind: The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2018. Read SEC document |
| July 22, 2019 Filed Jul 23, 2019 21:24 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 6,875 | $24.36 | $167,475.00 |
DisclosureSEC source: 0001179110-19-008761 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,833 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 option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2018. Read SEC document |
| March 27, 2019 Filed Mar 28, 2019 21:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 301 | $73.61 | $22,156.61 |
DisclosureSEC source: 0001179110-19-004363 · edgar.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,958 Read SEC document |
| March 27, 2019 Filed Mar 28, 2019 21:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 282 | $73.61 | $20,758.02 |
DisclosureSEC source: 0001179110-19-004363 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,259 Read SEC document |
| March 26, 2019 Filed Mar 28, 2019 21:11 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 4,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-004363 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,541 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 1,019 shares on each of March 27, 2020, 2021, 2022 and 2023. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 22:49 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 6,875 | $0.00 Strike: $30.57 | $0.00 |
DisclosureSEC source: 0001179110-19-002264 · edgar.xml · derivative · entry 4 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,375 Underlying: Common Stock · 6,875 shares Expires 2026-08-24 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2018. F3 · derivative.exercise_date: The option is exercisable as to 6,875 shares. The remaining shares become exercisable in two equal annual installments of 13,750 on August 24, 2019, and 2020. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 22:49 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,875 | $78.00 | $536,250.00 |
DisclosureSEC source: 0001179110-19-002264 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,465 F1 · kind: The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2018. Read SEC document |
| February 20, 2019 Filed Feb 21, 2019 22:49 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 6,875 | $30.57 | $210,168.75 |
DisclosureSEC source: 0001179110-19-002264 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,340 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 12, 2018. Read SEC document |
| April 12, 2018 Filed Apr 16, 2018 21:19 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 13,750 | $0.00 Strike: $24.36 | $0.00 |
DisclosureSEC source: 0001179110-18-005688 · edgar.xml · derivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 Underlying: Common Stock · 13,750 shares Expires 2026-03-23 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. F2 · derivative.exercise_date: The option becomes exercisable in two equal annual installments of 13,750 shares on April 1, 2019, and 2020. Read SEC document |
| April 12, 2018 Filed Apr 16, 2018 21:19 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 13,750 | $63.98 | $879,685.13 |
DisclosureSEC source: 0001179110-18-005688 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,465 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.80 to $64.18, 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 price range set forth in footnote (1) to this Form 4. Read SEC document |
| April 12, 2018 Filed Apr 16, 2018 21:19 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 13,750 | $24.36 | $334,950.00 |
DisclosureSEC source: 0001179110-18-005688 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,215 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 27, 2018 Filed Mar 29, 2018 20:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 353 | $63.50 | $22,415.50 |
DisclosureSEC source: 0001179110-18-004922 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,465 Read SEC document |
| March 27, 2018 Filed Mar 29, 2018 20:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-004922 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,818 F1 · shares: Each restricted stock award represents a contingent right to receive one share of the issuer's common stock. The restricted stock awards vest as to 946 shares on March 27, 2019, and in three equal installments of 945 shares on March 27, 2020, 2021 and 2022. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 13,750 | $0.00 Strike: $30.57 | $0.00 |
DisclosureSEC source: 0001179110-17-015361 · edgar.xml · derivative · entry 5 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,250 Underlying: Common Stock · 13,750 shares Expires 2026-08-24 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. F3 · derivative.exercise_date: The option becomes exercisable in three equal annual installments of 13,750 shares on August 24, 2018, 2019, and 2020. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 12,655 | $0.00 Strike: $24.36 | $0.00 |
DisclosureSEC source: 0001179110-17-015361 · edgar.xml · derivative · entry 4 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,250 Underlying: Common Stock · 12,655 shares Expires 2026-03-23 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. F2 · derivative.exercise_date: The option becomes exercisable in three equal annual installments of 13,750 shares on April 1, 2018, 2019, and 2020. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 26,405 | $43.32 | $1,143,893.65 |
DisclosureSEC source: 0001179110-17-015361 · edgar.xml · nonDerivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,037 F1 · kind: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.05 to $43.66, 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 this footnote (1) to this Form 4. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 13,750 | $30.57 | $420,337.50 |
DisclosureSEC source: 0001179110-17-015361 · edgar.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,442 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 |
| December 12, 2017 Filed Dec 14, 2017 21:00 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 12,655 | $24.36 | $308,275.80 |
DisclosureSEC source: 0001179110-17-015361 · edgar.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,692 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 |
| April 13, 2017 Filed Apr 14, 2017 21:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 1,095 | $0.00 Strike: $24.36 | $0.00 |
DisclosureSEC source: 0001140361-17-015908 · doc1.xml · derivative · entry 3 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,905 Underlying: Common Stock · 1,095 shares Expires 2026-03-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is immediately exercisable as to 13,750 shares. The remainder of the option becomes exercisable in three equal annual installments of 13,750 shares on April 1, 2018, 2019, and 2020. Read SEC document |
| April 13, 2017 Filed Apr 14, 2017 21:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,095 | $43.60 | $47,742.00 |
DisclosureSEC source: 0001140361-17-015908 · doc1.xml · nonDerivative · entry 2 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,037 Read SEC document |
| April 13, 2017 Filed Apr 14, 2017 21:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 1,095 | $24.36 | $26,674.20 |
DisclosureSEC source: 0001140361-17-015908 · doc1.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · EVP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,132 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 27, 2017 Filed Mar 30, 2017 01:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 4,037 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-013840 · doc1.xml · nonDerivative · entry 1 Ladd Delano · CIK 0001683056 · Director · VP, Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,037 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.