Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director | June 25, 2026 | June 29, 2026 |
| KEMPER CorpKMPR · Entity 719 | Director | May 06, 2026 | May 08, 2026 |
| PGIM Credit Income FundNONE · Entity 47981 | See Remarks | December 06, 2023 | December 06, 2023 |
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 June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,975 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 2,877 · Balance 25,975 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's termination of service (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's death. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's termination of service (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's death.
KEMPER Corp
Report date May 06, 2026 · Filed May 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,882 |
Reported balance
After 2026-05-06 transaction · row 1
1 source rowRow 1 · 2026-05-06 · Grant · Acquired 4,730 · Balance 52,882 F1: Award of restricted stock units under the Kemper Corporation Second A&R 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Award of restricted stock units under the Kemper Corporation Second A&R 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement.
PGIM Credit Income Fund
Report date December 06, 2023 · Filed December 06, 2023
This filing explicitly reported no securities owned.
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 |
|---|---|---|---|---|---|---|
| June 25, 2026 Filed Jun 29, 2026 20:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001831511-26-000006 · form4-06292026_080615.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,975 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's termination of service (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's death. Read SEC document |
| May 06, 2026 Filed May 8, 2026 20:33 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 4,730 | $32.77 | $155,002.10 |
DisclosureSEC source: 0001831511-26-000004 · wk-form4_1778272399.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,882 F1 · shares: Award of restricted stock units under the Kemper Corporation Second A&R 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 18:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,263 | $0.00 | $0.00 |
DisclosureSEC source: 0001831511-26-000002 · form4-02042026_060205.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,098 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 316 shares on February 2, 2026. The restricted stock units vest as to 316 shares each on May 1 and August 1 of 2026. The remaining 315 shares will vest on November 1, 2026. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2024 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2024 equity incentive plan), or the reporting person's death. Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 21:01 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 25,000 | $36.82 | $920,500.00 |
DisclosureSEC source: 0001831511-25-000004 · wk-form4_1762981277.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,152 Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:52 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018534 · form4-06302025_090626.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,835 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person on February 1, 2028, or upon (i) a change of control of the issuer (as defined in the issuer's 2024 equity incentive plan), (ii) the reporting person's termination of service (as defined in the issuer's 2024 equity incentive plan), or (iii) the reporting person's death. Read SEC document |
| May 07, 2025 Filed May 8, 2025 20:22 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,435 | $61.61 | $150,020.35 |
DisclosureSEC source: 0000860748-25-000141 · wk-form4_1746735730.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,152 F1 · shares: Award of restricted stock units based on a grant date value of $150,000 under the Kemper Corporation Amended and Restated 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 16:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003087 · form4-02052025_040209.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,832 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 193 shares on February 3, 2025. The restricted stock units vest as to 193 shares each on May 1 and August 1 of 2025. The remaining 192 shares will vest on November 1, 2025. Vested shares will be delivered to the reporting person on February 1, 2028, or upon (i) a change of control of the issuer (as defined in the issuer's 2024 equity incentive plan), (ii) the reporting person's termination of service (as defined in the issuer's 2024 equity incentive plan), or (iii) the reporting person's death, should any of events (i), (ii), or (iii) occur prior to February 1, 2028. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 21:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 728 | $97.30 | $70,834.18 |
DisclosureSEC source: 0001415889-24-029330 · form4-12132024_091227.xml · nonDerivative · entry 2 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,061 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.25 to $97.38 inclusive. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 21:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 24,272 | $96.70 | $2,347,065.99 |
DisclosureSEC source: 0001415889-24-029330 · form4-12132024_091227.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,789 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $96.22 to $97.18, 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 range set forth in footnote (1) and (2) of this Form 4. Read SEC document |
| August 21, 2024 Filed Aug 23, 2024 20:04 UTC | KEMPER Corp KMPR · Entity 719 | SaleCommon Stock | 30,000 | $61.74 | $1,852,200.00 |
DisclosureSEC source: 0000860748-24-000210 · wk-form4_1724443491.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,717 Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 17:30 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019404 · form4-07092024_050735.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,061 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person on February 1, 2028. Read SEC document |
| May 01, 2024 Filed May 2, 2024 20:13 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,565 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-24-000159 · wk-form4_1714680772.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,717 F1 · shares: Award of restricted stock units based on a grant date value of $150,000 under the Amended and Restated Kemper Corporation 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 00:20 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002734 · form4-02062024_120228.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,518 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 265 shares on February 1, 2024. The restricted stock units vest as to 265 shares on May 1, 2024. The shares will vest as to 264 shares on each of August 1, and November 1 of 2024. Vested shares will be delivered to the reporting person on February 1, 2028. Read SEC document |
| November 20, 2023 Filed Nov 21, 2023 22:15 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 10,000 | $41.40 | $413,960.00 |
DisclosureSEC source: 0000860748-23-000194 · wk-form4_1700604906.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,152 Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 22:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010320 · form4-06262023_100629.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,460 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of June 22, 2024 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death. Read SEC document |
| May 03, 2023 Filed May 4, 2023 20:28 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,933 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-23-000099 · wf-form4_168323207746270.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,152 F1 · shares: Award of restricted stock units based on a grant date value of $130,000 under the Kemper Corporation 2023 Omnibus Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 16:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,102 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001889 · form4-02032023_040259.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,296 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 274 shares on February 1, 2023. The restricted stock units vest as to 276 shares on each of May 1, August 1, and November 1 of 2023. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death. Read SEC document |
| August 04, 2022 Filed Aug 8, 2022 14:05 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 5,000 | $42.55 | $212,750.00 |
DisclosureSEC source: 0000860748-22-000144 · wf-form4_165996750473445.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,219 Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 23:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-006989 · form4-06272022_040618.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,194 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| May 04, 2022 Filed May 5, 2022 15:33 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 2,525 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-22-000086 · wf-form4_165176476360315.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,219 F1 · shares: Award of restricted stock units based on a grant date value of $130,000 under the Kemper Corporation 2020 Omnibus Equity Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000749 · edgar.xml · nonDerivative · entry 2 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,470 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 303 shares on February 1, 2022. The remaining restricted stock units vest as to 303 shares on each of May 1, August 1, and November 1, of 2022. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000749 · edgar.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,258 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's annual stockholder meeting held in the current fiscal year. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Apr 29, 2022 21:47 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002753 · edgar.xml · nonDerivative · entry 2 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,198 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 303 shares on February 1, 2022. The remaining restricted stock units vest as to 303 shares on each of May 1, August 1, and November 1, of 2022. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Apr 29, 2022 21:47 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002753 · edgar.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,986 F1 · shares: This amendment is being filed to correct an error in the number of shares of Common Stock reported as acquired in the original Form 4. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's annual stockholder meeting held in the current fiscal year. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| December 09, 2021 Filed Dec 10, 2021 01:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | PurchaseCommon Stock | 25,000 | $42.82 | $1,070,500.00 |
DisclosureSEC source: 0001179110-21-010799 · edgar.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,531 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $42.43 to $42.93, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the range set forth in footnote (1) of this Form 4. Read SEC document |
| August 04, 2021 Filed Aug 6, 2021 13:16 UTC | KEMPER Corp KMPR · Entity 719 | PurchaseCommon Stock | 25,000 | $61.62 | $1,540,570.00 |
DisclosureSEC source: 0000860748-21-000133 · wf-form4_162825579042068.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,694 F1 · price: This is the weighted average purchase price per share for the transactions executed on August 4, 2021. These purchases were executed in multiple lots at prices ranging from $61.34 through $61.68 per share. The reporting person undertakes to provide full information regarding the number of shares purchased at each separate price upon request by the Commission staff, the issuer or a security holder of the issuer. Read SEC document |
| May 05, 2021 Filed May 6, 2021 23:22 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 1,670 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-21-000089 · wf-form4_162034330229849.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,694 F1 · shares: Award of restricted stock units based on a grant date value of $130,000 under the Kemper Corporation 2020 Omnibus Equity Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 775 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001264 · edgar.xml · nonDerivative · entry 2 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,531 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 194 shares on February 1, 2021. The restricted stock units vest as to 194 shares on May 1 and August 1 of 2021; the remaining shares vest on November 1, 2021. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001264 · edgar.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,756 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 1,133 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2022. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 19:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 153 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-011749 · edgar.xml · nonDerivative · entry 2 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,490 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 153 shares on December 4, 2020. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death. Read SEC document |
| December 04, 2020 Filed Dec 8, 2020 19:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,337 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-011749 · edgar.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,337 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in three equal installments of 779 shares on each of December 4, 2021, 2022 and 2023. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death. Read SEC document |
| November 04, 2020 Filed Nov 6, 2020 21:22 UTC | KEMPER Corp KMPR · Entity 719 | GrantCommon Stock | 1,024 | $0.00 | $0.00 |
DisclosureSEC source: 0000860748-20-000164 · wf-form4_160469775957751.xml · nonDerivative · entry 1 Parker Stuart B. · CIK 0001831511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024 F1 · shares: Award of restricted stock units based on a grant date value of $65,000 under the Kemper Corporation 2020 Omnibus Equity Plan ("Plan"), subject to forfeiture and other restrictions until vested pursuant to the Plan and the award agreement. 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.