Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BREAD FINANCIAL HOLDINGS, INC.BFH · Entity 4059 | Director | June 15, 2026 | June 17, 2026 |
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director | June 25, 2026 | June 29, 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.
BREAD FINANCIAL HOLDINGS, INC.
Report date June 15, 2026 · Filed June 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,442 |
Reported balance
After 2026-06-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-15 · Grant · Acquired 1,638 · Balance 21,442 F1: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027. F2: The total amount of securities beneficially owned includes: (a) 6,275 unrestricted stock units; (b) 3,432 unvested restricted stock units granted 6/22/20; (c) 1,803 unvested restricted stock units granted 6/15/21; (d) 339 unvested restricted stock units granted 9/15/21; (e) 373 unvested restricted stock units granted 12/15/21; (f) 2,650 unvested restricted stock units granted 6/15/22; (g) 4,932 unvested restricted stock units granted 6/15/23; and (h) the new grant for 1,638 restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027.
F2: The total amount of securities beneficially owned includes: (a) 6,275 unrestricted stock units; (b) 3,432 unvested restricted stock units granted 6/22/20; (c) 1,803 unvested restricted stock units granted 6/15/21; (d) 339 unvested restricted stock units granted 9/15/21; (e) 373 unvested restricted stock units granted 12/15/21; (f) 2,650 unvested restricted stock units granted 6/15/22; (g) 4,932 unvested restricted stock units granted 6/15/23; and (h) the new grant for 1,638 restricted stock units.
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 | 18,130 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 2,877 · Balance 18,130 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 on the earlier of February 1, 2033, 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 on the earlier of February 1, 2033, 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.
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 20:33 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001812674-26-000006 · form4-06292026_080634.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,130 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 on the earlier of February 1, 2033, 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 |
| June 15, 2026 Filed Jun 17, 2026 22:21 UTC | BREAD FINANCIAL HOLDINGS, INC. BFH · Entity 4059 | GrantCommon Stock | 1,638 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001812674-26-000004 · wk-form4_1781734906.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,442 F1 · kind: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027. F1 · price: The new grant is for 1,638 shares of common stock represented by restricted stock units, which will vest on June 15, 2027. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 6,275 unrestricted stock units; (b) 3,432 unvested restricted stock units granted 6/22/20; (c) 1,803 unvested restricted stock units granted 6/15/21; (d) 339 unvested restricted stock units granted 9/15/21; (e) 373 unvested restricted stock units granted 12/15/21; (f) 2,650 unvested restricted stock units granted 6/15/22; (g) 4,932 unvested restricted stock units granted 6/15/23; and (h) the new grant for 1,638 restricted stock units. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 18:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 976 | $0.00 | $0.00 |
DisclosureSEC source: 0001812674-26-000002 · form4-02042026_060249.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,253 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 244 shares on February 2, 2026. The restricted stock units vest as to 244 shares each on the first day of May, August, and November of 2026. Vested shares will be delivered to the reporting person on the earlier of February 1, 2033, 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 |
| June 26, 2025 Filed Jun 30, 2025 21:54 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018536 · form4-06302025_090646.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,277 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon the earlier of (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 |
| June 16, 2025 Filed Jun 18, 2025 22:08 UTC | BREAD FINANCIAL HOLDINGS, INC. BFH · Entity 4059 | GrantCommon Stock | 2,802 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001101215-25-000116 · wk-form4_1750284510.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,804 F1 · kind: The new grant is for 2,802 shares of common stock represented by restricted stock units, which will vest on June 16, 2026. F1 · price: The new grant is for 2,802 shares of common stock represented by restricted stock units, which will vest on June 16, 2026. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 3,432 unvested restricted stock units granted 6/22/20; (b) 1,803 unvested restricted stock units granted 6/15/21; (c) 339 unvested restricted stock units granted 9/15/21; (d) 373 unvested restricted stock units granted 12/15/21; (e) 2,650 unvested restricted stock units granted 6/15/22; (f) 4,932 unvested restricted stock units granted 6/15/23; (g) 3,473 unvested restricted stock units granted 6/17/24; and (h) the new grant for 2,802 restricted stock units. Read SEC document |
| February 03, 2025 Filed Feb 5, 2025 16:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 771 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-003089 · form4-02052025_040214.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,274 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 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 |
| July 05, 2024 Filed Jul 9, 2024 17:24 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019399 · form4-07092024_050708.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,503 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 17, 2024 Filed Jun 20, 2024 20:09 UTC | BREAD FINANCIAL HOLDINGS, INC. BFH · Entity 4059 | GrantCommon Stock | 3,473 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001101215-24-000153 · wk-form4_1718914146.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,002 F1 · kind: The new grant is for 3,473 shares of common stock represented by restricted stock units, which will vest on June 17, 2025. F1 · price: The new grant is for 3,473 shares of common stock represented by restricted stock units, which will vest on June 17, 2025. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 3,432 unvested restricted stock units granted 6/22/20; (b) 1,803 unvested restricted stock units granted 6/15/21; (c) 339 unvested restricted stock units granted 9/15/21; (d) 373 unvested restricted stock units granted 12/15/21; (e) 2,650 unvested restricted stock units granted 6/15/22; (f) 4,932 unvested restricted stock units granted 6/15/23; and (g) the new grant for 3,473 restricted stock units. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 00:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002740 · form4-02062024_120238.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,960 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 281 shares on February 1, 2024. An additional 281 shares will vest on each of May 1, August 1, and November 1, of 2024. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 22:14 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010318 · form4-06262023_100655.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,836 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of June 22, 2024 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 15, 2023 Filed Jun 20, 2023 20:27 UTC | BREAD FINANCIAL HOLDINGS, INC. BFH · Entity 4059 | GrantCommon Stock | 4,932 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001101215-23-000125 · wk-form4_1687292842.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,529 F1 · kind: The new grant is for 4,932 shares of common stock represented by restricted stock units, which will vest on the earlier of (i) June 15, 2033 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 15, 2024. F1 · price: The new grant is for 4,932 shares of common stock represented by restricted stock units, which will vest on the earlier of (i) June 15, 2033 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 15, 2024. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 3,432 unvested restricted stock units granted 6/22/20; (b) 1,803 unvested restricted stock units granted 6/15/21; (c) 339 unvested restricted stock units granted 9/15/21; (d) 373 unvested restricted stock units granted 12/15/21; (e) 2,650 unvested restricted stock units granted 6/15/22; and (f) the new grant for 4,932 restricted stock units. Read SEC document |
| February 01, 2023 Filed Feb 3, 2023 16:38 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,229 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001885 · form4-02032023_040220.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,672 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 308 shares on February 1, 2023. An additional 307 shares will vest on each of May 1, August 1, and November 1, of 2023. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 23:48 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-006993 · form4-06272022_040609.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,443 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 |
| June 15, 2022 Filed Jun 17, 2022 20:19 UTC | BREAD FINANCIAL HOLDINGS, INC. BFH · Entity 4059 | GrantCommon Stock | 2,650 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-015147 · form4.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,597 F1 · kind: The new grant is for 2,650 shares of common stock represented by restricted stock units, which will vest on the earlier of (i) June 15, 2032 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 15, 2023. F1 · price: The new grant is for 2,650 shares of common stock represented by restricted stock units, which will vest on the earlier of (i) June 15, 2032 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 15, 2023. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 3,432 unvested restricted stock units granted 6/22/20; (b) 1,803 unvested restricted stock units granted 6/15/21; (c) 339 unvested restricted stock units granted 9/15/21; (d) 373 unvested restricted stock units granted 12/15/21; and (e) the new grant for 2,650 restricted stock units. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 21:13 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | GrantCommon Stock | 373 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-013154 · form4.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,947 F1 · kind: The new grant is for 373 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 12/15/31 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than December 15, 2022. F1 · price: The new grant is for 373 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 12/15/31 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than December 15, 2022. F2 · balance_after: In connection with the spin-off of Loyalty Ventures Inc. by the Issuer, outstanding unvested restricted stock units ("RSUs"), including RSUs previously granted to the Reporting Person, were subject to anti-dilution adjustments ("Anti-Dilution Adjustment"). To the extent that the outstanding RSUs granted to the Reporting Person were previously reported under Table I, the total number of shares reported include the additional RSUs held by the Reporting Person as a result of the Anti-Dilution Adjustment. The outstanding RSUs will continue to vest pursuant to the original vesting schedule for each grant. F3 · balance_after: The total amount of securities beneficially owned includes: (a) 3,432 unvested restricted stock units granted 6/22/20; (b) 1,803 unvested restricted stock units granted 6/15/21; (c) 339 unvested restricted stock units granted 9/15/21; and (d) the new grant for 373 restricted stock units. Read SEC document |
| September 15, 2021 Filed Sep 17, 2021 20:04 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | GrantCommon Stock | 292 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-008729 · form4.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,801 F1 · kind: The new grant is for 292 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 9/15/31 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than September 15, 2022. F1 · price: The new grant is for 292 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 9/15/31 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than September 15, 2022. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 2,956 unvested restricted stock units granted 6/22/20; (b) 1,553 unvested restricted stock units granted 6/15/21; and (c) the new grant for 292 restricted stock units. Read SEC document |
| June 15, 2021 Filed Jun 17, 2021 20:07 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | GrantCommon Stock | 1,553 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-005761 · form4.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,509 F1 · kind: The new grant is for 1,553 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/15/31 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 15, 2022. F1 · price: The new grant is for 1,553 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/15/31 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 15, 2022. F2 · balance_after: The total amount of securities beneficially owned includes: (a) 2,956 unvested restricted stock units granted 6/22/20; and (b) the new grant for 1,553 restricted stock units. Read SEC document |
| June 22, 2020 Filed Jun 23, 2020 20:06 UTC | BREAD FINANCIAL HOLDINGS, INC. ADS · Entity 4059 | GrantCommon Stock | 2,956 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001101215-20-000133 · edgar.xml · nonDerivative · entry 1 Natarajan Rajesh · CIK 0001812674 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,956 F1 · kind: The new grant is for 2,956 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/21/30 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 21, 2021. F1 · price: The new grant is for 2,956 shares of common stock represented by restricted stock units. The restrictions on 100% of the shares will lapse on the earlier of (i) 6/21/30 or (ii) termination of the director's service on the Company's board of directors, but in any case not earlier than June 21, 2021. 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.