Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Phreesia, Inc.PHR · Entity 2606 | Director | June 24, 2026 | June 26, 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.
Phreesia, Inc.
Report date June 24, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,884 |
Reported balance
After 2026-06-24 transaction · row 1
1 source rowRow 1 · 2026-06-24 · Grant · Acquired 19,290 · Balance 43,884 F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares reported in this transaction represent Restricted Stock Units ("RSUs") issued under the Phreesia, Inc. 2019 Stock Option and Incentive Plan. Each RSU represents the contingent right to receive one share of the Issuer's common stock. The RSUs shall vest in full upon the earlier of (i) June 24, 2027 and (ii) the next annual meeting of the Issuer's stockholders.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEALTHEQUITY, INC.
Report date June 06, 2025 · Filed June 10, 2025
Section 16 reporting ended · disclosed 2025-06-10. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 253,510 |
Ending reported balance
After 2025-06-06 transaction · row 7
7 source rows · reconciled sequenceRow 1 · 2025-06-06 · Exercise / conversion · Acquired 17,409 · Balance 325,421 Row 2 · 2025-06-06 · Exercise / conversion · Acquired 23,929 · Balance 349,350 Row 3 · 2025-06-06 · Exercise / conversion · Acquired 38,343 · Balance 387,693 Row 4 · 2025-06-06 · Sale · Disposed 62,827 · Balance 324,866 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.25 to $112.24, 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 1, 2, 3, 4, 6, 7 and 8 of this Form 4. Row 5 · 2025-06-06 · Sale · Disposed 16,854 · Balance 308,012 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.27 to $112.63, inclusive. Row 6 · 2025-06-06 · Sale · Disposed 39,075 · Balance 268,937 F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $111.43 to $112.42, inclusive Row 7 · 2025-06-06 · Sale · Disposed 15,427 · Balance 253,510 F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $112.43 to $113.35, inclusive. |
| Common StockSEC Table I · non-derivative | Indirectby GKF, LLC | 136,055 |
Reported balance
After 2025-06-06 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2025-06-06 · Exercise / conversion · Acquired 34,820 · Balance 136,055 F5: These securities are held by GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby GKF, LLC | 159,985 |
Reported balance
After 2025-06-06 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2025-06-06 · Exercise / conversion · Acquired 23,930 · Balance 159,985 F5: These securities are held by GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby GKF, LLC | 172,767 |
Reported balance
After 2025-06-06 transaction · row 10
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 10 · 2025-06-06 · Exercise / conversion · Acquired 12,782 · Balance 172,767 F5: These securities are held by GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby GKF, LLC | 120,317 |
Reported balance
After 2025-06-06 transaction · row 11
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 11 · 2025-06-06 · Sale · Disposed 52,450 · Balance 120,317 F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.25 to $112.24, 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 1, 2, 3, 4, 6, 7 and 8 of this Form 4. F5: These securities are held by GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby GKF, LLC | 101,235 |
Reported balance
After 2025-06-06 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2025-06-06 · Sale · Disposed 19,082 · Balance 101,235 F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.27 to $112.63, inclusive. F5: These securities are held by GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | Indirectby GKF, LLC | 84,688 |
Reported balance
After 2025-06-06 transaction · row 13
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 13 · 2025-06-06 · Sale · Disposed 16,547 · Balance 84,688 F6: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $111.34 to $112.33, inclusive. |
| Common StockSEC Table I · non-derivative | Indirectby GKF, LLC | 75,060 |
Reported balance
After 2025-06-06 transaction · row 14
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 14 · 2025-06-06 · Sale · Disposed 9,628 · Balance 75,060 F7: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $112.34 to $113.33, inclusive. |
| Common StockSEC Table I · non-derivative | Indirectby GKF, LLC | 75,000 |
Reported balance
After 2025-06-06 transaction · row 15
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 15 · 2025-06-06 · Sale · Disposed 60 · Balance 75,000 F8: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $113.34 to $113.36, inclusive. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.28 · Expires 2027-03-27 | Direct | 0 |
Reported balance
After 2025-06-06 transaction · row 16
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 16 · 2025-06-06 · Exercise / conversion · Disposed 17,409 · Balance 0 F9: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.72 · Expires 2028-03-27 | Direct | 0 |
Reported balance
After 2025-06-06 transaction · row 17
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 17 · 2025-06-06 · Exercise / conversion · Disposed 23,929 · Balance 0 F9: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.61 · Expires 2029-03-26 | Direct | 0 |
Reported balance
After 2025-06-06 transaction · row 18
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 18 · 2025-06-06 · Exercise / conversion · Disposed 38,343 · Balance 0 F9: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $41.28 · Expires 2027-03-27 | Indirectby GKF, LLC | 0 |
Reported balance
After 2025-06-06 transaction · row 19
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 19 · 2025-06-06 · Exercise / conversion · Disposed 34,820 · Balance 0 F9: The option is immediately exercisable. F5: These securities are held by GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $61.72 · Expires 2028-03-27 | Indirectby GKF, LLC | 0 |
Reported balance
After 2025-06-06 transaction · row 20
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 20 · 2025-06-06 · Exercise / conversion · Disposed 23,930 · Balance 0 F9: The option is immediately exercisable. F5: These securities are held by GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $73.61 · Expires 2029-03-26 | Indirectby GKF, LLC | 0 |
Reported balance
After 2025-06-06 transaction · row 21
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 21 · 2025-06-06 · Exercise / conversion · Disposed 12,782 · Balance 0 F9: The option is immediately exercisable. F5: These securities are held by GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.25 to $112.24, 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 1, 2, 3, 4, 6, 7 and 8 of this Form 4.
F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.27 to $112.63, inclusive.
F3: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $111.43 to $112.42, inclusive
F4: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $112.43 to $113.35, inclusive.
F5: These securities are held by GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
F6: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $111.34 to $112.33, inclusive.
F7: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $112.34 to $113.33, inclusive.
F8: The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $113.34 to $113.36, inclusive.
F9: The option is immediately exercisable.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 01, 2017 Filed Mar 4, 2017 01:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $1.25 | $0.00 |
DisclosureSEC source: 0001140361-17-010648 · doc1.xml · derivative · entry 4 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,000 Underlying: Common Stock · 30,000 shares Expires 2021-08-08 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 exercise 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 9, 2016. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 01:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,619 | $44.59 | $72,183.12 |
DisclosureSEC source: 0001140361-17-010648 · doc1.xml · nonDerivative · entry 3 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,000 F1 · kind: The option exercise 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 9, 2016. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $44.55 to $44.65, inclusive. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 01:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 28,381 | $44.13 | $1,252,561.38 |
DisclosureSEC source: 0001140361-17-010648 · doc1.xml · nonDerivative · entry 2 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,619 F1 · kind: The option exercise 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 9, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $43.54 to $44.51, 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) to this Form 4. Read SEC document |
| March 01, 2017 Filed Mar 4, 2017 01:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 30,000 | $1.25 | $37,500.00 |
DisclosureSEC source: 0001140361-17-010648 · doc1.xml · nonDerivative · entry 1 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 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 exercise 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 9, 2016. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $1.25 | $0.00 |
DisclosureSEC source: 0001140361-17-004326 · doc1.xml · derivative · entry 3 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 295,000 Underlying: Common Stock · 30,000 shares Expires 2021-08-08 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2016. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 30,000 | $46.46 | $1,393,773.00 |
DisclosureSEC source: 0001140361-17-004326 · doc1.xml · nonDerivative · entry 2 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,000 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2016. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $46.05 to $46.97, 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 (2) to this Form 4. Read SEC document |
| February 01, 2017 Filed Feb 3, 2017 18:28 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 30,000 | $1.25 | $37,500.00 |
DisclosureSEC source: 0001140361-17-004326 · doc1.xml · nonDerivative · entry 1 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 450,000 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 9, 2016. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 00:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 54,712 | $0.00 Strike: $0.10 | $0.00 |
DisclosureSEC source: 0001140361-16-080482 · doc1.xml · derivative · entry 6 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 54,712 shares Expires 2019-03-26 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 00:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 54,712 | $35.07 | $1,919,001.52 |
DisclosureSEC source: 0001140361-16-080482 · doc1.xml · nonDerivative · entry 4 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,000 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.47, inclusive. Read SEC document |
| September 20, 2016 Filed Sep 22, 2016 00:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 54,712 | $0.10 | $5,471.20 |
DisclosureSEC source: 0001140361-16-080482 · doc1.xml · nonDerivative · entry 3 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 474,712 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. Read SEC document |
| September 19, 2016 Filed Sep 22, 2016 00:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 65,288 | $0.00 Strike: $0.10 | $0.00 |
DisclosureSEC source: 0001140361-16-080482 · doc1.xml · derivative · entry 5 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,712 Underlying: Common Stock · 65,288 shares Expires 2019-03-26 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. F4 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| September 19, 2016 Filed Sep 22, 2016 00:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 65,288 | $35.02 | $2,286,320.47 |
DisclosureSEC source: 0001140361-16-080482 · doc1.xml · nonDerivative · entry 2 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,000 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $35.00 to $35.21, 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) to this Form 4. Read SEC document |
| September 19, 2016 Filed Sep 22, 2016 00:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 65,288 | $0.10 | $6,528.80 |
DisclosureSEC source: 0001140361-16-080482 · doc1.xml · nonDerivative · entry 1 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 485,288 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $0.10 | $0.00 |
DisclosureSEC source: 0001140361-16-080196 · doc1.xml · derivative · entry 3 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,000 Underlying: Common Stock · 20,000 shares Expires 2019-03-26 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 20,000 | $33.46 | $669,152.00 |
DisclosureSEC source: 0001140361-16-080196 · doc1.xml · nonDerivative · entry 2 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,000 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.03 to $33.94, 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 (2) to this Form 4. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 20,000 | $0.10 | $2,000.00 |
DisclosureSEC source: 0001140361-16-080196 · doc1.xml · nonDerivative · entry 1 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440,000 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 22:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 63,556 | $0.00 Strike: $0.10 | $0.00 |
DisclosureSEC source: 0001140361-16-079829 · doc1.xml · derivative · entry 5 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,000 Underlying: Common Stock · 63,556 shares Expires 2019-03-26 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 22:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 56,561 | $0.00 Strike: $1.25 | $0.00 |
DisclosureSEC source: 0001140361-16-079829 · doc1.xml · derivative · entry 4 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325,000 Underlying: Common Stock · 56,561 shares Expires 2021-08-08 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. F3 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 22:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 120,117 | $33.10 | $3,975,788.62 |
DisclosureSEC source: 0001140361-16-079829 · doc1.xml · nonDerivative · entry 3 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420,000 F1 · kind: The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.00 to $33.65, 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 (2) to this Form 4. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 22:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 63,556 | $0.10 | $6,355.60 |
DisclosureSEC source: 0001140361-16-079829 · doc1.xml · nonDerivative · entry 2 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 540,117 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 22:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 56,561 | $1.25 | $70,701.25 |
DisclosureSEC source: 0001140361-16-079829 · doc1.xml · nonDerivative · entry 1 Kessler Jon · CIK 0001615062 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 476,561 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 sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 16, 2015. 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.