Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEALTHEQUITY, INC.
Report date December 19, 2023 · Filed December 21, 2023
Section 16 reporting ended · disclosed 2023-12-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,630 |
Ending reported balance
After 2023-12-19 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2023-12-19 · Exercise / conversion · Acquired 15,000 · Balance 124,630 Row 2 · 2023-12-19 · Exercise / conversion · Acquired 15,000 · Balance 139,630 Row 3 · 2023-12-19 · Exercise / conversion · Acquired 15,000 · Balance 154,630 Row 4 · 2023-12-19 · Sale · Disposed 45,000 · Balance 109,630 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $21.27 · Expires 2026-02-01 | Direct | 0 |
Reported balance
After 2023-12-19 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2023-12-19 · Exercise / conversion · Disposed 15,000 · Balance 0 F1: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $14.00 · Expires 2024-07-30 | Direct | 0 |
Reported balance
After 2023-12-19 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2023-12-19 · Exercise / conversion · Disposed 15,000 · Balance 0 F1: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.39 · Expires 2025-03-26 | Direct | 0 |
Reported balance
After 2023-12-19 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2023-12-19 · Exercise / conversion · Disposed 15,000 · Balance 0 F1: The option is immediately exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $66.06 · Expires 2030-02-01 | Direct | 8,024 |
Reported balance
Holding disclosure · report date 2023-12-19 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance 8,024 F1: The option is immediately exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: The option is immediately exercisable.
R1 RCM Inc. /DE
Report date November 19, 2024 · Filed November 19, 2024
Section 16 reporting ended · disclosed 2024-11-19. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 |
|---|---|---|---|---|---|---|
| December 19, 2023 Filed Dec 21, 2023 22:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $25.39 | $0.00 |
DisclosureSEC source: 0001415889-23-016846 · form4-12212023_101258.xml · derivative · entry 7 Sacks Ian · CIK 0001614866 · FORMER DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2025-03-26 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 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| December 19, 2023 Filed Dec 21, 2023 22:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $14.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016846 · form4-12212023_101258.xml · derivative · entry 6 Sacks Ian · CIK 0001614866 · FORMER DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2024-07-30 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. Read SEC document |
| December 19, 2023 Filed Dec 21, 2023 22:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $21.27 | $0.00 |
DisclosureSEC source: 0001415889-23-016846 · form4-12212023_101258.xml · derivative · entry 5 Sacks Ian · CIK 0001614866 · FORMER DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2026-02-01 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. Read SEC document |
| December 19, 2023 Filed Dec 21, 2023 22:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 45,000 | $63.50 | $2,857,720.50 |
DisclosureSEC source: 0001415889-23-016846 · form4-12212023_101258.xml · nonDerivative · entry 4 Sacks Ian · CIK 0001614866 · FORMER DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 109,630 Read SEC document |
| December 19, 2023 Filed Dec 21, 2023 22:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $25.39 | $380,850.00 |
DisclosureSEC source: 0001415889-23-016846 · form4-12212023_101258.xml · nonDerivative · entry 3 Sacks Ian · CIK 0001614866 · FORMER DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,630 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 19, 2023 Filed Dec 21, 2023 22:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $14.00 | $210,000.00 |
DisclosureSEC source: 0001415889-23-016846 · form4-12212023_101258.xml · nonDerivative · entry 2 Sacks Ian · CIK 0001614866 · FORMER DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 139,630 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 19, 2023 Filed Dec 21, 2023 22:31 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 15,000 | $21.27 | $319,050.00 |
DisclosureSEC source: 0001415889-23-016846 · form4-12212023_101258.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · FORMER DIRECTOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,630 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 |
| February 01, 2023 Filed Feb 3, 2023 16:49 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,060 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001891 · form4-02032023_040236.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,630 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, 2023. The remaining restricted stock units vest as to 265 shares 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 |
| October 18, 2022 Filed Oct 21, 2022 17:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 18,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-010747 · form4-10212022_101059.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,570 Read SEC document |
| September 20, 2022 Filed Sep 22, 2022 20:41 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 25,000 | $72.28 | $1,806,925.00 |
DisclosureSEC source: 0001415889-22-009872 · form4-09222022_010949.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,570 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $72.15 to $72.87 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (1) of this Form 4. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 23:50 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-006995 · form4-06272022_040601.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,570 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 |
| February 01, 2022 Filed Feb 3, 2022 17:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000746 · edgar.xml · nonDerivative · entry 2 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,846 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 269 shares on February 1, 2022. The remaining restricted stock units vest as to 268 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 17:37 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000746 · edgar.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,773 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 21:44 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,073 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002751 · edgar.xml · nonDerivative · entry 2 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,574 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 269 shares on February 1, 2022. The remaining restricted stock units vest as to 268 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 21:44 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002751 · edgar.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 147,501 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 |
| July 15, 2021 Filed Jul 19, 2021 16:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,610 | $77.04 | $278,121.62 |
DisclosureSEC source: 0001179110-21-007561 · edgar.xml · nonDerivative · entry 2 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,046 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.91 to $77.20, inclusive. Read SEC document |
| July 15, 2021 Filed Jul 19, 2021 16:10 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 6,390 | $76.18 | $486,782.53 |
DisclosureSEC source: 0001179110-21-007561 · edgar.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,656 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $75.77 to $76.70, 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 |
| February 01, 2021 Filed Feb 3, 2021 21:54 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 984 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001215 · edgar.xml · nonDerivative · entry 2 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,046 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 246 shares on February 1, 2021. The remaining restricted stock units vest as to 246 shares on each of May 1, August 1, and November 1, of 2021. Vested shares will be delivered to the reporting person on February 2, 2022. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 21:54 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001215 · edgar.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,062 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 on February 2, 2022. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 8,024 | $0.00 Strike: $66.06 | $0.00 |
DisclosureSEC source: 0001179110-20-001034 · edgar.xml · derivative · entry 5 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,024 Underlying: Common Stock · 8,024 shares Expires 2030-02-01 F2 · derivative.exercise_date: The option becomes exercisable as to 4,012 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will become exercisable on January 31, 2021. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 23:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,139 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001385 · edgar.xml · nonDerivative · entry 2 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 152,796 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 284 shares on February 1, 2019. The remaining restricted stock units vest as to 285 shares on each of May 1, 2019, August 1, 2019, and November 1, 2019. Vested shares will be delivered to the reporting person on February 1, 2021. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 23:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001385 · edgar.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 151,657 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 1,296 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2020. Vested shares will be delivered to the reporting person on February 1, 2021. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 01:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 893 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001577 · edgar.xml · nonDerivative · entry 2 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,064 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 223 shares on February 1, 2018. The remaining restricted stock units vest as to 223 shares on May 1, 2018 and August 1, 2018, and as to 224 shares on November 1, 2018. Vested shares will be delivered to the reporting person on February 1, 2019. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 01:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,273 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001577 · edgar.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,171 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 1,636 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2019. Vested shares will be delivered to the reporting person on February 1, 2019. Read SEC document |
| February 01, 2017 Filed Feb 4, 2017 02:07 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantRestricted Stock Units · Derivative | 3,556 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004439 · doc1.xml · derivative · entry 2 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,556 Underlying: Common Stock · 3,556 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest as to 1,778 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will vest on January 31, 2018. Vested shares will be delivered to the reporting person upon vesting, unless such vesting does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." F2 · derivative.expiration_date: The restricted stock units will vest as to 1,778 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will vest on January 31, 2018. Vested shares will be delivered to the reporting person upon vesting, unless such vesting does not occur during an "open window period," in which case the shares will be delivered promptly following the first day of the next "open window period." Read SEC document |
| December 29, 2016 Filed Apr 12, 2017 00:29 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 33,417 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-015605 · doc1.xml · nonDerivative · entry 1 Sacks Ian · CIK 0001614866 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,898 F1 · balance_after: Includes 4,898 shares underlying restricted stock units previously reported in Table II. 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.