Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | EVP, CHIEF SECURITY OFFICER | March 27, 2024 | March 29, 2024 |
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 March 27, 2024 · Filed March 29, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,632 |
Reported balance
After 2024-03-27 transaction · row 1
1 source rowRow 1 · 2024-03-27 · Grant · Acquired 37,632 · Balance 37,632 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025. |
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. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025.
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 27, 2024 Filed Mar 29, 2024 15:39 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 37,632 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009410 · form4-03292024_070325.xml · nonDerivative · entry 1 Aissi Slim · CIK 0002009326 · EVP, CHIEF SECURITY OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,632 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025. 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.