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 (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEALTHEQUITY, INC.
Report date December 28, 2023 · Filed January 02, 2024
Section 16 reporting ended · disclosed 2024-01-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 64,937 |
Reported balance
After 2023-12-28 transaction · row 1
1 source rowRow 1 · 2023-12-28 · Gift · Disposed 1,538 · Balance 64,937 |
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 28, 2023 Filed Jan 2, 2024 15:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 1,538 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-000026 · form4-01022024_080151.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · FORMER CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,937 Read SEC document |
| December 11, 2023 Filed Dec 13, 2023 17:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GiftCommon Stock | 2,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-016396 · form4-12132023_101201.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · SPECIAL ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,475 Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 17:50 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,000 | $76.55 | $76,550.00 |
DisclosureSEC source: 0001415889-23-014355 · form4-10172023_091036.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · SPECIAL ADVISOR 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 68,818 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2022. Read SEC document |
| October 04, 2023 Filed Oct 6, 2023 17:09 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 571 | $72.06 | $41,147.57 |
DisclosureSEC source: 0001415889-23-014042 · form4-10062023_091033.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · SPECIAL ADVISOR 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,818 Read SEC document |
| September 07, 2023 Filed Sep 8, 2023 18:19 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,844 | $71.35 | $202,919.40 |
DisclosureSEC source: 0001415889-23-013132 · form4-09082023_100930.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · SPECIAL ADVISOR 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 70,389 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 15, 2022. Read SEC document |
| July 05, 2023 Filed Jul 7, 2023 17:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 580 | $62.18 | $36,063.36 |
DisclosureSEC source: 0001415889-23-010956 · form4-07072023_090722.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,233 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.1781 to $62.1782, 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 |
| April 04, 2023 Filed Apr 5, 2023 16:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 3,017 | $55.99 | $168,910.06 |
DisclosureSEC source: 0001415889-23-006288 · form4-04052023_080428.xml · nonDerivative · entry 2 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 73,813 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.9860 to $55.9861 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 |
| April 03, 2023 Filed Apr 5, 2023 16:35 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,768 | $57.70 | $159,710.83 |
DisclosureSEC source: 0001415889-23-006288 · form4-04052023_080428.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,830 Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 16:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 7,261 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005667 · form4-03312023_080351.xml · nonDerivative · entry 2 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,598 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 7,261 shares on March 29, 2023. Read SEC document |
| March 29, 2023 Filed Mar 31, 2023 16:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 23,581 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-005667 · form4-03312023_080351.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,337 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, 2024. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2024. Read SEC document |
| March 28, 2023 Filed Mar 30, 2023 11:50 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 557 | $57.27 | $31,899.11 |
DisclosureSEC source: 0001415889-23-005613 · form4-03302023_030301.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,756 Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 14:45 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,025 | $67.63 | $69,321.16 |
DisclosureSEC source: 0001179110-22-002571 · edgar.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,313 Read SEC document |
| March 31, 2022 Filed Apr 1, 2022 14:32 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 644 | $67.48 | $43,458.54 |
DisclosureSEC source: 0001179110-22-002489 · edgar.xml · nonDerivative · entry 2 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,338 Read SEC document |
| March 30, 2022 Filed Apr 1, 2022 14:32 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 20,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002489 · edgar.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,982 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, 2023. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2023. Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 13:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 591 | $66.33 | $39,202.39 |
DisclosureSEC source: 0001179110-22-002470 · edgar.xml · nonDerivative · entry 2 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,536 Read SEC document |
| March 29, 2022 Filed Mar 31, 2022 13:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 556 | $66.33 | $36,880.76 |
DisclosureSEC source: 0001179110-22-002470 · edgar.xml · nonDerivative · entry 1 Murdock Tyson D. · CIK 0001853547 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,127 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.