Home > Insider Trading > Filing (0001140361-15-036227)

Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1428336	Healthequity Inc	HQY	Services-Business Services, Nec (7389)	000000000

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1614857	Frank Medici	600 Brickell Avenue, 39Th Floor Miami FL 33131		Yes	No	Yes	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Disposition	2015-09-25	2,300,000	$29.50	11,969,150	No	4	S	Indirect	See footnote

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	See footnote

Reported Derivative Holdings

Sec. Name	Sec. Type	Price	Date	Expiration Date	Amount	Remaning Holdings	Nature of Ownership
Common Stock	Stock Option (right to buy)	$14.00	2015-01-31	2024-07-30	22,500	22,500	Direct
Common Stock	Stock Option (right to buy)	$25.39		2025-03-26	15,000	15,000	Direct

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2024-07-30	22,500	22,500	Direct
2025-03-26	15,000	15,000	Direct

Footnotes

Price of $29.50 does not reflect underwriter discount or fees.
These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes.
The option became exercisable as to 7,500 shares upon the reporting person's reelection to the issuer's board of directors at the issuer's 2015 Annual Meeting of Stockholders held on June 24, 2015. The remaining 7,500 shares will become exercisable on January 31, 2016; provided, that the reporting person continues to serve as a director of the issuer through such date.