Home > Insider Trading > Filing (0001140361-16-079275)

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
1614957	Ashley Dreier	C/O Healthequity, Inc. 15 W. Scenic Pointe Dr., Ste. 100 Draper UT 84020	Executive Vp, Cto And Cio	No	Yes	No	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	Acquisiton	2016-09-06	5,000	$1.50	5,000	No	4	M	Direct
Common Stock	Disposition	2016-09-06	5,000	$33.48	0	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	M	Direct
No	4	S	Direct

Reported Derivative Transactions

Sec. Name	Sec. Type	Acquisiton - Disposition	Date	Amount	Price	Amount - 2	Price - 2
Common Stock	Stock Option (right to buy)	Disposition	2016-09-06	5,000	$0.00	5,000	$1.50

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
72,500		2023-05-09	No	4	M	Direct

Reported Derivative Holdings

Sec. Name	Sec. Type	Price	Expiration Date	Amount	Remaning Holdings	Nature of Ownership
Common Stock	Stock Option (right to buy)	$1.50	2023-05-09	100,000	100,000	Direct
Common Stock	Stock Option (right to buy)	$14.00	2024-07-30	1,000	1,000	Direct
Common Stock	Stock Option (right to buy)	$24.36	2026-03-23	65,000	65,000	Direct

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2023-05-09	100,000	100,000	Direct
2024-07-30	1,000	1,000	Direct
2026-03-23	65,000	65,000	Direct

Footnotes

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 10, 2015 and amended June 13, 2016.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $33.16 to $33.95, 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
The option is immediately exercisable as to 52,500 shares. The option becomes exercisable as to the remaining 25,000 shares on May 9, 2017.
The option is immediately exercisable.
The option becomes exercisable in four equal installments on March 23, 2017, 2018, 2019 and 2020.