Filing Details

Accession Number:
0001140361-17-014472
Form Type:
4
Zero Holdings:
No
Publication Time:
2017-04-03 21:10:37
Reporting Period:
2017-03-30
Filing Date:
2017-04-03
Accepted Time:
2017-04-03 21:10:37
SEC Url:
Form 4 Filing
Issuer
Cik Name Symbol Sector (SIC) IRS No
1428336 Healthequity Inc HQY () 4
Insiders
Cik Name Reported Address Insider Title Director Officer Large Shareholder Other
1163402 T Adrian Dillon C/O Healthequity, Inc.
15 W. Scenic Pointe Dr., Ste. 100
Draper UT 84020
Yes No 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 2017-03-30 5,000 $40.53 10,691 No 4 P Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P Direct
Reported Derivative Holdings
Sec. Name Sec. Type Price Date Expiration Date Amount Remaning Holdings Nature of Ownership
Common Stock Stock Option (right to buy) $46.40 2027-02-01 4,837 4,837 Direct
Common Stock Stock Option (right to buy) $32.50 2026-09-01 7,632 7,632 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2027-02-01 4,837 4,837 Direct
2026-09-01 7,632 7,632 Direct
Footnotes
  1. The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $40.5175 to $40.5397, 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 purchased at each separate price within the range set forth in this footnote (1) to this Form 4.
  2. Includes 4,963 shares underlying restricted stock units previously reported in Table II.
  3. The option becomes exercisable as to 2,418 shares on the date of the issuer's annual stockholder meeting, if any, held in the current fiscal year; the remainder will become exercisable on January 31, 2018.
  4. The option becomes exercisable in three equal annual installments of 2,544 shares on September 1, 2017, 2018, and 2019.