Home > Insider Trading > Filing (0001140361-17-033744)

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
1651926	Jon Soldan	C/O Healthequity, Inc. 15 W. Scenic Pointe Dr., Ste. 100 Draper UT 84020	Exec Vp, Operations	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	2017-08-28	25,000	$28.69	30,652	No	4	M	Direct
Common Stock	Disposition	2017-08-28	25,000	$40.68	5,652	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	2017-08-28	25,000	$0.00	25,000	$28.69

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
50,000		2025-08-26	No	4	M	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)	$24.36		2026-03-23	18,750	18,750	Direct

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2026-03-23	18,750	18,750	Direct

Footnotes

The option exercises and subsequent sale reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 9, 2017.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.39 to $41.11, 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 became exercisable as to 25,000 shares on August 26, 2017. The option becomes exercisable as to the remaining 50,000 shares in two equal installments of 25,000 on August 26, 2018 and 2019.
The option became exercisable as to 6,250 shares on March 23, 2017. The option becomes exercisable as to the remaining 18,750 shares in thee equal annual installments of 6,250 on March 23, 2018, 2019 and 2020.