Home > Insider Trading > Filing (0001179110-18-002597)

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
1615062	Jon Kessler	15 West Scenic Pointe Drive, Suite 100 Draper UT 84020	President And Ceo	Yes	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
Common Stock	Acquisiton	2018-02-20	59,558	$14.00	504,558	No	4	M	Direct
Common Stock	Disposition	2018-02-20	58,758	$55.31	445,800	No	4	S	Direct
Common Stock	Disposition	2018-02-20	800	$56.04	445,000	No	4	S	Direct

Equity Swap Involved	Form Type	Code	Nature of Ownership
No	4	M	Direct
No	4	S	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	2018-02-20	59,558	$0.00	59,558	$14.00

Remaning Holdings	Exercise Date	Expiration Date	Equity Swap Involved	Transaction Form Type	Transaction Code	Nature of Ownership
0		2024-07-30	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)	$41.28		2027-03-27	69,639	69,639	Direct

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2027-03-27	69,639	69,639	Direct

Footnotes

The option exercises and subsequent sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 8, 2017.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $55.00 to $55.93, 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 ranges set forth in this footnote (2) to this Form 4.
These shares were sold in a single transaction at a price of $56.04 per share.
The option is immediately exercisable.
The option becomes exercisable as to 17,409 shares on March 27, 2018 and in three annual installments of 17,410 shares on March 27, 2019, 2020 and 2021.