Filing Details

Accession Number:
0001179110-18-004920
Form Type:
4
Zero Holdings:
No
Publication Time:
2018-03-29 16:41:25
Reporting Period:
2018-03-27
Accepted Time:
2018-03-29 16:41:25
SEC Url:
Form 4 Filing
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 2018-03-27 3,781 $0.00 9,433 No 4 A Direct
Common Stock Disposition 2018-03-27 418 $63.50 9,015 No 4 F Direct
Common Stock Disposition 2018-03-28 995 $61.30 8,020 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 A Direct
No 4 F Direct
No 4 S 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) $28.69 2025-08-26 50,000 50,000 Direct
Common Stock Stock Option (right to buy) $24.36 2026-03-23 12,500 12,500 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2025-08-26 50,000 50,000 Direct
2026-03-23 12,500 12,500 Direct
Footnotes
  1. Each restricted stock award represents a contingent right to receive one share of the issuer's common stock. The restricted stock awards vest as to 946 shares on March 27, 2019, and in three equal installments of 945 shares on March 27, 2020, 2021 and 2022.
  2. The option becomes exercisable in two equal installments of 25,000 on August 26, 2018 and 2019.
  3. The option becomes exercisable in two equal annual installments of 6,250 shares on March 23, 2019 and 2020.