Filing Details

Accession Number:
0001179110-18-006324
Form Type:
4
Zero Holdings:
No
Publication Time:
2018-05-04 17:08:07
Reporting Period:
2018-05-02
Accepted Time:
2018-05-04 17:08:07
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
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 Explanation
Common Stock Acquisiton 2018-05-02 120,000 $14.00 535,000 No 4 M Direct
Common Stock Disposition 2018-05-02 120,000 $66.83 415,000 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) Acquisiton 2018-05-02 120,000 $0.00 120,000 $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
Common Stock Stock Option (right to buy) $61.72 2028-03-27 47,859 47,859 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2027-03-27 69,639 69,639 Direct
2028-03-27 47,859 47,859 Direct
Footnotes
  1. 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.
  2. The option became exercisable as to 17,409 shares on March 27, 2018. The remaining options will become exercisable in three annual installments of 17,410 shares on March 27, 2019, 2020 and 2021.
  3. The option is immediately exercisable.
  4. The option becomes exercisable in three equal installments of 11,965 shares on March 27, 2019, 2020, and 2021. The option becomes exercisable as to the remaining 11,964 shares on March 27, 2022.