Filing Details

Accession Number:
0001179110-18-006332
Form Type:
4
Zero Holdings:
No
Publication Time:
2018-05-04 17:12:20
Reporting Period:
2018-05-02
Accepted Time:
2018-05-04 17:12:20
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
1614957 Ashley Dreier C/O Healthequity, Inc.
15 W. Scenic Pointe Dr., Ste. 100
Draper UT 84020
Executive, Vp, Cto And Cio 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 2018-05-02 3,000 $14.00 36,189 No 4 M Direct
Common Stock Disposition 2018-05-02 3,000 $67.00 33,189 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 2018-05-02 3,000 $0.00 3,000 $14.00
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
3,000 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) $1.50 2023-05-09 16,750 16,750 Direct
Common Stock Stock Option (right to buy) $24.36 2026-03-23 48,750 48,750 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2023-05-09 16,750 16,750 Direct
2026-03-23 48,750 48,750 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 12, 2017
  2. The option is immediately exercisable.
  3. The option is immediately exercisable as to 16,250 shares. The option becomes exercisable as to the remaining 32,500 shares in two equal installments on March 23, 2019 and 2020.