Filing Details

Accession Number:
0001179110-19-008645
Form Type:
4
Zero Holdings:
No
Publication Time:
2019-07-15 16:50:04
Reporting Period:
2019-07-12
Accepted Time:
2019-07-15 16:50:04
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 2019-07-12 10,000 $61.00 442,410 No 4 P Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 P 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 52,229 52,229 Direct
Common Stock Stock Option (right to buy) $61.72 2028-03-27 47,859 47,859 Direct
Common Stock Stock Option (right to buy) $73.61 2029-03-26 51,125 51,125 Direct
Common Stock Stock Option (right to buy) $14.00 2024-07-30 160,000 160,000 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2027-03-27 52,229 52,229 Direct
2028-03-27 47,859 47,859 Direct
2029-03-26 51,125 51,125 Direct
2024-07-30 160,000 160,000 Direct
Footnotes
  1. The option became exercisable as to 17,410 shares on March 27, 2019. The options will vest as to 17,410 shares on March 27, 2020. The remaining 17,409 shares will vest on March 27, 2021.
  2. The option became exercisable as to 11,965 shares on March 27, 2019. The options will vest as to 11,965 shares on each of March 27, 2020, and 2021. The option becomes exercisable as to the remaining 11,964 shares on March 27, 2022.
  3. The option will vest as to 12,782 shares on March 26, 2020. The remaining options will vest in annual installments of 12,781 on each of March 26, 2021, 2022 and 2023.
  4. The option is immediately exercisable