Home > Insider Trading > Filing (0001179110-20-006730)

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	Explanation
Common Stock	Disposition	2020-04-13	100,000	$0.00	405,715	No	5	G	Direct
Common Stock	Acquisiton	2020-04-13	100,000	$0.00	100,000	No	5	G	Indirect	by Team Bear Trust
Common Stock	Disposition	2020-05-27	83,149	$62.48	16,851	No	4	S	Indirect	by Team Bear Trust
Common Stock	Disposition	2020-05-27	16,851	$63.09	0	No	4	S	Indirect	by Team Bear Trust

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	5	G	Direct
No	5	G	Indirect	by Team Bear Trust
No	4	S	Indirect	by Team Bear Trust
No	4	S	Indirect	by Team Bear Trust

Reported Derivative Holdings

Sec. Name	Sec. Type	Price	Expiration Date	Amount	Remaning Holdings	Nature of Ownership
Common Stock	Stock Option (right to buy)	$41.28	2027-03-27	34,819	17,409	Direct
Common Stock	Stock Option (right to buy)	$41.28	2027-03-27	17,410	34,820	Indirect
Common Stock	Stock Option (right to buy)	$61.72	2028-03-27	35,894	23,929	Direct
Common Stock	Stock Option (right to buy)	$61.72	2028-03-27	11,965	23,930	Indirect
Common Stock	Stock Option (right to buy)	$73.61	2029-03-26	51,125	38,343	Direct
Common Stock	Common Stock	$73.61	2029-03-26	12,782	12,782	Indirect
Common Stock	Stock Option (right to buy)	$14.00	2024-07-30	160,000	160,000	Indirect

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2027-03-27	34,819	17,409	Direct
2027-03-27	17,410	34,820	Indirect
2028-03-27	35,894	23,929	Direct
2028-03-27	11,965	23,930	Indirect
2029-03-26	51,125	38,343	Direct
2029-03-26	12,782	12,782	Indirect
2024-07-30	160,000	160,000	Indirect

Footnotes

This transaction involved a gift of shares by the reporting person to Team Bear Trust (the "Trust"). The reporting person's wife, who is a member of his immediate family, is a co-trustee of the Trust. The reporting person's wife and children, all of whom are members of his immediate family, are the sole beneficiaries of the Trust.
The sales reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Trust on March 27, 2020.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.00 to $62.99, 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 range set forth in footnote (3)and (4) of this Form 4.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.00 to $63.20, inclusive.
The option will become exercisable as to 17,409 shares on March 27, 2021
The option is immediately exercisable.
The option will become exercisable as to 11,965 shares on March 27, 2021 and 11,964 shares on March 27, 2022.
The option will become exercisable in annual installments of 12,781 shares on each of March 26, 2021, 2022 and 2023