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Filing Details

Accession Number:: 0001415889-24-018248
Form Type:: 4
Zero Holdings:: No
Publication Time:: 2024-06-26 16:44:01
Reporting Period:: 2024-06-24

Accepted Time:: 2024-06-26 16:44:01
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	C/O Healthequity, Inc. 15 W. Scenic Pointe Dr., Ste. 100 Draper UT 84020	President And Ceo	No	No	No	No

Reported Non-Derivative Transactions

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Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Disposition	2024-06-24	27,124	$82.67	237,378	No	4	S	Direct
Common Stock	Disposition	2024-06-24	5,202	$83.65	232,176	No	4	S	Direct
Common Stock	Disposition	2024-06-24	11,270	$82.66	114,965	No	4	S	Indirect	by GKF, LLC
Common Stock	Disposition	2024-06-24	2,199	$83.65	112,766	No	4	S	Indirect	by GKF, LLC
Common Stock	Disposition	2024-06-25	6,675	$83.08	225,501	No	4	S	Direct
Common Stock	Disposition	2024-06-25	2,781	$83.08	109,985	No	4	S	Indirect	by GKF, LLC

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Direct
No	4	S	Direct
No	4	S	Indirect	by GKF, LLC
No	4	S	Indirect	by GKF, LLC
No	4	S	Direct
No	4	S	Indirect	by GKF, LLC

Reported Derivative Holdings

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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	17,409	17,409	Direct
Common Stock	Stock Option (right to buy)	$61.72	2028-03-27	23,929	23,929	Direct
Common Stock	Stock Option (right to buy)	$73.61	2029-03-26	38,343	38,343	Direct
Common Stock	Stock Option (right to buy)	$41.28	2027-03-27	34,820	34,820	Indirect
Common Stock	Stock Option (right to buy)	$61.72	2028-03-27	23,930	23,930	Indirect
Common Stock	Stock Option (right to buy)	$73.61	2029-03-26	12,782	12,782	Indirect

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2027-03-27	17,409	17,409	Direct
2028-03-27	23,929	23,929	Direct
2029-03-26	38,343	38,343	Direct
2027-03-27	34,820	34,820	Indirect
2028-03-27	23,930	23,930	Indirect
2029-03-26	12,782	12,782	Indirect

Footnotes

The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on March 25, 2024.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.28 to $83.25, 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 footnotes (2,3,6 and 7) 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 $83.29 to $84.14, inclusive.
Corrects an overstatement of shares held by the reporting person in the reporting person's most recent Form 4.
These securities are held by the GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.28 to $84.14, inclusive.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.66 to $83.59, inclusive.
The option is immediately exercisable.