| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY, INC. | FORMER DIRECTOR | Common Stock | 110K | $7.67M | $70.00 | 19 Dec 2023 | Direct |
| HEALTHEQUITY, INC. | FORMER DIRECTOR | Stock Option (right to buy) | 0 | 19 Dec 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| RCM | R1 RCM Inc. /DE | 19 Nov 2024 | 0 | $0 | 4 | 19 Nov 2024 | Director |
| HQY | HEALTHEQUITY, INC. | 19 Dec 2023 | 7 | -$1.95M | 4 | 21 Dec 2023 | FORMER DIRECTOR |
| HQY | HEALTHEQUITY, INC. | 01 Feb 2023 | 1 | $0 | 4 | 03 Feb 2023 | Director |
| HQY | HEALTHEQUITY, INC. | 18 Oct 2022 | 1 | $0 | 4 | 21 Oct 2022 | Director |
| HQY | HEALTHEQUITY, INC. | 20 Sep 2022 | 1 | -$1.81M | 4 | 22 Sep 2022 | Director |
| HQY | HEALTHEQUITY, INC. | 23 Jun 2022 | 1 | $0 | 4 | 27 Jun 2022 | Director |
| RCM | R1 RCM Inc. /DE | 21 Jun 2022 | 0 | $0 | 3 | 23 Jun 2022 | Director |
| HQY | HEALTHEQUITY, INC. | 01 Feb 2022 | 2 | $0 | 4/A | 29 Apr 2022 | Director |
| HQY | HEALTHEQUITY, INC. | 15 Jul 2021 | 2 | -$765K | 4 | 19 Jul 2021 | Director |