| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY, INC. | Director | Common Stock | 19.7K | $1.78M | $90.14 | Jun 26, 2025 | Direct |
| HEALTHEQUITY, INC. | Director | Stock Options (right to buy) | 4.34K | $391K | $90.14 | Jun 26, 2025 | Direct |
| HEALTHEQUITY, INC. | Director | Stock Option (right to buy) | 2.44K | $220K | $90.14 | Jun 26, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| HQY | HEALTHEQUITY, INC. | Jun 26, 2025 | 1 | $0 | 4 | Jun 30, 2025 | Director |
| HQY | HEALTHEQUITY, INC. | Jul 9, 2024 | 3 | -$181K | 4 | Jul 11, 2024 | Director |
| HQY | HEALTHEQUITY, INC. | Jul 5, 2024 | 1 | $0 | 4 | Jul 9, 2024 | Director |
| HQY | HEALTHEQUITY, INC. | Jun 22, 2023 | 1 | $0 | 4 | Jun 26, 2023 | Director |
| HQY | HEALTHEQUITY, INC. | Dec 14, 2022 | 1 | -$325K | 4 | Dec 16, 2022 | Director |
| HQY | HEALTHEQUITY, INC. | Jun 23, 2022 | 1 | $0 | 4 | Jun 27, 2022 | Director |
| HQY | HEALTHEQUITY, INC. | Feb 1, 2022 | 1 | $0 | 4/A | Apr 29, 2022 | Director |