| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY, INC. | Director | Common Stock | 14.3K | $1.29M | $90.14 | 26 Jun 2025 | Direct |
| BREAD FINANCIAL HOLDINGS, INC. | Director | Common Stock | 19.8K | $1.09M | $55.13 | 16 Jun 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| HQY | HEALTHEQUITY, INC. | 26 Jun 2025 | 1 | $0 | 4 | Director | 30 Jun 2025, 17:54 |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | 16 Jun 2025 | 1 | $0 | 4 | Director | 18 Jun 2025, 18:08 |
| HQY | HEALTHEQUITY, INC. | 03 Feb 2025 | 1 | $0 | 4 | Director | 05 Feb 2025, 11:31 |
| HQY | HEALTHEQUITY, INC. | 05 Jul 2024 | 1 | $0 | 4 | Director | 09 Jul 2024, 13:24 |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | 17 Jun 2024 | 1 | $0 | 4 | Director | 20 Jun 2024, 16:09 |
| HQY | HEALTHEQUITY, INC. | 01 Feb 2024 | 1 | $0 | 4 | Director | 05 Feb 2024, 19:22 |
| HQY | HEALTHEQUITY, INC. | 22 Jun 2023 | 1 | $0 | 4 | Director | 26 Jun 2023, 18:14 |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | 15 Jun 2023 | 1 | $0 | 4 | Director | 20 Jun 2023, 16:27 |
| HQY | HEALTHEQUITY, INC. | 01 Feb 2023 | 1 | $0 | 4 | Director | 03 Feb 2023, 10:38 |
| HQY | HEALTHEQUITY, INC. | 23 Jun 2022 | 1 | $0 | 4 | Director | 27 Jun 2022, 19:48 |
| BFH | BREAD FINANCIAL HOLDINGS, INC. | 15 Jun 2022 | 1 | $0 | 4 | Director | 17 Jun 2022, 16:19 |
| HQY | HEALTHEQUITY, INC. | 02 May 2022 | 0 | $0 | 3 | Director | 04 May 2022, 19:09 |
| BFH | ALLIANCE DATA SYSTEMS CORP | 15 Dec 2021 | 1 | $0 | 4 | Director | 17 Dec 2021, 15:13 |
| BFH | ALLIANCE DATA SYSTEMS CORP | 15 Sep 2021 | 1 | $0 | 4 | Director | 17 Sep 2021, 16:04 |
| BFH | ALLIANCE DATA SYSTEMS CORP | 15 Jun 2021 | 1 | $0 | 4 | Director | 17 Jun 2021, 16:07 |