Evelyn S. Dilsaver - 26 Mar 2024 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Role
Director
Signature
/s/ Del Ladd, Attorney-in-Fact
Issuer symbol
HQY
Transactions as of
26 Mar 2024
Transactions value $
$-2,121,847
Form type
4
Filing time
28 Mar 2024, 15:30:04 UTC
Previous filing
25 Aug 2023
Next filing
10 May 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HQY Common Stock Options Exercise $350,000 +25,000 +77.8% $14.00 57,123 26 Mar 2024 Direct
transaction HQY Common Stock Options Exercise $105,000 +7,500 +13.1% $14.00 64,623 26 Mar 2024 Direct
transaction HQY Common Stock Sale $-2,576,847 -32,500 -50.3% $79.29 32,123 26 Mar 2024 Direct F1

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction HQY Stock Option (right to buy) Options Exercise $0 -7,500 -100% $0.000000* 0 26 Mar 2024 Common Stock 7,500 $14.00 Direct F2
transaction HQY Stock Option (right to buy) Options Exercise $0 -25,000 -100% $0.000000* 0 26 Mar 2024 Common Stock 25,000 $14.00 Direct F2
holding HQY Stock Option (right to buy) 15,000 26 Mar 2024 Common Stock 15,000 $21.27 Direct F2
holding HQY Stock Option (right to buy) 4,339 26 Mar 2024 Common Stock 4,339 $50.41 Direct F2
holding HQY Stock Option (right to buy) 4,012 26 Mar 2024 Common Stock 4,012 $66.06 Direct F2
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.86 to $79.73 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 (1) of this Form 4.
F2 The option is immediately exercisable.

Remarks:

The Power of Attorney given by Ms. Dilsaver was previously filed with the U.S. Securities and Exchange Commission on June 26, 2023, as an exhibit to a statement on Form 4 filed by Ms. Dilsaver with respect to HealthEquity, Inc. and is hereby incorporated by reference.