Jon Kessler - 27 Mar 2024 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Role
PRESIDENT AND CEO, Director
Signature
/s/ Jon Kessler
Issuer symbol
HQY
Transactions as of
27 Mar 2024
Net transactions value
$0
Form type
4
Filing time
29 Mar 2024, 15:57:12 UTC
Previous filing
26 Mar 2024
Next filing
03 Apr 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 Award $0 +103,806 +49% $0.000000 317,797 27 Mar 2024 Direct F1
holding HQY Common Stock 126,635 27 Mar 2024 by GKF, LLC F2

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
holding HQY Stock Option (right to buy) 17,409 27 Mar 2024 Common Stock 17,409 $41.28 Direct F3
holding HQY Stock Option (right to buy) 23,929 27 Mar 2024 Common Stock 23,929 $61.72 Direct F3
holding HQY Stock Option (right to buy) 38,343 27 Mar 2024 Common Stock 38,343 $73.61 Direct F3
holding HQY Stock Option (right to buy) 34,820 27 Mar 2024 Common Stock 34,820 $41.28 by GKF, LLC F3
holding HQY Stock Option (right to buy) 23,930 27 Mar 2024 Common Stock 23,930 $61.72 by GKF, LLC F3
holding HQY Stock Option (right to buy) 12,782 27 Mar 2024 Common Stock 12,782 $73.61 by GKF, LLC F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 103,806 shares on March 27, 2024.
F2 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.
F3 The option is immediately exercisable.