| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HQY | Common Stock | Award | $0 | +14.1K | +16.02% | $0.00 | 102K | Apr 2, 2025 | Direct | F1 |
| transaction | HQY | Common Stock | Award | $0 | +22K | +21.54% | $0.00 | 124K | Apr 2, 2025 | Direct | F2 |
| transaction | HQY | Common Stock | Tax liability | -$110K | -1.32K | -1.06% | $83.88 | 123K | Apr 3, 2025 | Direct | F3 |
| holding | HQY | Common Stock | 553K | Apr 2, 2025 | See footnote | F4 | |||||
| holding | HQY | Common Stock | 203K | Apr 2, 2025 | See footnote | F5 |
| 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) | 19.9K | Apr 2, 2025 | Common Stock | 19.9K | $41.28 | Direct | F6 | |||||
| holding | HQY | Stock Options (right to buy) | 14.2K | Apr 2, 2025 | Common Stock | 14.2K | $61.72 | Direct | F6 | |||||
| holding | HQY | Stock Options (right to buy) | 15.3K | Apr 2, 2025 | Common Stock | 15.3K | $73.61 | Direct | F6 |
| Id | Content |
|---|---|
| F1 | Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2026. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2026. |
| F2 | 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 21,969 shares on April 2, 2025. |
| F3 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.8749 to $83.8757 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 (3) of this Form 4. |
| F4 | Shares held of record by the Stephen and Christine Neeleman Trust. |
| F5 | Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes. |
| F6 | The option is immediately exercisable. |