| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY, INC. | Director | Common Stock | 71.5K | $7.26M | $101.57 | Dec 9, 2024 | Direct |
| EQUIFAX INC | Director | Common Stock | 7.3K | $1.53M | $209.22 | May 5, 2022 | Direct |
| HEALTHEQUITY, INC. | Director | Stock Option (right to buy) | 0 | Dec 9, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| HQY | HEALTHEQUITY, INC. | Dec 9, 2024 | 6 | -$320K | 4 | Dec 11, 2024 | Director |
| HQY | HEALTHEQUITY, INC. | Oct 9, 2024 | 9 | -$167K | 4 | Oct 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. | Jun 23, 2022 | 1 | $0 | 4 | Jun 27, 2022 | Director |
| EFX | EQUIFAX INC | May 5, 2022 | 1 | $0 | 4 | May 9, 2022 | Director |
| HQY | HEALTHEQUITY, INC. | Feb 1, 2022 | 1 | $0 | 4/A | Apr 29, 2022 | Director |
| EFX | EQUIFAX INC | May 6, 2021 | 1 | $0 | 4 | May 10, 2021 | Director |