| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY, INC. | Director | Common Stock | 57.5K | $4.81M | $83.68 | Jul 5, 2024 | Direct |
| HEALTHEQUITY, INC. | Director | Stock Option (right to buy) | 4.01K | Jul 5, 2024 | Direct | ||
| DATTO HOLDING CORP. | Director | Common Stock | 0 | $35.50 | Jun 23, 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| HQY | HEALTHEQUITY, INC. | Jul 5, 2024 | 1 | $0 | 4 | Jul 9, 2024 | Director |
| HQY | HEALTHEQUITY, INC. | Feb 1, 2024 | 1 | $0 | 4 | Feb 5, 2024 | Director |
| HQY | HEALTHEQUITY, INC. | Jun 22, 2023 | 1 | $0 | 4 | Jun 26, 2023 | Director |
| MSP | DATTO HOLDING CORP. | Jun 23, 2022 | 3 | -$1.57M | 4 | Jun 27, 2022 | Director |
| HQY | HEALTHEQUITY, INC. | Jun 23, 2022 | 1 | $0 | 4 | Jun 27, 2022 | Director |
| HQY | HEALTHEQUITY, INC. | Feb 1, 2022 | 2 | $0 | 4/A | Apr 29, 2022 | Director |
| HQY | HEALTHEQUITY, INC. | Dec 14, 2021 | 1 | $501K | 4 | Dec 15, 2021 | Director |
| MSP | DATTO HOLDING CORP. | Nov 26, 2021 | 1 | $240K | 4 | Nov 30, 2021 | Director |
| MSP | DATTO HOLDING CORP. | Oct 26, 2021 | 1 | $0 | 4 | Oct 28, 2021 | Director |