| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY, INC. | Director | Common Stock | 59,518 | $5,892,877 | $99.01 | 26 Jun 2025 | Direct |
| HEALTHEQUITY, INC. | Director | Stock Option (right to buy) | 4,012 | $397,228 | $99.01 | 26 Jun 2025 | Direct |
| DATTO HOLDING CORP. | Director | Common Stock | 0 | $35.50 | 23 Jun 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| HQY | HEALTHEQUITY, INC. | 26 Jun 2025 | 1 | $0 | 4 | Director | 30 Jun 2025, 18:02 |
| HQY | HEALTHEQUITY, INC. | 05 Jul 2024 | 1 | $0 | 4 | Director | 09 Jul 2024, 13:22 |
| HQY | HEALTHEQUITY, INC. | 01 Feb 2024 | 1 | $0 | 4 | Director | 05 Feb 2024, 19:17 |
| HQY | HEALTHEQUITY, INC. | 22 Jun 2023 | 1 | $0 | 4 | Director | 26 Jun 2023, 18:29 |
| MSP | DATTO HOLDING CORP. | 23 Jun 2022 | 3 | -$1,574,638 | 4 | Director | 27 Jun 2022, 21:42 |
| HQY | HEALTHEQUITY, INC. | 23 Jun 2022 | 1 | $0 | 4 | Director | 27 Jun 2022, 19:40 |
| HQY | HEALTHEQUITY, INC. | 01 Feb 2022 | 2 | $0 | 4/A | Director | 29 Apr 2022, 17:54 |
| HQY | HEALTHEQUITY, INC. | 14 Dec 2021 | 1 | +$500,811 | 4 | Director | 15 Dec 2021, 17:26 |
| MSP | DATTO HOLDING CORP. | 26 Nov 2021 | 1 | +$240,400 | 4 | Director | 30 Nov 2021, 19:21 |
| MSP | DATTO HOLDING CORP. | 26 Oct 2021 | 1 | $0 | 4 | Director | 28 Oct 2021, 17:06 |