| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| HEALTHEQUITY, INC. | FORMER DIRECTOR | Common Stock | 109,630 | $7,674,100 | $70.00 | 19 Dec 2023 | Direct |
| HEALTHEQUITY, INC. | FORMER DIRECTOR | Stock Option (right to buy) | 0 | 19 Dec 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| RCM | R1 RCM Inc. /DE | 19 Nov 2024 | 0 | $0 | 4 | Director | 19 Nov 2024, 17:25 |
| HQY | HEALTHEQUITY, INC. | 19 Dec 2023 | 7 | -$1,947,820 | 4 | FORMER DIRECTOR | 21 Dec 2023, 17:31 |
| HQY | HEALTHEQUITY, INC. | 01 Feb 2023 | 1 | $0 | 4 | Director | 03 Feb 2023, 10:49 |
| HQY | HEALTHEQUITY, INC. | 18 Oct 2022 | 1 | $0 | 4 | Director | 21 Oct 2022, 13:06 |
| HQY | HEALTHEQUITY, INC. | 20 Sep 2022 | 1 | -$1,806,925 | 4 | Director | 22 Sep 2022, 16:41 |
| HQY | HEALTHEQUITY, INC. | 23 Jun 2022 | 1 | $0 | 4 | Director | 27 Jun 2022, 19:50 |
| RCM | R1 RCM Inc. /DE | 21 Jun 2022 | 0 | $0 | 3 | Director | 23 Jun 2022, 21:26 |
| HQY | HEALTHEQUITY, INC. | 01 Feb 2022 | 2 | $0 | 4/A | Director | 29 Apr 2022, 17:44 |
| HQY | HEALTHEQUITY, INC. | 15 Jul 2021 | 2 | -$764,904 | 4 | Director | 19 Jul 2021, 12:10 |