Jon Kessler

Insider Reports History

Location
Draper, UT
Signature
/s/ Allison Hoffman, attorney-in-fact for Jon Kessler
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

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Holdings reported by Jon Kessler:

Company Role Class Num Shares Value Price $ Report Date Ownership
HEALTHEQUITY, INC. Former Director Common Stock 253,510 $28,570,577 $112.70 06 Jun 2025 Direct
HEALTHEQUITY, INC. Former Director Common Stock 75,000 $8,501,250 $113.35 06 Jun 2025 by GKF, LLC
Phreesia, Inc. Director Common Stock 24,594 $206,105 $8.38 06 Apr 2026 Direct
HEALTHEQUITY, INC. Former Director Stock Option (right to buy) 0 06 Jun 2025 by GKF, LLC
HEALTHEQUITY, INC. Former Director Stock Option (right to buy) 0 06 Jun 2025 Direct

Insider Reports Filed by Jon Kessler

Symbol Company Period Transactions Value $ Form Type Role Filing Time
PHR Phreesia, Inc. 06 Apr 2026 2 $0 4 Director 08 Apr 2026, 17:23
PHR Phreesia, Inc. 06 Apr 2026 0 $0 3 Director 06 Apr 2026, 16:23
HQY HEALTHEQUITY, INC. 06 Jun 2025 21 -$17,119,795 4 Former Director 10 Jun 2025, 17:10
HQY HEALTHEQUITY, INC. 08 Apr 2025 1 -$8,111,364 4 Director 10 Apr 2025, 16:59
HQY HEALTHEQUITY, INC. 02 Apr 2025 1 $0 4 Director 04 Apr 2025, 18:14
HQY HEALTHEQUITY, INC. 16 Sep 2024 4 -$2,332,993 4 PRESIDENT AND CEO, Director 18 Sep 2024, 16:32
HQY HEALTHEQUITY, INC. 24 Jun 2024 6 -$4,578,579 4 PRESIDENT AND CEO, Director 26 Jun 2024, 16:44
HQY HEALTHEQUITY, INC. 01 Apr 2024 1 -$4,296,382 4 PRESIDENT AND CEO, Director 03 Apr 2024, 19:14
HQY HEALTHEQUITY, INC. 27 Mar 2024 1 $0 4 PRESIDENT AND CEO, Director 29 Mar 2024, 15:57
HQY HEALTHEQUITY, INC. 22 Mar 2024 3 -$1,854,731 4 PRESIDENT AND CEO, Director 26 Mar 2024, 10:13
HQY HEALTHEQUITY, INC. 27 Sep 2023 9 -$3,512,543 4 PRESIDENT AND CEO, Director 29 Sep 2023, 16:39
HQY HEALTHEQUITY, INC. 26 Jun 2023 9 -$2,837,655 4 PRESIDENT AND CEO, Director 28 Jun 2023, 16:29
HQY HEALTHEQUITY, INC. 03 Apr 2023 1 -$2,325,789 4 PRESIDENT AND CEO, Director 05 Apr 2023, 16:31
HQY HEALTHEQUITY, INC. 29 Mar 2023 1 $0 4 PRESIDENT AND CEO, Director 31 Mar 2023, 16:03
HQY HEALTHEQUITY, INC. 01 Apr 2022 1 -$924,305 4 President and CEO, Director 05 Apr 2022, 15:29
HQY HEALTHEQUITY, INC. 12 Jan 2022 3 $0 4 President and CEO, Director 01 Apr 2022, 16:24
HQY HEALTHEQUITY, INC. 08 Dec 2021 8 +$1,400,000 4 President and CEO, Director 10 Dec 2021, 07:31

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