Key facts
- This page summarizes Ian Sacks's Form 4 filing for HEALTHEQUITY, INC. (HQY).
- 1 reported transaction and 4 derivative rows are listed below.
- Accepted by SEC: 03 Feb 2023, 10:49.
Ian Sacks - 01 Feb 2023 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)
- Reporting relationship
- Director
- Issuer ticker
- HQY
- Reported as of
- 01 Feb 2023
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 03 Feb 2023, 10:49:44 UTC
- Prior SEC filing
- 21 Oct 2022
- Next SEC filing
- 21 Dec 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Delano W. Ladd, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Ian Sacks filed Form 4 for HEALTHEQUITY, INC. (HQY) on 03 Feb 2023.
Change
- Previous filing in this sequence was filed on 21 Oct 2022.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
HQY
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +1,060
- Change %
- +0.98%
- Price
- $0.000000
- Shares after
- 109,630
- Date
- 01 Feb 2023
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 15,000
- Date
- 01 Feb 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 15,000
- Exercise price
- $21.27
- Footnotes
- F2
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 15,000
- Date
- 01 Feb 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 15,000
- Exercise price
- $14.00
- Footnotes
- F2
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 15,000
- Date
- 01 Feb 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 15,000
- Exercise price
- $25.39
- Footnotes
- F2
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 8,024
- Date
- 01 Feb 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 8,024
- Exercise price
- $66.06
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 265 shares on February 1, 2023. The remaining restricted stock units vest as to 265 shares on each of May 1, August 1, and November 1, of 2023. Vested shares will be delivered to the reporting person upon vesting.
Footnote F2
The option is immediately exercisable.
SEC remarks
The Power of Attorney given by Mr. Sacks was previously filed with the U.S. Securities and Exchange Commission on February 3, 2017 as an exhibit to a statement on Form 4 filed by Mr. Sacks with respect to HealthEquity, Inc. and is hereby incorporated by reference.