Jon Kessler - 03 Apr 2023 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Reporting relationship
PRESIDENT AND CEO, Director
Issuer ticker
HQY
Reported as of
03 Apr 2023
Net transaction value
-$2,325,789
Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
05 Apr 2023, 16:31:49 UTC
Prior SEC filing
31 Mar 2023
Next SEC filing
28 Jun 2023
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Jon Kessler

Key filing fact

Jon Kessler filed Form 4 for HEALTHEQUITY, INC. (HQY) on 05 Apr 2023.

Key facts

  • This page summarizes Jon Kessler's Form 4 filing for HEALTHEQUITY, INC. (HQY).
  • 1 reported transaction and 7 derivative rows are listed below.
  • Accepted by SEC: 05 Apr 2023, 16:31.

Change

  • Previous filing in this sequence was filed on 31 Mar 2023.
  • Current net transaction value: -$2,325,789.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HQY transaction

Common Stock

Tax liability

Transaction value
$2,325,789
Shares
-40,309
Change %
-15%
Price
$57.70
Shares after
221,741
Date
03 Apr 2023
Ownership
Direct
HQY holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
49,026
Date
03 Apr 2023
Ownership
by Team Gracie Trust
Footnotes
F1
HQY holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
36,860
Date
03 Apr 2023
Ownership
by Team Bear Trust
Footnotes
F2
HQY holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
100,000
Date
03 Apr 2023
Ownership
by GKF, LLC
Footnotes
F3

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
34,820
Date
03 Apr 2023
Ownership
by GKF, LLC
Underlying class
Common Stock
Underlying amount
34,820
Exercise price
$41.28
Footnotes
F4
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
23,930
Date
03 Apr 2023
Ownership
by GKF, LLC
Underlying class
Common Stock
Underlying amount
23,930
Exercise price
$61.72
Footnotes
F4
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
12,782
Date
03 Apr 2023
Ownership
by GKF, LLC
Underlying class
Common Stock
Underlying amount
12,782
Exercise price
$73.61
Footnotes
F4
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
60,000
Date
03 Apr 2023
Ownership
by GKF, LLC
Underlying class
Common Stock
Underlying amount
60,000
Exercise price
$14.00
Footnotes
F4
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
17,409
Date
03 Apr 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
17,409
Exercise price
$41.28
Footnotes
F4
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
23,929
Date
03 Apr 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
23,929
Exercise price
$61.72
Footnotes
F4
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
38,343
Date
03 Apr 2023
Ownership
Direct
Underlying class
Common Stock
Underlying amount
38,343
Exercise price
$73.61
Footnotes
F4
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

These securities are held by the Team Gracie Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

Footnote F2

These securities are held by the Team Bear Trust. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

Footnote F3

These securities are held by the GKF, LLC. The Reporting Person disclaims beneficial ownership of these securities except to the extent of his pecuniary interest therein, and the filing of this report is not an admission that the Reporting Person is the beneficial owner of these securities for purposes of Section 16 or for any other purpose.

Footnote F4

The option is immediately exercisable.

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