| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HQY | Common Stock | Options Exercise | $980,000 | +70,000 | +96% | $14.00* | 142,887 | 08 Dec 2023 | Direct | |
| transaction | HQY | Common Stock | Sale | $4,286,962 | -62,578 | -44% | $68.51 | 80,309 | 08 Dec 2023 | Direct | F1 |
| transaction | HQY | Common Stock | Sale | $492,080 | -7,122 | -8.9% | $69.09 | 73,187 | 08 Dec 2023 | Direct | F2 |
| transaction | HQY | Common Stock | Sale | $21,004 | -300 | -0.41% | $70.01 | 72,887 | 08 Dec 2023 | Direct | F3 |
| holding | HQY | Common Stock | 564,235 | 08 Dec 2023 | See footnote | F4 | |||||
| holding | HQY | Common Stock | 203,000 | 08 Dec 2023 | See footnote | F5 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HQY | Stock Option (right to buy) | Options Exercise | $0 | -70,000 | -50% | $0.000000 | 70,000 | 08 Dec 2023 | Common Stock | 70,000 | $14.00 | Direct | F6 |
| holding | HQY | Stock Option (right to buy) | 19,897 | 08 Dec 2023 | Common Stock | 19,897 | $41.28 | Direct | F6 | |||||
| holding | HQY | Stock Options (right to buy) | 14,228 | 08 Dec 2023 | Common Stock | 14,228 | $61.72 | Direct | F6 | |||||
| holding | HQY | Stock Options (right to buy) | 15,337 | 08 Dec 2023 | Common Stock | 15,337 | $73.61 | Direct | F6 |
| Id | Content |
|---|---|
| F1 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $67.8700 to $68.8600, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes (1), (2), and (3) of this Form 4 |
| F2 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.8700 to $69.6500, inclusive. |
| F3 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.0100 to $70.0200, inclusive. |
| F4 | Shares held of record by the Stephen and Christine Neeleman Trust. |
| F5 | Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes. |
| F6 | The option is immediately exercisable. |