Delano Ladd - 05 Jan 2024 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Signature
/s/ Del Ladd
Issuer symbol
HQY
Transactions as of
05 Jan 2024
Net transactions value
-$193,736
Form type
4
Filing time
09 Jan 2024, 18:56:26 UTC
Previous filing
06 Oct 2023
Next filing
09 Feb 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HQY Common Stock Tax liability $12,716 -188 -0.34% $67.64 55,081 05 Jan 2024 Direct
transaction HQY Common Stock Sale $181,020 -2,586 -4.7% $70.00 52,495 08 Jan 2024 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.

Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Explanation of Responses:

Id Content
F1 The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 22, 2023.