Quick Takeaways
- This page summarizes Jon Kessler's Form 4 filing for HEALTHEQUITY, INC. (HQY).
- 3 reported transactions and 7 derivative rows are listed below.
- Filing timestamp: 26 Mar 2024, 10:13.
Jon Kessler - 22 Mar 2024 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)
- Signature
- /s/ Jon Kessler
- Issuer symbol
- HQY
- Transactions as of
- 22 Mar 2024
- Net transactions value
- -$1,854,731
- Form type
- 4
- Filing time
- 26 Mar 2024, 10:13:16 UTC
- Previous filing
- 29 Sep 2023
- Next filing
- 29 Mar 2024
- SEC
- View on sec.gov
Quoteable Key Fact
"Jon Kessler filed Form 4 for HEALTHEQUITY, INC. (HQY) on 26 Mar 2024."
What Changed
- Previous filing in this sequence was filed on 29 Sep 2023.
- Current net transaction value: -$1,854,731.
Why This Matters
- 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.
Source Evidence
Filed on Form 4
See Original Filing
Ownership activity is grounded in SEC Form 4 disclosures.
Transactions Table
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HQY | Common Stock | Options Exercise | $840,000 | +60,000 | +60% | $14.00 | 160,000 | 22 Mar 2024 | by GKF, LLC | F1 |
| transaction | HQY | Common Stock | Sale | $2,694,731 | -33,765 | -21% | $79.81 | 126,635 | 22 Mar 2024 | by GKF, LLC | F2 |
| holding | HQY | Common Stock | 213,991 | 22 Mar 2024 | Direct |
Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)
| 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 | -60,000 | -100% | $0.000000* | 0 | 22 Mar 2024 | Common Stock | 60,000 | $14.00 | by GKF, LLC | F3 |
| holding | HQY | Stock Option (right to buy) | 34,820 | 22 Mar 2024 | Common Stock | 34,820 | $41.28 | by GKF, LLC | F3 | |||||
| holding | HQY | Stock Option (right to buy) | 23,930 | 22 Mar 2024 | Common Stock | 23,930 | $61.72 | by GKF, LLC | F3 | |||||
| holding | HQY | Stock Option (right to buy) | 12,782 | 22 Mar 2024 | Common Stock | 12,782 | $73.61 | by GKF, LLC | F3 | |||||
| holding | HQY | Stock Option (right to buy) | 17,409 | 22 Mar 2024 | Common Stock | 17,409 | $41.28 | Direct | F3 | |||||
| holding | HQY | Stock Option (right to buy) | 23,929 | 22 Mar 2024 | Common Stock | 23,929 | $61.72 | Direct | F3 | |||||
| holding | HQY | Stock Option (right to buy) | 38,343 | 22 Mar 2024 | Common Stock | 38,343 | $73.61 | Direct | F3 |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.
Explanation of Responses:
| Id | Content |
|---|---|
| F1 | 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. |
| F2 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.53 to $80.46 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 range set forth in footnote (2) of this Form 4. |
| F3 | The option is immediately exercisable. |