| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HQY | Common Stock | Tax liability | $431,130 | -5,348 | -5.4% | $80.62 | 94,250 | 01 Apr 2024 | Direct | |
| transaction | HQY | Common Stock | Tax liability | $143,342 | -1,751 | -1.9% | $81.86 | 92,499 | 02 Apr 2024 | Direct | |
| holding | HQY | Common Stock | 559,235 | 01 Apr 2024 | See footnote | F1 | |||||
| holding | HQY | Common Stock | 203,000 | 01 Apr 2024 | See footnote | F2 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | HQY | Stock Option (right to buy) | 70,000 | 01 Apr 2024 | Common Stock | 70,000 | $14.00 | Direct | F3 | |||||
| holding | HQY | Stock Option (right to buy) | 19,897 | 01 Apr 2024 | Common Stock | 19,897 | $41.28 | Direct | F3 | |||||
| holding | HQY | Stock Options (right to buy) | 14,228 | 01 Apr 2024 | Common Stock | 14,228 | $61.72 | Direct | F3 | |||||
| holding | HQY | Stock Options (right to buy) | 15,337 | 01 Apr 2024 | Common Stock | 15,337 | $73.61 | Direct | F3 |
| Id | Content |
|---|---|
| F1 | Shares held of record by the Stephen and Christine Neeleman Trust. |
| F2 | 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. |
| F3 | The option is immediately exercisable. |