Key facts
- This page summarizes Jon Kessler's Form 4 filing for HEALTHEQUITY, INC. (HQY).
- 1 reported transaction and 6 derivative rows are listed below.
- Filing timestamp: 03 Apr 2024, 19:14.
Jon Kessler - 01 Apr 2024 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)
- Transaction date
- 01 Apr 2024
- Net transaction value
- -$4,296,382
- Issuer symbol
- HQY
- Form type
- 4
- Filing time
- 03 Apr 2024, 19:14:53 UTC
- Previous filing
- 29 Mar 2024
- Next filing
- 26 Jun 2024
- SEC filing
- View on sec.gov
- Signature
- /s/ Jon Kessler
Transaction snapshot
2 facts
Issuer context
1 fact
SEC evidence
5 facts
Reporting owner
2 facts
Key filing fact
Jon Kessler filed Form 4 for HEALTHEQUITY, INC. (HQY) on 03 Apr 2024.
Change
- Previous filing in this sequence was filed on 29 Mar 2024.
- Current net transaction value: -$4,296,382.
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
See Original Filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported transactions
HQY
transaction
Common Stock
Tax liability
- Transaction value
- $4,296,382
- Shares
- -53,295
- Change %
- -17%
- Price
- $80.62
- Shares after
- 264,502
- Date
- 01 Apr 2024
- Ownership
- Direct
HQY
holding
Common Stock
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 126,635
- Date
- 01 Apr 2024
- Ownership
- by GKF, LLC
- Footnotes
- F1
Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 17,409
- Date
- 01 Apr 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 17,409
- Exercise price
- $41.28
- Footnotes
- F2
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 23,929
- Date
- 01 Apr 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 23,929
- Exercise price
- $61.72
- Footnotes
- F2
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 38,343
- Date
- 01 Apr 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 38,343
- Exercise price
- $73.61
- Footnotes
- F2
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 34,820
- Date
- 01 Apr 2024
- Ownership
- by GKF, LLC
- Underlying class
- Common Stock
- Underlying amount
- 34,820
- Exercise price
- $41.28
- Footnotes
- F2
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 23,930
- Date
- 01 Apr 2024
- Ownership
- by GKF, LLC
- Underlying class
- Common Stock
- Underlying amount
- 23,930
- Exercise price
- $61.72
- Footnotes
- F2
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 12,782
- Date
- 01 Apr 2024
- Ownership
- by GKF, LLC
- Underlying class
- Common Stock
- Underlying amount
- 12,782
- Exercise price
- $73.61
- Footnotes
- F2
* indicates a reported price that failed the local validity check.
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 option is immediately exercisable. |