Jon Kessler - Apr 1, 2024 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Role
PRESIDENT AND CEO, Director
Signature
/s/ Jon Kessler
Stock symbol
HQY
Transactions as of
Apr 1, 2024
Transactions value $
-$4,296,382
Form type
4
Date filed
4/3/2024, 07:14 PM
Previous filing
Mar 29, 2024
Next filing
Jun 26, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HQY Common Stock Tax liability -$4.3M -53.3K -16.77% $80.62 265K Apr 1, 2024 Direct
holding HQY Common Stock 127K Apr 1, 2024 by GKF, LLC F1

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
holding HQY Stock Option (right to buy) 17.4K Apr 1, 2024 Common Stock 17.4K $41.28 Direct F2
holding HQY Stock Option (right to buy) 23.9K Apr 1, 2024 Common Stock 23.9K $61.72 Direct F2
holding HQY Stock Option (right to buy) 38.3K Apr 1, 2024 Common Stock 38.3K $73.61 Direct F2
holding HQY Stock Option (right to buy) 34.8K Apr 1, 2024 Common Stock 34.8K $41.28 by GKF, LLC F2
holding HQY Stock Option (right to buy) 23.9K Apr 1, 2024 Common Stock 23.9K $61.72 by GKF, LLC F2
holding HQY Stock Option (right to buy) 12.8K Apr 1, 2024 Common Stock 12.8K $73.61 by GKF, LLC F2
* 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 option is immediately exercisable.