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.
- Accepted by SEC: 03 Apr 2024, 19:14.
Jon Kessler - 01 Apr 2024 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)
- Reporting relationship
- PRESIDENT AND CEO, Director
- Issuer ticker
- HQY
- Reported as of
- 01 Apr 2024
- Net transaction value
- -$4,296,382
- SEC form
- 4
- Accepted by SEC
- 03 Apr 2024, 19:14:53 UTC
- Prior SEC filing
- 29 Mar 2024
- Next SEC filing
- 26 Jun 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Jon Kessler
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
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
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
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
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote 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.
Footnote F2
The option is immediately exercisable.