Quick Takeaways
- 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)
- Signature
- /s/ Jon Kessler
- Issuer symbol
- HQY
- Transactions as of
- 01 Apr 2024
- Net transactions value
- -$4,296,382
- Form type
- 4
- Filing time
- 03 Apr 2024, 19:14:53 UTC
- Previous filing
- 29 Mar 2024
- Next filing
- 26 Jun 2024
- SEC
- View on sec.gov
Quoteable Key Fact
"Jon Kessler filed Form 4 for HEALTHEQUITY, INC. (HQY) on 03 Apr 2024."
What Changed
- Previous filing in this sequence was filed on 29 Mar 2024.
- Current net transaction value: -$4,296,382.
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 | Tax liability | $4,296,382 | -53,295 | -17% | $80.62 | 264,502 | 01 Apr 2024 | Direct | |
| holding | HQY | Common Stock | 126,635 | 01 Apr 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) | 17,409 | 01 Apr 2024 | Common Stock | 17,409 | $41.28 | Direct | F2 | |||||
| holding | HQY | Stock Option (right to buy) | 23,929 | 01 Apr 2024 | Common Stock | 23,929 | $61.72 | Direct | F2 | |||||
| holding | HQY | Stock Option (right to buy) | 38,343 | 01 Apr 2024 | Common Stock | 38,343 | $73.61 | Direct | F2 | |||||
| holding | HQY | Stock Option (right to buy) | 34,820 | 01 Apr 2024 | Common Stock | 34,820 | $41.28 | by GKF, LLC | F2 | |||||
| holding | HQY | Stock Option (right to buy) | 23,930 | 01 Apr 2024 | Common Stock | 23,930 | $61.72 | by GKF, LLC | F2 | |||||
| holding | HQY | Stock Option (right to buy) | 12,782 | 01 Apr 2024 | Common Stock | 12,782 | $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. |