| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HQY | Common Stock | Options Exercise | $359K | +12.5K | +26.06% | $28.68 | 60.5K | Oct 9, 2024 | Direct | F1 |
| transaction | HQY | Common Stock | Sale | -$123K | -1.5K | -2.49% | $82.07 | 59K | Oct 9, 2024 | Direct | F1, F2 |
| transaction | HQY | Common Stock | Sale | -$347K | -4.17K | -7.07% | $83.27 | 54.8K | Oct 9, 2024 | Direct | F1, F3 |
| transaction | HQY | Common Stock | Sale | -$6.28K | -75 | -0.14% | $83.77 | 54.7K | Oct 9, 2024 | Direct | F1, F4 |
| transaction | HQY | Common Stock | Options Exercise | $160K | +7.5K | +13.71% | $21.27 | 62.2K | Oct 9, 2024 | Direct | F1 |
| transaction | HQY | Common Stock | Sale | -$61.9K | -752 | -1.21% | $82.27 | 61.5K | Oct 9, 2024 | Direct | F1, F5 |
| transaction | HQY | Common Stock | Sale | -$146K | -1.75K | -2.84% | $83.34 | 59.7K | Oct 9, 2024 | Direct | F1, F6 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HQY | Stock Option (right to buy) | Options Exercise | $0 | -12.5K | -25% | $0.00 | 37.5K | Oct 9, 2024 | Common Stock | 12.5K | $28.68 | Direct | F1, F7 |
| transaction | HQY | Stock Option (right to buy) | Options Exercise | $0 | -7.5K | -50% | $0.00 | 7.5K | Oct 9, 2024 | Common Stock | 7.5K | $21.27 | Direct | F1, F7 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 2024. |
| F2 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.620 to $82.510, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in footnote (2),(3),(4),(5) and (6) of this Form 4. |
| F3 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.755 to $83.750, inclusive. |
| F4 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.760 to $83.770, inclusive. |
| F5 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $81.875 to $82.765, inclusive. |
| F6 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.960 to $83.710, inclusive. |
| F7 | The option is immediately exercisable. |
The Power of Attorney given by Mr. Selander was previously filed with the U.S. Securities and Exchange Commission on June 26, 2023, as an exhibit to a statement on Form 4 filed by Mr. Selander with respect to HealthEquity, Inc. and is hereby incorporated by reference.