Stephen Neeleman - 07 Jan 2025 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Role
FOUNDER AND VICE CHAIRMAN, Director
Signature
/s/ Stephen Neeleman
Issuer symbol
HQY
Transactions as of
07 Jan 2025
Net transactions value
-$55,600
Form type
4
Filing time
10 Jan 2025, 12:43:11 UTC
Previous filing
11 Oct 2024
Next filing
03 Apr 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HQY Common Stock Tax liability $55,600 -570 -0.64% $97.54 88,460 07 Jan 2025 Direct
holding HQY Common Stock 553,235 07 Jan 2025 See footnote F1
holding HQY Common Stock 203,000 07 Jan 2025 See footnote F2

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) 19,897 07 Jan 2025 Common Stock 19,897 $41.28 Direct F3
holding HQY Stock Options (right to buy) 14,228 07 Jan 2025 Common Stock 14,228 $61.72 Direct F3
holding HQY Stock Options (right to buy) 15,337 07 Jan 2025 Common Stock 15,337 $73.61 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares held of record by the Stephen and Christine Neeleman Trust.
F2 Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes.
F3 The option is immediately exercisable.