Jon Kessler - 08 Apr 2025 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Role
Director
Signature
/s/ Jon Kessler
Issuer symbol
HQY
Transactions as of
08 Apr 2025
Net transactions value
-$8,111,364
Form type
4
Filing time
10 Apr 2025, 16:59:00 UTC
Previous filing
04 Apr 2025
Next filing
10 Jun 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 $8,111,364 -101,545 -25% $79.88 308,012 08 Apr 2025 Direct
holding HQY Common Stock 101,235 08 Apr 2025 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 08 Apr 2025 Common Stock 17,409 $41.28 Direct F2
holding HQY Stock Option (right to buy) 23,929 08 Apr 2025 Common Stock 23,929 $61.72 Direct F2
holding HQY Stock Option (right to buy) 38,343 08 Apr 2025 Common Stock 38,343 $73.61 Direct F2
holding HQY Stock Option (right to buy) 34,820 08 Apr 2025 Common Stock 34,820 $41.28 by GKF, LLC F2
holding HQY Stock Option (right to buy) 23,930 08 Apr 2025 Common Stock 23,930 $61.72 by GKF, LLC F2
holding HQY Stock Option (right to buy) 12,782 08 Apr 2025 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 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.