Key facts
- This page summarizes Jon Kessler's Form 4 filing for HEALTHEQUITY, INC. (HQY).
- 21 reported transactions and 6 derivative rows are listed below.
- Accepted by SEC: 10 Jun 2025, 17:10.
Jon Kessler - 06 Jun 2025 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)
- Reporting relationship
- Former Director
- Issuer ticker
- HQY
- Reported as of
- 06 Jun 2025
- Net transaction value
- -$17,119,795
- SEC form
- 4
- Accepted by SEC
- 10 Jun 2025, 17:10:26 UTC
- Prior SEC filing
- 10 Apr 2025
- Next SEC filing
- 06 Apr 2026
- 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 10 Jun 2025.
Change
- Previous filing in this sequence was filed on 10 Apr 2025.
- Current net transaction value: -$17,119,795.
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.
Reporting Owners (1)
CIK 0001615062
Primary reporting owner
Kessler Jon
- Relationship
- Former Director
- Address
- C/O HEALTHEQUITY, INC., 15 W. SCENIC POINTE DR., STE. 100, DRAPER
- Signature
- /s/ Jon Kessler
- Signature date
- 10 Jun 2025
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
HQY
transaction
Common Stock
Options Exercise
- Transaction value
- $718,644
- Shares
- +17,409
- Change %
- +5.7%
- Price
- $41.28
- Shares after
- 325,421
- Date
- 06 Jun 2025
- Ownership
- Direct
HQY
transaction
Common Stock
Options Exercise
- Transaction value
- $1,476,898
- Shares
- +23,929
- Change %
- +7.4%
- Price
- $61.72
- Shares after
- 349,350
- Date
- 06 Jun 2025
- Ownership
- Direct
HQY
transaction
Common Stock
Options Exercise
- Transaction value
- $2,822,428
- Shares
- +38,343
- Change %
- +11%
- Price
- $73.61
- Shares after
- 387,693
- Date
- 06 Jun 2025
- Ownership
- Direct
HQY
transaction
Common Stock
Sale
- Transaction value
- $7,026,371
- Shares
- -62,827
- Change %
- -16%
- Price
- $111.84
- Shares after
- 324,866
- Date
- 06 Jun 2025
- Ownership
- Direct
- Footnotes
- F1
HQY
transaction
Common Stock
Sale
- Transaction value
- $1,894,135
- Shares
- -16,854
- Change %
- -5.2%
- Price
- $112.38
- Shares after
- 308,012
- Date
- 06 Jun 2025
- Ownership
- Direct
- Footnotes
- F2
HQY
transaction
Common Stock
Sale
- Transaction value
- $4,379,526
- Shares
- -39,075
- Change %
- -13%
- Price
- $112.08
- Shares after
- 268,937
- Date
- 06 Jun 2025
- Ownership
- Direct
- Footnotes
- F3
HQY
transaction
Common Stock
Sale
- Transaction value
- $1,738,623
- Shares
- -15,427
- Change %
- -5.7%
- Price
- $112.70
- Shares after
- 253,510
- Date
- 06 Jun 2025
- Ownership
- Direct
- Footnotes
- F4
HQY
transaction
Common Stock
Options Exercise
- Transaction value
- $1,437,370
- Shares
- +34,820
- Change %
- +34%
- Price
- $41.28
- Shares after
- 136,055
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Footnotes
- F5
HQY
transaction
Common Stock
Options Exercise
- Transaction value
- $1,476,960
- Shares
- +23,930
- Change %
- +18%
- Price
- $61.72
- Shares after
- 159,985
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Footnotes
- F5
HQY
transaction
Common Stock
Options Exercise
- Transaction value
- $940,883
- Shares
- +12,782
- Change %
- +8%
- Price
- $73.61
- Shares after
- 172,767
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Footnotes
- F5
HQY
transaction
Common Stock
Sale
- Transaction value
- $5,865,730
- Shares
- -52,450
- Change %
- -30%
- Price
- $111.83
- Shares after
- 120,317
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Footnotes
- F1, F5
HQY
transaction
Common Stock
Sale
- Transaction value
- $2,144,649
- Shares
- -19,082
- Change %
- -16%
- Price
- $112.39
- Shares after
- 101,235
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Footnotes
- F2, F5
HQY
transaction
Common Stock
Sale
- Transaction value
- $1,852,933
- Shares
- -16,547
- Change %
- -16%
- Price
- $111.98
- Shares after
- 84,688
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Footnotes
- F6
HQY
transaction
Common Stock
Sale
- Transaction value
- $1,084,209
- Shares
- -9,628
- Change %
- -11%
- Price
- $112.61
- Shares after
- 75,060
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Footnotes
- F7
HQY
transaction
Common Stock
Sale
- Transaction value
- $6,801
- Shares
- -60
- Change %
- -0.08%
- Price
- $113.35
- Shares after
- 75,000
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Footnotes
- F8
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
HQY
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -17,409
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 06 Jun 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 17,409
- Exercise price
- $41.28
- Footnotes
- F9
HQY
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -23,929
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 06 Jun 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 23,929
- Exercise price
- $61.72
- Footnotes
- F9
HQY
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -38,343
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 06 Jun 2025
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 38,343
- Exercise price
- $73.61
- Footnotes
- F9
HQY
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -34,820
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Underlying class
- Common Stock
- Underlying amount
- 34,820
- Exercise price
- $41.28
- Footnotes
- F5, F9
HQY
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -23,930
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Underlying class
- Common Stock
- Underlying amount
- 23,930
- Exercise price
- $61.72
- Footnotes
- F5, F9
HQY
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -12,782
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 06 Jun 2025
- Ownership
- by GKF, LLC
- Underlying class
- Common Stock
- Underlying amount
- 12,782
- Exercise price
- $73.61
- Footnotes
- F5, F9
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Section 16 status
Jon Kessler is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.
Explanation of responses 9 footnotes
Footnote F1
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $111.25 to $112.24, 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 ranges set forth in footnotes 1, 2, 3, 4, 6, 7 and 8 of this Form 4.
Footnote F2
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.27 to $112.63, inclusive.
Footnote F3
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $111.43 to $112.42, inclusive
Footnote F4
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $112.43 to $113.35, inclusive.
Footnote F5
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.
Footnote F6
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $111.34 to $112.33, inclusive.
Footnote F7
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $112.34 to $113.33, inclusive.
Footnote F8
The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $113.34 to $113.36, inclusive.
Footnote F9
The option is immediately exercisable.