Key facts
- This page summarizes Edward Bloomberg's Form 4 filing for HEALTHEQUITY, INC. (HQY).
- 1 reported transaction and 2 derivative rows are listed below.
- Accepted by SEC: 03 Aug 2022, 14:15.
Edward Bloomberg - 01 Aug 2022 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)
- Reporting relationship
- CHIEF OPERATING OFFICER
- Issuer ticker
- HQY
- Reported as of
- 01 Aug 2022
- Net transaction value
- -$57,630
- SEC form
- 4
- Accepted by SEC
- 03 Aug 2022, 14:15:00 UTC
- Prior SEC filing
- 13 Jun 2022
- Source filing
- View source filing
- Reporting owner signature
- /s/ Ted Bloomberg
Source evidence
Original filing metadata and source links for verification.
4 source fields
Reporting owner
1 detail
Key filing fact
Edward Bloomberg filed Form 4 for HEALTHEQUITY, INC. (HQY) on 03 Aug 2022.
Change
- Previous filing in this sequence was filed on 13 Jun 2022.
- Current net transaction value: -$57,630.
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.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
HQY
transaction
Common Stock
Sale
- Transaction value
- $57,630
- Shares
- -1,000
- Change %
- -1.6%
- Price
- $57.63
- Shares after
- 59,850
- Date
- 01 Aug 2022
- Ownership
- Direct
- Footnotes
- F1
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 25,667
- Date
- 01 Aug 2022
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 25,667
- Exercise price
- $82.39
- Footnotes
- F2
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 22,367
- Date
- 01 Aug 2022
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 22,367
- Exercise price
- $73.61
- Footnotes
- F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Section 16 status
Edward Bloomberg is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.
Explanation of responses 3 footnotes
Footnote F1
The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 16, 2022.
Footnote F2
The option is exercisable as to 19,251 shares. The remaining 6,416 options become exercisable on August 13, 2022.
Footnote F3
The option is exercisable as to 16,776 shares. The remaining 5,591 options become exercisable on March 26, 2023.