Key facts
- This page summarizes Ian Sacks's Form 4 filing for HEALTHEQUITY, INC. (HQY).
- 7 reported transactions and 4 derivative rows are listed below.
- Accepted by SEC: 21 Dec 2023, 17:31.
Ian Sacks - 19 Dec 2023 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)
- Reporting relationship
- FORMER DIRECTOR
- Issuer ticker
- HQY
- Reported as of
- 19 Dec 2023
- Net transaction value
- -$1,947,820
- SEC form
- 4
- Accepted by SEC
- 21 Dec 2023, 17:31:03 UTC
- Prior SEC filing
- 03 Feb 2023
- Next SEC filing
- 19 Nov 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Delano W. Ladd, Attorney-in-Fact
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Ian Sacks filed Form 4 for HEALTHEQUITY, INC. (HQY) on 21 Dec 2023.
Change
- Previous filing in this sequence was filed on 03 Feb 2023.
- Current net transaction value: -$1,947,820.
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
Options Exercise
- Transaction value
- $319,050
- Shares
- +15,000
- Change %
- +14%
- Price
- $21.27
- Shares after
- 124,630
- Date
- 19 Dec 2023
- Ownership
- Direct
HQY
transaction
Common Stock
Options Exercise
- Transaction value
- $210,000
- Shares
- +15,000
- Change %
- +12%
- Price
- $14.00*
- Shares after
- 139,630
- Date
- 19 Dec 2023
- Ownership
- Direct
HQY
transaction
Common Stock
Options Exercise
- Transaction value
- $380,850
- Shares
- +15,000
- Change %
- +11%
- Price
- $25.39
- Shares after
- 154,630
- Date
- 19 Dec 2023
- Ownership
- Direct
HQY
transaction
Common Stock
Sale
- Transaction value
- $2,857,720
- Shares
- -45,000
- Change %
- -29%
- Price
- $63.50
- Shares after
- 109,630
- Date
- 19 Dec 2023
- Ownership
- Direct
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
- -15,000
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 19 Dec 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 15,000
- Exercise price
- $21.27
- Footnotes
- F1
HQY
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -15,000
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 19 Dec 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 15,000
- Exercise price
- $14.00
- Footnotes
- F1
HQY
transaction
Derivative
Stock Option (right to buy)
Options Exercise
- Transaction value
- $0
- Shares
- -15,000
- Change %
- -100%
- Price
- $0.000000*
- Shares after
- 0
- Date
- 19 Dec 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 15,000
- Exercise price
- $25.39
- Footnotes
- F1
HQY
holding
Derivative
Stock Option (right to buy)
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 8,024
- Date
- 19 Dec 2023
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 8,024
- Exercise price
- $66.06
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Section 16 status
Ian Sacks is no longer subject to Section 16 filing requirements. Form 4 or Form 5 obligations may still apply in specific circumstances.
Explanation of responses 1 footnote
Footnote F1
The option is immediately exercisable.
SEC remarks
The Power of Attorney given by Mr. Sacks was previously filed with the U.S. Securities and Exchange Commission on February 3, 2017 as an exhibit to a statement on Form 4 filed by Mr. Sacks with respect to HealthEquity, Inc. and is hereby incorporated by reference.