Robert W. Selander - 09 Apr 2025 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Reporting relationship: Director
Issuer ticker: HQY
Reported as of: 09 Apr 2025
Net transaction value: -$88,013
SEC form: 4
Accepted by SEC: 11 Apr 2025, 12:53:52 UTC
Prior SEC filing: 12 Feb 2025
Next SEC filing: 30 Jun 2025
Source filing: View source filing
Reporting owner signature: /s/ Michael Newton, Attorney-in-Fact

Key filing fact

Robert W. Selander filed Form 4 for HEALTHEQUITY, INC. (HQY) on 11 Apr 2025.

Key facts

This page summarizes Robert W. Selander's Form 4 filing for HEALTHEQUITY, INC. (HQY).
5 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 11 Apr 2025, 12:53.

Change

Previous filing in this sequence was filed on 12 Feb 2025.
Current net transaction value: -$88,013.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HQY transaction

Common Stock

Options Exercise

Transaction value: $358,500
Shares: +12,500
Change %: +16%
Price: $28.68
Shares after: 90,719
Date: 09 Apr 2025
Ownership: Direct
Footnotes: F1

HQY transaction

Common Stock

Sale

Transaction value: $158,718
Shares: -2,067
Change %: -2.3%
Price: $76.79
Shares after: 88,652
Date: 09 Apr 2025
Ownership: Direct
Footnotes: F1, F2

HQY transaction

Common Stock

Sale

Transaction value: $256,270
Shares: -3,283
Change %: -3.7%
Price: $78.06
Shares after: 85,369
Date: 09 Apr 2025
Ownership: Direct
Footnotes: F1, F3

HQY transaction

Common Stock

Sale

Transaction value: $31,524
Shares: -400
Change %: -0.47%
Price: $78.81
Shares after: 84,969
Date: 09 Apr 2025
Ownership: Direct
Footnotes: F1

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: -12,500
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 09 Apr 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 12,500
Exercise price: $28.68
Footnotes: F1, F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 4 footnotes

Footnote F1

The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on July 09, 2024.

Footnote F2

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $76.42 to $77.21, 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 range set forth in footnote (2) and (3) of this Form 4.

Footnote F3

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $77.59 to $78.53, inclusive.

Footnote F4

The option is immediately exercisable.

SEC remarks

The Power of Attorney given by Mr. Selander was previously filed with the U.S. Securities and Exchange Commission on June 26, 2023, as an exhibit to a statement on Form 4 filed by Mr. Selander with respect to HealthEquity, Inc. and is hereby incorporated by reference.