Form 4 for HQY HEALTHEQUITY, INC.
Accepted 2024-07-29 00:00:00 ET · period of report 2024-07-25 · accession 0001415889-24-020251 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2024-07-29 | 2024-07-25 | HQY | Neeleman Stephen | FOUNDER AND VICE COB, Dir | M - OptEx | $14.00 | +35.0K | 100.6K | +53% | +$490.0K |
| DM | 2024-07-29 | 2024-07-25 | HQY | Neeleman Stephen | FOUNDER AND VICE COB, Dir | S - Sale+OE | $79.86 | -35.0K | 89.8K | -28% | -$2.80M |
| DM | 2024-07-29 | 2024-07-25 | HQY | Neeleman Stephen | FOUNDER AND VICE COB, Dir | M - OptEx | $0.00 | -35.0K | 0 | -100% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-07-25 | M | A | 24,188 | $14.00 | 113,957 | D | — | — | |
| 2 | Common | Common Stock | 2024-07-25 | S | D | 24,188 | $79.73 | 89,769 | D | — | — | (F2) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.9600 to $79.9550, 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 footnotes (2) and (3) of this Form 4. |
| 3 | Common | Common Stock | 2024-07-25 | S | D | 10,812 | $80.15 | 89,769 | D | — | — | (F3) The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.9600 to $80.4000, inclusive. |
| 4 | Common | Common Stock | 2024-07-25 | M | A | 10,812 | $14.00 | 100,581 | D | — | — | |
| 5 | Derivative | Stock Option (right to buy) | 2024-07-25 | M | D | 24,188 | $0.00 | 10,812 | D | $14.00 · — to 2024-07-30 | 35,000 Common Stock | (F6) The option is immediately exercisable. |
| 6 | Derivative | Stock Option (right to buy) | 2024-07-25 | M | D | 10,812 | $0.00 | 0 | D | $14.00 · — to 2024-07-30 | 10,812 Common Stock | (F6) The option is immediately exercisable. |