0001179110-22-002581.txt : 20220405
0001179110-22-002581.hdr.sgml : 20220405
20220405152946
ACCESSION NUMBER: 0001179110-22-002581
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20220401
FILED AS OF DATE: 20220405
DATE AS OF CHANGE: 20220405
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Kessler Jon
CENTRAL INDEX KEY: 0001615062
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-36568
FILM NUMBER: 22806467
MAIL ADDRESS:
STREET 1: 15 W. SCENIC POINTE DR., STE. 100
CITY: DRAPER
STATE: UT
ZIP: 84020
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: HEALTHEQUITY, INC.
CENTRAL INDEX KEY: 0001428336
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389]
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 0131
BUSINESS ADDRESS:
STREET 1: 15 WEST SCENIC POINTE DRIVE
STREET 2: SUITE 100
CITY: DRAPER
STATE: UT
ZIP: 84020
BUSINESS PHONE: 801-727-1000
MAIL ADDRESS:
STREET 1: 15 WEST SCENIC POINTE DRIVE
STREET 2: SUITE 100
CITY: DRAPER
STATE: UT
ZIP: 84020
FORMER COMPANY:
FORMER CONFORMED NAME: HEALTHEQUITY INC
DATE OF NAME CHANGE: 20080227
4
1
edgar.xml
FORM 4 -
X0306
4
2022-04-01
0
0001428336
HEALTHEQUITY, INC.
HQY
0001615062
Kessler Jon
15 WEST SCENIC POINTE DRIVE, SUITE 100
DRAPER
UT
84020
1
1
0
0
President and CEO
Common Stock
2022-04-01
4
F
0
13667
67.6304
D
175871
D
Common Stock
49026
I
by Team Gracie Trust
Common Stock
36860
I
by Team Bear Trust
Common Stock
100000
I
by GKF, LLC
Stock Option (right to buy)
41.28
2027-03-27
Common Stock
34820
34820
I
by GKF, LLC
Stock Option (right to buy)
61.72
2028-03-27
Common Stock
23930
23930
I
by GKF, LLC
Stock Option (right to buy)
73.61
2029-03-26
Common Stock
12782
12782
I
by GKF, LLC
Stock Option (right to buy)
14.00
2024-07-30
Common Stock
60000
60000
I
by GKF, LLC
Stock Option (right to buy)
41.28
2027-03-27
Common Stock
17409
17409
D
Stock Option (right to buy)
61.72
2028-03-27
Common Stock
23929
23929
D
Stock Option (right to buy)
73.61
2029-03-26
Common Stock
38343
38343
D
Corrects an overstatement of shares held by the reporting person in the reporting person's most recent Form 4.
These securities are held by the Gracie Trust. 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.
These securities are held by the Bear Trust. 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.
These securities are held by the 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.
The option is immediately exercisable.
The option is exercisable as to 25,562 shares. The remaining 12,781 options become exercisable on March 26 2023.
/s/ Jon Kessler
2022-04-05