0001415889-24-009084.txt : 20240326
0001415889-24-009084.hdr.sgml : 20240326
20240326101316
ACCESSION NUMBER: 0001415889-24-009084
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240322
FILED AS OF DATE: 20240326
DATE AS OF CHANGE: 20240326
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Kessler Jon
CENTRAL INDEX KEY: 0001615062
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-36568
FILM NUMBER: 24781430
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]
ORGANIZATION NAME: 07 Trade & Services
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
form4-03262024_020311.xml
X0508
4
2024-03-22
0001428336
HEALTHEQUITY, INC.
HQY
0001615062
Kessler Jon
C/O HEALTHEQUITY, INC.
15 W. SCENIC POINTE DR., STE. 100
DRAPER
UT
84020
true
true
false
false
PRESIDENT AND CEO
0
Common Stock
2024-03-22
4
M
0
60000
14
A
160000
I
by GKF, LLC
Common Stock
2024-03-22
4
S
0
33765
79.8084
D
126635
I
by GKF, LLC
Common Stock
213991
D
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
2024-03-22
4
M
0
60000
0
D
2024-07-30
Common Stock
60000
0
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
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 price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.53 to $80.46 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) of this Form 4.
The option is immediately exercisable.
/s/ Jon Kessler
2024-03-25