0001415889-24-009425.txt : 20240329
0001415889-24-009425.hdr.sgml : 20240329
20240329160356
ACCESSION NUMBER: 0001415889-24-009425
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240327
FILED AS OF DATE: 20240329
DATE AS OF CHANGE: 20240329
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Neeleman Stephen
CENTRAL INDEX KEY: 0001614838
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-36568
FILM NUMBER: 24804113
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
form4-03292024_080350.xml
X0508
4
2024-03-27
0001428336
HEALTHEQUITY, INC.
HQY
0001614838
Neeleman Stephen
C/O HEALTHEQUITY, INC.
15 W. SCENIC POINTE DR., STE. 100
DRAPER
UT
84020
true
true
false
false
FOUNDER AND VICE CHAIRMAN
0
Common Stock
2024-03-27
4
A
0
10976
0
A
83628
D
Common Stock
2024-03-27
4
A
0
15970
0
A
99598
D
Common Stock
559235
I
See footnote
Common Stock
203000
I
See footnote
Stock Option (right to buy)
14
2024-07-30
Common Stock
70000
70000
D
Stock Option (right to buy)
41.28
2027-03-27
Common Stock
19897
19897
D
Stock Options (right to buy)
61.72
2028-03-27
Common Stock
14228
14228
D
Stock Options (right to buy)
73.61
2029-03-26
Common Stock
15337
15337
D
Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025.
Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 15,970 shares on March 27, 2024.
Shares held of record by the Stephen and Christine Neeleman Trust.
Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes.
The option is immediately exercisable.
/s/ Stephen Neeleman
2024-03-28