0001415889-24-010167.txt : 20240403 0001415889-24-010167.hdr.sgml : 20240403 20240403191453 ACCESSION NUMBER: 0001415889-24-010167 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240401 FILED AS OF DATE: 20240403 DATE AS OF CHANGE: 20240403 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: 24820878 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 form4-04032024_110443.xml X0508 4 2024-04-01 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 2024-04-01 4 F 0 53295 80.6151 D 264502 D Common Stock 126635 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 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 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. /s/ Jon Kessler 2024-04-03