0001415889-24-015940.txt : 20240607
0001415889-24-015940.hdr.sgml : 20240607
20240607154327
ACCESSION NUMBER: 0001415889-24-015940
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240605
FILED AS OF DATE: 20240607
DATE AS OF CHANGE: 20240607
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: 241029063
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
form4-06072024_070623.xml
X0508
4
2024-06-05
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
1
Common Stock
2024-06-05
4
M
0
25036
14
A
115551
D
Common Stock
2024-06-05
4
S
0
25036
85.0556
D
90515
D
Common Stock
559235
I
See footnote
Common Stock
203000
I
See footnote
Stock Option (right to buy)
14
2024-06-05
4
M
0
25036
0
D
2024-07-30
Common Stock
69600
44564
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
The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $85.00 to $85.22, 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.
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
2024-06-06