0001415889-24-018248.txt : 20240626 0001415889-24-018248.hdr.sgml : 20240626 20240626164401 ACCESSION NUMBER: 0001415889-24-018248 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240624 FILED AS OF DATE: 20240626 DATE AS OF CHANGE: 20240626 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: 241074204 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 form4-06262024_080658.xml X0508 4 2024-06-24 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 1 Common Stock 2024-06-24 4 S 0 27124 82.6671 D 237378 D Common Stock 2024-06-24 4 S 0 5202 83.6513 D 232176 D Common Stock 2024-06-24 4 S 0 11270 82.6643 D 114965 I by GKF, LLC Common Stock 2024-06-24 4 S 0 2199 83.6511 D 112766 I by GKF, LLC Common Stock 2024-06-25 4 S 0 6675 83.0782 D 225501 D Common Stock 2024-06-25 4 S 0 2781 83.0782 D 109985 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 The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on March 25, 2024. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.28 to $83.25, 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 footnotes (2,3,6 and 7) of this Form 4. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.29 to $84.14, inclusive. 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 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 $83.28 to $84.14, inclusive. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $82.66 to $83.59, inclusive. The option is immediately exercisable. /s/ Jon Kessler 2024-06-26