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