Home > Insider Trading > Filing (0001140361-17-027915)

Filing Details

Issuer

Cik	Name	Symbol	Sector (SIC)	IRS No
1428336	Healthequity Inc	HQY	Services-Business Services, Nec (7389)	000000000

Insiders

Cik	Name	Reported Address	Insider Title	Director	Officer	Large Shareholder	Other
1614857	Frank Medici	600 Brickell Avenue, 39Th Floor Miami FL 33131		Yes	No	No	No

Reported Non-Derivative Transactions

Sec. Name	Acquisiton - Disposition	Date	Amount	Price	Remaning Holdings	Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
Common Stock	Disposition	2017-07-12	332,511	$51.13	7,550,768	No	4	S	Indirect	See footnote
Common Stock	Disposition	2017-07-13	131,800	$51.42	7,418,968	No	4	S	Indirect	See footnote
Common Stock	Disposition	2017-07-14	72,791	$51.41	7,346,177	No	4	S	Indirect	See footnote

Equity Swap Involved	Form Type	Code	Nature of Ownership	Explanation
No	4	S	Indirect	See footnote
No	4	S	Indirect	See footnote
No	4	S	Indirect	See footnote

Reported Non-Derivative Holdings

Sec. Name	Remaning Holdings	Nature of Ownership	Explanation
Common Stock	6,381	Direct

Reported Derivative Holdings

Sec. Name	Sec. Type	Price	Expiration Date	Amount	Remaning Holdings	Nature of Ownership
Common Stock	Stock Option (right to buy)	$21.27	2026-02-01	15,000	15,000	Direct
Common Stock	Stock Option (right to buy)	$14.00	2024-07-30	22,500	22,500	Direct
Common Stock	Stock Option (right to buy)	$25.39	2025-03-26	15,000	15,000	Direct

Expiration Date	Amount	Remaning Holdings	Nature of Ownership
2026-02-01	15,000	15,000	Direct
2024-07-30	22,500	22,500	Direct
2025-03-26	15,000	15,000	Direct

Footnotes

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.00 to $51.42, 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 ranges set forth in footnotes (1), (3) and (4) to this Form 4.
These securities are held of record by Berkley Capital Investors, L.P., a Delaware limited partnership ("Berkley Investors"). Berkley Capital, LLC, a Delaware limited liability company ("Berkley Capital") is the general partner of Berkley Investors. The reporting person is President of Berkley Capital and as such holds the sole voting and dispositive power over the shares held by Berkley Investors. The reporting person disclaims beneficial ownership of the securities held by Berkley Investors and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for Section 16 or any other purposes.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.24 to $51.52, inclusive.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $51.40 to $51.50, inclusive.
The option is immediately exercisable.