Filing Details

Accession Number:
0001140361-17-015908
Form Type:
4
Zero Holdings:
No
Publication Time:
2017-04-14 17:27:36
Reporting Period:
2017-04-13
Filing Date:
2017-04-14
Accepted Time:
2017-04-14 17:27:36
SEC Url:
Form 4 Filing
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
1683056 Delano Ladd C/O Healthequity, Inc.
15 W. Scenic Pointe Dr., Ste. 100
Draper UT 84020
Evp, Counsel & Secretary No Yes 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 Acquisiton 2017-04-13 1,095 $24.36 5,132 No 4 M Direct
Common Stock Disposition 2017-04-13 1,095 $43.60 4,037 No 4 S Direct
Equity Swap Involved Form Type Code Nature of Ownership Explanation
No 4 M Direct
No 4 S Direct
Reported Derivative Transactions
Sec. Name Sec. Type Acquisiton - Disposition Date Amount Price Amount - 2 Price - 2
Common Stock Stock Option (right to buy) Disposition 2017-04-13 1,095 $0.00 1,095 $24.36
Remaning Holdings Exercise Date Expiration Date Equity Swap Involved Transaction Form Type Transaction Code Nature of Ownership
53,905 2026-03-23 No 4 M Direct
Reported Derivative Holdings
Sec. Name Sec. Type Price Date Expiration Date Amount Remaning Holdings Nature of Ownership
Common Stock Stock Option (right to buy) $30.57 2026-08-24 55,000 55,000 Direct
Expiration Date Amount Remaning Holdings Nature of Ownership
2026-08-24 55,000 55,000 Direct
Footnotes
  1. The option is immediately exercisable as to 13,750 shares. The remainder of the option becomes exercisable in three equal annual installments of 13,750 shares on April 1, 2018, 2019, and 2020.
  2. The option becomes exercisable in four equal annual installments of 13,750 shares on August 24, 2017, 2018, 2019, and 2020.