Home/Filings/4/0001140361-16-090424
4//SEC Filing

HEALTHEQUITY INC 4

Accession 0001140361-16-090424

$HQYCIK 0001428336operating

Filed

Dec 19, 7:00 PM ET

Accepted

Dec 20, 8:44 PM ET

Size

22.1 KB

Accession

0001140361-16-090424

Insider Transaction Report

Form 4
Period: 2016-12-16
Rana Manu S
Director
Transactions
  • Sale

    Common Stock

    2016-12-19$40.13/sh124,752$5,006,59797,600 total(indirect: See footnote)
  • Sale

    Common Stock

    2016-12-19$41.01/sh1,600$65,61696,000 total(indirect: See footnote)
  • Sale

    Common Stock

    2016-12-20$40.11/sh96,000$3,850,7620 total(indirect: See footnote)
  • Sale

    Common Stock

    2016-12-16$41.26/sh111,975$4,620,189270,377 total(indirect: See footnote)
  • Sale

    Common Stock

    2016-12-16$42.22/sh48,025$2,027,836222,352 total(indirect: See footnote)
Holdings
  • Stock Option (right to buy)

    Exercise: $21.27Exp: 2026-02-01Common Stock (15,000 underlying)
    15,000
  • Restricted Stock Unit

    Common Stock (795 underlying)
    795
  • Stock Option (right to buy)

    Exercise: $1.25Exp: 2021-10-25Common Stock (7,500 underlying)
    7,500
  • Stock Option (right to buy)

    Exercise: $1.25Exp: 2022-04-26Common Stock (15,000 underlying)
    15,000
  • Stock Option (right to buy)

    Exercise: $1.50Exp: 2023-05-09Common Stock (15,000 underlying)
    15,000
  • Stock Option (right to buy)

    Exercise: $14.00Exp: 2024-07-30Common Stock (15,000 underlying)
    15,000
  • Stock Option (right to buy)

    Exercise: $25.39Exp: 2025-03-26Common Stock (15,000 underlying)
    15,000
Footnotes (9)
  • [F1]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.97 to $41.96, inclusive. The reporting person undertakes to provide to the issuer, any securityholder 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), (4) and (5) to this Form 4.
  • [F2]All securities are held of record by Financial Partners Fund I, L.P. ("FPF I"), a Delaware limited partnership. The reporting person is a managing principal of FPF I. The reporting person disclaims beneficial ownership of the securities held by FPF I except to the extent of his pecuniary interest therein.
  • [F3]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $41.97 to $42.65, inclusive.
  • [F4]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.99 to $40.75, inclusive.
  • [F5]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $40.07 to $40.325, inclusive.
  • [F6]The option became exercisable as to 7,500 shares upon the reporting person's reelection to the issuer's board of directors at the issuer's 2016 Annual Meeting of Stockholders held on June 23, 2016. The remaining 7,500 shares will become exercisable on January 31, 2017; provided, that the reporting person continues to serve as a director of the issuer through such date.
  • [F7]Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock.
  • [F8]The restricted stock units vested as to 397 shares on August 1, 2016 and will vest as to the remaining 398 shares on November 1, 2016. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's 2014 equity incentive plan), or the reporting person's termination of service (as defined in the issuer's 2014 equity incentive plan), or the reporting person's death.
  • [F9]The option is immediately exercisable.

Documents

1 file

Issuer

HEALTHEQUITY INC

CIK 0001428336

Entity typeoperating
IncorporatedDE

Related Parties

1
  • filerCIK 0001428336

Filing Metadata

Form type
4
Filed
Dec 19, 7:00 PM ET
Accepted
Dec 20, 8:44 PM ET
Size
22.1 KB