4//SEC Filing
Neeleman Stephen 4
Accession 0001415889-24-020251
CIK 0001428336other
Filed
Jul 28, 8:00 PM ET
Accepted
Jul 29, 4:34 PM ET
Size
20.7 KB
Accession
0001415889-24-020251
Insider Transaction Report
Form 4
Neeleman Stephen
DirectorFOUNDER AND VICE CHAIRMAN
Transactions
- Exercise/Conversion
Common Stock
2024-07-25$14.00/sh+10,812$151,368→ 100,581 total - Sale
Common Stock
2024-07-25$80.15/sh−10,812$866,587→ 89,769 total - Exercise/Conversion
Stock Option (right to buy)
2024-07-25−24,188→ 10,812 totalExercise: $14.00Exp: 2024-07-30→ Common Stock (35,000 underlying) - Exercise/Conversion
Stock Option (right to buy)
2024-07-25−10,812→ 0 totalExercise: $14.00Exp: 2024-07-30→ Common Stock (10,812 underlying) - Exercise/Conversion
Common Stock
2024-07-25$14.00/sh+24,188$338,632→ 113,957 total - Sale
Common Stock
2024-07-25$79.73/sh−24,188$1,928,543→ 89,769 total
Holdings
- 15,337
Stock Options (right to buy)
Exercise: $73.61Exp: 2029-03-26→ Common Stock (15,337 underlying) - 559,235(indirect: See footnote)
Common Stock
- 203,000(indirect: See footnote)
Common Stock
- 19,897
Stock Option (right to buy)
Exercise: $41.28Exp: 2027-03-27→ Common Stock (19,897 underlying) - 14,228
Stock Options (right to buy)
Exercise: $61.72Exp: 2028-03-27→ Common Stock (14,228 underlying)
Footnotes (6)
- [F1]The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 08, 2023.
- [F2]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $78.9600 to $79.9550, 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) and (3) of this Form 4.
- [F3]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $79.9600 to $80.4000, inclusive.
- [F4]Shares held of record by the Stephen and Christine Neeleman Trust.
- [F5]Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes.
- [F6]The option is immediately exercisable.
Documents
Issuer
HEALTHEQUITY, INC.
CIK 0001428336
Entity typeother
Related Parties
1- filerCIK 0001614838
Filing Metadata
- Form type
- 4
- Filed
- Jul 28, 8:00 PM ET
- Accepted
- Jul 29, 4:34 PM ET
- Size
- 20.7 KB