Kessler Jon 4

Accession 0001415889-25-016533

CIK 0001428336other

View on SEC.gov Company Profile

Filed

Jun 9, 8:00 PM ET

Accepted

Jun 10, 5:10 PM ET

Size

41.0 KB

Accession

0001415889-25-016533

Insider Transaction Report

Form 4

Period: 2025-06-06

HEALTHEQUITY, INC.HQY

Kessler Jon

DirectorPresident and CEO10% Owner

Transactions

Exercise/Conversion
Common Stock
2025-06-06$61.72/sh+23,929$1,476,898→ 349,350 total
Sale
Common Stock
2025-06-06$111.84/sh−62,827$7,026,371→ 324,866 total
Sale
Common Stock
2025-06-06$112.08/sh−39,075$4,379,526→ 268,937 total
Exercise/Conversion
Common Stock
2025-06-06$41.28/sh+34,820$1,437,370→ 136,055 total(indirect: By LLC)
Sale
Common Stock
2025-06-06$111.83/sh−52,450$5,865,730→ 120,317 total(indirect: By LLC)
Exercise/Conversion
Stock Option (right to buy)
2025-06-06−34,820→ 0 total(indirect: By LLC)
Exercise: $41.28Exp: 2027-03-27→ Common Stock (34,820 underlying)
Sale
Common Stock
2025-06-06$112.70/sh−15,427$1,738,623→ 253,510 total
Exercise/Conversion
Common Stock
2025-06-06$73.61/sh+12,782$940,883→ 172,767 total(indirect: By LLC)
Sale
Common Stock
2025-06-06$111.98/sh−16,547$1,852,933→ 84,688 total(indirect: By LLC)
Sale
Common Stock
2025-06-06$112.38/sh−16,854$1,894,135→ 308,012 total
Exercise/Conversion
Common Stock
2025-06-06$61.72/sh+23,930$1,476,960→ 159,985 total(indirect: By LLC)
Exercise/Conversion
Common Stock
2025-06-06$41.28/sh+17,409$718,644→ 325,421 total
Exercise/Conversion
Common Stock
2025-06-06$73.61/sh+38,343$2,822,428→ 387,693 total
Sale
Common Stock
2025-06-06$112.39/sh−19,082$2,144,649→ 101,235 total(indirect: By LLC)
Exercise/Conversion
Stock Option (right to buy)
2025-06-06−17,409→ 0 total
Exercise: $41.28Exp: 2027-03-27→ Common Stock (17,409 underlying)
Exercise/Conversion
Stock Option (right to buy)
2025-06-06−23,929→ 0 total
Exercise: $61.72Exp: 2028-03-27→ Common Stock (23,929 underlying)
Exercise/Conversion
Stock Option (right to buy)
2025-06-06−38,343→ 0 total
Exercise: $73.61Exp: 2029-03-26→ Common Stock (38,343 underlying)
Exercise/Conversion
Stock Option (right to buy)
2025-06-06−23,930→ 0 total(indirect: By LLC)
Exercise: $61.72Exp: 2028-03-27→ Common Stock (23,930 underlying)
Exercise/Conversion
Stock Option (right to buy)
2025-06-06−12,782→ 0 total(indirect: By LLC)
Exercise: $73.61Exp: 2029-03-26→ Common Stock (12,782 underlying)
Sale
Common Stock
2025-06-06$112.61/sh−9,628$1,084,209→ 75,060 total(indirect: By LLC)
Sale
Common Stock
2025-06-06$113.35/sh−60$6,801→ 75,000 total(indirect: By LLC)

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 $111.25 to $112.24, 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, 2, 3, 4, 6, 7 and 8 of this Form 4.
[F2]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $112.27 to $112.63, inclusive.
[F3]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $111.43 to $112.42, inclusive
[F4]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $112.43 to $113.35, inclusive.
[F5]These securities are held by 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.
[F6]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $111.34 to $112.33, inclusive.
[F7]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $112.34 to $113.33, inclusive.
[F8]The price reported in Column 4 is a weighted average price. The shares were sold in multiple transactions at prices ranging from $113.34 to $113.36, inclusive.
[F9]The option is immediately exercisable.

Documents

1 file

4
form4-06102025_090621.xmlPrimary

Issuer

HEALTHEQUITY, INC.

CIK 0001428336

→

Entity typeother

Related Parties

filerCIK 0001615062

Filing Metadata

Form type: 4
Filed: Jun 9, 8:00 PM ET
Accepted: Jun 10, 5:10 PM ET
Size: 41.0 KB

View on SEC.gov