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4//SEC Filing

Neeleman Stephen 4

Accession 0001614838-25-000007

CIK 0001428336other

Filed

Dec 17, 7:00 PM ET

Accepted

Dec 18, 6:14 PM ET

Size

10.8 KB

Accession

0001614838-25-000007

Insider Transaction Report

Form 4
Period: 2025-12-17
Neeleman Stephen
DirectorFOUNDER AND VICE CHAIRMAN
Transactions
  • Gift

    Common Stock

    2025-12-17500549,735 total(indirect: See footnote)
Holdings
  • Common Stock

    111,535
  • Common Stock

    (indirect: See footnote)
    203,000
  • Stock Option (right to buy)

    Exercise: $41.28Exp: 2027-03-27Common Stock (19,897 underlying)
    19,897
  • Stock Options (right to buy)

    Exercise: $61.72Exp: 2028-03-27Common Stock (14,228 underlying)
    14,228
  • Stock Options (right to buy)

    Exercise: $73.61Exp: 2029-03-26Common Stock (15,337 underlying)
    15,337
Footnotes (3)
  • [F1]Shares held of record by the Stephen and Christine Neeleman Trust.
  • [F2]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.
  • [F3]The option is immediately exercisable.

Issuer

HEALTHEQUITY, INC.

CIK 0001428336

Entity typeother

Related Parties

1
  • filerCIK 0001614838

Filing Metadata

Form type
4
Filed
Dec 17, 7:00 PM ET
Accepted
Dec 18, 6:14 PM ET
Size
10.8 KB