Insider: Neeleman Stephen FOUNDER AND VICE CHAIRMAN - HEALTHEQUITY INC
| Company Holdings |
| Direct | Indirect Ownership | Total | |
| Shares | 90,515 | 576,285 | 666,800 |
| Value | $8,775,429.25 | $55,870,830.75 | $64,646,260.00 |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|
| 06/07/2024 | DDS | 2,080 | Direct | COM | $85.01 | $176,824.54 | 90,515 |
| 06/06/2024 | DDS | 7,484 | Direct | COM | $85.05 | $636,477.53 | 90,515 |
| 06/05/2024 | DDS | 25,036 | Direct | COM | $85.06 | $2,129,452.00 | 90,515 |
| 06/04/2024 | DDS | 400 | Direct | COM | $85.00 | $34,000.00 | 90,515 |
| 12/08/2023 | DDS | 62,578 | Direct | COM | $68.51 | $4,286,962.21 | 80,309 |
| 12/08/2023 | DDS | 300 | Direct | COM | $70.01 | $21,003.99 | 72,887 |
| 12/08/2023 | DDS | 7,122 | Direct | COM | $69.09 | $492,079.63 | 73,187 |
| 07/12/2019 | AAP | 10,000 | Indirect | COM | $61.00 | $610,000.00 | 576,285 |
| 09/15/2017 | DDS | 1,000 | Direct | COM | $45.15 | $45,145.90 | 0 |
| 09/15/2017 | DDS | 2,400 | Indirect | COM | $45.22 | $108,521.04 | 740,385 |
| 09/15/2017 | DDS | 4,725 | Indirect | COM | $45.21 | $213,610.64 | 253,275 |
| 09/15/2017 | DDS | 100 | Indirect | COM | $45.98 | $4,598.00 | 740,285 |
| 09/15/2017 | DDS | 275 | Indirect | COM | $45.98 | $12,644.06 | 253,000 |
| 07/17/2017 | DDS | 2,500 | Indirect | COM | $50.82 | $127,056.25 | 745,285 |
| 07/17/2017 | DDS | 1,000 | Direct | COM | $50.76 | $50,761.60 | 0 |
| 07/17/2017 | DDS | 4,800 | Indirect | COM | $50.83 | $243,973.92 | 263,200 |
| 07/17/2017 | DDS | 200 | Indirect | COM | $51.26 | $10,252.00 | 263,000 |
| 06/15/2017 | DDS | 1,000 | Direct | COM | $50.39 | $50,394.80 | 0 |
| 06/15/2017 | DDS | 1,925 | Indirect | COM | $50.28 | $96,785.15 | 748,360 |
| 06/15/2017 | DDS | 1,264 | Indirect | COM | $50.81 | $64,220.05 | 268,000 |
| 06/15/2017 | DDS | 575 | Indirect | COM | $50.81 | $29,215.23 | 747,785 |
| 06/15/2017 | DDS | 3,736 | Indirect | COM | $50.26 | $187,779.21 | 269,264 |
| 06/07/2017 | DDS | 21,911 | Indirect | COM | $50.26 | $1,101,216.18 | 768,374 |
| 06/07/2017 | DDS | 6,344 | Indirect | COM | $51.64 | $327,572.44 | 762,030 |
| 06/07/2017 | DDS | 11,745 | Indirect | COM | $52.45 | $616,034.65 | 750,285 |
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Transaction Type Key First letter: A = Acquired, D = Disposed Second letter: A = Grant, award or other acquisition pursuant to Rule 16b-3(d) C = Conversion of derivative security | D = Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e) | E = Expiration of short derivative position | F = Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3. | G = Gift | H = Expiration (or cancellation) of long derivative position with value received | I = Discretionary transaction in accordance with Rule 16b-3(f) | J = Other | L = Small acquisition under Rule 16a-6 | M = Exercise or conversion of derivative security exempted pursuant to Rule 16b-3 | O = Exercise of out-of-the-money derivative security | P = Open market or private purchase | S = Open market or private sale | U = Disposition pursuant to a tender of shares in a change of control transaction | W = Acquisition or disposition by will or the laws of descent and distribution | X = Exercise of in-the-money or at-the-money derivative security | Z = Deposit into or withdrawal from voting trust |
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