Insider: Kessler Jon Other - HEALTHEQUITY INC
| Company Holdings |
| Direct | Indirect Ownership | Total | |
| Shares | 268,937 | 75,000 | 343,937 |
| Value | $22,770,895.79 | $6,350,250.00 | $29,121,145.79 |
Trans. Date |
Trans. Type |
Shares |
Ownership Type |
Issue Type |
Price |
Trans. Value |
Total Shares Owned |
|---|---|---|---|---|---|---|---|
| 06/06/2025 | DDS | 39,075 | Direct | COM | $112.08 | $4,379,526.00 | 268,937 |
| 06/06/2025 | DDS | 16,854 | Direct | COM | $112.38 | $1,894,135.10 | 308,012 |
| 06/06/2025 | DDS | 62,827 | Direct | COM | $111.84 | $7,026,370.63 | 324,866 |
| 06/06/2025 | DDS | 60 | Indirect | COM | $113.35 | $6,801.00 | 75,000 |
| 06/06/2025 | DDS | 15,427 | Direct | COM | $112.70 | $1,738,622.90 | 253,510 |
| 06/06/2025 | DDS | 52,450 | Indirect | COM | $111.83 | $5,865,730.02 | 120,317 |
| 06/06/2025 | DDS | 9,628 | Indirect | COM | $112.61 | $1,084,209.08 | 75,060 |
| 06/06/2025 | DDS | 16,547 | Indirect | COM | $111.98 | $1,852,933.06 | 84,688 |
| 06/06/2025 | DDS | 19,082 | Indirect | COM | $112.39 | $2,144,648.88 | 101,235 |
| 09/16/2024 | DDS | 17,338 | Direct | COM | $78.31 | $1,357,808.13 | 208,163 |
| 09/16/2024 | DDS | 3,661 | Direct | COM | $78.94 | $288,987.62 | 204,502 |
| 09/16/2024 | DDS | 1,511 | Indirect | COM | $78.93 | $119,268.37 | 101,235 |
| 09/16/2024 | DDS | 7,239 | Indirect | COM | $78.32 | $566,928.80 | 102,746 |
| 06/25/2024 | DDS | 6,675 | Direct | COM | $83.08 | $554,546.99 | 225,501 |
| 06/25/2024 | DDS | 2,781 | Indirect | COM | $83.08 | $231,040.47 | 109,985 |
| 06/24/2024 | DDS | 27,124 | Direct | COM | $82.67 | $2,242,262.42 | 237,378 |
| 06/24/2024 | DDS | 5,202 | Direct | COM | $83.65 | $435,154.06 | 232,176 |
| 06/24/2024 | DDS | 11,270 | Indirect | COM | $82.66 | $931,626.66 | 114,965 |
| 06/24/2024 | DDS | 2,199 | Indirect | COM | $83.65 | $183,948.77 | 112,766 |
| 03/22/2024 | DDS | 33,765 | Indirect | COM | $79.81 | $2,694,730.63 | 126,635 |
| 09/27/2023 | DDS | 1,471 | Indirect | COM | $75.72 | $111,387.21 | 0 |
| 09/27/2023 | DDS | 1,377 | Indirect | COM | $74.86 | $103,078.92 | 1,471 |
| 09/27/2023 | DDS | 1,027 | Indirect | COM | $74.25 | $76,257.52 | 2,848 |
| 09/27/2023 | DDS | 4,699 | Indirect | COM | $74.26 | $348,924.25 | 13,731 |
| 09/27/2023 | DDS | 9,035 | Indirect | COM | $75.72 | $684,111.23 | 0 |
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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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