0001415889-23-016846.txt : 20231221 0001415889-23-016846.hdr.sgml : 20231221 20231221173103 ACCESSION NUMBER: 0001415889-23-016846 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20231219 FILED AS OF DATE: 20231221 DATE AS OF CHANGE: 20231221 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Sacks Ian CENTRAL INDEX KEY: 0001614866 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-36568 FILM NUMBER: 231506431 MAIL ADDRESS: STREET 1: TOWERBROOK CAP., PARK AVENUE TOWER STREET 2: 65 E 55TH ST., 27TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: HEALTHEQUITY, INC. CENTRAL INDEX KEY: 0001428336 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 0131 BUSINESS ADDRESS: STREET 1: 15 WEST SCENIC POINTE DRIVE STREET 2: SUITE 100 CITY: DRAPER STATE: UT ZIP: 84020 BUSINESS PHONE: 801-727-1000 MAIL ADDRESS: STREET 1: 15 WEST SCENIC POINTE DRIVE STREET 2: SUITE 100 CITY: DRAPER STATE: UT ZIP: 84020 FORMER COMPANY: FORMER CONFORMED NAME: HEALTHEQUITY INC DATE OF NAME CHANGE: 20080227 4 1 form4-12212023_101258.xml X0508 4 2023-12-19 1 0001428336 HEALTHEQUITY, INC. HQY 0001614866 Sacks Ian C/O HEALTHEQUITY, INC. 15 W. SCENIC POINTE DR., STE. 100 DRAPER UT 84020 false false false true FORMER DIRECTOR 0 Common Stock 2023-12-19 4 M 0 15000 21.27 A 124630 D Common Stock 2023-12-19 4 M 0 15000 14 A 139630 D Common Stock 2023-12-19 4 M 0 15000 25.39 A 154630 D Common Stock 2023-12-19 4 S 0 45000 63.5049 D 109630 D Stock Option (right to buy) 21.27 2023-12-19 4 M 0 15000 0 D 2026-02-01 Common Stock 15000 0 D Stock Option (right to buy) 14 2023-12-19 4 M 0 15000 0 D 2024-07-30 Common Stock 15000 0 D Stock Option (right to buy) 25.39 2023-12-19 4 M 0 15000 0 D 2025-03-26 Common Stock 15000 0 D Stock Option (right to buy) 66.06 2030-02-01 Common Stock 8024 8024 D The option is immediately exercisable. The Power of Attorney given by Mr. Sacks was previously filed with the U.S. Securities and Exchange Commission on February 3, 2017 as an exhibit to a statement on Form 4 filed by Mr. Sacks with respect to HealthEquity, Inc. and is hereby incorporated by reference. /s/ Delano W. Ladd, Attorney-in-Fact 2023-12-21