0001179110-21-008366.txt : 20210824
0001179110-21-008366.hdr.sgml : 20210824
20210824135751
ACCESSION NUMBER: 0001179110-21-008366
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20210820
FILED AS OF DATE: 20210824
DATE AS OF CHANGE: 20210824
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: MOTT DARCY G
CENTRAL INDEX KEY: 0001179972
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-36568
FILM NUMBER: 211201055
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: HEALTHEQUITY, INC.
CENTRAL INDEX KEY: 0001428336
STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-BUSINESS SERVICES, NEC [7389]
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
edgar.xml
FORM 4 -
X0306
4
2021-08-20
1
0001428336
HEALTHEQUITY, INC.
HQY
0001179972
MOTT DARCY G
C/O HEALTHEQUITY, INC.
15 W. SCENIC POINTE DR., STE. 100
DRAPER
UT
84020
0
0
0
1
Special Advisor
Common Stock
2021-08-20
4
M
0
10000
14.00
A
93052
D
Common Stock
2021-08-20
4
S
0
5631
62.6908
D
87421
D
Common Stock
2021-08-20
4
S
0
369
63.3292
D
87052
D
Stock Option (right to buy)
14
2021-08-20
4
M
0
10000
0
D
2024-07-30
Common Stock
10000
30000
D
Stock Option (right to buy)
25.39
2025-03-26
Common Stock
25000
25000
D
Stock Option (right to buy)
41.28
2027-03-27
Common Stock
19897
19897
D
Stock Option (right to buy)
61.72
2028-03-27
Common Stock
14228
14228
D
Stock Option (right to buy)
73.61
2029-03-26
Common Stock
15337
15337
D
The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 11, 2020.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $62.21 to $63.15, 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 range set forth in footnote (2) and (3) of this Form 4.
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.32 to $63.34, inclusive.
The option is immediately exercisable.
The option is exercisable as to 10,671 shares. The remaining 3,557 options vest on March 27, 2022.
The option is exercisable as to 7,669 shares. The remaining options vest as to 3,834 shares on each of March 27, 2022 and 2023.
/s/ Darcy G. Mott
2021-08-24