0001179110-19-004371.txt : 20190328
0001179110-19-004371.hdr.sgml : 20190328
20190328172409
ACCESSION NUMBER: 0001179110-19-004371
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20190326
FILED AS OF DATE: 20190328
DATE AS OF CHANGE: 20190328
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Kessler Jon
CENTRAL INDEX KEY: 0001615062
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-36568
FILM NUMBER: 19713011
MAIL ADDRESS:
STREET 1: 15 W. SCENIC POINTE DR., STE. 100
CITY: DRAPER
STATE: UT
ZIP: 84020
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
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
4
1
edgar.xml
FORM 4 -
X0306
4
2019-03-26
0
0001428336
HEALTHEQUITY INC
HQY
0001615062
Kessler Jon
15 WEST SCENIC POINTE DRIVE, SUITE 100
DRAPER
UT
84020
1
1
0
0
President and CEO
Common Stock
432410
D
Stock Option (right to buy)
41.28
2027-03-27
Common Stock
52229
52229
D
Stock Option (right to buy)
61.72
2028-03-27
Common Stock
47859
47859
D
Stock Option (right to buy)
73.61
2019-03-26
4
A
0
51125
0
A
2029-03-26
Common Stock
51125
51125
D
Stock Option (right to buy)
14.00
2019-03-26
4
A
0
160000
0
A
2024-07-30
Common Stock
160000
160000
D
The option became exercisable as to 17,410 shares on March 27, 2019. The options will vest as to 17,410 shares on March 27, 2020. The remaining 17,409 shares will vest on March 27, 2021.
The option became exercisable as to 11,965 shares on March 27, 2019. The options will vest as to 11,965 shares on each of March 27, 2020, and 2021. The option becomes exercisable as to the remaining 11,964 shares on March 27, 2022.
The option will vest as to 12,782 shares on March 26, 2020. The remaining options will vest in annual installments of 12,781 on each of March 26, 2021, 2022 and 2023.
On July 30, 2014, the reporting person was granted an option to purchase 400,000 shares of common stock. The option vests in annual installments based on the issuer's satisfaction of certain performance criteria for each of the fiscal years ending January 31, 2016 (10%), 2017 (20%), 2018 (30%) and 2019 (40%). The performance criteria for 2019 were met, resulting in the vesting of the option as to 160,000 shares.
The option is immediately exercisable
/s/ Jon Kessler
2019-03-28