0001179110-21-003938.txt : 20210401
0001179110-21-003938.hdr.sgml : 20210401
20210401163438
ACCESSION NUMBER: 0001179110-21-003938
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20210330
FILED AS OF DATE: 20210401
DATE AS OF CHANGE: 20210401
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Bloomberg Edward
CENTRAL INDEX KEY: 0001747302
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-36568
FILM NUMBER: 21798552
MAIL ADDRESS:
STREET 1: 13207 WINDSOR STREET
CITY: LEAWOOD
STATE: KS
ZIP: 66209
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
2021-03-30
0
0001428336
HEALTHEQUITY, INC.
HQY
0001747302
Bloomberg Edward
C/O HEALTHEQUITY, INC.
15 W. SCENIC POINTE DR., STE. 100
DRAPER
UT
84020
0
1
0
0
Chief Operating Officer
Common Stock
2021-03-30
4
A
0
13682
0
A
41202
D
Common Stock
2021-03-31
4
F
0
1007
67.5022
D
40195
D
Stock Option (right to buy)
82.39
2028-08-13
Common Stock
25667
25667
D
Stock Option (right to buy)
73.61
2029-03-26
Common Stock
22367
22367
D
Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units will vest as to 3,421 shares on each of March 30, 2022 and 2023. The remaining restricted stock units vest in two equal installments of 3,420 shares on March 30, 2024 and 2025.
The shares reported on this Form 4 are subject to a lock-up agreement between the reporting person and BofA Securities, Inc. dated February 16, 2021 (the "Lock-up Date") pursuant to which the remaining shares reported in Table I of this Form 4 cannot be sold for 45 days following the Lock-up Date.
The option is exercisable as to 19,251 shares. The option becomes exercisable as to the remaining 6,416 shares on August 13, 2022.
The option is exercisable as to 11,184 shares. The option vests as to 5,592 shares on March 26, 2022. The option becomes exercisable as to the remaining 5,591 shares on March 26, 2023.
/s/ Edward Bloomberg
2021-04-01