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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Apr-24 1:38 PM View:  | Healthequity, Inc. (HQY) | 03-Apr-24 | Payment of Exercise | 1,684 | $80.60 | $135,723.00 | (3%) 66.9K to 65.22K | |
| 03-Apr-24 7:10 PM View: | Healthequity, Inc. (HQY) | 02-Apr-24 | Payment of Exercise | 1,332 | $81.86 | $109,042.00 | (2%) 68.23K to 66.9K | |
| 03-Apr-24 7:10 PM View: | Healthequity, Inc. (HQY) | 01-Apr-24 | Payment of Exercise | 3,461 | $80.62 | $279,009.00 | (5%) 71.69K to 68.23K | |
| 29-Mar-24 3:52 PM View: | Healthequity, Inc. (HQY) | 27-Mar-24 | Grant | 24,255 | -- | -- | 51% 47.44K to 71.69K | |
| 05-Mar-24 12:39 PM View: | Healthequity, Inc. (HQY) | 01-Mar-24 | Private Sale (Planned) | 2,558 | $82.59 | $211,265.00 | (5%) 50.0K to 47.44K | |
| 09-Feb-24 6:13 PM View: | Healthequity, Inc. (HQY) | 09-Feb-24 | Private Sale (Planned) | 2,499 | $80.00 | $199,920.00 | (5%) 52.49K to 50.0K | |
| 09-Jan-24 6:56 PM View: | Healthequity, Inc. (HQY) | 08-Jan-24 | Sale (Planned) | 2,586 | $70.00 | $181,020.00 | (5%) 55.08K to 52.49K | |
| 09-Jan-24 6:56 PM View: | Healthequity, Inc. (HQY) | 05-Jan-24 | Payment of Exercise | 188 | $67.64 | $12,715.70 | (< 1%) 55.27K to 55.08K | |
| 06-Oct-23 5:51 PM View: | Healthequity, Inc. (HQY) | 04-Oct-23 | Payment of Exercise | 250 | $72.06 | $18,015.30 | (< 1%) 55.52K to 55.27K | |
| 07-Jul-23 5:48 PM View: | Healthequity, Inc. (HQY) | 05-Jul-23 | Payment of Exercise | 254 | $62.18 | $15,793.30 | (< 1%) 55.77K to 55.52K | |
| 05-Apr-23 5:01 PM View: | Healthequity, Inc. (HQY) | 04-Apr-23 | Payment of Exercise | 1,189 | $55.99 | $66,567.80 | (2%) 56.96K to 55.77K | |
| 05-Apr-23 5:01 PM View: | Healthequity, Inc. (HQY) | 03-Apr-23 | Payment of Exercise | 3,472 | $57.70 | $200,331.00 | (6%) 60.43K to 56.96K | |
| 31-Mar-23 4:05 PM View: | Healthequity, Inc. (HQY) | 29-Mar-23 | Grant | 23,308 | -- | -- | 63% 37.13K to 60.43K | |
| 30-Mar-23 11:55 AM View: | Healthequity, Inc. (HQY) | 28-Mar-23 | Payment of Exercise | 345 | $57.27 | $19,758.20 | (< 1%) 37.47K to 37.13K | |
| 25-Oct-22 12:21 PM View: | Healthequity, Inc. (HQY) | 21-Oct-22 | Private Sale (Planned) | 5,897 | $75.00 | $442,275.00 | (14%) 43.37K to 37.47K | |
| 05-Apr-22 2:37 PM View: | Healthequity, Inc. (HQY) | 01-Apr-22 | Payment of Exercise | 2,607 | $67.63 | $176,312.00 | (6%) 45.98K to 43.37K | |
| 01-Apr-22 4:11 PM View: | Healthequity, Inc. (HQY) | 31-Mar-22 | Payment of Exercise | 405 | $67.48 | $27,330.30 | (< 1%) 49.1K to 48.69K | |
| 01-Apr-22 4:11 PM View: | Healthequity, Inc. (HQY) | 30-Mar-22 | Grant | 16,074 | -- | -- | 49% 33.02K to 49.1K | |
| 31-Mar-22 3:43 PM View: | Healthequity, Inc. (HQY) | 29-Mar-22 | Payment of Exercise | 628 | $66.33 | $41,656.70 | (2%) 33.65K to 33.02K | |
| 07-Apr-21 11:16 AM View: | Healthequity, Inc. (HQY) | 05-Apr-21 | Payment of Exercise | 4,055 | $67.29 | $272,871.00 | (11%) 37.71K to 33.65K | < 1% |
| 01-Apr-21 4:37 PM View: | Healthequity, Inc. (HQY) | 31-Mar-21 | Payment of Exercise | 740 | $67.50 | $49,951.60 | (2%) 38.45K to 37.71K | |
| 01-Apr-21 4:37 PM View: | Healthequity, Inc. (HQY) | 30-Mar-21 | Grant | 9,586 | -- | -- | 33% 28.86K to 38.45K | |
| 31-Mar-21 8:48 AM View: | Healthequity, Inc. (HQY) | 29-Mar-21 | Payment of Exercise | 1,351 | $68.31 | $92,285.60 | (4%) 30.21K to 28.86K | 2% |
| 26-Jan-21 5:23 PM View: | Healthequity, Inc. (HQY) | 25-Jan-21 | Option Exercise | 55,000 | $28.24 | $1,553,270.00 | 182% 30.21K to 85.21K | |
| 26-Jan-21 5:23 PM View: | Healthequity, Inc. (HQY) | 25-Jan-21 | Market Option Sale (Planned) | 55,000 | $85.31 | $4,691,770.00 | (65%) 85.21K to 30.21K | |
| 07-Apr-20 4:21 PM View: | Healthequity, Inc. (HQY) | 06-Apr-20 | Payment of Exercise | 3,639 | $43.97 | $159,989.00 | (11%) 33.85K to 30.21K | (55%) |
| 02-Apr-20 2:40 PM View: | Healthequity, Inc. (HQY) | 31-Mar-20 | Grant | 23,883 | -- | -- | 240% 9.97K to 33.85K | |
| 30-Mar-20 12:39 PM View: | Healthequity, Inc. (HQY) | 27-Mar-20 | Payment of Exercise | 633 | $52.22 | $33,055.90 | (6%) 10.6K to 9.97K | (31%) |
| 30-Mar-20 12:39 PM View: | Healthequity, Inc. (HQY) | 26-Mar-20 | Payment of Exercise | 358 | $55.33 | $19,808.40 | (3%) 10.96K to 10.6K | (24%) |
| 23-Jul-19 5:24 PM View: | Healthequity, Inc. (HQY) | 22-Jul-19 | Option Exercise | 6,875 | $24.36 | $167,475.00 | 63% 10.96K to 17.83K | |
| 23-Jul-19 5:24 PM View: | Healthequity, Inc. (HQY) | 22-Jul-19 | Market Option Sale (Planned) | 6,875 | $80.00 | $550,000.00 | (39%) 17.83K to 10.96K | 15% |
| 28-Mar-19 5:11 PM View: | Healthequity, Inc. (HQY) | 27-Mar-19 | Payment of Exercise | 583 | $73.61 | $42,914.60 | (5%) 11.54K to 10.96K | 7% |
| 28-Mar-19 5:11 PM View: | Healthequity, Inc. (HQY) | 26-Mar-19 | Grant | 4,076 | -- | -- | 55% 7.46K to 11.54K | |
| 21-Feb-19 5:49 PM View: | Healthequity, Inc. (HQY) | 20-Feb-19 | Option Exercise | 6,875 | $30.57 | $210,169.00 | 92% 7.46K to 14.34K | |
| 21-Feb-19 5:49 PM View: | Healthequity, Inc. (HQY) | 20-Feb-19 | Market Option Sale (Planned) | 6,875 | $78.00 | $536,250.00 | (48%) 14.34K to 7.46K | 12% |
| 16-Apr-18 5:19 PM View: | Healthequity, Inc. (HQY) | 12-Apr-18 | Option Exercise | 13,750 | $24.36 | $334,950.00 | 184% 7.46K to 21.21K | |
| 16-Apr-18 5:19 PM View: | Healthequity, Inc. (HQY) | 12-Apr-18 | Market Option Sale | 13,750 | $63.98 | $879,685.00 | (65%) 21.21K to 7.46K | (7%) |
| 29-Mar-18 4:45 PM View: | Healthequity, Inc. (HQY) | 27-Mar-18 | Grant | 3,781 | -- | -- | 94% 4.04K to 7.82K | |
| 29-Mar-18 4:45 PM View: | Healthequity, Inc. (HQY) | 27-Mar-18 | Payment of Exercise | 353 | $63.50 | $22,415.50 | (5%) 7.82K to 7.46K | (8%) |
| 14-Dec-17 4:00 PM View: | Healthequity, Inc. (HQY) | 12-Dec-17 | Option Exercise | 26,405 | $27.59 | $728,613.00 | 654% 4.04K to 30.44K | |
| 14-Dec-17 4:00 PM View: | Healthequity, Inc. (HQY) | 12-Dec-17 | Market Option Sale | 26,405 | $43.32 | $1,143,890.00 | (87%) 30.44K to 4.04K | (58%) |
| 14-Apr-17 5:27 PM View: | Healthequity, Inc. (HQY) | 13-Apr-17 | Option Exercise | 1,095 | $24.36 | $26,674.20 | 27% 4.04K to 5.13K | |
| 14-Apr-17 5:27 PM View: | Healthequity, Inc. (HQY) | 13-Apr-17 | Market Option Sale | 1,095 | $43.60 | $47,742.00 | (21%) 5.13K to 4.04K | (57%) |
| 29-Mar-17 9:16 PM View: | Healthequity, Inc. (HQY) | 27-Mar-17 | Grant | 4,037 | -- | -- | 100% 0 to 4.04K |