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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 05-Apr-24 1:46 PM View:  | Healthequity, Inc. (HQY) | 03-Apr-24 | Payment of Exercise | 3,209 | $80.60 | $258,630.00 | (4%) 80.5K to 77.29K | |
| 29-Mar-24 3:48 PM View: | Healthequity, Inc. (HQY) | 27-Mar-24 | Grant | 18,816 | -- | -- | 31% 61.68K to 80.5K | |
| 09-Jan-24 7:01 PM View: | Healthequity, Inc. (HQY) | 05-Jan-24 | Payment of Exercise | 1,215 | $67.64 | $82,179.10 | (2%) 62.9K to 61.68K | |
| 13-Dec-23 5:13 PM View: | Healthequity, Inc. (HQY) | 11-Dec-23 | Private Sale | 2,017 | $70.09 | $141,364.00 | (3%) 64.92K to 62.9K | |
| 06-Oct-23 5:53 PM View: | Healthequity, Inc. (HQY) | 04-Oct-23 | Payment of Exercise | 1,701 | $72.06 | $122,578.00 | (3%) 66.62K to 64.92K | |
| 26-Sep-23 5:10 PM View: | Healthequity, Inc. (HQY) | 22-Sep-23 | Private Sale | 1,998 | $71.92 | $143,704.00 | (3%) 68.61K to 66.62K | |
| 07-Jul-23 5:44 PM View: | Healthequity, Inc. (HQY) | 05-Jul-23 | Payment of Exercise | 1,720 | $62.18 | $106,946.00 | (2%) 70.33K to 68.61K | |
| 12-Jun-23 7:32 PM View: | Healthequity, Inc. (HQY) | 12-Jun-23 | Private Sale | 10,156 | $64.29 | $652,925.00 | (13%) 80.49K to 70.33K | |
| 05-Apr-23 4:42 PM View: | Healthequity, Inc. (HQY) | 04-Apr-23 | Payment of Exercise | 4,715 | $55.99 | $263,975.00 | (6%) 85.2K to 80.49K | |
| 31-Mar-23 4:12 PM View: | Healthequity, Inc. (HQY) | 29-Mar-23 | Grant | 25,725 | -- | -- | 43% 59.48K to 85.2K | |
| 01-Apr-22 2:29 PM View: | Healthequity, Inc. (HQY) | 30-Mar-22 | Grant | 59,480 | -- | -- | 100% 0 to 59.48K |