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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 11-Oct-24 5:51 PM View:  | Healthequity, Inc. (HQY) | 11-Oct-24 | Gift | 6,000 | -- | -- | (< 1%) 851.26K to 845.26K | |
| 07-Oct-24 4:59 PM View: | Healthequity, Inc. (HQY) | 03-Oct-24 | Payment of Exercise | 739 | $78.25 | $57,823.90 | (< 1%) 852.0K to 851.26K | |
| 29-Jul-24 4:34 PM View: | Healthequity, Inc. (HQY) | 25-Jul-24 | Option Exercise | 35,000 | $14.00 | $490,000.00 | 4% 852.0K to 887.0K | |
| 29-Jul-24 4:34 PM View: | Healthequity, Inc. (HQY) | 25-Jul-24 | Planned Option Sale | 35,000 | $79.86 | $2,795,130.00 | (4%) 887.0K to 852.0K | |
| 08-Jul-24 1:07 PM View: | Healthequity, Inc. (HQY) | 03-Jul-24 | Payment of Exercise | 746 | $83.68 | $62,423.20 | (< 1%) 852.75K to 852.0K | |
| 10-Jun-24 4:28 PM View: | Healthequity, Inc. (HQY) | 07-Jun-24 | Option Exercise | 2,080 | $14.00 | $29,120.00 | < 1% 852.75K to 854.83K | |
| 10-Jun-24 4:28 PM View: | Healthequity, Inc. (HQY) | 07-Jun-24 | Planned Option Sale | 2,080 | $85.01 | $176,825.00 | (< 1%) 854.83K to 852.75K | |
| 10-Jun-24 4:28 PM View: | Healthequity, Inc. (HQY) | 06-Jun-24 | Option Exercise | 7,484 | $14.00 | $104,776.00 | < 1% 852.75K to 860.23K | |
| 10-Jun-24 4:28 PM View: | Healthequity, Inc. (HQY) | 06-Jun-24 | Planned Option Sale | 7,484 | $85.05 | $636,478.00 | (< 1%) 860.23K to 852.75K | |
| 07-Jun-24 3:43 PM View: | Healthequity, Inc. (HQY) | 05-Jun-24 | Option Exercise | 25,036 | $14.00 | $350,504.00 | 3% 852.75K to 877.79K | |
| 07-Jun-24 3:43 PM View: | Healthequity, Inc. (HQY) | 05-Jun-24 | Planned Option Sale | 25,036 | $85.06 | $2,129,450.00 | (3%) 877.79K to 852.75K | |
| 06-Jun-24 11:55 AM View: | Healthequity, Inc. (HQY) | 04-Jun-24 | Option Exercise | 400 | $14.00 | $5,600.00 | < 1% 852.75K to 853.15K | |
| 06-Jun-24 11:55 AM View: | Healthequity, Inc. (HQY) | 04-Jun-24 | Planned Option Sale | 400 | $85.00 | $34,000.00 | (< 1%) 853.15K to 852.75K | |
| 05-Apr-24 1:41 PM View: | Healthequity, Inc. (HQY) | 03-Apr-24 | Payment of Exercise | 1,984 | $80.60 | $159,902.00 | (< 1%) 854.73K to 852.75K | |
| 03-Apr-24 4:15 PM View: | Healthequity, Inc. (HQY) | 02-Apr-24 | Payment of Exercise | 1,751 | $81.86 | $143,342.00 | (< 1%) 856.49K to 854.73K | |
| 03-Apr-24 4:15 PM View: | Healthequity, Inc. (HQY) | 01-Apr-24 | Payment of Exercise | 5,348 | $80.62 | $431,130.00 | (< 1%) 861.83K to 856.49K | |
| 29-Mar-24 4:03 PM View: | Healthequity, Inc. (HQY) | 27-Mar-24 | Grant | 26,946 | -- | -- | 3% 834.89K to 861.83K | |
| 09-Jan-24 7:04 PM View: | Healthequity, Inc. (HQY) | 05-Jan-24 | Payment of Exercise | 235 | $67.64 | $15,894.90 | (< 1%) 835.12K to 834.89K | |
| 02-Jan-24 3:55 PM View: | Healthequity, Inc. (HQY) | 28-Dec-23 | Gift | 5,000 | -- | -- | (< 1%) 840.12K to 835.12K | |
| 12-Dec-23 3:56 PM View: | Healthequity, Inc. (HQY) | 08-Dec-23 | Option Exercise | 70,000 | $14.00 | $980,000.00 | 8% 840.12K to 910.12K | |
| 12-Dec-23 3:56 PM View: | Healthequity, Inc. (HQY) | 08-Dec-23 | Option Sale | 70,000 | $68.57 | $4,800,050.00 | (8%) 910.12K to 840.12K | |
| 06-Oct-23 5:54 PM View: | Healthequity, Inc. (HQY) | 04-Oct-23 | Payment of Exercise | 312 | $72.06 | $22,483.60 | (< 1%) 840.43K to 840.12K | |
| 06-Oct-23 5:54 PM View: | Healthequity, Inc. (HQY) | 02-Oct-23 | Gift | 4,500 | -- | -- | (< 1%) 844.93K to 840.43K | |
| 07-Jul-23 5:45 PM View: | Healthequity, Inc. (HQY) | 05-Jul-23 | Payment of Exercise | 317 | $62.18 | $19,710.50 | (< 1%) 845.25K to 844.93K | |
| 05-Apr-23 4:39 PM View: | Healthequity, Inc. (HQY) | 04-Apr-23 | Payment of Exercise | 1,886 | $55.99 | $105,588.00 | (< 1%) 847.14K to 845.25K | |
| 05-Apr-23 4:39 PM View: | Healthequity, Inc. (HQY) | 03-Apr-23 | Payment of Exercise | 4,429 | $57.70 | $255,549.00 | (< 1%) 851.57K to 847.14K | |
| 31-Mar-23 4:17 PM View: | Healthequity, Inc. (HQY) | 29-Mar-23 | Grant | 28,063 | -- | -- | 3% 823.5K to 851.57K | |
| 29-Dec-22 11:02 AM View: | Healthequity, Inc. (HQY) | 27-Dec-22 | Gift | 2,000 | -- | -- | (< 1%) 825.5K to 823.5K | |
| 29-Dec-22 11:02 AM View: | Healthequity, Inc. (HQY) | 30-Jun-22 | Gift | 3,000 | -- | -- | (< 1%) 828.5K to 825.5K | |
| 09-May-22 5:26 PM View: | Healthequity, Inc. (HQY) | 19-Apr-22 | Gift | 2,000 | -- | -- | (< 1%) 830.5K to 828.5K | |
| 05-Apr-22 5:28 PM View: | Healthequity, Inc. (HQY) | 01-Apr-22 | Payment of Exercise | 3,434 | $67.63 | $232,243.00 | (< 1%) 833.94K to 830.5K | |
| 01-Apr-22 2:42 PM View: | Healthequity, Inc. (HQY) | 31-Mar-22 | Payment of Exercise | 584 | $67.48 | $39,409.60 | (< 1%) 838.14K to 837.56K | |
| 01-Apr-22 2:42 PM View: | Healthequity, Inc. (HQY) | 30-Mar-22 | Grant | 20,687 | -- | -- | 3% 817.46K to 838.14K | |
| 07-Apr-21 11:10 AM View: | Healthequity, Inc. (HQY) | 05-Apr-21 | Payment of Exercise | 4,449 | $67.29 | $299,384.00 | (< 1%) 821.91K to 817.46K | < 1% |
| 01-Apr-21 4:36 PM View: | Healthequity, Inc. (HQY) | 31-Mar-21 | Payment of Exercise | 641 | $67.50 | $43,268.90 | (< 1%) 822.55K to 821.91K | |
| 01-Apr-21 4:36 PM View: | Healthequity, Inc. (HQY) | 30-Mar-21 | Grant | 13,928 | -- | -- | 2% 808.62K to 822.55K | |
| 25-Jan-21 12:23 PM View: | Healthequity, Inc. (HQY) | 01-Oct-20 | Gift | 550 | -- | -- | (< 1%) 809.17K to 808.62K | |
| 07-Apr-20 4:22 PM View: | Healthequity, Inc. (HQY) | 06-Apr-20 | Payment of Exercise | 8,969 | $43.97 | $394,324.00 | (1%) 818.14K to 809.17K | (55%) |
| 02-Apr-20 2:41 PM View: | Healthequity, Inc. (HQY) | 31-Mar-20 | Grant | 38,853 | -- | -- | 5% 779.28K to 818.14K | |
| 15-Jul-19 4:43 PM View: | Healthequity, Inc. (HQY) | 12-Jul-19 | Private Purchase Duplicate | 10,000 | $61.00 | $610,000.00 | 1% 769.28K to 779.28K | |
| 18-Jun-18 6:35 PM View: | Healthequity, Inc. (HQY) | 12-Jun-18 | Gift | 17,000 | -- | -- | (2%) 786.28K to 769.28K | |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 10-May-18 | Option Exercise | 8,889 | $14.00 | $124,446.00 | 1% 830.02K to 838.91K | |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 10-May-18 | Market Sale (Planned) | 8,889 | $70.21 | $624,063.00 | (1%) 838.91K to 830.02K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 10-May-18 | Market Sale (Planned) | 43,736 | $70.21 | $3,070,540.00 | (5%) 830.02K to 786.28K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 09-May-18 | Option Exercise | 13,926 | $14.00 | $194,964.00 | 2% 898.53K to 912.45K | |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 09-May-18 | Market Sale (Planned) | 13,926 | $70.26 | $978,492.00 | (2%) 912.45K to 898.53K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 09-May-18 | Market Option Sale (Planned) | 8,889 | $70.26 | $624,574.00 | (< 1%) 898.53K to 889.64K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 09-May-18 | Market Sale (Planned) | 59,618 | $70.26 | $4,188,980.00 | (7%) 889.64K to 830.02K | 3% |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 08-May-18 | Option Exercise | 17,839 | $13.53 | $241,408.00 | 2% 986.28K to 1.0M | |
| 10-May-18 8:38 PM View: | Healthequity, Inc. (HQY) | 08-May-18 | Market Option Sale (Planned) | 17,839 | $69.59 | $1,241,380.00 | (2%) 1.0M to 986.28K | 2% |