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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 21-Dec-23 5:31 PM View:  | Healthequity, Inc. (HQY) | 19-Dec-23 | Option Exercise | 45,000 | $20.22 | $909,900.00 | 41% 109.63K to 154.63K | |
| 21-Dec-23 5:31 PM View: | Healthequity, Inc. (HQY) | 19-Dec-23 | Option Sale | 45,000 | $63.50 | $2,857,720.00 | (29%) 154.63K to 109.63K | |
| 03-Feb-23 11:49 AM View: | Healthequity, Inc. (HQY) | 01-Feb-23 | Grant | 1,060 | -- | -- | < 1% 108.57K to 109.63K | |
| 21-Oct-22 1:06 PM View: | Healthequity, Inc. (HQY) | 18-Oct-22 | Gift | 18,000 | -- | -- | (14%) 126.57K to 108.57K | |
| 22-Sep-22 4:41 PM View: | Healthequity, Inc. (HQY) | 20-Sep-22 | Private Sale | 25,000 | $72.28 | $1,806,920.00 | (16%) 151.57K to 126.57K | |
| 27-Jun-22 7:50 PM View: | Healthequity, Inc. (HQY) | 23-Jun-22 | Grant | 2,996 | -- | -- | 2% 148.57K to 151.57K | |
| 03-Feb-22 12:37 PM View: | Healthequity, Inc. (HQY) | 01-Feb-22 | Grant | 1,800 | -- | -- | 1% 146.05K to 147.85K | |
| 19-Jul-21 12:10 PM View: | Healthequity, Inc. (HQY) | 15-Jul-21 | Market Sale | 10,000 | $76.49 | $764,904.00 | (6%) 156.05K to 146.05K | 2% |
| 03-Feb-21 4:54 PM View: | Healthequity, Inc. (HQY) | 01-Feb-21 | Grant | 3,250 | -- | -- | 2% 152.8K to 156.05K | |
| 05-Feb-19 6:04 PM View: | Healthequity, Inc. (HQY) | 01-Feb-19 | Grant | 3,732 | -- | -- | 3% 149.06K to 152.8K | |
| 05-Feb-18 8:08 PM View: | Healthequity, Inc. (HQY) | 01-Feb-18 | Grant | 4,166 | -- | -- | 3% 144.9K to 149.06K | |
| 11-Apr-17 8:29 PM View: | Healthequity, Inc. (HQY) | 29-Dec-16 | Gift | 33,417 | -- | -- | (19%) 178.31K to 144.9K | |
| 15-Jul-16 6:17 PM View: | Healthequity, Inc. (HQY) | 15-Jul-16 | Market Sale | 25,000 | $30.04 | $750,982.00 | (13%) 198.42K to 173.42K | (120%) |
| 15-Jul-16 6:17 PM View: | Healthequity, Inc. (HQY) | 14-Jul-16 | Market Sale | 25,000 | $30.28 | $757,000.00 | (11%) 223.42K to 198.42K | (118%) |
| 15-Jul-16 6:17 PM View: | Healthequity, Inc. (HQY) | 13-Jul-16 | Market Sale | 50,000 | $30.38 | $1,518,840.00 | (18%) 273.42K to 223.42K | (118%) |
| 16-Sep-15 8:42 PM View: | Healthequity, Inc. (HQY) | 16-Sep-15 | Market Sale | 50,000 | $29.74 | $1,486,940.00 | (15%) 323.42K to 273.42K | (122%) |
| 16-Sep-15 8:42 PM View: | Healthequity, Inc. (HQY) | 15-Sep-15 | Market Sale | 50,000 | $29.99 | $1,499,470.00 | (13%) 373.42K to 323.42K | (120%) |
| 16-Sep-15 8:42 PM View: | Healthequity, Inc. (HQY) | 14-Sep-15 | Market Sale | 50,000 | $30.05 | $1,502,540.00 | (12%) 423.42K to 373.42K | (120%) |
| 18-Feb-15 4:58 PM View: | Healthequity, Inc. (HQY) | 26-Dec-14 | Gift | 75,000 | -- | -- | (15%) 498.42K to 423.42K | |
| 07-Aug-14 4:37 PM View: | Healthequity, Inc. (HQY) | 05-Aug-14 | Purchase | 50,000 | $14.00 | $700,000.00 | 11% 448.42K to 498.42K |