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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 09-Jul-24 3:33 PM View:  | Healthequity, Inc. (HQY) | 08-Jul-24 | Option Exercise | 6,482 | $21.27 | $137,872.00 | 89% 7.29K to 13.78K | |
| 09-Jul-24 3:33 PM View: | Healthequity, Inc. (HQY) | 08-Jul-24 | Option Sale | 6,482 | $81.89 | $530,785.00 | (47%) 13.78K to 7.29K | |
| 09-Jul-24 3:33 PM View: | Healthequity, Inc. (HQY) | 08-Jul-24 | Sale | 1,223 | $81.89 | $100,147.00 | (17%) 7.29K to 6.07K | |
| 26-Sep-23 5:08 PM View: | Healthequity, Inc. (HQY) | 22-Sep-23 | Option Exercise | 3,608 | $14.00 | $50,512.00 | 41% 8.75K to 12.36K | |
| 26-Sep-23 5:08 PM View: | Healthequity, Inc. (HQY) | 22-Sep-23 | Option Sale | 3,608 | $72.27 | $260,765.00 | (29%) 12.36K to 8.75K | |
| 26-Sep-23 5:08 PM View: | Healthequity, Inc. (HQY) | 22-Sep-23 | Sale | 1,455 | $72.27 | $105,159.00 | (17%) 8.75K to 7.29K | |
| 26-Jun-23 6:27 PM View: | Healthequity, Inc. (HQY) | 22-Jun-23 | Grant | 3,164 | -- | -- | 57% 5.58K to 8.75K | |
| 27-Jun-22 7:56 PM View: | Healthequity, Inc. (HQY) | 23-Jun-22 | Grant | 2,996 | -- | -- | 116% 2.59K to 5.58K | |
| 03-Feb-22 12:57 PM View: | Healthequity, Inc. (HQY) | 01-Feb-22 | Grant | 727 | -- | -- | 64% 1.13K to 1.86K | |
| 30-Jun-21 12:50 PM View: | Healthequity, Inc. (HQY) | 28-Jun-21 | Market Sale | 1,133 | $82.23 | $93,166.60 | (50%) 2.27K to 1.13K | (1%) |
| 25-Jun-21 2:32 PM View: | Healthequity, Inc. (HQY) | 23-Jun-21 | Option Exercise | 4,762 | $14.00 | $66,668.00 | 74% 6.44K to 11.2K | |
| 25-Jun-21 2:32 PM View: | Healthequity, Inc. (HQY) | 23-Jun-21 | Market Option Sale | 4,762 | $83.10 | $395,726.00 | (43%) 11.2K to 6.44K | |
| 25-Jun-21 2:32 PM View: | Healthequity, Inc. (HQY) | 23-Jun-21 | Market Sale | 4,173 | $83.10 | $346,779.00 | (65%) 6.44K to 2.27K | |
| 03-Feb-21 4:43 PM View: | Healthequity, Inc. (HQY) | 01-Feb-21 | Grant | 2,266 | -- | -- | 54% 4.17K to 6.44K | |
| 11-Jan-21 12:42 PM View: | Healthequity, Inc. (HQY) | 08-Jan-21 | Option Exercise | 4,130 | $14.00 | $57,820.00 | 55% 7.45K to 11.58K | |
| 11-Jan-21 12:42 PM View: | Healthequity, Inc. (HQY) | 08-Jan-21 | Market Option Sale | 4,130 | $75.79 | $313,016.00 | (36%) 11.58K to 7.45K | |
| 11-Jan-21 12:42 PM View: | Healthequity, Inc. (HQY) | 08-Jan-21 | Market Sale | 3,273 | $75.79 | $248,063.00 | (44%) 7.45K to 4.17K | |
| 04-Feb-20 5:44 PM View: | Healthequity, Inc. (HQY) | 01-Feb-20 | Grant | 2,876 | -- | -- | 63% 4.57K to 7.45K | |
| 16-Jul-19 4:34 PM View: | Healthequity, Inc. (HQY) | 12-Jul-19 | Option Exercise | 6,450 | $21.27 | $137,192.00 | 84% 7.64K to 14.09K | |
| 16-Jul-19 4:34 PM View: | Healthequity, Inc. (HQY) | 12-Jul-19 | Market Option Sale | 6,450 | $70.86 | $457,019.00 | (46%) 14.09K to 7.64K | 4% |
| 16-Jul-19 4:34 PM View: | Healthequity, Inc. (HQY) | 12-Jul-19 | Market Sale | 3,074 | $70.86 | $217,810.00 | (40%) 7.64K to 4.57K | 4% |
| 05-Feb-19 6:11 PM View: | Healthequity, Inc. (HQY) | 01-Feb-19 | Grant | 2,593 | -- | -- | 51% 5.05K to 7.64K | |
| 12-Dec-18 8:05 PM View: | Healthequity, Inc. (HQY) | 12-Dec-18 | Option Exercise | 2,068 | $21.27 | $43,986.40 | 41% 5.05K to 7.12K | |
| 12-Dec-18 8:05 PM View: | Healthequity, Inc. (HQY) | 12-Dec-18 | Market Option Sale | 290 | $70.81 | $20,533.70 | (4%) 7.12K to 6.83K | 3% |
| 12-Dec-18 8:05 PM View: | Healthequity, Inc. (HQY) | 12-Dec-18 | Market Sale | 1,778 | $70.81 | $125,893.00 | (26%) 6.83K to 5.05K | 3% |
| 12-Dec-18 8:05 PM View: | Healthequity, Inc. (HQY) | 10-Dec-18 | Market Option Sale | 1,778 | $67.78 | $120,508.00 | (26%) 6.83K to 5.05K | (< 1%) |
| 05-Feb-18 8:24 PM View: | Healthequity, Inc. (HQY) | 01-Feb-18 | Grant | 3,273 | -- | -- | 92% 3.56K to 6.83K | |
| 26-Jun-17 4:37 PM View: | Healthequity, Inc. (HQY) | 22-Jun-17 | Grant | 1,778 | -- | -- | 100% 1.78K to 3.56K | |
| 05-Jan-17 7:04 PM View: | Healthequity, Inc. (HQY) | 03-Jan-17 | Option Exercise | 35,000 | $18.88 | $660,850.00 | 100% 0 to 35.0K | |
| 05-Jan-17 7:04 PM View: | Healthequity, Inc. (HQY) | 03-Jan-17 | Market Option Sale | 35,000 | $40.33 | $1,411,460.00 | (100%) 35.0K to 0 | (69%) |