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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Sep-24 4:32 PM View:  | Healthequity, Inc. (HQY) | 16-Sep-24 | Private Sale (Planned) | 20,999 | $78.42 | $1,646,800.00 | (6%) 335.49K to 314.49K | |
| 18-Sep-24 4:32 PM View: | Healthequity, Inc. (HQY) | 16-Sep-24 | Sale (Planned) | 8,750 | $78.42 | $686,197.00 | (3%) 314.49K to 305.74K | |
| 26-Jun-24 4:44 PM View: | Healthequity, Inc. (HQY) | 25-Jun-24 | Sale (Planned) | 6,675 | $83.08 | $554,547.00 | (2%) 344.94K to 338.27K | |
| 26-Jun-24 4:44 PM View: | Healthequity, Inc. (HQY) | 25-Jun-24 | Sale (Planned) | 2,781 | $83.08 | $231,040.00 | (< 1%) 338.27K to 335.49K | |
| 26-Jun-24 4:44 PM View: | Healthequity, Inc. (HQY) | 24-Jun-24 | Private Sale (Planned) | 32,326 | $82.83 | $2,677,420.00 | (8%) 390.74K to 358.41K | |
| 26-Jun-24 4:44 PM View: | Healthequity, Inc. (HQY) | 24-Jun-24 | Sale (Planned) | 13,469 | $82.83 | $1,115,580.00 | (4%) 358.41K to 344.94K | |
| 03-Apr-24 7:14 PM View: | Healthequity, Inc. (HQY) | 01-Apr-24 | Payment of Exercise | 53,295 | $80.62 | $4,296,380.00 | (12%) 444.43K to 391.14K | |
| 29-Mar-24 3:57 PM View: | Healthequity, Inc. (HQY) | 27-Mar-24 | Grant | 103,806 | -- | -- | 30% 340.63K to 444.43K | |
| 26-Mar-24 10:13 AM View: | Healthequity, Inc. (HQY) | 22-Mar-24 | Option Exercise | 60,000 | $14.00 | $840,000.00 | 13% 474.39K to 534.39K | |
| 26-Mar-24 10:13 AM View: | Healthequity, Inc. (HQY) | 22-Mar-24 | Option Sale | 33,765 | $79.81 | $2,694,730.00 | (6%) 534.39K to 500.63K | |
| 29-Sep-23 4:39 PM View: | Healthequity, Inc. (HQY) | 27-Sep-23 | Private Sale (Planned) | 46,818 | $75.03 | $3,512,540.00 | (13%) 360.81K to 313.99K | |
| 28-Jun-23 4:29 PM View: | Healthequity, Inc. (HQY) | 27-Jun-23 | Sale (Planned) | 27,230 | $60.96 | $1,660,000.00 | (7%) 388.04K to 360.81K | |
| 28-Jun-23 4:29 PM View: | Healthequity, Inc. (HQY) | 26-Jun-23 | Private Sale (Planned) | 19,588 | $60.12 | $1,177,660.00 | (5%) 407.63K to 388.04K | |
| 05-Apr-23 4:31 PM View: | Healthequity, Inc. (HQY) | 03-Apr-23 | Payment of Exercise | 40,309 | $57.70 | $2,325,790.00 | (9%) 447.94K to 407.63K | |
| 31-Mar-23 4:03 PM View: | Healthequity, Inc. (HQY) | 29-Mar-23 | Grant | 86,179 | -- | -- | 24% 361.76K to 447.94K | |
| 05-Apr-22 3:29 PM View: | Healthequity, Inc. (HQY) | 01-Apr-22 | Payment of Exercise | 13,667 | $67.63 | $924,305.00 | (4%) 375.42K to 361.76K | |
| 01-Apr-22 4:24 PM View: | Healthequity, Inc. (HQY) | 30-Mar-22 | Grant | 31,788 | -- | -- | 9% 355.71K to 387.5K | |
| 01-Apr-22 4:24 PM View: | Healthequity, Inc. (HQY) | 12-Jan-22 | Acquisition (other) | 4,424 | -- | -- | 1% 355.71K to 360.14K | |
| 01-Apr-22 4:24 PM View: | Healthequity, Inc. (HQY) | 12-Jan-22 | Disposition (other) | 4,424 | -- | -- | (1%) 360.14K to 355.71K | |
| 10-Dec-21 8:31 AM View: | Healthequity, Inc. (HQY) | 08-Dec-21 | Option Exercise | 100,000 | $14.00 | $1,400,000.00 | 39% 255.71K to 355.71K | |
| 10-Dec-21 8:31 AM View: | Healthequity, Inc. (HQY) | 04-Nov-21 | Gift | 85,886 | -- | -- | 34% 255.71K to 341.6K | |
| 10-Dec-21 8:31 AM View: | Healthequity, Inc. (HQY) | 04-Nov-21 | Gift | 49,026 | -- | -- | (14%) 341.6K to 292.57K | |
| 10-Dec-21 8:31 AM View: | Healthequity, Inc. (HQY) | 04-Nov-21 | Gift | 36,860 | -- | -- | (13%) 292.57K to 255.71K | |
| 10-Dec-21 8:31 AM View: | Healthequity, Inc. (HQY) | 26-Oct-21 | Acquisition (other) | 53,450 | -- | -- | 21% 255.71K to 309.16K | |
| 10-Dec-21 8:31 AM View: | Healthequity, Inc. (HQY) | 26-Oct-21 | Disposition (other) | 53,450 | -- | -- | (17%) 309.16K to 255.71K | |
| 07-Apr-21 11:24 AM View: | Healthequity, Inc. (HQY) | 05-Apr-21 | Payment of Exercise | 21,749 | $67.29 | $1,463,540.00 | (8%) 277.46K to 255.71K | < 1% |
| 01-Apr-21 4:34 PM View: | Healthequity, Inc. (HQY) | 30-Mar-21 | Grant | 21,746 | -- | -- | 9% 255.72K to 277.46K | |
| 27-Jan-21 4:44 PM View: | Healthequity, Inc. (HQY) | 25-Jan-21 | Market Sale (Planned) | 150,000 | $85.23 | $12,784,900.00 | (37%) 405.71K to 255.72K | (7%) |
| 29-May-20 5:56 PM View: | Healthequity, Inc. (HQY) | 27-May-20 | Market Sale (Planned) | 100,000 | $62.59 | $6,258,690.00 | (20%) 505.71K to 405.71K | (9%) |
| 29-May-20 5:56 PM View: | Healthequity, Inc. (HQY) | 13-Apr-20 | Gift | 100,000 | -- | -- | 20% 505.71K to 605.72K | |
| 29-May-20 5:56 PM View: | Healthequity, Inc. (HQY) | 13-Apr-20 | Gift | 100,000 | -- | -- | (17%) 605.72K to 505.71K | |
| 07-Apr-20 4:21 PM View: | Healthequity, Inc. (HQY) | 06-Apr-20 | Payment of Exercise | 42,170 | $43.97 | $1,854,010.00 | (8%) 547.88K to 505.71K | (55%) |
| 02-Apr-20 5:28 PM View: | Healthequity, Inc. (HQY) | 31-Mar-20 | Grant | 105,475 | -- | -- | 24% 442.41K to 547.88K | |
| 15-Jul-19 4:50 PM View: | Healthequity, Inc. (HQY) | 12-Jul-19 | Private Purchase | 10,000 | $61.00 | $610,000.00 | 2% 432.41K to 442.41K | |
| 18-Dec-18 5:29 PM View: | Healthequity, Inc. (HQY) | 14-Dec-18 | Option Exercise | 17,410 | $41.28 | $718,685.00 | 4% 415.0K to 432.41K | |
| 04-May-18 5:08 PM View: | Healthequity, Inc. (HQY) | 02-May-18 | Option Exercise | 120,000 | $14.00 | $1,680,000.00 | 29% 415.0K to 535.0K | |
| 04-May-18 5:08 PM View: | Healthequity, Inc. (HQY) | 02-May-18 | Market Option Sale (Planned) | 120,000 | $66.83 | $8,019,670.00 | (22%) 535.0K to 415.0K | (2%) |
| 29-Mar-18 4:26 PM View: | Healthequity, Inc. (HQY) | 23-Mar-18 | Gift | 30,000 | -- | -- | (7%) 445.0K to 415.0K | |
| 22-Feb-18 5:22 PM View: | Healthequity, Inc. (HQY) | 20-Feb-18 | Option Exercise | 59,558 | $14.00 | $833,812.00 | 13% 445.0K to 504.56K | |
| 22-Feb-18 5:22 PM View: | Healthequity, Inc. (HQY) | 20-Feb-18 | Market Option Sale (Planned) | 59,558 | $55.32 | $3,294,980.00 | (12%) 504.56K to 445.0K | (24%) |
| 16-Feb-18 7:38 PM View: | Healthequity, Inc. (HQY) | 16-Feb-18 | Option Exercise | 2,775 | $14.00 | $38,850.00 | < 1% 445.0K to 447.77K | |
| 16-Feb-18 7:38 PM View: | Healthequity, Inc. (HQY) | 16-Feb-18 | Market Option Sale (Planned) | 2,775 | $55.01 | $152,652.00 | (< 1%) 447.77K to 445.0K | (24%) |
| 16-Feb-18 7:38 PM View: | Healthequity, Inc. (HQY) | 15-Feb-18 | Option Exercise | 16,335 | $14.00 | $228,690.00 | 4% 445.0K to 461.33K | |
| 16-Feb-18 7:38 PM View: | Healthequity, Inc. (HQY) | 15-Feb-18 | Market Option Sale (Planned) | 16,335 | $55.02 | $898,780.00 | (4%) 461.33K to 445.0K | (24%) |
| 16-Feb-18 7:38 PM View: | Healthequity, Inc. (HQY) | 14-Feb-18 | Option Exercise | 1,332 | $14.00 | $18,648.00 | < 1% 445.0K to 446.33K | |
| 16-Feb-18 7:38 PM View: | Healthequity, Inc. (HQY) | 14-Feb-18 | Market Option Sale (Planned) | 1,332 | $55.00 | $73,260.00 | (< 1%) 446.33K to 445.0K | (24%) |
| 29-Jan-18 5:42 PM View: | Healthequity, Inc. (HQY) | 25-Jan-18 | Option Exercise | 40,000 | $14.00 | $560,000.00 | 9% 445.0K to 485.0K | |
| 29-Jan-18 5:42 PM View: | Healthequity, Inc. (HQY) | 25-Jan-18 | Market Option Sale (Planned) | 40,000 | $49.47 | $1,978,690.00 | (8%) 485.0K to 445.0K | (38%) |
| 01-Sep-17 3:17 PM View: | Healthequity, Inc. (HQY) | 01-Sep-17 | Option Exercise | 25,000 | $1.25 | $31,250.00 | 6% 420.0K to 445.0K | |
| 09-Jun-17 9:12 PM View: | Healthequity, Inc. (HQY) | 07-Jun-17 | Option Exercise | 150,000 | $1.25 | $187,500.00 | 36% 420.0K to 570.0K |