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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 11-Jul-24 3:42 PM View:  | Healthequity, Inc. (HQY) | 09-Jul-24 | Option Exercise | 5,297 | $47.21 | $250,071.00 | 30% 17.73K to 23.03K | 5% |
| 11-Jul-24 3:42 PM View: | Healthequity, Inc. (HQY) | 09-Jul-24 | Private Option Sale | 5,297 | $81.34 | $430,858.00 | (23%) 23.03K to 17.73K | |
| 09-Jul-24 1:34 PM View: | Healthequity, Inc. (HQY) | 05-Jul-24 | Grant | 2,543 | -- | -- | 17% 15.19K to 17.73K | |
| 26-Jun-23 6:21 PM View: | Healthequity, Inc. (HQY) | 22-Jun-23 | Grant | 3,164 | -- | -- | 26% 12.02K to 15.19K | |
| 16-Dec-22 12:34 PM View: | Healthequity, Inc. (HQY) | 14-Dec-22 | Private Sale | 5,237 | $62.00 | $324,694.00 | (30%) 17.26K to 12.02K | |
| 27-Jun-22 7:51 PM View: | Healthequity, Inc. (HQY) | 23-Jun-22 | Grant | 2,996 | -- | -- | 21% 14.26K to 17.26K | |
| 03-Feb-22 12:47 PM View: | Healthequity, Inc. (HQY) | 01-Feb-22 | Grant | 727 | -- | -- | 6% 12.81K to 13.54K | |
| 03-Feb-21 5:06 PM View: | Healthequity, Inc. (HQY) | 01-Feb-21 | Grant | 2,266 | -- | -- | 21% 10.54K to 12.81K | |
| 04-Feb-20 5:40 PM View: | Healthequity, Inc. (HQY) | 01-Feb-20 | Grant | 2,876 | -- | -- | 38% 7.67K to 10.54K | |
| 05-Feb-19 6:01 PM View: | Healthequity, Inc. (HQY) | 01-Feb-19 | Grant | 2,593 | -- | -- | 51% 5.07K to 7.67K | |
| 05-Feb-18 8:20 PM View: | Healthequity, Inc. (HQY) | 01-Feb-18 | Grant | 2,430 | -- | -- | 92% 2.64K to 5.07K | |
| 19-Sep-17 9:16 PM View: | Healthequity, Inc. (HQY) | 01-Aug-17 | Grant | 2,644 | -- | -- | 100% 0 to 2.64K |