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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 02-Jan-24 3:57 PM View:  | Healthequity, Inc. (HQY) | 28-Dec-23 | Gift | 1,538 | -- | -- | (2%) 66.47K to 64.94K | |
| 13-Dec-23 5:01 PM View: | Healthequity, Inc. (HQY) | 11-Dec-23 | Gift | 2,343 | -- | -- | (3%) 68.82K to 66.47K | |
| 17-Oct-23 5:50 PM View: | Healthequity, Inc. (HQY) | 13-Oct-23 | Private Sale (Planned) | 1,000 | $76.55 | $76,550.00 | (1%) 69.82K to 68.82K | |
| 06-Oct-23 5:09 PM View: | Healthequity, Inc. (HQY) | 04-Oct-23 | Payment of Exercise | 571 | $72.06 | $41,147.60 | (< 1%) 70.39K to 69.82K | |
| 08-Sep-23 6:19 PM View: | Healthequity, Inc. (HQY) | 07-Sep-23 | Private Sale (Planned) | 2,844 | $71.35 | $202,919.00 | (4%) 73.23K to 70.39K | |
| 07-Jul-23 5:40 PM View: | Healthequity, Inc. (HQY) | 05-Jul-23 | Payment of Exercise | 580 | $62.18 | $36,063.40 | (< 1%) 73.81K to 73.23K | |
| 05-Apr-23 4:35 PM View: | Healthequity, Inc. (HQY) | 04-Apr-23 | Payment of Exercise | 3,017 | $55.99 | $168,910.00 | (4%) 76.83K to 73.81K | |
| 05-Apr-23 4:35 PM View: | Healthequity, Inc. (HQY) | 03-Apr-23 | Payment of Exercise | 2,768 | $57.70 | $159,711.00 | (3%) 79.6K to 76.83K | |
| 31-Mar-23 4:22 PM View: | Healthequity, Inc. (HQY) | 29-Mar-23 | Grant | 30,842 | -- | -- | 63% 48.76K to 79.6K | |
| 30-Mar-23 11:50 AM View: | Healthequity, Inc. (HQY) | 28-Mar-23 | Payment of Exercise | 557 | $57.27 | $31,899.10 | (1%) 49.31K to 48.76K | |
| 05-Apr-22 2:45 PM View: | Healthequity, Inc. (HQY) | 01-Apr-22 | Payment of Exercise | 1,025 | $67.63 | $69,321.20 | (2%) 50.34K to 49.31K | |
| 01-Apr-22 2:32 PM View: | Healthequity, Inc. (HQY) | 31-Mar-22 | Payment of Exercise | 644 | $67.48 | $43,458.50 | (1%) 50.98K to 50.34K | |
| 01-Apr-22 2:32 PM View: | Healthequity, Inc. (HQY) | 30-Mar-22 | Grant | 20,446 | -- | -- | 67% 30.54K to 50.98K | |
| 31-Mar-22 1:21 PM View: | Healthequity, Inc. (HQY) | 29-Mar-22 | Payment of Exercise | 1,147 | $66.33 | $76,083.10 | (4%) 31.68K to 30.54K |