Wellborn Gayle Furgurson's Form 4 filing
Healthequity, Inc. (HQY) · filed Jul 11, 2024
- Accession no.
- 0001415889-24-019483
- Filed
- Jul 11, 2024
- Trade date
- Jul 9, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not checked
This filing lists 2 non-derivative transactions and 1 derivative transaction. Open-market sales total $430.9K. It was filed 2 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Wellborn Gayle FurgursonCIK 0001712960 | Director |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jul 9, 2024 | Common Stock | MOption exerciseAcquired | +5,297 | $47.21 | +$250,071.37 | 23,027 | Direct | |
| Jul 9, 2024 | Common Stock | SSaleDisposed | −5,297 | $81.34 | −$430,857.98 | 17,730 | Direct |
Derivative securities (Table II)
Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.
| Trade date | Security | Transaction | Underlying shares | Unit price | Value | Held after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Jul 9, 2024 | Common Stock | MOption exerciseDisposed | −5,297 | $0.00 | $0 | 2,439 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
No transaction price on this filing refers to a footnote.
Remarks
The Power of Attorney given by Ms. Wellborn was previously filed with the U.S. Securities and Exchange Commission on June 26, 2023, as an exhibit to a statement on Form 4 filed by Ms. Wellborn with respect to HealthEquity, Inc. and is hereby incorporated by reference.