Form 4: HealthEquity Director Evelyn S. Dilsaver Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


Director Evelyn S. Dilsaver reported the acquisition of 2,543 shares of HealthEquity, Inc. common stock and continued beneficial ownership of derivative securities.

Summary

  • On July 5, 2024, Evelyn S. Dilsaver, a director of HealthEquity, Inc., reported acquiring 2,543 shares of common stock at $0.
  • Following the transaction, Dilsaver directly owns 34,666 shares of HealthEquity, Inc.
  • Dilsaver also holds stock options for 15,000 shares exercisable at $21.27 from February 1, 2026, 4,339 shares exercisable at $50.41 from February 1, 2028 and 4,012 shares exercisable at $66.06 from February 1, 2030.
  • The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting.

Sentiment

Score: 6

Explanation: The sentiment is neutral. It's a routine disclosure of stock transactions by a company director. The acquisition of shares could be seen as a positive signal, but without additional context, it's difficult to assess the overall impact.

Positives

  • The acquisition of shares by a director may signal confidence in the company's future prospects.

Industry Context

Form 4 filings are standard disclosures required by the SEC to provide transparency into the transactions of company insiders. These filings are closely watched by investors to gauge sentiment and potential future performance.

Stakeholder Impact

  • The reported transactions provide shareholders with insight into the actions of a key company insider.

Key Dates

DateDescription
06/26/2023Power of Attorney given by Ms. Dilsaver was previously filed with the U.S. Securities and Exchange Commission.
07/05/2024Date of transaction: acquisition of 2,543 shares of common stock.
07/05/2025Restricted stock units vest in full on the earlier of this date or the date of the issuer's next annual stockholder meeting.
02/01/2026Stock options for 15,000 shares exercisable at $21.27.
02/01/2028Stock options for 4,339 shares exercisable at $50.41.
02/01/2030Stock options for 4,012 shares exercisable at $66.06.
07/09/2024Date of report.

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