HQY.NASDAQHealthequity, INC

Form 4: Stephen Neeleman, HealthEquity Inc. Founder and Vice Chairman, Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4 Filing

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Stephen Neeleman, Founder and Vice Chairman of HealthEquity Inc., reports a transaction involving common stock and derivative securities.

Summary

  • On October 11, 2024, Stephen Neeleman, Founder and Vice Chairman of HealthEquity Inc., filed a Form 4 to report changes in beneficial ownership.
  • The reported transactions include a gift of 6,000 shares of common stock.
  • Following the transaction, Neeleman directly owns 89,030 shares of common stock.
  • Neeleman also indirectly owns 553,235 shares through the Stephen and Christine Neeleman Trust and 203,000 shares through Neeleman Family Holdings, LLC.
  • The report also details ownership of stock options with various exercise prices and expiration dates.

Sentiment

Score: 5

Explanation: The document is a standard SEC filing reporting changes in beneficial ownership, indicating a neutral sentiment.

Industry Context

This filing is a routine disclosure related to insider transactions and is required by the SEC to provide transparency to investors.

Stakeholder Impact

  • The transaction may be of interest to shareholders as it provides insight into the actions of a key executive.

Key Dates

DateDescription
10/11/2024Date of the reported transaction (gift of shares) and filing of Form 4.
03/27/2027Expiration date for stock options exercisable at $41.28.
03/27/2028Expiration date for stock options exercisable at $61.72.
03/26/2029Expiration date for stock options exercisable at $73.61.

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