HealthEquity, Inc Insider Trading Activity
Accepted by SEC EDGAR
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Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Form Type
4
Insider Trade Summary
3,000 shares gifted
Gift
1 txn
Insider
Neeleman Stephen
Role
FOUNDER AND VICE CHAIRMAN
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 3,000 | $0.00 | $0.00 |
| Holding | Stock Option (right to buy) | -- | -- | -- |
| Holding | Stock Options (right to buy) | -- | -- | -- |
| Holding | Stock Options (right to buy) | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 753,235 shares (Indirect, See footnote);
Stock Option (right to buy) — 19,897 contracts (Direct);
Stock Options (right to buy) — 29,565 contracts (Direct);
Common Stock — 112,593 shares (Direct)
Holdings Before and After:
Common Stock, 756,235 to 753,235 shares (Indirect, See footnote)
Footnotes (3)
- F1. Shares held of record by the Stephen and Christine Neeleman Trust.
- F2. Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes.
- F3. The option is immediately exercisable.
AI-generated analysis. How Rhea-AI works. Not financial advice.
