HealthEquity (HQY) director adds 2,877 RSUs, now holding 51,085 shares
Rhea-AI Filing Summary
HealthEquity, Inc. director Evelyn S. Dilsaver reported receiving an equity award of 2,877 shares of common stock in the form of restricted stock units. These units carry a price of $0.0000 per share and represent a compensation-related grant, not an open-market purchase.
According to the filing, the restricted stock units vest in full on the earlier of June 25, 2027, or the company’s next annual stockholder meeting in June 2027, with shares delivered upon vesting. After this grant, Dilsaver directly holds 51,085 shares of common stock and retains stock options covering 4,012 shares at an exercise price of $66.0600 expiring on February 1, 2030, and 4,339 shares at $50.4100 expiring on February 1, 2028. The options are immediately exercisable.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 2,877 shares
Net Buy
3 txns
Insider
Dilsaver Evelyn S
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock | 2,877 | $0.00 | $0.00 |
| holding | Stock Option (right to buy) | -- | -- | -- |
| holding | Stock Option (right to buy) | -- | -- | -- |
Holdings After Transaction:
Common Stock — 51,085 shares (Direct);
Stock Option (right to buy) — 8,351 shares (Direct)
Footnotes (2)
- F1. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.
- F2. The option is immediately exercisable.
Key Figures
RSU grant: 2,877 shares
Shares held after grant: 51,085 shares
Option exercise price: $66.0600/share
+4 more
7 metrics
RSU grant
2,877 shares
Restricted stock units of common stock awarded to director
Shares held after grant
51,085 shares
Total direct common stock holdings following the RSU award
Option exercise price
$66.0600/share
Stock option on 4,012 underlying shares expiring February 1, 2030
Option underlying shares
4,012 shares
Common stock underlying option at $66.0600, direct holding
Second option exercise price
$50.4100/share
Stock option on 4,339 underlying shares expiring February 1, 2028
Second option underlying shares
4,339 shares
Common stock underlying option at $50.4100, direct holding
RSU vesting date
June 25, 2027
Full vesting or earlier on date of next annual meeting in June 2027
Key Terms
restricted stock unit, Stock Option (right to buy), exercise price, grant/award acquisition, +1 more
5 terms
restricted stock unit financial
"Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
Stock Option (right to buy) financial
"security_title: Stock Option (right to buy) with underlying common stock."
exercise price financial
"conversion_or_exercise_price: 66.0600 and 50.4100 per share for the options."
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
grant/award acquisition financial
"transaction_action: grant/award acquisition for the 2,877-share common stock entry."
immediately exercisable financial
"The option is immediately exercisable."
FAQ
What did HealthEquity (HQY) director Evelyn Dilsaver report in this Form 4?
She reported receiving 2,877 restricted stock units of HealthEquity common stock as a compensation-related award. These units carry a per-share value of $0.0000 in the filing and increase her direct equity-based compensation position in the company.
When do Evelyn Dilsaver’s restricted stock units in HealthEquity (HQY) vest?
The restricted stock units vest in full on the earlier of June 25, 2027, or the date of HealthEquity’s next annual stockholder meeting in June 2027. Vested shares will be delivered to her when vesting occurs, according to the filing’s footnote.
What stock options does Evelyn Dilsaver hold in HealthEquity (HQY)?
She holds immediately exercisable stock options linked to 4,012 shares at an exercise price of $66.0600 expiring February 1, 2030, and 4,339 shares at $50.4100 expiring February 1, 2028. Both option positions are reported as directly owned derivative securities.
Is the HealthEquity (HQY) Form 4 transaction a market purchase or sale?
No market purchase or sale is reported. The key Form 4 entry is an acquisition coded as a grant or award of 2,877 restricted stock units, a typical form of director compensation rather than an open-market trading transaction in HealthEquity shares.
AI-generated analysis. How Rhea-AI works. Not financial advice.
