Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| HEALTHEQUITY, INC. | 126,659 | reported | 25 Mar 2026 | tx 241+2,397,200−4,619,240 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Mar 2026 | GRANT_AWARD | HEALTHEQUITY, INC. | 23,860 | 0.00 USD | |
| 25 Mar 2026 | GRANT_AWARD | HEALTHEQUITY, INC. | 15,915 | 0.00 USD | |
| 09 Jan 2026 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 791 | 95.24 USD | |
| 19 Dec 2025 | GIFT | HEALTHEQUITY, INC. | 140,000 | 0.00 USD | |
| 19 Dec 2025 | GIFT | HEALTHEQUITY, INC. | 140,000 | 0.00 USD | |
| 17 Dec 2025 | GIFT | HEALTHEQUITY, INC. | 500 | 0.00 USD | |
| 06 Oct 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 1,058 | 88.57 USD | |
| 28 Jul 2025 | GIFT | HEALTHEQUITY, INC. | 3,000 | 0.00 USD | |
| 03 Jul 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 1,049 | 100.87 USD | |
| 08 Apr 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 9,019 | 79.88 USD | |
| 02 Apr 2025 | GRANT_AWARD | HEALTHEQUITY, INC. | 14,086 | 0.00 USD | |
| 03 Apr 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 1,316 | 83.88 USD | |
| 02 Apr 2025 | GRANT_AWARD | HEALTHEQUITY, INC. | 21,969 | 0.00 USD | |
| 01 Apr 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 538 | 87.93 USD | |
| 07 Jan 2025 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 570 | 97.54 USD | |
| 11 Oct 2024 | GIFT | HEALTHEQUITY, INC. | 6,000 | 0.00 USD | |
| 03 Oct 2024 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 739 | 78.25 USD | |
| 25 Jul 2024 | EXERCISE | HEALTHEQUITY, INC. | 24,188 | 14.00 USD | |
| 25 Jul 2024 | SALE | HEALTHEQUITY, INC. | 24,188 | 79.73 USD | |
| 25 Jul 2024 | SALE | HEALTHEQUITY, INC. | 10,812 | 80.15 USD | |
| 25 Jul 2024 | EXERCISE | HEALTHEQUITY, INC. | 10,812 | 14.00 USD | |
| 25 Jul 2024 | EXERCISE | HEALTHEQUITY, INC. | 24,188 | 0.00 USD | deriv |
| 25 Jul 2024 | EXERCISE | HEALTHEQUITY, INC. | 10,812 | 0.00 USD | deriv |
| 03 Jul 2024 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 428 | 83.68 USD | |
| 03 Jul 2024 | TAX_WITHHOLDING | HEALTHEQUITY, INC. | 318 | 83.68 USD |