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. | 0 | reported | 28 May 2026 | tx 24+49,847−29,387 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 May 2026 | EXERCISE | HEALTHEQUITY, INC. | 2,439 | 47.21 USD | 10b5-1 |
| 28 May 2026 | SALE | HEALTHEQUITY, INC. | 2,439 | 90.00 USD | 10b5-1 |
| 28 May 2026 | EXERCISE | HEALTHEQUITY, INC. | 2,439 | 0.00 USD | 10b5-1deriv |
| 12 Dec 2025 | EXERCISE | HEALTHEQUITY, INC. | 4,339 | 50.41 USD | |
| 12 Dec 2025 | SALE | HEALTHEQUITY, INC. | 4,339 | 98.03 USD | |
| 12 Dec 2025 | EXERCISE | HEALTHEQUITY, INC. | 4,339 | 0.00 USD | deriv |
| 26 Jun 2025 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,003 | 0.00 USD | |
| 09 Jul 2024 | SALE | HEALTHEQUITY, INC. | 5,297 | 81.34 USD | |
| 09 Jul 2024 | EXERCISE | HEALTHEQUITY, INC. | 5,297 | 47.21 USD | |
| 09 Jul 2024 | EXERCISE | HEALTHEQUITY, INC. | 5,297 | 0.00 USD | deriv |
| 05 Jul 2024 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,543 | 0.00 USD | |
| 22 Jun 2023 | GRANT_AWARD | HEALTHEQUITY, INC. | 3,164 | 0.00 USD | |
| 14 Dec 2022 | SALE | HEALTHEQUITY, INC. | 5,237 | 62.00 USD | |
| 23 Jun 2022 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,996 | 0.00 USD | |
| 01 Feb 2022 | GRANT_AWARD | HEALTHEQUITY, INC. | 727 | 0.00 USD | |
| 01 Feb 2021 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,266 | 0.00 USD | |
| 01 Feb 2020 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,876 | 0.00 USD | |
| 01 Feb 2019 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,593 | 0.00 USD | |
| 01 Feb 2018 | GRANT_AWARD | HEALTHEQUITY, INC. | 793 | 0.00 USD | |
| 01 Feb 2018 | GRANT_AWARD | HEALTHEQUITY, INC. | 1,637 | 0.00 USD | |
| 01 Feb 2018 | GRANT_AWARD | HEALTHEQUITY, INC. | 4,339 | 0.00 USD | deriv |
| 01 Aug 2017 | GRANT_AWARD | HEALTHEQUITY, INC. | 2,644 | 0.00 USD | |
| 01 Aug 2017 | GRANT_AWARD | HEALTHEQUITY, INC. | 7,736 | 0.00 USD | deriv |