Every SEC Form 3/4/5 on record for this filer (CIK 1712960) — 1 issuer, 20 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| HQY | HEALTHEQUITY, INC. | Director | 2017-09-19 → 2026-06-29 | 17 | −$1M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| HQY | 2026-05-28 | Sell | 2,439 | $90.00 | $219,510 | 19,733 |
| HQY | 2025-12-12 | Sell | 4,339 | $98.03 | $425,352 | 19,733 |
| HQY | 2024-07-09 | Sell | 5,297 | $81.34 | $430,858 | 17,730 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.