Jon Kessler

CIK 1615062 · View on SEC EDGAR ↗

Insider

First SEC filing: July 30, 2014 · Latest: July 30, 2014

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 73 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

73 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
Jan. 25, 2021 HQY S 10b5-1 54,858 $84.46 $4,633,307 350,857 Direct -13.52% Disposed 22.7% (price as of 2026-08-19)
Jan. 25, 2021 HQY S 10b5-1 56,141 $85.06 $4,775,353 294,716 Direct -16.00% Disposed 21.8% (price as of 2026-08-19)
Jan. 25, 2021 HQY S 10b5-1 21,448 $86.12 $1,847,102 273,268 Direct -7.28% Disposed 20.3% (price as of 2026-08-19)
Jan. 25, 2021 HQY S 10b5-1 17,553 $87.13 $1,529,393 255,715 Direct -6.42% Disposed 18.9% (price as of 2026-08-19)
May 27, 2020 HQY S 10b5-1 16,851 $63.09 $1,063,130 0 Indirect -100.00% Disposed 64.2% (price as of 2026-08-19)
May 27, 2020 HQY S 10b5-1 83,149 $62.48 $5,195,150 16,851 Indirect -83.15% Disposed 65.8% (price as of 2026-08-19)
July 12, 2019 HQY P 10,000 $61.00 $610,000 442,410 Direct +2.31% Acquired 69.8% (price as of 2026-08-19)
May 2, 2018 HQY S 10b5-1 120,000 $66.83 $8,019,600 415,000 Direct -22.43% Disposed 55.0% (price as of 2026-08-19)
Feb. 20, 2018 HQY S 10b5-1 800 $56.04 $44,832 445,000 Direct -0.18% Disposed 84.9% (price as of 2026-08-19)
Feb. 20, 2018 HQY S 10b5-1 58,758 $55.31 $3,249,905 445,800 Direct -11.65% Disposed 87.3% (price as of 2026-08-19)
Feb. 16, 2018 HQY S 10b5-1 2,775 $55.01 $152,653 445,000 Direct -0.62% Disposed 88.3% (price as of 2026-08-19)
Feb. 15, 2018 HQY S 10b5-1 16,335 $55.02 $898,752 445,000 Direct -3.54% Disposed 88.3% (price as of 2026-08-19)
Feb. 14, 2018 HQY S 10b5-1 1,332 $55.00 $73,260 445,000 Direct -0.30% Disposed 88.4% (price as of 2026-08-19)
Jan. 25, 2018 HQY S 10b5-1 8,761 $50.10 $438,926 445,000 Direct -1.93% Disposed 106.8% (price as of 2026-08-19)
Jan. 25, 2018 HQY S 10b5-1 31,239 $49.29 $1,539,770 453,761 Direct -6.44% Disposed 110.2% (price as of 2026-08-19)
June 7, 2017 HQY S 10b5-1 150,000 $50.27 $7,540,500 420,000 Direct -26.32% Disposed 106.1% (price as of 2026-08-19)
June 1, 2017 HQY S 10b5-1 7,529 $47.51 $357,703 420,000 Direct -1.76% Disposed 118.1% (price as of 2026-08-19)
June 1, 2017 HQY S 10b5-1 10,481 $47.05 $493,131 427,529 Direct -2.39% Disposed 120.2% (price as of 2026-08-19)
June 1, 2017 HQY S 10b5-1 11,990 $45.44 $544,826 438,010 Direct -2.66% Disposed 128.0% (price as of 2026-08-19)
May 1, 2017 HQY S 10b5-1 25,100 $45.29 $1,136,779 424,900 Direct -5.58% Disposed 128.8% (price as of 2026-08-19)
May 1, 2017 HQY S 10b5-1 4,900 $46.13 $226,037 420,000 Direct -1.15% Disposed 124.6% (price as of 2026-08-19)
April 4, 2017 HQY S 10b5-1 10,000 $43.01 $430,100 420,000 Direct -2.33% Disposed 140.9% (price as of 2026-08-19)
April 3, 2017 HQY S 10b5-1 20,000 $41.85 $837,000 420,000 Direct -4.55% Disposed 147.6% (price as of 2026-08-19)
March 1, 2017 HQY S 10b5-1 1,619 $44.58 $72,175 420,000 Direct -0.38% Disposed 132.4% (price as of 2026-08-19)
March 1, 2017 HQY S 10b5-1 28,381 $44.13 $1,252,454 421,619 Direct -6.31% Disposed 134.8% (price as of 2026-08-19)
Feb. 1, 2017 HQY S 10b5-1 30,000 $46.46 $1,393,800 420,000 Direct -6.67% Disposed 123.0% (price as of 2026-08-19)
Sept. 20, 2016 HQY S 10b5-1 54,712 $35.07 $1,918,750 420,000 Direct -11.53% Disposed 195.4% (price as of 2026-08-19)

Showing latest 100 of 187 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Dec. 8, 2021 HQY Stock Option (right to buy) Common Stock (100,000) $14.00 July 30, 2024 100,000 Disposed
April 22, 2020 HQY Common Stock Common Stock (12,782) $73.61 March 26, 2029 12,782 Acquired
April 22, 2020 HQY Stock Option (right to buy) Common Stock (51,125) $73.61 March 26, 2029 12,782 Disposed
April 22, 2020 HQY Stock Option (right to buy) Common Stock (11,965) $61.72 March 27, 2028 11,965 Acquired
April 22, 2020 HQY Stock Option (right to buy) Common Stock (35,894) $61.72 March 27, 2028 11,965 Disposed
April 22, 2020 HQY Stock Option (right to buy) Common Stock (17,410) $41.28 March 27, 2027 17,410 Acquired
April 22, 2020 HQY Stock Option (right to buy) Common Stock (34,819) $41.28 March 27, 2027 17,410 Disposed
Feb. 7, 2020 HQY Stock Option (right to buy) Common Stock (160,000) $14.00 July 30, 2024 160,000 Acquired
Feb. 7, 2020 HQY Stock Option (right to buy) Common Stock (160,000) $14.00 July 30, 2024 160,000 Disposed
Feb. 7, 2020 HQY Stock Option (right to buy) Common Stock (11,965) $61.72 March 27, 2028 11,965 Acquired
Feb. 7, 2020 HQY Stock Option (right to buy) Common Stock (47,859) $61.72 March 27, 2028 11,965 Disposed
Feb. 7, 2020 HQY Stock Option (right to buy) Common Stock (17,410) $41.28 March 27, 2027 17,410 Acquired
Feb. 7, 2020 HQY Stock Option (right to buy) Common Stock (52,229) $41.28 March 27, 2027 17,410 Disposed
March 26, 2019 HQY Stock Option (right to buy) Common Stock (160,000) $14.00 July 30, 2024 160,000 Acquired
March 26, 2019 HQY Stock Option (right to buy) Common Stock (51,125) $73.61 March 26, 2029 51,125 Acquired
Dec. 14, 2018 HQY Stock Option (right to buy) Common Stock (17,410) $41.28 March 27, 2027 17,410 Disposed
May 2, 2018 HQY Stock Option (right to buy) Common Stock (120,000) $14.00 July 30, 2024 120,000 Acquired
March 27, 2018 HQY Stock Option (right to buy) Common Stock (47,859) $61.72 March 27, 2028 47,859 Acquired
March 27, 2018 HQY Stock Option (right to buy) Common Stock (120,000) $14.00 July 30, 2024 120,000 Acquired
Feb. 20, 2018 HQY Stock Option (right to buy) Common Stock (59,558) $14.00 July 30, 2024 59,558 Disposed
Feb. 16, 2018 HQY Stock Option (right to buy) Common Stock (2,775) $14.00 July 30, 2024 2,775 Disposed
Feb. 15, 2018 HQY Stock Options (right to buy) Common Stock (16,335) $14.00 July 30, 2024 16,335 Disposed
Feb. 14, 2018 HQY Stock Option (right to buy) Common Stock (1,332) $14.00 July 30, 2024 1,332 Disposed
Jan. 25, 2018 HQY Stock Option (right to buy) Common Stock (40,000) $14.00 July 30, 2024 40,000 Disposed
Sept. 1, 2017 HQY Stock Option (right to buy) Common Stock (25,000) $1.25 Aug. 8, 2021 25,000 Disposed
June 7, 2017 HQY Stock Option (right to buy) Common Stock (150,000) $1.25 Aug. 8, 2021 150,000 Disposed
June 1, 2017 HQY Stock Option (right to buy) Common Stock (30,000) $1.25 Aug. 8, 2021 30,000 Disposed
May 1, 2017 HQY Stock Option (right to buy) Common Stock (30,000) $1.25 Aug. 8, 2021 30,000 Disposed
April 4, 2017 HQY Stock Option (right to buy) Common Stock (10,000) $1.25 Aug. 8, 2021 10,000 Disposed
April 3, 2017 HQY Stock Option (right to buy) Common Stock (20,000) $1.25 Aug. 8, 2021 20,000 Disposed
March 27, 2017 HQY Stock Option (right to buy) Common Stock (80,000) $14.00 July 30, 2024 80,000 Acquired
March 27, 2017 HQY Stock Option (right to buy) Common Stock (69,639) $41.28 March 27, 2027 69,639 Acquired
March 1, 2017 HQY Stock Option (right to buy) Common Stock (30,000) $1.25 Aug. 8, 2021 30,000 Acquired
Feb. 1, 2017 HQY Stock Option (right to buy) Common Stock (30,000) $1.25 Aug. 8, 2021 30,000 Acquired
Sept. 20, 2016 HQY Stock Option (right to buy) Common Stock (54,712) $0.10 March 26, 2019 54,712 Disposed
Sept. 19, 2016 HQY Stock Option (right to buy) Common Stock (65,288) $0.10 March 26, 2019 65,288 Disposed
Sept. 15, 2016 HQY Stock Option (right to buy) Common Stock (20,000) $0.10 March 26, 2019 20,000 Disposed
Sept. 12, 2016 HQY Stock Option (right to buy) Common Stock (63,556) $0.10 March 26, 2019 63,556 Disposed
Sept. 12, 2016 HQY Stock Option (right to buy) Common Stock (56,561) $1.25 Aug. 8, 2021 56,561 Disposed
Aug. 31, 2016 HQY Stock Option (right to buy) Common Stock (100) $0.10 March 26, 2019 100 Disposed
Aug. 30, 2016 HQY Stock Option (right to buy) Common Stock (16,344) $0.10 March 26, 2019 16,344 Disposed
Aug. 30, 2016 HQY Stock Option (right to buy) Common Stock (18,439) $1.25 Aug. 8, 2021 18,439 Disposed
Aug. 23, 2016 HQY Stock Option (right to buy) Common Stock (10,000) $1.25 Aug. 8, 2021 10,000 Disposed
Aug. 15, 2016 HQY Stock Option (right to buy) Common Stock (10,000) $0.10 March 26, 2019 10,000 Disposed
July 25, 2016 HQY Stock Option (right to buy) Common Stock (10,000) $1.25 Aug. 8, 2021 10,000 Disposed
July 15, 2016 HQY Stock Option (right to buy) Common Stock (10,000) $0.10 March 26, 2019 10,000 Disposed
June 23, 2016 HQY Stock Option (right to buy) Common Stock (10,000) $1.25 Aug. 8, 2021 10,000 Disposed
June 15, 2016 HQY Stock Option (right to buy) Common Stock (15,593) $0.10 March 26, 2016 15,593 Disposed
June 15, 2016 HQY Stock Option (right to buy) Common Stock (50,000) $1.25 Aug. 8, 2021 50,000 Disposed
June 14, 2016 HQY Stock Option (right to buy) Common Stock (38,119) $0.10 March 26, 2016 38,119 Disposed
June 13, 2016 HQY Stock Option (right to buy) Common Stock (6,288) $0.10 March 26, 2019 6,288 Disposed
May 11, 2016 HQY Stock Option (right to buy) Common Stock (22,000) $0.10 July 1, 2019 22,000 Disposed
May 11, 2016 HQY Stock Option (right to buy) Common Stock (30,000) $0.10 July 1, 2019 30,000 Disposed
April 4, 2016 HQY Stock Option (right to buy) Common Stock (48,000) $0.10 July 1, 2019 48,000 Disposed
April 4, 2016 HQY Stock Option (right to buy) Common Stock (543) $0.10 July 1, 2019 543 Disposed
April 1, 2016 HQY Stock Option (right to buy) Common Stock (44,457) $0.10 July 1, 2019 44,457 Disposed
March 23, 2016 HQY Stock Option (right to buy) Common Stock (40,000) $14.00 July 30, 2024 40,000 Disposed
Feb. 5, 2016 HQY Stock Option (right to buy) Common Stock (20,000) Aug. 8, 2021 20,000 Disposed
Dec. 1, 2015 HQY Stock Option (right to buy) Common Stock (20,000) $0.10 July 1, 2019 20,000 Disposed
Nov. 2, 2015 HQY Stock Option (right to buy) Common Stock (45,000) $0.10 July 1, 2019 45,000 Disposed
Oct. 28, 2015 HQY Stock Option (right to buy) Common Stock (20,000) $0.10 July 1, 2019 20,000 Disposed
Oct. 1, 2015 HQY Stock Option (right to buy) Common Stock (35,000) $0.10 July 1, 2019 35,000 Disposed
Sept. 1, 2015 HQY Stock Option (right to buy) Common Stock (35,000) July 1, 2019 35,000 Disposed
Aug. 5, 2015 HQY Stock Option (right to buy) Common Stock (20,721) July 1, 2019 20,721 Disposed
Aug. 4, 2015 HQY Stock Option (right to buy) Common Stock (24,279) July 1, 2019 24,279 Disposed
May 11, 2015 HQY Stock Option (right to buy) Common Stock (100,000) March 26, 2019 100,000 Disposed

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 5 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
July 30, 2014 HQY Common Stock 425,000 Direct
July 30, 2014 HQY Stock Option (right to buy)→ Common Stock (275,000) 275,000 Direct
July 30, 2014 HQY Stock Option (right to buy)→ Common Stock (70,000) 70,000 Direct
July 30, 2014 HQY Stock Option (right to buy)→ Common Stock (400,000) 400,000 Direct
July 30, 2014 HQY Stock Option (right to buy)→ Common Stock (500,000) 500,000 Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

HQY

CEO
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2021 $666,667 $8,012,443 $646,700 $73,673 $9,399,483
2020 $500,000 $750,000 $2,666,667 $1,333,333 $15,794 $5,265,794
2019 $483,334 $610,854 $2,466,667 $1,233,333 $14,482 $4,808,670

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.