William Robert Otten

Insider

First SEC filing: May 11, 2017 · Latest: May 11, 2017

On this page

Insider at Companies where this person is a reporting insider.
Insider transactions Every share this person bought or sold, from Form 4 filings.
Derivatives Options and other derivative holdings reported by this person.
Initial holdings The stakes this person held when they first started reporting.
Compensation Executive pay disclosed in company proxy statements.

Insider at

HQY selling Nov. 1, 2021

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 30 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

30 other filings hidden

Date	Ticker	Code	Shares	Price	Value	Owned after	Δ own	A/D	vs now
Nov. 1, 2021	HQY	S 10b5-1	1,850	$66.42	$122,877	30,566 Direct	-5.71%	Disposed	56.0% (price as of 2026-08-19)
Oct. 1, 2021	HQY	S 10b5-1	1,850	$65.19	$120,602	32,416 Direct	-5.40%	Disposed	58.9% (price as of 2026-08-19)
Sept. 1, 2021	HQY	S 10b5-1	1,850	$65.00	$120,250	34,266 Direct	-5.12%	Disposed	59.4% (price as of 2026-08-19)
Aug. 2, 2021	HQY	S 10b5-1	1,850	$74.47	$137,770	36,116 Direct	-4.87%	Disposed	39.1% (price as of 2026-08-19)
June 21, 2021	HQY	F	1,134	$77.78	$88,203	37,966 Direct	-2.90%	Disposed	33.2% (price as of 2026-08-19)
April 5, 2021	HQY	F	1,517	$67.29	$102,079	39,100 Direct	-3.73%	Disposed	54.0% (price as of 2026-08-19)
April 5, 2021	HQY	F	1,238	$67.29	$83,305	40,617 Direct	-2.96%	Disposed	54.0% (price as of 2026-08-19)
March 31, 2021	HQY	F	704	$67.50	$47,520	41,855 Direct	-1.65%	Disposed	53.5% (price as of 2026-08-19)
March 30, 2021	HQY	A	4,113	—	—	42,559 Direct	+10.70%	Acquired	(price as of 2026-08-19)
March 30, 2021	HQY	A	4,975	—	—	38,446 Direct	+14.86%	Acquired	(price as of 2026-08-19)
March 29, 2021	HQY	F	395	$68.31	$26,982	33,471 Direct	-1.17%	Disposed	51.7% (price as of 2026-08-19)
March 29, 2021	HQY	F	292	$68.31	$19,947	33,866 Direct	-0.85%	Disposed	51.7% (price as of 2026-08-19)
March 29, 2021	HQY	F	151	$68.31	$10,315	34,158 Direct	-0.44%	Disposed	51.7% (price as of 2026-08-19)
Dec. 10, 2020	HQY	S	1,925	$65.00	$125,125	34,309 Direct	-5.31%	Disposed	59.4% (price as of 2026-08-19)
Dec. 10, 2020	HQY	G	55	—	—	36,234 Direct	-0.15%	Disposed	(price as of 2026-08-19)
June 23, 2020	HQY	F	928	$61.12	$56,719	36,289 Direct	-2.49%	Disposed	69.5% (price as of 2026-08-19)
June 10, 2020	HQY	G	90	—	—	37,217 Direct	-0.24%	Disposed	(price as of 2026-08-19)
April 6, 2020	HQY	F	1,869	$43.97	$82,180	37,307 Direct	-4.77%	Disposed	135.6% (price as of 2026-08-19)
March 31, 2020	HQY	A	9,224	—	—	39,176 Direct	+30.80%	Acquired	(price as of 2026-08-19)
March 31, 2020	HQY	A	4,767	—	—	29,952 Direct	+18.93%	Acquired	(price as of 2026-08-19)
March 31, 2020	HQY	A	3,019	—	—	25,185 Direct	+13.62%	Acquired	(price as of 2026-08-19)
March 31, 2020	HQY	A	5,041	—	—	22,166 Direct	+29.44%	Acquired	(price as of 2026-08-19)
March 27, 2020	HQY	F	299	$52.22	$15,614	17,125 Direct	-1.72%	Disposed	98.4% (price as of 2026-08-19)
March 27, 2020	HQY	F	181	$52.22	$9,452	17,424 Direct	-1.03%	Disposed	98.4% (price as of 2026-08-19)
March 26, 2020	HQY	F	407	$55.33	$22,519	17,605 Direct	-2.26%	Disposed	87.2% (price as of 2026-08-19)
July 11, 2019	HQY	G	110	—	—	18,012 Direct	-0.61%	Disposed	(price as of 2026-08-19)
June 21, 2019	HQY	F	758	$67.65	$51,279	18,122 Direct	-4.01%	Disposed	53.1% (price as of 2026-08-19)
March 27, 2019	HQY	F	161	$73.61	$11,851	18,880 Direct	-0.85%	Disposed	40.7% (price as of 2026-08-19)
March 27, 2019	HQY	F	341	$73.61	$25,101	19,041 Direct	-1.76%	Disposed	40.7% (price as of 2026-08-19)
March 26, 2019	HQY	A	4,528	—	—	19,382 Direct	+30.48%	Acquired	(price as of 2026-08-19)
June 21, 2018	HQY	F	764	$81.36	$62,159	12,835 Direct	-5.62%	Disposed	27.3% (price as of 2026-08-19)
March 27, 2018	HQY	F	182	$63.50	$11,557	13,599 Direct	-1.32%	Disposed	63.2% (price as of 2026-08-19)
March 27, 2018	HQY	A	3,781	—	—	13,781 Direct	+37.81%	Acquired	(price as of 2026-08-19)
June 21, 2017	HQY	A	43,000	—	—	43,000 Direct	—	Acquired	(price as of 2026-08-19)
June 21, 2017	HQY	A	10,000	—	—	10,000 Direct	—	Acquired	(price as of 2026-08-19)

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
June 21, 2017	HQY	Stock Option (right to buy)	Common Stock (43,000)	$51.44	June 21, 2027	43,000	Acquired

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

Initial ownership (Form 3) 1 holding

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

Date	Ticker	Security	Shares	Ownership
May 11, 2017	HQY	Common Stock	2,019	Direct

Compensation (DEF 14A)

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

HQY

Fiscal year	Salary	Bonus	Stock awards	Option awards	Non-equity incentive	Pension change	Other	Total
2018	$168,750	$60,750	$764,400	$887,619	$151,200	—	$5,250	$2,037,969

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