Kessler Jon — SEC Form 4 filings
SEC reporting owner CIK 1615062. 10 Form 4 filings on record with FilingPulse; latest filed 2026-06-26.
Transaction summary — filings shown
Covers all 10 filings on record, filed 2024-03-26 to 2026-06-26. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 20 legs across 4 filings — 350,715 shares, $35,599,280 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 21.
- Largest priced transaction: sale of 62,827 shares @ $111.84 ($7,026,371) in HEALTHEQUITY, INC., filed 2025-06-10.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| HEALTHEQUITY, INC. (HQY) | — | 8 | — | 20 legs · 350,715 sh · $35,599,280 | 18 |
| Phreesia, Inc. (PHR) | Director | 2 | — | — | 3 |
Form 4 filings — Kessler Jon
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-26 | 4 | Phreesia, Inc. (PHR) | Grant/award (A): 19,290 @ $9.59 | EDGAR |
| 2026-04-08 | 4 | Phreesia, Inc. (PHR) | Grant/award (A): 4,376 @ $0 · Grant/award (A): 20,218 @ $0 | EDGAR |
| 2025-06-10 | 4 | HEALTHEQUITY, INC. (HQY) | Option exercise (M): 17,409 @ $41.28 · Option exercise (M): 23,929 @ $61.72 · Option exercise (M): 38,343 @ $73.61 · Sale (S): 62,827 @ $111.84 · Sale (S): 16,854 @ $112.38 · Sale (S): 39,075 @ $112.08 · +15 more | EDGAR |
| 2025-04-10 | 4 | HEALTHEQUITY, INC. (HQY) | Tax withholding (F): 101,545 @ $79.88 | EDGAR |
| 2025-04-04 | 4 | HEALTHEQUITY, INC. (HQY) | Grant/award (A): 205,055 @ $0 | EDGAR |
| 2024-09-18 | 4 | HEALTHEQUITY, INC. (HQY) | Sale (S): 17,338 @ $78.31 · Sale (S): 3,661 @ $78.94 · Sale (S): 7,239 @ $78.32 · Sale (S): 1,511 @ $78.93 | EDGAR |
| 2024-06-26 | 4 | HEALTHEQUITY, INC. (HQY) | Sale (S): 27,124 @ $82.67 · Sale (S): 5,202 @ $83.65 · Sale (S): 11,270 @ $82.66 · Sale (S): 2,199 @ $83.65 · Sale (S): 6,675 @ $83.08 · Sale (S): 2,781 @ $83.08 | EDGAR |
| 2024-04-03 | 4 | HEALTHEQUITY, INC. (HQY) | Tax withholding (F): 53,295 @ $80.62 | EDGAR |
| 2024-03-29 | 4 | HEALTHEQUITY, INC. (HQY) | Grant/award (A): 103,806 @ $0 | EDGAR |
| 2024-03-26 | 4 | HEALTHEQUITY, INC. (HQY) | Option exercise (M): 60,000 @ $14 · Sale (S): 33,765 @ $79.81 · Option exercise (M): 60,000 (derivative) @ $0 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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