Welcome to our dedicated page for Healthequity SEC filings (Ticker: HQY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking how custodial cash turns into revenue—and how shifting healthcare policy may impact it—means wading through dense HealthEquity reports. Each 10-K details millions in HSA assets, while every 8-K discloses new bank partnerships and acquisition costs. If you have ever searched for “HealthEquity insider trading Form 4 transactions” or tried to map service-fee trends across quarters, you know the challenge.
Stock Titan solves it. Our AI reads every HealthEquity quarterly earnings report 10-Q filing and highlights interchange income, member growth, and segment margins in plain English. Form 4 alerts surface HealthEquity Form 4 insider transactions real-time, so you can monitor executive activity without refreshing EDGAR. Need deeper context? Click any headline for concise notes that make HealthEquity SEC filings explained simply—no more scrolling through footnotes.
Whether you are comparing custodial spread in the HealthEquity annual report 10-K simplified, analysing CEO pay via the HealthEquity proxy statement executive compensation, or following surprise announcements with HealthEquity 8-K material events explained, our platform keeps every disclosure in one place. Practical use cases include: spotting HSA asset inflows before earnings, tracking regulatory risk language shift, and reviewing HealthEquity executive stock transactions Form 4 before material events. From HealthEquity earnings report filing analysis to understanding HealthEquity SEC documents with AI, all forms update instantly—giving you a head start on the numbers that drive this consumer-directed benefits leader.
HealthEquity, Inc. insider Stephen Neeleman, a director, founder and vice chairman, reported an equity transaction dated 12/17/2025 for the company’s common stock. The filing shows a transaction coded “G,” indicating a gift of 500 shares of common stock at a price of $0.
Following the reported transaction, Neeleman is shown as holding 111,535 shares directly, with additional indirect holdings of 549,735 shares through the Stephen and Christine Neeleman Trust and 203,000 shares through Neeleman Family Holdings, LLC, where he is the manager. He also holds immediately exercisable stock options to acquire 19,897, 14,228, and 15,337 shares of common stock at exercise prices of $41.28, $61.72, and $73.61, respectively, with expiration dates in 2027, 2028, and 2029.
HealthEquity, Inc. director Ms. Wellborn reported insider transactions involving stock options and common shares. On 12/12/2025 she exercised options to buy 4,339 shares of common stock at $50.41 and on the same day sold 4,339 shares at a weighted average price of $98.0251, with individual trades ranging from $97.87 to $98.20.
After these transactions she held 19,733 shares of common stock directly. She also held stock options for 2,439 shares at an exercise price of $47.21, which are immediately exercisable and expire on 08/01/2027.
HealthEquity, Inc. reports strong results for the quarter ended October 31, 2025, with total revenue of
Adjusted EBITDA grew to
HealthEquity, Inc. (HQY) executive vice president and general counsel Delano Ladd reported selling 1,500 shares of common stock on 11/20/2025. The sale was executed at a price of $104.56 per share, according to a Form 4 insider trading report.
After this transaction, Ladd beneficially owns 75,479 shares of HealthEquity common stock in direct form. The filing notes that the transaction was carried out under a Rule 10b5-1 trading plan that he adopted on June 12, 2025, which allows pre-arranged trades to occur according to preset instructions.
HealthEquity (HQY) reported an insider stock transaction. The company’s EVP and General Counsel sold 1,500 shares of common stock at $92.07 per share on 10/20/2025.
The sale was executed under a Rule 10b5-1 trading plan adopted on June 12, 2025. Following this transaction, the reporting person beneficially owns 76,979 shares, held directly.
Insider sale recorded: An officer and director, Delano Ladd (EVP, General Counsel), reported selling 977 shares of HealthEquity, Inc. (HQY) on
The record shows a straightforward disposition of common stock by a company insider with no derivative transactions disclosed. The form supplies clear numbers for the shares sold, sale price, and remaining beneficial ownership but does not state the reason for the sale or any planned future transactions.
HealthEquity insider proposes sale of 977 shares valued at $86,530.31 under Rule 144, representing restricted stock that vested in three tranches totaling 977 shares acquired on
The filing names Morgan Stanley Smith Barney as the broker and lists an approximate sale date of
Officer sale reported: An insider Form 4 shows James M. Lucania, EVP & CFO of HEALTHEQUITY, INC. (HQY), sold 2,393 shares of common stock on
Form 144 notice for HEALTHEQUITY, INC. (HQY) reports a proposed sale of 2,393 shares of common stock on
Stephen Neeleman, Founder and Vice Chairman of HealthEquity, Inc. (HQY), reported changes in his beneficial ownership on
The filing also shows substantial indirect ownership: 550,235 shares held of record by the Stephen and Christine Neeleman Trust and 203,000 shares held by Neeleman Family Holdings, LLC, for which he is the manager. Mr. Neeleman continues to hold stock options exercisable for 19,897, 14,228, and 15,337 shares with exercise prices of
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