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.
The HealthEquity, Inc. (NASDAQ: HQY) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. HealthEquity is an administrator and custodian of health savings accounts (HSAs) and other consumer-directed benefits, and its filings offer detailed information on financial performance, governance, capital allocation, and risk factors associated with this business.
Investors can review current reports on Form 8-K, which HealthEquity uses to report material events such as quarterly financial results and outcomes of the annual meeting of stockholders. For example, an 8-K dated September 2, 2025 references a press release with financial results, while an 8-K dated June 26, 2025 describes shareholder voting on director elections, auditor ratification, and advisory approval of executive compensation, as well as authorization of a common stock repurchase program.
In addition to 8-Ks, HealthEquity’s periodic reports (such as Forms 10-K and 10-Q, when accessed through EDGAR) contain comprehensive financial statements, segment information, and discussions of revenue categories including service revenue, custodial revenue, and interchange revenue. These filings also describe non-GAAP measures like Adjusted EBITDA and non-GAAP net income, along with reconciliations to the most comparable GAAP measures and explanations of how management uses these metrics.
Filings further outline key risks, including competition in the healthcare and benefits administration industry, dependence on tax-advantaged HSAs and other consumer-directed benefits, cybersecurity and data privacy concerns, regulatory changes, and reliance on partners and third-party vendors. On Stock Titan, AI-powered tools can be applied to these documents to surface important sections, summarize lengthy disclosures, and help users quickly locate information on topics such as stock repurchase programs, custodial asset management, and governance decisions recorded in HealthEquity’s SEC reports.
HealthEquity, Inc. reported strong operating metrics for its fiscal year ended January 31, 2026, highlighted by a record fourth quarter for new health savings accounts (HSAs). HSAs reached 10.6 million, up 7% from 9.9 million a year earlier, and Total Accounts grew 4% to 17.8 million. HSA Assets rose 14% to $36.5 billion, with HSA investments increasing 26% year over year to $18.5 billion, reflecting greater use of investment options. The company reaffirmed its outlook for fiscal 2026 and 2027 and stated that fiscal 2026 results should be near the top of prior guidance ranges. HealthEquity also outlined a schedule for repricing $17.3 billion of HSA cash through 2030 and announced the date and time of its March 17, 2026 earnings call and upcoming investor conference appearances.
HealthEquity, Inc. director Parker Stuart B. reported receiving 1,263 shares of common stock on February 2, 2026 at a price of $0 per share, reflecting the vesting of restricted stock units. After this award, he directly holds 23,098 shares of HealthEquity common stock.
The footnote explains that each restricted stock unit equals one common share. Of this award, 316 shares vested on February 2, 2026, with an additional 316 shares each scheduled to vest on May 1 and August 1, 2026, and the remaining 315 shares vesting on November 1, 2026. Vested shares will be delivered to him upon the earlier of a change in control of HealthEquity, the end of his service, or his death.
HealthEquity, Inc. director Rajesh Natarajan reported an equity award in the form of restricted stock units that delivered 976 shares of common stock on February 2, 2026 at a price of $0 per share. Following this transaction, he beneficially owned 15,253 shares directly.
Each restricted stock unit represents a right to receive one share of HealthEquity common stock. The units vested as to 244 shares on February 2, 2026 and are scheduled to vest as to 244 shares each on the first day of May, August, and November of 2026. Vested shares will be delivered to Natarajan on the earlier of February 1, 2033, a change of control of HealthEquity as defined in the 2024 equity incentive plan, his termination of service under that plan, or his death.
HealthEquity, Inc. insider activity: President and CEO Scott Cutler, who also serves as a director of HealthEquity, Inc. (HQY), reported a disposition of common stock. On 01/12/2026, he disposed of 12,496 shares of common stock at a price of $89.8274 per share, as shown by transaction code "F". Following this transaction, he directly beneficially owned 109,820 shares of HealthEquity common stock.
A holder of common stock of the issuer has filed a notice of proposed sale covering 12,496 shares, to be sold through Morgan Stanley Smith Barney on the NASDAQ, with an approximate sale date of 01/12/2026. The filing lists an aggregate market value of
The shares to be sold were acquired as restricted stock vesting on 01/06/2025 directly from the issuer as compensation, in an amount matching the proposed sale of 12,496 shares. By signing the notice, the seller represents that they are not aware of any material adverse, nonpublic information about the issuer’s current or prospective operations.
HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported a Form 4 transaction in the company’s common stock. On 01/09/2026, a disposition coded “F” involved 1,744 shares at a price of $95.2361 per share. After this transaction, Fiore directly beneficially owned 48,051 common shares of HealthEquity.
An insider of the HQY issuer filed a notice of proposed sale under Rule 144 to sell 1,744 shares of common stock through Morgan Stanley Smith Barney on the NASDAQ. The filing lists an aggregate market value for these shares of $166,091.76 and shows that 85,436,286 shares of the same class were outstanding at the time referenced. The shares to be sold were acquired on 03/27/2024 through restricted stock vesting from the issuer as compensation, with the approximate sale date stated as 01/09/2026.
HealthEquity, Inc. EVP & CFO James M. Lucania reported an automatic share withholding transaction involving company common stock. On January 9, 2026, 2,470 shares of HealthEquity common stock were withheld at a weighted average price of $95.236 per share, coded as transaction type "F", which is typically used for satisfying tax or similar obligations using shares. After this transaction, Lucania directly beneficially owned 84,566 shares of HealthEquity common stock.
A holder of HQY common stock has filed a Form 144 notice to sell up to 2,470 shares of common stock on or about 01/09/2026 through Morgan Stanley Smith Barney on the NASDAQ. The filing lists an aggregate market value of 235,233.03 for the planned sale, compared with 85,436,286 shares outstanding of the issuer’s common stock.
The securities to be sold were acquired from the issuer through restricted stock vesting, with 1,871 shares acquired on 09/06/2023 and 599 shares on 03/27/2024, both described as compensation. The signer represents that they are not aware of undisclosed material adverse information about the issuer’s current or prospective operations.
HealthEquity, Inc. executive Elimelech Rosner reported a small share sale. As EVP and Chief Technology Officer, Rosner sold 2,074 shares of HealthEquity common stock on January 9, 2026 in multiple transactions at a weighted average price of $95.2365 per share. After this transaction, he directly owned 43,668 shares of the company. The price range for the individual trades ran from $95.2358 to $95.2369, and full trade details are available on request from the company or the SEC.