Healthequity Inc SEC Filings

Insider sale recorded: An officer and director, Delano Ladd (EVP, General Counsel), reported selling 977 shares of HealthEquity, Inc. (HQY) on 10/06/2025 at a reported price of $88.5674 per share. After the transaction, the reporting person beneficially owned 78,479 shares directly. The filing is a standard Section 16 Form 4 that discloses a non-derivative sale and includes a manual signature dated 10/08/2025.

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 03/30/2022, 03/29/2023, and 03/27/2024.

The filing names Morgan Stanley Smith Barney as the broker and lists an approximate sale date of 10/06/2025. It reports 86,156,334 shares outstanding and discloses a prior sale by the same person of 6,000 shares on 09/19/2025 for gross proceeds of $564,647.35. The notice includes the standard signature representation that the seller knows of no undisclosed material adverse information.

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 10/06/2025 at a price of $88.5674 per share. After the transaction he directly beneficially owns 87,036 shares. The filing is a routine Section 16 disclosure of a single non-derivative sale by an officer and contains no additional explanatory detail.

Form 144 notice for HEALTHEQUITY, INC. (HQY) reports a proposed sale of 2,393 shares of common stock on 10/06/2025 through Morgan Stanley Smith Barney on NASDAQ, with an aggregate market value of $211,941.69. The shares were acquired by the selling person through restricted stock vesting: 1,788 shares vested on 09/06/2023 and 605 shares vested on 03/27/2024; the sale is identified as compensation proceeds. The filer reports no securities sold in the past three months and certifies no undisclosed material adverse information.

Stephen Neeleman, Founder and Vice Chairman of HealthEquity, Inc. (HQY), reported changes in his beneficial ownership on 10/06/2025. He disposed of 1,058 shares of common stock at a price of $88.5674 per share, reducing his direct holdings to 111,535 shares. The sale is recorded under transaction code F (a disposition).

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 $41.28, $61.72, and $73.61 respectively; the $41.28 option is immediately exercisable.

HEALTHEQUITY, Inc. filing a Form 144 notifies a proposed sale of 1,058 shares of common stock on 10/06/2025 through Morgan Stanley Smith Barney on NASDAQ. The filing lists an aggregate market value of $93,704.27 and reports 86,156,334 shares outstanding.

The shares originated from restricted stock vesting on three dates: 03/30/2022 (318 shares), 03/29/2023 (427 shares), and 03/27/2024 (313 shares). Payment is listed as compensation. The filer states there were no sales in the past 3 months and affirms no undisclosed material adverse information.

Michael Henry Fiore, EVP and Chief Commercial Officer at HealthEquity, Inc. (HQY), reported sales of a total of 3,430 shares of common stock across two transactions on 10/06/2025 and 10/07/2025. The first sale of 1,649 shares on 10/06/2025 reported a price of $88.5674 and the second sale of 1,781 shares on 10/07/2025 reported a price of $88.21. Following these disposals, Mr. Fiore beneficially owns 49,795 shares directly. The filing states the trades were made under a Rule 10b5-1 trading plan adopted on 12/18/2024, and the Form 4 was signed by an attorney-in-fact on 10/08/2025.

HealthEquity, Inc. filed a Form 144 reporting a proposed sale of 1,649 shares of common stock, with an aggregate market value of $146,047.58, through Morgan Stanley Smith Barney on 10/06/2025. The shares were acquired on 03/27/2024 via restricted stock vesting and are being sold as compensation. The filing also lists two prior sales by the same holder: 1,794 shares on 07/07/2025 for $182,498.91 and 1,781 shares on 10/07/2025 for $157,102.01. The filer certifies no undisclosed material adverse information.

Elimelech Rosner, Executive Vice President and Chief Technology Officer of HealthEquity, Inc. (HQY), reported a sale of 3,006 shares of common stock on 10/06/2025 at a reported price of $88.5674 per share. After the reported disposition, Mr. Rosner beneficially owns 56,701 shares. The Form 4 was dated and signed by an attorney‑in‑fact on 10/08/2025, and notes a previously filed Power of Attorney from 07/07/2023 incorporated by reference. The filing shows a routine insider sale with explicit transaction details and proper disclosure.