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.
HealthEquity, Inc. filings document regulatory disclosures for an HSA custodian and consumer-directed benefits administrator. Recent 8-K reports cover operating results and financial condition, guidance furnished under Regulation FD, HSA account and asset metrics, revenue categories, stock repurchase activity, and hedging used to reduce HSA cash repricing risk.
Governance filings record board appointments and committee assignments, annual meeting vote results, auditor ratification, advisory executive compensation votes, executive employment agreement amendments, severance arrangements, equity award terms, and technology-organization leadership responsibility. These disclosures frame the company's capital allocation, compensation governance, risk oversight and public-company reporting obligations.
Vanguard Portfolio Management LLC filed an amended ownership report stating beneficial ownership of 4,137,941 shares of HealthEquity Inc common stock as of June 30, 2026, representing 4.94% of the class.
Vanguard reports sole power to vote 80,298 shares and sole dispositive power over all 4,137,941 shares, with no shared voting or dispositive power. The position reflects securities held by various Vanguard-managed funds and client accounts; no single other person has an interest in more than 5% of the securities attributed to this holding. The filing is signed by My Trieu-Gatt as Authorized Signatory and Head of Global Fund Administration.
Wasatch Advisors reports beneficial ownership of 7,960,735 shares of HealthEquity Inc common stock, representing 9.5% of the class as of 06/30/2026. The firm is organized in Delaware and filed this as Amendment No. 4 to its ownership report.
Wasatch Advisors holds sole voting power over 5,564,289 shares and sole dispositive power over all 7,960,735 shares, with no shared voting or dispositive authority. The report is signed by CEO Mike Yeates on 07/15/2026.
HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported an open-market sale of 2,354 shares of Common Stock at $95.00 per share on July 10, 2026. The transaction was executed under a Rule 10b5-1 trading plan. Following the sale, Fiore directly holds 52,244 shares.
HealthEquity, Inc. Chief Customer Officer Michael Gathright reported a tax-withholding disposition of 2,270 shares of Common Stock on July 9, 2026, at $93.0661 per share to satisfy tax obligations. After this compensation-related transaction, he directly holds 39,893 shares of Common Stock.
HealthEquity, Inc. (HQY) filed a notice covering potential sales of its common stock by an affiliated holder through Morgan Stanley Smith Barney LLC Executive Financial Services. The filing lists 2,354 shares of common stock, linked to Restricted Stock Units acquired from the issuer on 07/01/2026, with an indicated value of $223,182.74 and NASDAQ trading. It also notes prior Rule 10b5-1 sales for Michael Fiore of 2,470 shares for $234,650.00 on 07/02/2026 and 3,142 shares for $298,490.00 on 05/29/2026 during the past three months.
HEALTHEQUITY, INC. founder and vice chairman Stephen Neeleman reported updated holdings. On July 8, 2026, 1,103 shares of common stock were disposed of in a tax-withholding transaction at $95.0831 per share, leaving 137,565 shares held directly. He also reports additional indirect ownership through a trust, his spouse, and a family LLC, and continues to hold vested stock options covering 15,337, 14,228, and 19,897 shares at exercise prices of $73.61, $61.72, and $41.28, respectively.
HealthEquity, Inc. (HQY) filed a notice of proposed sale of common stock under Form 144. The filing covers 1,103 shares of common stock to be sold through Morgan Stanley Smith Barney on NASDAQ on 07/08/2026, with an aggregate value of $104,876.64. These shares relate to restricted stock awards that vested on 03/29/2023, 03/27/2024, and 04/02/2025, granted as compensation.
HealthEquity, Inc. executive vice president and CFO James M. Lucania reported a Form 4 transaction involving a tax-withholding disposition of company stock. On July 8, 2026, 2,839 shares of common stock were withheld at a price of $95.0831 per share to satisfy tax obligations, a non-market transaction. Following this event, Lucania directly holds 104,617 shares of HealthEquity common stock.
HealthEquity, Inc. (HQY) filed a Form 144 for a planned sale of common stock. The filing indicates a proposed sale of 2,839 shares of common stock through Morgan Stanley Smith Barney on the NASDAQ market, with an aggregate market value of $269,940.86 as of the notice. The shares relate to restricted stock vesting awards treated as compensation from prior vesting dates.