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.
HealthEquity, Inc. EVP Chief Prod & Strat Officer Sunil Rajasekar reported short sales of 23 shares at $82.81 on April 22, 2026 and 108 shares at $105.60 on August 24, 2026; purchases covering those shorts were 23 shares at $95.06 on July 8, 2026 and 108 shares at $90.33 on October 15, 2026. The April, July and August trades were executed in broker-managed discretionary accounts without his knowledge, making their reporting untimely. He voluntarily paid approximately $1,650, representing all reported “profits” under Section 16(b), to HealthEquity.
HealthEquity, Inc. (HQY) terminated Michael Fiore, its Chief Commercial Officer, without cause, effective October 5, 2026. The company says the role’s responsibilities will be redistributed to other members of management.
Fiore will receive the previously negotiated severance payments and benefits detailed in HealthEquity’s May 13, 2026 proxy statement. His outstanding equity awards will be treated in accordance with the 2014 and 2024 Stock Incentive Plans and his applicable award agreements.
HealthEquity, Inc. (HQY) is the issuer in an amended ownership report from Wasatch Advisors. For September 30, 2026, Wasatch Advisors reported beneficial ownership of 7,011,469 shares, or 8.5% of the class. It reported sole voting power over 4,677,076 shares and sole dispositive power over 7,011,469 shares; shared voting and dispositive power were each 0.
HealthEquity, Inc. EVP, General Counsel Ladd Delano reported a disposition involving 1,080 common shares delivered or withheld for payment of exercise price or tax liability on October 6, 2026, at a reported $91.1553 per share. He directly held 88,974 shares following the transaction. No Rule 10b5-1 plan is reported.
HealthEquity, Inc. (HQY) officer Delano Ladd reported a planned sale of 1,080 common shares, with an approximate sale date of October 6, 2026 and an aggregate market value of $98,447.74. The shares are listed as compensation from restricted-stock vesting: 385 shares dated April 2, 2025, 343 dated March 27, 2024, and 352 dated March 29, 2023. The notice says the issuer’s equity incentive plan requires a sell-to-cover transaction to fund tax withholding; it does not represent a discretionary trade by Ladd.
HealthEquity, Inc. reported a transaction by former EVP, CCO Michael Henry Fiore on October 6, 2026: 2,032 shares of common stock were delivered or withheld for payment of exercise price or tax liability, at a reported $91.1553 per share. His direct holdings following the transaction were 50,212 shares.
HealthEquity, Inc. (HQY) reports that former EVP, CCO Michael Henry Fiore proposes to sell 2,032 common shares on October 6, 2026, with an aggregate market value of $185,227.59. HealthEquity’s election under its equity incentive plan mandates the sale to satisfy a tax withholding obligation through a “sell to cover” transaction; it is not a discretionary trade by Fiore.
HealthEquity, Inc. (HQY) reported that founder and vice chairman Stephen Neeleman had 1,095 shares delivered or withheld for payment of exercise price or tax liability on October 6, 2026. The transaction lists a per-share price of $91.1553; his direct common-stock holdings after the transaction were 136,470 shares. He also reported three immediately exercisable stock-option positions: 19,897 underlying shares at a $41.28 exercise price, expiring March 27, 2027; 14,228 underlying shares at $61.72, expiring March 27, 2028; and 15,337 underlying shares at $73.61, expiring March 26, 2029.
HealthEquity, Inc. (HQY) lists a proposed sale by officer and director Stephen Neeleman of 1,095 common shares, with an aggregate market value of $99,815.07 and an approximate sale date of October 6, 2026, through Morgan Stanley Smith Barney. The securities list includes restricted-stock vesting entries of 410, 300 and 385 shares. The sale is described as issuer-mandated to fund a tax-withholding obligation through a “sell to cover” transaction, not as a discretionary trade. Neeleman also reported selling 1,103 shares for an aggregate market value of $104,876.64 on July 8, 2026.
HealthEquity, Inc. Chief Customer Officer Michael Gathright reported 662 shares delivered or withheld for payment of exercise price or tax liability on October 6, 2026, at a reported price of $91.1553 per share. His direct holdings following the transaction were 39,231 shares.