HealthEquity insider plans sale of 1,087 shares

HealthEquity, Inc. insider Delano Ladd filed a notice of intent to sell common stock.

Accepted by SEC EDGAR 07/10/2026 - 04:24 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HealthEquity, Inc. insider Delano Ladd filed a notice of intent to sell common stock. The planned sale covers 1,087 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of $103,355.31, targeted for July 8, 2026 on NASDAQ. These shares relate to restricted stock vesting events dated March 29, 2023, March 27, 2024, and April 2, 2025, totaling 354, 345, and 388 shares, respectively. The filing also lists a prior Rule 10b5-1 sale of 7,500 shares of common stock for $649,200.00 on May 28, 2026.

Key Figures

Planned shares to be sold: 1,087 shares Aggregate market value of planned sale: $103,355.31 10b5-1 shares sold: 7,500 shares +4 more

7 metrics

Planned shares to be sold 1,087 shares Common stock planned for sale on or after July 8, 2026

Aggregate market value of planned sale $103,355.31 Total market value for 1,087 shares of common stock

10b5-1 shares sold 7,500 shares Common stock sold on May 28, 2026 under a 10b5-1 plan

Proceeds from 10b5-1 sale $649,200.00 Total consideration for 7,500 shares sold on May 28, 2026

Restricted stock vesting 2023 354 shares Compensation common stock vesting on March 29, 2023

Restricted stock vesting 2024 345 shares Compensation common stock vesting on March 27, 2024

Restricted stock vesting 2025 388 shares Compensation common stock vesting on April 2, 2025

Key Terms

Form 144, Restricted Stock Vesting, 10b5-1, Aggregate market value

4 terms

Form 144 regulatory

"Filer Information | | | 144: Filer Information"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Restricted Stock Vesting financial

"Common Stock | 04/02/2025 | Restricted Stock Vesting | ISSUER"

Restricted stock vesting is the timetable and conditions under which shares granted to employees or insiders become fully owned and can be sold, typically requiring continued work or meeting performance goals. It matters to investors because large blocks of shares can become tradable at once, which can change share supply and price, and because vesting aligns insiders’ incentives with the company’s long‑term performance—think of it like a timed unlock that both rewards and locks in key people.

10b5-1 regulatory

"10b5-1 Sales for Delano Ladd C/O HealthEquity, Inc."

A 10b5-1 plan is a pre-set schedule that lets company insiders buy or sell shares according to written instructions made when they do not possess material, nonpublic information. Think of it as a timed automatic payment for stock trades: it helps insiders avoid accusations of trading on secret information and gives outside investors a clearer signal about whether sales are routine or potentially informative about the company’s prospects.

Aggregate market value financial

"Common Stock | Morgan Stanley Smith Barney ... | 1087 | 103355.31"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001683056
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	HEALTHEQUITY, INC.
SEC File Number	001-36568
Address of Issuer	15 WEST SCENIC POINTE DRIVE SUITE 100 DRAPER UTAH 84020
Phone	801.727.1000
Name of Person for Whose Account the Securities are To Be Sold	Delano Ladd
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common Stock	Morgan Stanley Smith Barney 2000 Westchester Ave Purchase NY 10577-2530	1087	103355.31	83602157	07/08/2026	NASDAQ

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common Stock	04/02/2025	Restricted Stock Vesting	ISSUER			388	07/08/2026	Compensation
Common Stock	03/27/2024	Restricted Stock Vesting	ISSUER			345	07/08/2026	Compensation
Common Stock	03/29/2023	Restricted Stock Vesting	ISSUER			354	07/08/2026	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for Delano Ladd C/O HealthEquity, Inc. 15 W.Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	05/28/2026	7500	649200.00

144: Remarks and Signature

Remarks	This sale is mandated by the Issuer's election under its equity incentive plan to require the satisfaction of a tax withholding obligation to be funded by a "sell to cover" transaction and does not represent a discretionary trade by the reporting person.
Date of Notice	07/10/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Delano Ladd
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)