HealthEquity insider sale notice

HealthEquity, Inc. notice of proposed sale of Common Stock under Form 144 by a reporting person.

Accepted by SEC EDGAR 04/02/2026 - 06:09 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HealthEquity, Inc. notice of proposed sale of Common Stock under Form 144 by a reporting person. The excerpt shows a reported sale of 739 shares on 01/09/2026 for $142,080. It also lists a Restricted Stock Vesting event dated 03/29/2023.

Key Figures

Shares sold: 739 shares Proceeds reported: $142,080 Restricted stock vesting date: 03/29/2023

3 metrics

Shares sold 739 shares sale dated 01/09/2026

Proceeds reported $142,080 amount tied to 739-share sale on 01/09/2026

Restricted stock vesting date 03/29/2023 listed as "Restricted Stock Vesting" for Common Stock

Key Terms

Form 144, Restricted Stock Vesting, Issuer

3 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 | 03/29/2023 | Restricted Stock Vesting"

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.

Issuer financial

"Restricted Stock Vesting | ISSUER"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Form 144 for HQY show about recent insider activity?

It reports a proposed sale of Common Stock. The excerpt lists a sale of 739 shares on 01/09/2026 for $142,080. The filing also references a restricted stock vesting dated 03/29/2023.

Who is the reporting person listed on the HQY excerpt?

The excerpt names Delano Ladd. The address block lists Delano Ladd c/o HealthEquity, Inc., Draper UT. No further ownership percentages or post-transaction holdings are provided in the excerpt.

Does the excerpt state whether the securities sold were company-issued or secondary sales?

The excerpt links the securities to a Restricted Stock Vesting event. It labels the 03/29/2023 item as "Restricted Stock Vesting" and lists the issuer as the source of those securities.

What dates appear in the HQY excerpt and what do they represent?

Key dates shown are 01/09/2026 and 03/29/2023. The former is the reported sale date for 739 shares; the latter is the restricted stock vesting date. Another date, 03/31/2026, appears in the securities table.

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

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

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	7726	637599.13	84478406	03/31/2026	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	03/29/2023	Restricted Stock Vesting	ISSUER			7726	03/31/2026	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
Delano Ladd C/O HealthEquity, Inc. 15 W. Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	01/09/2026	739	142080.00

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	04/02/2026
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)