HQY Form 144: Insider files to sell 4,768 shares

Elimelech Rosner reported proposed sales of Common Stock via Form 144.

Rhea-AI Filing Summary

Elimelech Rosner reported proposed sales of Common Stock via Form 144. The filing lists 4,768 shares referenced on 04/06/2026 and details restricted shares eligible to vest totaling 4,768 shares (715; 523; 1,652; 1,878). The filing also reports prior sales in the past three months of $197,520.54 for 2,074 shares and $1,486,300.84 for 18,010 shares.

Insights

Insider Transactions Specialist

Routine Form 144 resale filings showing recent dispositions and scheduled vested shares.

The filing lists vested or vesting Common Stock grants dated 03/29/2023, 03/27/2024, 03/30/2022, and 04/02/2025 with quantities 715, 523, 1,652, and 1,878 respectively. It also documents realized proceeds from two recent sales totaling $1,683,820.38.

These entries are administrative resale disclosures; cash‑flow recipients and any trading plan references are not stated in the excerpt. Subsequent SEC filings may provide additional context about disposition methods or remaining holdings.

Key Figures

Shares referenced on filing: 4,768 shares Vesting tranche 1: 715 shares Vesting tranche 2: 523 shares +4 more

7 metrics

Shares referenced on filing 4,768 shares listed on Form 144 with date <date>04/06/2026</date>

Vesting tranche 1 715 shares Restricted Stock Vesting dated <date>03/29/2023</date>

Vesting tranche 2 523 shares Restricted Stock Vesting dated <date>03/27/2024</date>

Vesting tranche 3 1,652 shares Restricted Stock Vesting dated <date>03/30/2022</date>

Vesting tranche 4 1,878 shares Restricted Stock Vesting dated <date>04/02/2025</date>

Recent sale — 01/09/2026 2,074 shares for $197,520.54 Securities sold during the past 3 months

Recent sale — 03/31/2026 18,010 shares for $1,486,300.84 Securities sold during the past 3 months

Key Terms

Form 144, Restricted Stock Vesting, Proceeds

3 terms

Form 144 regulatory

"144: Securities To Be Sold"

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

"Restricted Stock Vesting | ISSUER | 715"

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.

Proceeds financial

"2074 | 197520.54"

FAQ

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

What does HQY Form 144 from Elimelech Rosner report?

The filing reports proposed sales of Common Stock and lists 4,768 shares tied to restricted stock vesting. It also shows two recent sales: 2,074 shares for $197,520.54 and 18,010 shares for $1,486,300.84.

How many shares were sold in the past three months on the Form 144?

The filing lists two past sales totaling 20,084 shares. Those are 2,074 shares (proceeds $197,520.54) and 18,010 shares (proceeds $1,486,300.84), as reported in the excerpt.

What restricted shares are listed as vesting on the HQY Form 144?

The document lists four restricted stock vesting entries totaling 4,768 shares: 715, 523, 1,652, and 1,878, each with an associated grant date shown in the excerpt.

Does the Form 144 state who receives the sale proceeds?

The excerpt does not specify who receives sale proceeds. The filing lists proceeds amounts for past sales but does not assign the cash‑flow recipient in the provided text.

Is there evidence these transactions were made under a trading plan?

The provided excerpt does not mention a Rule 10b5‑1 trading plan or pre‑arranged sale instructions. No trading‑plan language appears in the visible text.

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

Accepted by SEC EDGAR 04/08/2026 - 05:15 PM Learn about SEC filing dates

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	0001916312
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	Elimelech Rosner
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	4768	399731.31	84478406	04/06/2026	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			715	04/06/2026	Compensation
Common Stock	03/27/2024	Restricted Stock Vesting	ISSUER			523	04/06/2026	Compensation
Common Stock	03/30/2022	Restricted Stock Vesting	ISSUER			1652	04/06/2026	Compensation
Common Stock	04/02/2025	Restricted Stock Vesting	ISSUER			1878	04/06/2026	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
Elimelech Rosner C/O HealthEquity, Inc. 15 W. Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	01/09/2026	2074	197520.54
Elimelech Rosner C/O HealthEquity, Inc. 15 W.Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	03/31/2026	18010	1486300.84

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. The Power of Attorney given by Mr. Rosner was previously filed with the U.S. Securities and Exchange Commission on January 10, 2025, as an exhibit to a statement on Form 144 filed by Mr. Rosner with respect to HealthEquity, Inc. and is hereby incorporated by reference.
Date of Notice	04/08/2026
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/ Michael Newton, Attorney-in-Fact
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)