HealthEquity (NASDAQ: HQY) insider Delano Ladd plans sale of 739 shares

Rhea-AI Filing Summary

HealthEquity, Inc. insider Delano Ladd has filed a notice of proposed sale of 739 shares of common stock through Morgan Stanley Smith Barney on or about 01/09/2026, with the shares listed on NASDAQ. The filing reports an aggregate market value of $70,380.17 for this planned sale, compared with 85,436,286 shares of the issuer’s common stock outstanding.

The shares to be sold were acquired through restricted stock vesting from the issuer on 03/30/2022, 03/29/2023, and 03/27/2024, and are described as compensation. The notice also lists sales over the past three months, including 1,500 shares sold on each of 10/20/2025, 11/20/2025, and 12/19/2025, with gross proceeds of $138,105.00, $156,840.00, and $142,080.00, respectively.

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

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

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

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	739	70380.17	85436286	01/09/2026	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	03/30/2022	Restricted Stock Vesting	ISSUER			196	01/09/2026	Compensation
Common Stock	03/29/2023	Restricted Stock Vesting	ISSUER			283	01/09/2026	Compensation
Common Stock	03/27/2024	Restricted Stock Vesting	ISSUER			260	01/09/2026	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	11/20/2025	1500	156840.00
Delano Ladd C/O HealthEquity, Inc. 15 W. Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	12/19/2025	1500	142080.00
Delano Ladd C/O HealthEquity, Inc. 15 W. Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	10/20/2025	1500	138105.00

144: Remarks and Signature

Remarks

Date of Notice

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

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

FAQ

What does the Form 144 filing for HealthEquity (HQY) disclose?

The filing states that Delano Ladd intends to sell 739 shares of HealthEquity, Inc. common stock on or about 01/09/2026 through Morgan Stanley Smith Barney on NASDAQ, with an aggregate market value of $70,380.17.

How many HealthEquity (HQY) shares are outstanding in this Form 144?

The notice reports that there are 85,436,286 shares of HealthEquity, Inc. common stock outstanding, providing context for the 739 shares proposed to be sold.

How did Delano Ladd acquire the HealthEquity shares being sold?

The shares to be sold are common stock acquired via restricted stock vesting from the issuer on 03/30/2022, 03/29/2023, and 03/27/2024, and are described as compensation.

What prior HealthEquity (HQY) stock sales are disclosed in the last 3 months?

The filing lists sales by Delano Ladd of 1,500 shares of common stock on each of 10/20/2025 for $138,105.00, 11/20/2025 for $156,840.00, and 12/19/2025 for $142,080.00 in gross proceeds.

Who is the broker for the planned HealthEquity (HQY) share sale?

The proposed sale of 739 shares of HealthEquity common stock is to be executed through Morgan Stanley Smith Barney at 2000 Westchester Ave, Purchase, NY 10577-2530.

On which exchange will the HealthEquity shares be sold according to this Form 144?

The notice identifies NASDAQ as the securities exchange for the proposed sale of HealthEquity, Inc. common stock.