HealthEquity (HQY) insider sale: 1,649 shares worth $146,048

HealthEquity, Inc. filed a Form 144 reporting a proposed sale of 1,649 shares of common stock, with an aggregate market value of $146,047.58, through Morgan Stanley Smith Barney on 10/06/2025.

Accepted by SEC EDGAR 10/08/2025 - 04:23 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HealthEquity, Inc. filed a Form 144 reporting a proposed sale of 1,649 shares of common stock, with an aggregate market value of $146,047.58, through Morgan Stanley Smith Barney on 10/06/2025. The shares were acquired on 03/27/2024 via restricted stock vesting and are being sold as compensation. The filing also lists two prior sales by the same holder: 1,794 shares on 07/07/2025 for $182,498.91 and 1,781 shares on 10/07/2025 for $157,102.01. The filer certifies no undisclosed material adverse information.

FAQ

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

What did HealthEquity (HQY) report on Form 144?

HealthEquity (HQY) reported a proposed sale of 1,649 common shares valued at $146,047.58 to be executed on 10/06/2025.

Who is the broker handling the HQY share sale?

The sale is to be handled by Morgan Stanley Smith Barney at the listed address in Purchase, NY.

When and how were the shares being sold acquired?

The 1,649 shares were acquired on 03/27/2024 through restricted stock vesting and the payment type is listed as compensation.

Has the seller recently sold other HQY shares?

Yes. The filer sold 1,794 shares on 07/07/2025 for $182,498.91 and 1,781 shares on 10/07/2025 for $157,102.01.

Does the filer state any undisclosed material information in the Form 144?

By signing, the filer represents they do not know of any material adverse information about the issuer that is not publicly disclosed.

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	0002016116
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	Michael Henry Fiore
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	1649	146047.58	86156334	10/06/2025	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	03/27/2024	Restricted Stock Vesting	ISSUER			1649	10/06/2025	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
Michael Henry Fiore C/O HealthEquity, Inc. 15 W. Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	07/07/2025	1794	182498.91
Michael Henry Fiore C/O HealthEquity, Inc. 15 W. Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	10/07/2025	1781	157102.01

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. Fiore was previously filed with the U.S. Securities and Exchange Commission on April 4, 2025, as an exhibit to a statement on Form 144 filed by Mr. Fiore with respect to HealthEquity, Inc. and is hereby incorporated by reference.
Date of Notice	10/08/2025
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)