HealthEquity insider plans sale of common stock

HealthEquity, Inc. (HQY) filed a notice covering potential sales of its common stock by an affiliated holder through Morgan Stanley Smith Barney LLC Executive Financial Services.

Rhea-AI Filing Summary

HealthEquity, Inc. (HQY) filed a notice covering potential sales of its common stock by an affiliated holder through Morgan Stanley Smith Barney LLC Executive Financial Services. The filing lists 2,354 shares of common stock, linked to Restricted Stock Units acquired from the issuer on 07/01/2026, with an indicated value of $223,182.74 and NASDAQ trading. It also notes prior Rule 10b5-1 sales for Michael Fiore of 2,470 shares for $234,650.00 on 07/02/2026 and 3,142 shares for $298,490.00 on 05/29/2026 during the past three months.

Key Figures

Planned shares under notice: 2,354 shares Indicated value of RSU-related shares: $223,182.74 10b5-1 sale on 07/02/2026: 2,470 shares for $234,650.00 +2 more

5 metrics

Planned shares under notice 2,354 shares Common stock linked to Restricted Stock Units acquired on 07/01/2026

Indicated value of RSU-related shares $223,182.74 Value associated with 2,354 common shares covered by the notice

10b5-1 sale on 07/02/2026 2,470 shares for $234,650.00 Common stock Rule 10b5-1 sale for Michael Fiore

10b5-1 sale on 05/29/2026 3,142 shares for $298,490.00 Common stock Rule 10b5-1 sale for Michael Fiore

Acquisition date of RSUs 07/01/2026 Date Restricted Stock Units were acquired from the issuer

Key Terms

Form 144, Restricted Stock Units, Rule 10b5-1

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 Units financial

"Common | 07/01/2026 | Restricted Stock Units | Issuer"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

Rule 10b5-1 regulatory

"10b5-1 Sales for MICHAEL FIORE 15 West Scenic Pointe"

Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.

FAQ

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

What does HealthEquity (HQY) report in this Form 144 notice?

HealthEquity (HQY) reports a notice of intent to sell 2,354 shares of common stock tied to Restricted Stock Units acquired on 07/01/2026, with an indicated value of $223,182.74 on NASDAQ.

How many HQY shares are linked to Restricted Stock Units in this filing?

The filing lists 2,354 shares of HealthEquity common stock linked to Restricted Stock Units acquired from the issuer on 07/01/2026, with a stated value of $223,182.74 for those shares.

What recent Rule 10b5-1 sales for HQY stock by Michael Fiore are disclosed?

The filing discloses Rule 10b5-1 sales for Michael Fiore of 2,470 HQY shares for $234,650.00 on 07/02/2026 and 3,142 shares for $298,490.00 on 05/29/2026 as sales during the past three months.

Which broker is involved with the HQY stock in this Form 144 filing?

The filing identifies Morgan Stanley Smith Barney LLC Executive Financial Services, based at 1 New York Plaza, 8th Floor, New York, NY 10004, as the broker associated with the common stock covered.

On which exchange is the HQY stock referenced in this filing traded?

The common stock referenced in the filing is listed as traded on NASDAQ. The notice ties NASDAQ trading to the 2,354 shares of HealthEquity common stock associated with Restricted Stock Units.

What time period of HQY stock sales is summarized in the past 3 months section?

The past 3 months section summarizes HQY sales on 05/29/2026 and 07/02/2026, showing 3,142 shares for $298,490.00 and 2,470 shares for $234,650.00 under a Rule 10b5-1 plan.

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

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Accepted by SEC EDGAR 07/10/2026 - 04:39 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	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	8017271000
Name of Person for Whose Account the Securities are To Be Sold	MICHAEL 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	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	2354	223182.74	83602157	07/10/2026	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	07/01/2026	Restricted Stock Units	Issuer			2354	07/01/2026	N/A

* 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 MICHAEL FIORE 15 West Scenic Pointe Drive, Suite 100 Draper UT 84020	Common	07/02/2026	2470	234650.00
10b5-1 Sales for MICHAEL FIORE 15 West Scenic Pointe Drive, Suite 100 Draper UT 84020	Common	05/29/2026	3142	298490.00

144: Remarks and Signature

Remarks
Date of Notice	07/10/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	10/14/2025
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 Fiore
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)