HealthEquity insider plans sale of 2,045 shares

HealthEquity, Inc. related holder Michael Fiore filed to sell common stock under Rule 144.

Rhea-AI Filing Summary

HealthEquity, Inc. related holder Michael Fiore filed to sell common stock under Rule 144. The notice lists a planned sale of 2,045 shares of common stock through Morgan Stanley Smith Barney on or after 07/08/2026, with an aggregate market value of $194,444.89 and NASDAQ as the principal market. Additional shares to be sold on that date stem from restricted stock vesting events of 1,594 shares on 03/27/2024 and 451 shares on 04/02/2025, both described as compensation. The filing also reports prior Rule 10b5-1 sales of 2,470 shares for $227,956.30 on 07/02/2026 and 3,142 shares for $298,490.00 on 05/29/2026.

Key Figures

Planned shares to be sold: 2,045 shares Aggregate market value of planned sale: $194,444.89 Restricted stock vesting shares (2024): 1,594 shares +3 more

6 metrics

Planned shares to be sold 2,045 shares Common stock sale through Morgan Stanley Smith Barney on or after 07/08/2026

Aggregate market value of planned sale $194,444.89 Value associated with 2,045 shares of common stock to be sold on or after 07/08/2026

Restricted stock vesting shares (2024) 1,594 shares Common stock from restricted stock vesting on 03/27/2024 categorized as compensation

Restricted stock vesting shares (2025) 451 shares Common stock from restricted stock vesting on 04/02/2025 categorized as compensation

10b5-1 sale on 07/02/2026 2,470 shares for $227,956.30 Common stock sold pursuant to a Rule 10b5-1 plan

10b5-1 sale on 05/29/2026 3,142 shares for $298,490.00 Common stock sold pursuant to a Rule 10b5-1 plan

Key Terms

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

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

"Common Stock | 03/27/2024 | Restricted Stock Vesting | ISSUER"

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.

Rule 10b5-1 regulatory

"10b5-1 Sales for Michael Fiore C/O HealthEquity, Inc."

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 the Form 144 filing for HQY disclose about upcoming stock sales?

The filing discloses a planned sale of 2,045 shares of HealthEquity common stock on or after 07/08/2026, with an aggregate market value of $194,444.89, to be sold on NASDAQ through Morgan Stanley Smith Barney.

How many HQY shares from restricted stock vesting are included in the planned 07/08/2026 sales?

The planned 07/08/2026 sales include 1,594 shares tied to a 03/27/2024 restricted stock vesting and 451 shares tied to a 04/02/2025 restricted stock vesting, both categorized as compensation-related common stock.

What recent Rule 10b5-1 sales involving HQY shares are reported in this Form 144?

The filing reports Rule 10b5-1 sales for Michael Fiore of 2,470 HQY shares for $227,956.30 on 07/02/2026 and 3,142 shares for $298,490.00 on 05/29/2026.

Who is identified in the HQY Form 144 as having Rule 10b5-1 sales?

The filing identifies Michael Fiore in connection with Rule 10b5-1 sales of HealthEquity common stock, listing his address care of HealthEquity, Inc. at 15 W. Scenic Pointe Dr., Suite 100, Draper, UT 84020.

Through which broker and market are the planned HQY stock sales expected to occur?

The planned sale of 2,045 shares of HealthEquity common stock is listed as occurring through Morgan Stanley Smith Barney with NASDAQ shown as the principal market for the transaction.

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

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Accepted by SEC EDGAR 07/10/2026 - 04:13 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	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	2045	194444.89	83602157	07/08/2026	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	03/27/2024	Restricted Stock Vesting	ISSUER			1594	07/08/2026	Compensation
Common Stock	04/02/2025	Restricted Stock Vesting	ISSUER			451	07/08/2026	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
10b5-1 Sales for Michael Fiore C/O HealthEquity, Inc. 15 W.Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	07/02/2026	2470	227956.30
10b5-1 Sales for Michael Fiore C/O HealthEquity, Inc. 15 W.Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	05/29/2026	3142	298490.00

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	07/10/2026
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 Fiore
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)