HealthEquity plans sale of 1,103 common shares

HealthEquity, Inc. (HQY) filed a notice of proposed sale of common stock under Form 144.

Accepted by SEC EDGAR 07/10/2026 - 04:36 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HealthEquity, Inc. (HQY) filed a notice of proposed sale of common stock under Form 144. The filing covers 1,103 shares of common stock to be sold through Morgan Stanley Smith Barney on NASDAQ on 07/08/2026, with an aggregate value of $104,876.64. These shares relate to restricted stock awards that vested on 03/29/2023, 03/27/2024, and 04/02/2025, granted as compensation.

Key Figures

Shares to be sold: 1,103 shares Aggregate sale value: $104,876.64 Vesting tranche 1: 413 shares +3 more

6 metrics

Shares to be sold 1,103 shares Common stock proposed to be sold on 07/08/2026 under Form 144

Aggregate sale value $104,876.64 Total value of 1,103 HQY common shares proposed for sale

Vesting tranche 1 413 shares Restricted stock vesting on 03/29/2023 included in compensation-related sale

Vesting tranche 2 302 shares Restricted stock vesting on 03/27/2024 included in compensation-related sale

Vesting tranche 3 388 shares Restricted stock vesting on 04/02/2025 included in compensation-related sale

Planned sale date 07/08/2026 Date of proposed NASDAQ sale of HQY common stock

Key Terms

Form 144, Restricted Stock Vesting, compensation

3 terms

Form 144 regulatory

"144: Securities Information Common Stock | Morgan Stanley Smith Barney"

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 | 03/29/2023 | 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.

compensation financial

"413 | 07/08/2026 | Compensation Common Stock | 03/27/2024"

FAQ

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

What does HealthEquity (HQY) disclose in this Form 144 filing?

HealthEquity discloses a proposed sale of 1,103 shares of its common stock on NASDAQ on 07/08/2026, with an aggregate value of $104,876.64, under Form 144.

How many HealthEquity (HQY) shares are planned to be sold and through which broker?

The filing covers a planned sale of 1,103 HealthEquity common shares, to be executed through Morgan Stanley Smith Barney on the NASDAQ market on 07/08/2026.

What is the total dollar amount of HQY stock covered by this Form 144?

The Form 144 covers an aggregate sale amount of $104,876.64 in HealthEquity common stock, corresponding to 1,103 shares proposed to be sold on 07/08/2026.

What is the origin of the HealthEquity (HQY) shares listed for sale in this Form 144?

The shares originate from restricted stock vesting granted as compensation, with vesting dates of 03/29/2023, 03/27/2024, and 04/02/2025, totaling several hundred shares each tranche.

How many vested restricted HQY shares from each grant are included in the planned sale?

The planned sale includes vested restricted shares of HealthEquity common stock: 413 shares from the 03/29/2023 vesting, 302 shares from 03/27/2024, and 388 shares from 04/02/2025.

On which exchange will the HealthEquity (HQY) shares in this Form 144 be sold?

The Form 144 indicates the NASDAQ exchange as the market where the 1,103 shares of HealthEquity common stock are proposed to be sold on 07/08/2026.

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	0001614838
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	Stephen Neeleman
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
Relationship to Issuer	Director

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	1103	104876.64	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	03/29/2023	Restricted Stock Vesting	ISSUER			413	07/08/2026	Compensation
Common Stock	03/27/2024	Restricted Stock Vesting	ISSUER			302	07/08/2026	Compensation
Common Stock	04/02/2025	Restricted Stock Vesting	ISSUER			388	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

Nothing to Report

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