HQY Form 144 planned sale of 2,470 shares

A holder of HQY common stock has filed a Form 144 notice to sell up to 2,470 shares of common stock on or about 01/09/2026 through Morgan Stanley Smith Barney on the NASDAQ.

Rhea-AI Filing Summary

A holder of HQY common stock has filed a Form 144 notice to sell up to 2,470 shares of common stock on or about 01/09/2026 through Morgan Stanley Smith Barney on the NASDAQ. The filing lists an aggregate market value of 235,233.03 for the planned sale, compared with 85,436,286 shares outstanding of the issuer’s common stock.

The securities to be sold were acquired from the issuer through restricted stock vesting, with 1,871 shares acquired on 09/06/2023 and 599 shares on 03/27/2024, both described as compensation. The signer represents that they are not aware of undisclosed material adverse information about the issuer’s current or prospective operations.

FAQ

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

What does the HQY Form 144 filing report?

It reports a planned sale of up to 2,470 shares of HQY common stock, with an aggregate market value of 235,233.03, to be sold on or about 01/09/2026 on the NASDAQ.

How many HQY shares are outstanding compared to the shares to be sold?

The notice states that 85,436,286 shares of the issuer’s common stock are outstanding, compared with the planned sale of 2,470 shares under this Form 144.

How were the HQY shares in this Form 144 acquired?

The shares were acquired from the issuer via restricted stock vesting: 1,871 shares on 09/06/2023 and 599 shares on 03/27/2024, both described as compensation.

Which broker is handling the planned HQY share sale?

The notice lists Morgan Stanley Smith Barney, located at 2000 Westchester Ave, Purchase, NY 10577-2530, as the broker for the planned sale on the NASDAQ.

What representation does the seller make in this HQY Form 144?

The seller represents that they do not know of any material adverse information about the issuer’s current or prospective operations that has not been publicly disclosed.

What is the class of securities covered by this HQY Form 144?

The Form 144 covers the issuer’s Common Stock, to be sold on the NASDAQ.

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

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Accepted by SEC EDGAR 01/13/2026 - 04:43 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	0001638683
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	James M. Lucania
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	2470	235233.03	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	09/06/2023	Restricted Stock Vesting	ISSUER			1871	01/09/2026	Compensation
Common Stock	03/27/2024	Restricted Stock Vesting	ISSUER			599	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

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	01/13/2026
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/ James M. Lucania
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)