HealthEquity insider sale notice via Form 144

HealthEquity reported Form 144 sales of Common Stock.

Accepted by SEC EDGAR 04/08/2026 - 05:31 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HealthEquity reported Form 144 sales of Common Stock. The notice lists two dispositions: 791 shares on 01/09/2026 for $75,332.26 and 9,292 shares on 03/31/2026 for $766,835.50. The filing also records multiple restricted stock vesting entries dated 04/06/2026 totaling listed grants of 411, 306, 301 and 1,541 shares.

Key Figures

Sale on 01/09/2026: 791 shares Proceeds on 01/09/2026: $75,332.26 Sale on 03/31/2026: 9,292 shares +3 more

6 metrics

Sale on 01/09/2026 791 shares Disposition by Stephen Neeleman reported on Form 144

Proceeds on 01/09/2026 $75,332.26 Gross amount tied to the 791-share disposition

Sale on 03/31/2026 9,292 shares Disposition by Stephen Neeleman reported on Form 144

Proceeds on 03/31/2026 $766,835.50 Gross amount tied to the 9,292-share disposition

Restricted stock vesting (examples) 411; 306; 301; 1,541 shares Vesting entries dated 04/06/2026 in the securities table

Aggregate example (calculated) 10,083 shares Sum of the two reported dispositions (791 + 9,292)

Key Terms

Form 144, Restricted Stock Vesting, Issuer, Common Stock

4 terms

Form 144 regulatory

"144: Securities Sold During The Past 3 Months"

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

"Restricted Stock Vesting | ISSUER | 411 | 04/06/2026"

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.

Issuer regulatory

"Restricted Stock Vesting | ISSUER | | | 411"

Common Stock financial

"Common Stock | 01/09/2026 | 791 | 75332.26"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

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

What does HealthEquity's (HQY) Form 144 disclose?

It discloses two reported sales: 791 shares on 01/09/2026 for $75,332.26 and 9,292 shares on 03/31/2026 for $766,835.50. It also lists restricted stock vesting entries dated 04/06/2026.

Who executed the stock sales listed in the HQY Form 144?

The filing shows sales attributed to Stephen Neeleman c/o HealthEquity, Inc., with two transactions on 01/09/2026 and 03/31/2026. The broker/custodian details are included for record-keeping in the notice.

How many shares were sold in the HQY Form 144 transactions?

The Form 144 lists two dispositions totaling 10,083 shares (sum of 791 and 9,292), with reported gross amounts of $75,332.26 and $766,835.50. Individual transaction dates are provided.

Does the filing show any newly vested restricted shares for HQY?

Yes. The notice records restricted stock vesting entries with share counts of 411, 306, 301, and 1,541, each tied to a 04/06/2026 vesting/compensation entry in the table.

Are proceeds recipients or net proceeds details shown in the HQY Form 144?

The Form 144 lists gross sale amounts for each disposition but does not specify net proceeds recipients or use of proceeds beyond the seller identification and transaction amounts in the table.

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	2559	214537.00	84478406	04/06/2026	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			411	04/06/2026	Compensation
Common Stock	03/30/2022	Restricted Stock Vesting	ISSUER			306	04/06/2026	Compensation
Common Stock	03/27/2024	Restricted Stock Vesting	ISSUER			301	04/06/2026	Compensation
Common Stock	04/02/2025	Restricted Stock Vesting	ISSUER			1541	04/06/2026	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
Stephen Neeleman C/O HealthEquity, Inc. 15 W.Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	01/09/2026	791	75332.26
Stephen Neeleman C/O HealthEquity, Inc. 15 W.Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	03/31/2026	9292	766835.50

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	04/08/2026
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)