HealthEquity insider files to sell 9,292 shares

HealthEquity insider notice to sell Common Stock.

Rhea-AI Filing Summary

HealthEquity insider notice to sell Common Stock. A Form 144 filing lists 9,292 shares of Common Stock scheduled for sale in connection with restricted stock vesting on 03/31/2026. The filing also reports 791 shares were sold on 01/09/2026.

Insights

Insider Transactions Analyst

Form 144 records a planned resale tied to compensation vesting and a small recent sale.

The filing shows 9,292 shares associated with restricted stock vesting and scheduled for sale on 03/31/2026, and a reported sale of 791 shares on 01/09/2026. The entry lists the broker address and indicates the issuer as the source of the vested shares.

These items are routine insider liquidity notices; cash‑flow treatment and sale method details are not provided in the excerpt. Subsequent transaction details would appear in follow‑on disclosures if sales occur.

Key Figures

Planned shares to sell: 9,292 shares Shares sold in past 3 months: 791 shares Restricted stock vesting date: 03/31/2026

3 metrics

Planned shares to sell 9,292 shares restricted stock vesting on 03/31/2026

Shares sold in past 3 months 791 shares sale dated 01/09/2026

Restricted stock vesting date 03/31/2026 vesting associated with the 9,292 shares

Key Terms

Form 144, Restricted Stock Vesting, ISSUER

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 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.

ISSUER financial

"Restricted Stock Vesting | ISSUER | | | 9292 | 03/31/2026"

FAQ

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

What does HealthEquity (HQY) Form 144 say about planned insider sales?

It states a planned sale of 9,292 shares tied to restricted stock vesting on 03/31/2026. The filing lists the shares as compensation‑related and names the broker involved.

How many shares were sold recently by the reporting person in the HQY filing?

The filing reports a sale of 791 shares on 01/09/2026. That sale is shown under "Securities Sold During The Past 3 Months" in the excerpt.

Who is the reporting person named in the Form 144 for HQY?

The excerpt names Stephen Neeleman with an address c/o HealthEquity, Inc. in Draper, UT. The broker listed is Morgan Stanley Smith Barney at the provided address.

Are the shares in the HQY Form 144 from compensation or open‑market holdings?

The excerpt identifies the 9,292 shares as related to Restricted Stock Vesting and labels the source as ISSUER, indicating a compensation vesting event.

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

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Accepted by SEC EDGAR 04/02/2026 - 05:13 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	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	9292	766835.50	84478406	03/31/2026	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			9292	03/31/2026	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

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	04/02/2026
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)