HealthEquity Form 144 for 2,839 Shares of Common Stock

HealthEquity, Inc. (HQY) filed a Form 144 for a planned sale of common stock.

Accepted by SEC EDGAR 07/10/2026 - 04:31 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HealthEquity, Inc. (HQY) filed a Form 144 for a planned sale of common stock. The filing indicates a proposed sale of 2,839 shares of common stock through Morgan Stanley Smith Barney on the NASDAQ market, with an aggregate market value of $269,940.86 as of the notice. The shares relate to restricted stock vesting awards treated as compensation from prior vesting dates.

Key Figures

Shares proposed for sale: 2,839 shares Aggregate market value: $269,940.86 Planned sale date: 07/08/2026 +3 more

6 metrics

Shares proposed for sale 2,839 shares Common stock covered by the Form 144 notice

Aggregate market value $269,940.86 Value associated with the 2,839 shares of common stock

Planned sale date 07/08/2026 Date listed for proposed sale of common stock on NASDAQ

Restricted stock vesting 09/06/2023 1,728 shares Compensation-related restricted stock vesting referenced in the filing

Restricted stock vesting 03/27/2024 585 shares Compensation-related restricted stock vesting referenced in the filing

Restricted stock vesting 04/02/2025 526 shares Compensation-related restricted stock vesting referenced in the filing

Key Terms

Form 144, Restricted Stock Vesting, Compensation, Securities To Be Sold

4 terms

Form 144 regulatory

"144: 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 | 04/02/2025 | 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

"526 | 07/08/2026 | Compensation Common Stock | 09/06/2023"

Securities To Be Sold regulatory

"144: Securities To Be Sold Common Stock | 04/02/2025"

FAQ

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

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

HealthEquity (HQY) discloses a planned sale of 2,839 shares of common stock, with an indicated aggregate market value of $269,940.86, to be sold through Morgan Stanley Smith Barney on NASDAQ.

How many HealthEquity (HQY) shares are proposed to be sold and at what value?

The Form 144 reports a proposed sale of 2,839 shares of HealthEquity common stock, with an aggregate market value listed as $269,940.86 for the planned transaction.

When are the HealthEquity (HQY) shares covered by this Form 144 planned to be sold?

The filing lists a planned sale date of 07/08/2026 for the HealthEquity common stock covered by this Form 144, with trading expected to occur on the NASDAQ market.

What is the source of the HealthEquity (HQY) shares in this Form 144 filing?

The shares derive from restricted stock vesting grants treated as compensation, including tranches vesting on 09/06/2023, 03/27/2024, and 04/02/2025, which are now eligible for resale under Form 144.

How many HealthEquity (HQY) restricted stock shares from each vesting are referenced?

The Form 144 references 526 shares vesting on 04/02/2025, 1,728 shares vesting on 09/06/2023, and 585 shares vesting on 03/27/2024, all categorized as compensation-related restricted stock.

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	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	2839	269940.86	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	04/02/2025	Restricted Stock Vesting	ISSUER			526	07/08/2026	Compensation
Common Stock	09/06/2023	Restricted Stock Vesting	ISSUER			1728	07/08/2026	Compensation
Common Stock	03/27/2024	Restricted Stock Vesting	ISSUER			585	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/ James Lucania
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)