HealthEquity files Form 144 to sell 18,010 shares

HealthEquity, Inc. submitted a Form 144 notice reporting the proposed sale of 18,010 shares of Common Stock, identified as restricted shares from a Restricted Stock Vesting arrangement.

Accepted by SEC EDGAR 04/02/2026 - 05:09 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HealthEquity, Inc. submitted a Form 144 notice reporting the proposed sale of 18,010 shares of Common Stock, identified as restricted shares from a Restricted Stock Vesting arrangement. The filing lists Elimelech Rosner as the reporting person.

Separately, the filing shows 2,074 shares were sold during the past three months on 01/09/2026 for $197,520.54. Shares outstanding were listed as 84,478,406 as of 03/31/2026.

Key Figures

Proposed shares to be sold: 18,010 shares Shares sold in past 3 months: 2,074 shares Proceeds from recent sale: $197,520.54 +1 more

4 metrics

Proposed shares to be sold 18,010 shares Listed under "Securities To Be Sold" tied to Restricted Stock Vesting

Shares sold in past 3 months 2,074 shares Reported sale date 01/09/2026 in "Securities Sold During The Past 3 Months"

Proceeds from recent sale $197,520.54 Amount associated with the 2,074-share sale on 01/09/2026

Shares outstanding 84,478,406 shares Shares outstanding as of 03/31/2026

Key Terms

Form 144, Restricted Stock Vesting, Securities Sold During The Past 3 Months

3 terms

Form 144 regulatory

"submitted a Form 144 notice reporting the proposed sale"

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

"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.

Securities Sold During The Past 3 Months regulatory

"Securities Sold During The Past 3 Months | Common Stock | 01/09/2026"

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	0001916312
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	Elimelech Rosner
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	18010	1486300.84	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			18010	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
Elimelech Rosner C/O HealthEquity, Inc. 15 W. Scenic Pointe Dr. Ste, 100 Draper UT 84020	Common Stock	01/09/2026	2074	197520.54

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. The Power of Attorney given by Mr. Rosner was previously filed with the U.S. Securities and Exchange Commission on January 10, 2025, as an exhibit to a statement on Form 144 filed by Mr. Rosner with respect to HealthEquity, Inc. and is hereby incorporated by reference.
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/ Michael Newton, Attorney-in-Fact
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)