HealthEquity insider plans sale of 2,074 shares

HealthEquity insider Elimelech Rosner has filed a notice of proposed sales of company stock.

Rhea-AI Filing Summary

HealthEquity insider Elimelech Rosner has filed a notice of proposed sales of company stock. The filing covers up to 2,074 shares of HealthEquity common stock to be sold through Morgan Stanley Smith Barney on the NASDAQ, with an approximate sale date of 01/09/2026 and an aggregate market value of $197,520.54 at the time of the notice.

The shares to be sold were acquired through restricted stock vesting from the issuer as compensation on 03/30/2022, 03/29/2023, and 03/27/2024. The notice also reports that during the past three months, Rosner sold 10,959 shares of HealthEquity common stock on 12/18/2025, generating gross proceeds of $1,046,090.25.

FAQ

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

What does the Form 144 filing for HealthEquity (HQY) disclose?

The Form 144 discloses that Elimelech Rosner intends to sell up to 2,074 shares of HealthEquity common stock on the NASDAQ through Morgan Stanley Smith Barney, with an approximate sale date of 01/09/2026 and an aggregate market value of $197,520.54 at the time of the notice.

How many HealthEquity (HQY) shares has the insider recently sold?

Over the past three months, Elimelech Rosner sold 10,959 shares of HealthEquity common stock on 12/18/2025, for total gross proceeds of $1,046,090.25.

How were the HealthEquity (HQY) shares in the Form 144 acquired?

The 2,074 shares covered by the Form 144 were acquired through restricted stock vesting from the issuer as compensation on 03/30/2022, 03/29/2023, and 03/27/2024.

Which broker and exchange are involved in the planned HealthEquity (HQY) share sale?

The planned sale of 2,074 HealthEquity common shares is to be executed through Morgan Stanley Smith Barney, with the shares listed on the NASDAQ.

What does the insider certify in the HealthEquity (HQY) Form 144 notice?

By signing the notice, the person for whose account the securities are to be sold represents that they do not know any material adverse information about the issuer's current or prospective operations that has not been publicly disclosed.

What class of security is covered in the HealthEquity (HQY) Form 144?

The Form 144 relates to HealthEquity common stock, identified as the title of the class of securities to be sold.

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Accepted by SEC EDGAR 01/13/2026 - 04:41 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	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	2074	197520.54	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	03/30/2022	Restricted Stock Vesting	ISSUER			1229	01/09/2026	Compensation
Common Stock	03/29/2023	Restricted Stock Vesting	ISSUER			488	01/09/2026	Compensation
Common Stock	03/27/2024	Restricted Stock Vesting	ISSUER			357	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

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	12/18/2025	10959	1046090.25

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	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/ Michael Newton, Attorney-in-Fact
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)