HEALTHEQUITY (HQY) CTO adds shares through RSU grant and vesting

Rhea-AI Filing Summary

HEALTHEQUITY, INC. executive vice president and chief technology officer Elimelech Rosner reported stock-based compensation activity in the form of restricted stock units (RSUs). He received an award of 19,704 RSUs, each representing one share of common stock, with 25% vesting on April 1, 2027 and 6.25% vesting quarterly over the next twelve quarters.

Separately, 40,903 RSUs vested into common stock on March 25, 2026. Following these acquisitions, Rosner’s directly held common stock position reported in this filing is 104,275 shares.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Rosner Elimelech

Role EVP, CHIEF TECHNOLOGY OFFICER

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	19,704	$0.00	--
Grant/Award	Common Stock	40,903	$0.00	--

Holdings After Transaction: Common Stock — 63,372 shares (Direct)

Footnotes (1)

1. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 40,903 shares on March 25, 2026.

Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
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hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Rosner Elimelech

(Last) (First) (Middle)

C/O HEALTHEQUITY, INC.

15 W. SCENIC POINTE DR., STE. 100

(Street)

DRAPER UTAH 84020

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
HEALTHEQUITY, INC. [ HQY ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, CHIEF TECHNOLOGY OFFICER

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/25/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/25/2026		A		19,704(1)	A	$0	63,372	D
Common Stock	03/25/2026		A		40,903(2)	A	$0	104,275	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027.

2. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 40,903 shares on March 25, 2026.

Remarks:

The Power of Attorney given by Mr. Rosner was previously filed with the U.S. Securities and Exchange Commission on July 7, 2023, as an exhibit to a statement on Form 4 filed by Mr. Rosner with respect to HealthEquity, Inc. and is hereby incorporated by reference.

	/s/ Michael Newton, Attorney-in-Fact	03/27/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transactions did HEALTHEQUITY (HQY) CTO Elimelech Rosner report?

Elimelech Rosner reported two stock-based compensation events: a grant of 19,704 restricted stock units and the vesting of 40,903 previously granted restricted stock units into common stock. Both events increased his directly held equity position in HEALTHEQUITY.

How many HEALTHEQUITY (HQY) shares does Elimelech Rosner hold after this Form 4?

After the reported transactions, Elimelech Rosner is shown holding 104,275 shares of HEALTHEQUITY common stock directly. This total reflects the impact of the 40,903 restricted stock units that vested into shares on March 25, 2026, as disclosed.

What are the vesting terms of Elimelech Rosner’s new HEALTHEQUITY RSU grant?

The new grant of 19,704 HEALTHEQUITY restricted stock units vests 25% on April 1, 2027. The remaining units vest 6.25% on the first day of each calendar quarter for twelve quarters after that initial April 1, 2027 vesting date.

Does this HEALTHEQUITY (HQY) Form 4 show open-market buying or selling?

The Form 4 shows compensation-related acquisitions only, coded as “A” for grant or award. It reports restricted stock unit grants and vesting into common stock, not open-market purchases or sales, and therefore does not reflect discretionary trading activity.

What does each HEALTHEQUITY restricted stock unit represent in Rosner’s Form 4?

Each restricted stock unit reported represents a contingent right to receive one share of HEALTHEQUITY common stock. Units either vest over time according to the schedule described or, once vested, convert into common shares that increase Rosner’s directly held stock position.

When did 40,903 of Elimelech Rosner’s HEALTHEQUITY RSUs vest?

A block of 40,903 restricted stock units vested on March 25, 2026. Upon vesting, these units converted into shares of HEALTHEQUITY common stock, contributing to the reported total of 104,275 directly owned shares following the transaction.