HealthEquity EVP sells 2,354 shares under plan

HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported an open-market sale of 2,354 shares of Common Stock at $95.00 per share on July 10, 2026.

Accepted by SEC EDGAR 07/14/2026 - 04:23 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported an open-market sale of 2,354 shares of Common Stock at $95.00 per share on July 10, 2026. The transaction was executed under a Rule 10b5-1 trading plan. Following the sale, Fiore directly holds 52,244 shares.

Insider Trade Summary 10b5-1

Net Seller: 2,354 shares

Net Sell 1 txn

Insider Fiore Michael Henry

Role EVP, CHIEF COMMERCIAL OFFICER

Sold 2,354 shs ($224K)

Share of Position Sold 4.3%

Type	Security	Shares	Price	Value
Sale	Common Stock F1	2,354	$95.00	$224K

Holdings After Transaction: Common Stock — 52,244 shares (Direct)

Holdings Before and After: Common Stock, 54,598 to 52,244 shares (Direct)

Footnotes (1)

1. F1. The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025.

Key Figures

Shares sold: 2,354 shares Sale price per share: $95.00 Shares held after sale: 52,244 shares

3 metrics

Shares sold 2,354 shares Open-market sale of Common Stock on July 10, 2026

Sale price per share $95.00 Price per share for the common stock sold by Michael Henry Fiore

Shares held after sale 52,244 shares Direct holdings of Michael Henry Fiore following the reported transaction

Key Terms

Rule 10b5-1 trading plan, open-market sale, Common Stock

3 terms

Rule 10b5-1 trading plan regulatory

"The transactions were effected pursuant to a Rule 10b5-1 trading plan adopted"

A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.

open-market sale financial

"reported an open-market sale of 2,354 shares of Common Stock"

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

Common Stock financial

"2,354 shares of Common Stock at $95.00 per share"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

FAQ

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

What insider transaction did HealthEquity (HQY) report for Michael Henry Fiore?

HealthEquity reported that EVP Michael Henry Fiore completed an open-market sale of 2,354 shares of Common Stock on July 10, 2026, at $95.00 per share, and this transaction was disclosed in a Form 4 filing.

How many HealthEquity (HQY) shares did Fiore sell and at what price?

Michael Henry Fiore sold 2,354 shares of HealthEquity Common Stock at a price of $95.00 per share. The transaction was categorized as a non-derivative, open-market sale reported as code "S" in the Form 4.

How many HealthEquity (HQY) shares does Fiore hold after this sale?

After the reported sale, Michael Henry Fiore directly holds 52,244 shares of HealthEquity Common Stock. This post-transaction holding reflects his remaining direct ownership position as shown in the Form 4 following the 2,354-share open-market sale.

Was Fiore's HealthEquity (HQY) stock sale made under a Rule 10b5-1 plan?

Yes. The footnote states the transactions were effected under a Rule 10b5-1 trading plan adopted by Michael Henry Fiore on October 14, 2025. Such plans are pre-arranged trading programs that schedule trades in advance under specified conditions.

What type of transaction in HealthEquity (HQY) stock did Fiore report?

The Form 4 shows a non-derivative, open-market sale of HealthEquity Common Stock, coded "S". The transaction involved directly owned shares, with 2,354 shares sold at $95.00 per share, and no derivative securities reported in this filing.

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

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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
Estimated average burden
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).

X

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^*

Fiore Michael Henry

(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 COMMERCIAL OFFICER

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/10/2026

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	07/10/2026		S(1)		2,354	D	$95	52,244	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. The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025.

	/s/ Michael Fiore	07/14/2026
	** 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)