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HealthEquity (HQY) director adds 2,877 RSUs, now holding 51,085 shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

HealthEquity, Inc. director Evelyn S. Dilsaver reported receiving an equity award of 2,877 shares of common stock in the form of restricted stock units. These units carry a price of $0.0000 per share and represent a compensation-related grant, not an open-market purchase.

According to the filing, the restricted stock units vest in full on the earlier of June 25, 2027, or the company’s next annual stockholder meeting in June 2027, with shares delivered upon vesting. After this grant, Dilsaver directly holds 51,085 shares of common stock and retains stock options covering 4,012 shares at an exercise price of $66.0600 expiring on February 1, 2030, and 4,339 shares at $50.4100 expiring on February 1, 2028. The options are immediately exercisable.

Positive

  • None.

Negative

  • None.
Insider Dilsaver Evelyn S
Role null
Type Security Shares Price Value
Grant/Award Common Stock 2,877 $0.00 --
holding Stock Option (right to buy) -- -- --
holding Stock Option (right to buy) -- -- --
Holdings After Transaction: Common Stock — 51,085 shares (Direct, null); Stock Option (right to buy) — 4,339 shares (Direct, null)
Footnotes (1)
  1. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. The option is immediately exercisable.
RSU grant 2,877 shares Restricted stock units of common stock awarded to director
Shares held after grant 51,085 shares Total direct common stock holdings following the RSU award
Option exercise price $66.0600/share Stock option on 4,012 underlying shares expiring February 1, 2030
Option underlying shares 4,012 shares Common stock underlying option at $66.0600, direct holding
Second option exercise price $50.4100/share Stock option on 4,339 underlying shares expiring February 1, 2028
Second option underlying shares 4,339 shares Common stock underlying option at $50.4100, direct holding
RSU vesting date June 25, 2027 Full vesting or earlier on date of next annual meeting in June 2027
restricted stock unit financial
"Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock."
A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.
Stock Option (right to buy) financial
"security_title: Stock Option (right to buy) with underlying common stock."
exercise price financial
"conversion_or_exercise_price: 66.0600 and 50.4100 per share for the options."
The exercise price is the fixed amount at which you can buy or sell an asset, like a stock, when using an options contract. It matters because it helps determine whether exercising the option will be profitable or not, depending on the current market price. Think of it as the set price you agree on today to buy or sell later.
grant/award acquisition financial
"transaction_action: grant/award acquisition for the 2,877-share common stock entry."
immediately exercisable financial
"The option is immediately exercisable."
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Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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).
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*
Dilsaver Evelyn S
(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/25/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock06/25/2026A2,877(1)A$051,085D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Stock Option (right to buy)$50.41 (2)02/01/2028Common Stock4,3394,339D
Stock Option (right to buy)$66.06 (2)02/01/2030Common Stock4,0124,012D
Explanation of Responses:
1. Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.
2. The option is immediately exercisable.
Remarks:
The Power of Attorney given by Ms. Dilsaver was previously filed with the U.S. Securities and Exchange Commission on June 26, 2023, as an exhibit to a statement on Form 4 filed by Ms. Dilsaver with respect to HealthEquity, Inc. and is hereby incorporated by reference.
/s/ /s/ Michael Newton, Attorney-in-Fact06/29/2026
** Signature of Reporting PersonDate
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)

Source: View Original Filing on SEC EDGAR

FAQ

What did HealthEquity (HQY) director Evelyn Dilsaver report in this Form 4?

She reported receiving 2,877 restricted stock units of HealthEquity common stock as a compensation-related award. These units carry a per-share value of $0.0000 in the filing and increase her direct equity-based compensation position in the company.

How many HealthEquity (HQY) shares does Evelyn Dilsaver hold after this grant?

After the award, she directly holds 51,085 shares of HealthEquity common stock. This total reflects the addition of 2,877 restricted stock units reported in the filing and provides context for the size of her equity stake as a company director.

When do Evelyn Dilsaver’s restricted stock units in HealthEquity (HQY) vest?

The restricted stock units vest in full on the earlier of June 25, 2027, or the date of HealthEquity’s next annual stockholder meeting in June 2027. Vested shares will be delivered to her when vesting occurs, according to the filing’s footnote.

What stock options does Evelyn Dilsaver hold in HealthEquity (HQY)?

She holds immediately exercisable stock options linked to 4,012 shares at an exercise price of $66.0600 expiring February 1, 2030, and 4,339 shares at $50.4100 expiring February 1, 2028. Both option positions are reported as directly owned derivative securities.

Is the HealthEquity (HQY) Form 4 transaction a market purchase or sale?

No market purchase or sale is reported. The key Form 4 entry is an acquisition coded as a grant or award of 2,877 restricted stock units, a typical form of director compensation rather than an open-market trading transaction in HealthEquity shares.