HealthEquity CCO awarded 15,157 RSUs

Gathright Michael reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Gathright Michael reported acquisition or exercise transactions in this Form 4 filing.

HEALTHEQUITY, INC. reported that Chief Customer Officer Michael Gathright received a grant of 15,157 shares of common stock as an equity award. The award is in the form of restricted stock units, each representing one future share at no purchase price.

According to the vesting schedule, 25% of the initial award will vest on April 1, 2027, with 6.25% vesting on the first day of each calendar quarter for the following twelve quarters. After this grant, Gathright directly holds 42,163 shares of HealthEquity common stock.

Insider Trade Summary

Grant/Award: 15,157 shares

Grant/Award 1 txn

Insider Gathright Michael

Role Chief Customer Officer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	15,157	$0.00	$0.00

Holdings After Transaction: Common Stock — 42,163 shares (Direct)

Footnotes (1)

1. F1. 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.

FAQ

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

What insider transaction did HEALTHEQUITY (HQY) disclose for Michael Gathright?

HEALTHEQUITY disclosed that Chief Customer Officer Michael Gathright received a grant of 15,157 restricted stock units. These RSUs represent future shares of common stock awarded as equity compensation rather than a cash purchase on the open market.

How many HEALTHEQUITY shares does Michael Gathright hold after this Form 4?

After the reported equity grant, Michael Gathright directly holds 42,163 shares of HEALTHEQUITY common stock. This total includes the newly awarded 15,157 restricted stock units, which will convert into shares as they vest over time.

What are the vesting terms of Michael Gathright’s 15,157 HEALTHEQUITY RSUs?

The 15,157 restricted stock units vest over several years. Twenty-five percent vest on April 1, 2027, and 6.25% vest on the first day of each calendar quarter for the twelve calendar quarters following that date, creating a gradual vesting schedule.

Was the HEALTHEQUITY (HQY) transaction a purchase or a compensation grant?

The transaction was a compensation grant, not a market purchase. Michael Gathright received 15,157 restricted stock units at a reported price of $0.00 per share, reflecting an equity award as part of his compensation package rather than a cash-funded stock buy.

What role does Michael Gathright hold at HEALTHEQUITY (HQY)?

Michael Gathright serves as Chief Customer Officer at HEALTHEQUITY. The Form 4 indicates he is an officer of the company and reports this equity award transaction in that capacity as part of his executive compensation disclosures.

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

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 03/27/2026 - 06:22 PM Learn about SEC filing dates

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).

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^*

Gathright Michael

(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)
	Chief Customer 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		15,157(1)	A	$0	42,163	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.

	/s/ Michael Gathright	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)