HealthEquity EVP uses 7,726 shares for tax withholding

HealthEquity, Inc. executive vice president and general counsel Delano Ladd disposed of 7,726 shares of common stock on March 31, 2026.

Accepted by SEC EDGAR 04/02/2026 - 06:12 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

HealthEquity, Inc. executive vice president and general counsel Delano Ladd disposed of 7,726 shares of common stock on March 31, 2026. The shares were transferred at $82.5264 per share as a tax-withholding disposition, meaning they were delivered to cover a tax liability rather than sold on the open market. For this reported holding line, shares shown as owned following the transaction are 0.

Insider Trade Summary

Exercise Price or Tax Liability: 7,726 shares

Exercise Price or Tax Liability 1 txn

Insider Ladd Delano

Role EVP, General Counsel

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	7,726	$82.5264	$638K

Holdings After Transaction: Common Stock — 0 shares (Direct)

Holdings Before and After: Common Stock, 7,726 to 0 shares (Direct)

Key Figures

Shares used for tax withholding: 7,726 shares Share value in transaction: $82.5264 per share Shares owned after transaction (this line): 0 shares

3 metrics

Shares used for tax withholding 7,726 shares Common Stock disposed on March 31, 2026

Share value in transaction $82.5264 per share Valuation for tax-withholding disposition

Shares owned after transaction (this line) 0 shares Total shares following transaction for reported holding

Key Terms

tax-withholding disposition, Payment of exercise price or tax liability by delivering securities, Common Stock

3 terms

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Payment of exercise price or tax liability by delivering securities financial

"transaction_code_description: "Payment of exercise price or tax liability by delivering securities""

Common Stock financial

"security_title: "Common Stock""

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 Delano Ladd?

HealthEquity reported that EVP and General Counsel Delano Ladd disposed of 7,726 shares of common stock. The Form 4 shows this was a tax-withholding disposition, where shares are delivered to satisfy tax obligations instead of being sold in the market.

How many HealthEquity (HQY) shares were used for Delano Ladd’s tax withholding?

Delano Ladd used 7,726 HealthEquity common shares for tax withholding. The transaction reflects a transfer of shares to cover a tax liability, rather than a traditional open-market sale to outside buyers.

At what price were Delano Ladd’s HealthEquity (HQY) shares valued in the Form 4?

The 7,726 HealthEquity common shares were valued at $82.5264 per share in the Form 4. This figure is used to measure the value of the shares delivered to satisfy the tax obligation associated with the transaction.

What does a tax-withholding disposition mean in the HealthEquity (HQY) Form 4?

A tax-withholding disposition means shares are delivered to pay taxes instead of cash. In this Form 4, 7,726 HealthEquity shares were transferred to cover a tax liability, described as “Payment of exercise price or tax liability by delivering securities.”

What is Delano Ladd’s role at HealthEquity (HQY) in this Form 4 filing?

In this Form 4, Delano Ladd is identified as an officer of HealthEquity, serving as Executive Vice President and General Counsel. The filing reports his direct ownership transaction in the company’s common stock related to tax withholding.

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).

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^*

Ladd Delano

(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, General Counsel

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
03/31/2026

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	03/31/2026		F		7,726	D	$82.5264	$101,122	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:

	/s/ Delano Ladd	04/02/2026
	** 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)