HealthEquity director granted 2,877 RSUs

Parker Stuart B. reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Parker Stuart B. reported acquisition or exercise transactions in this Form 4 filing.

HealthEquity, Inc. director Stuart B. Parker received an award of 2,877 shares of common stock in the form of restricted stock units. The award is a compensation grant at a price of $0.00 per share, not an open-market purchase.

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. After this grant, Parker directly holds 25,975 shares of HealthEquity common stock, highlighting a modest increase in his equity-based compensation stake.

Insider Trade Summary

Grant/Award: 2,877 shares

Grant/Award 1 txn

Insider Parker Stuart B.

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	2,877	$0.00	$0.00

Holdings After Transaction: Common Stock — 25,975 shares (Direct)

Footnotes (1)

1. F1. 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 the earlier of a change of control of the issuer (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's termination of service (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's death.

Key Figures

RSU grant size: 2,877 shares Grant price: $0.00 per share Post-transaction holdings: 25,975 shares +1 more

4 metrics

RSU grant size 2,877 shares Restricted stock unit award to director on June 25, 2026

Grant price $0.00 per share Compensation grant, not an open-market purchase

Post-transaction holdings 25,975 shares Director’s direct ownership after RSU grant

Vesting date June 25, 2027 Full vesting or earlier at next annual stockholder meeting in June 2027

Key Terms

restricted stock unit, change of control, Amended and Restated 2024 Equity Incentive Plan

3 terms

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.

change of control financial

"Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer..."

A change of control occurs when the ownership or management of a company shifts significantly, such as through a sale, merger, or acquisition, resulting in new leadership or ownership structure. This change can impact the company's direction and decision-making, which is important for investors because it may affect the company's stability, strategy, and future prospects.

Amended and Restated 2024 Equity Incentive Plan financial

"...as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan..."

FAQ

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

What did HealthEquity (HQY) director Stuart B. Parker report in this Form 4?

Stuart B. Parker reported receiving a grant of 2,877 restricted stock units of HealthEquity common stock. The award is part of his director compensation and was recorded at $0.00 per share, meaning it was not an open-market purchase.

How many HealthEquity (HQY) shares does Stuart B. Parker hold after this grant?

After the grant, Stuart B. Parker holds 25,975 shares of HealthEquity common stock. This total reflects his direct ownership following the 2,877-share restricted stock unit award reported in the Form 4 insider transaction filing.

When do Stuart B. Parker’s HealthEquity (HQY) restricted stock units vest?

The restricted stock units vest in full on the earlier of June 25, 2027 or HealthEquity’s next annual stockholder meeting in June 2027. Vesting must occur before shares are delivered to Parker under the terms of the award.

Are the HealthEquity (HQY) shares in this Form 4 a market purchase or compensation grant?

The shares are a compensation grant of restricted stock units, not a market purchase. The transaction code is “A” for grant or award, and the units were issued at $0.00 per share as part of director equity compensation.

Under what conditions will Stuart B. Parker receive shares from his HealthEquity (HQY) RSUs?

Vested shares will be delivered upon the earlier of a change of control of HealthEquity, Parker’s termination of service, or his death. These conditions are defined in the company’s Amended and Restated 2024 Equity Incentive Plan.

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

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Accepted by SEC EDGAR 06/29/2026 - 04:27 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^*

Parker Stuart B.

(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)

X	Director		10% 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)

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	06/25/2026		A		2,877(1)	A	$0	25,975	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. 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 the earlier of a change of control of the issuer (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's termination of service (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's death.

Remarks:

The Power of Attorney given by Mr. Parker 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 Mr. Parker with respect to HealthEquity, Inc. and is hereby incorporated by reference.

	/s/ Michael Newton, Attorney-in-Fact	06/29/2026
	** 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)