HealthEquity (NASDAQ: HQY) awards 2,877 RSUs to director

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Wellborn Gayle Furgurson reported acquisition or exercise transactions in this Form 4 filing.

HEALTHEQUITY, INC. director Gayle Furgurson Wellborn received an equity award in the form of 2,877 restricted stock units, with no cash price per unit. These RSUs each represent a right to receive one share of common stock in the future.

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 which the underlying shares will be delivered. Following this grant, Wellborn directly holds 22,610 shares of HealthEquity common stock.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Wellborn Gayle Furgurson

Role null

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

Holdings After Transaction: Common Stock — 22,610 shares (Direct, null)

Footnotes (1)

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Key Figures

RSU grant size: 2,877 units Grant price per share: $0.00 per unit Post-transaction holdings: 22,610 shares +1 more

4 metrics

RSU grant size 2,877 units Restricted stock units awarded on June 25, 2026

Grant price per share $0.00 per unit Compensation-related equity award, no cash paid

Post-transaction holdings 22,610 shares Common stock directly owned after the grant

RSU vesting date June 25, 2027 Or earlier at the June 2027 annual stockholder meeting

Key Terms

restricted stock unit, vest in full, annual stockholder meeting

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.

vest in full financial

"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."

annual stockholder meeting financial

"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."

An annual stockholder meeting is a yearly gathering where a company's owners (shareholders) receive updates on performance, vote on key issues like board members, executive pay and major corporate plans, and ask questions of management. Think of it as a company town hall where choices about oversight and direction are decided; outcomes can affect management accountability, corporate strategy and ultimately the value and risks of investors’ shares.

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 06/29/2026 - 04:25 PM Accepted by SEC EDGAR 06/29/2026 - 04:24 PM

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^*

Wellborn Gayle Furgurson

(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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	06/25/2026		A		2,877⁽¹⁾	A	$0	22,610	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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

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.

Remarks:

The Power of Attorney given by Ms. Wellborn 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. Wellborn 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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did HEALTHEQUITY (HQY) disclose for Gayle Furgurson Wellborn?

HEALTHEQUITY disclosed that director Gayle Furgurson Wellborn received 2,877 restricted stock units as an equity award. Each unit represents a right to receive one share of common stock if the vesting conditions are satisfied.

How many shares are covered by the new RSU grant at HEALTHEQUITY (HQY)?

The new grant covers 2,877 restricted stock units, each tied to one share of common stock. These units will convert into shares when they vest under the specified schedule in June 2027.

What is the vesting schedule for Gayle Furgurson Wellborn’s RSUs at HEALTHEQUITY (HQY)?

The restricted stock units vest in full on the earlier of June 25, 2027 or the next annual stockholder meeting in June 2027. Once vested, the corresponding shares of common stock will be delivered to the director.

Did Gayle Furgurson Wellborn pay cash for the HEALTHEQUITY (HQY) RSU grant?

No, the reported transaction price per share was $0.00, indicating this was a compensation-related equity grant. The director receives value through future share delivery if the RSUs vest as scheduled.

How many HEALTHEQUITY (HQY) shares does Gayle Furgurson Wellborn hold after this transaction?

After the RSU grant, Gayle Furgurson Wellborn is reported to directly own 22,610 shares of HEALTHEQUITY common stock. This figure reflects holdings following the award, separate from the unvested RSUs themselves.