HealthEquity EVP reports tax-withholding share transfer

HEALTHEQUITY, INC. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported a Form 4 transaction on July 8, 2026 involving a tax-withholding disposition of 2,045 shares of Common Stock at $95.0831 per share.

Rhea-AI Filing Summary

HEALTHEQUITY, INC. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported a Form 4 transaction on July 8, 2026 involving a tax-withholding disposition of 2,045 shares of Common Stock at $95.0831 per share. The shares were delivered to satisfy tax obligations rather than sold in the open market. After this transaction, he directly holds 54,598 shares of the company’s Common Stock.

Insights

Equity compensation analyst

Routine tax withholding; minimal informational signal for HQY investors.

EVP and Chief Commercial Officer Michael Henry Fiore reported a tax-withholding disposition of 2,045 shares of HEALTHEQUITY, INC. Common Stock at $95.0831 per share. This Form 4 uses code F, indicating shares were delivered to cover tax obligations or exercise costs, not sold in an open-market trade.

Following the transaction, Fiore still directly holds 54,598 shares, suggesting he maintains substantial equity exposure. Because this is a mandatory tax-related mechanism rather than a discretionary buy or sell, it typically carries limited sentiment value for assessing HQY’s outlook.

Insider Trade Summary

Exercise Price or Tax Liability: 2,045 shares

Exercise Price or Tax Liability 1 txn

Insider Fiore Michael Henry

Role EVP, CHIEF COMMERCIAL OFFICER

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	2,045	$95.0831	$194K

Holdings After Transaction: Common Stock — 54,598 shares (Direct)

Key Figures

Tax-withholding shares: 2,045 shares Transaction price per share: $95.0831 Shares held after transaction: 54,598 shares

3 metrics

Tax-withholding shares 2,045 shares Common Stock delivered in a tax-withholding disposition on July 8, 2026

Transaction price per share $95.0831 Value per share used for the 2,045-share tax-withholding disposition

Shares held after transaction 54,598 shares Directly owned Common Stock by Michael Henry Fiore following the disposition

Key Terms

tax-withholding disposition, Common Stock, Form 4

3 terms

tax-withholding disposition financial

"reported a Form 4 transaction involving a tax-withholding disposition of 2,045 shares"

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.

Common Stock financial

"tax-withholding disposition of 2,045 shares of Common Stock at $95.0831 per share"

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.

Form 4 financial

"EVP Michael Henry Fiore reported a Form 4 transaction"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

FAQ

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

What did HEALTHEQUITY (HQY) executive Michael Henry Fiore report on this Form 4?

Michael Henry Fiore reported a tax-withholding disposition of 2,045 shares of HEALTHEQUITY Common Stock at $95.0831 per share, used to satisfy tax-related obligations.

Was the HEALTHEQUITY (HQY) Form 4 transaction an open-market sale?

No. The Form 4 uses code F, a tax-withholding disposition, meaning shares were delivered for taxes or exercise costs rather than sold on the open market.

How many HEALTHEQUITY (HQY) shares does Michael Henry Fiore hold after this Form 4?

After the tax-withholding disposition of 2,045 shares, Michael Henry Fiore directly holds 54,598 shares of HEALTHEQUITY, INC. Common Stock.

What price per share was used in Michael Henry Fiore’s HEALTHEQUITY (HQY) tax-withholding transaction?

The tax-withholding disposition reported by Michael Henry Fiore involved HEALTHEQUITY Common Stock valued at $95.0831 per share for the 2,045 shares delivered.

What role does Michael Henry Fiore hold at HEALTHEQUITY (HQY) in this Form 4?

Michael Henry Fiore is reported as EVP, Chief Commercial Officer of HEALTHEQUITY, INC., and the Form 4 reflects his personal equity-related tax-withholding transaction.

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

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Accepted by SEC EDGAR 07/10/2026 - 04:16 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^*

Fiore Michael Henry

(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, CHIEF COMMERCIAL OFFICER

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/08/2026

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	07/08/2026		F		2,045	D	$95.0831	54,598	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/ Michael Fiore	07/10/2026
	** 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)