HealthEquity officer reports tax share withholding

HealthEquity, Inc. Chief Customer Officer Michael Gathright reported a tax-withholding disposition of 2,270 shares of Common Stock on July 9, 2026, at $93.0661 per share to satisfy tax obligations.

Rhea-AI Filing Summary

HealthEquity, Inc. Chief Customer Officer Michael Gathright reported a tax-withholding disposition of 2,270 shares of Common Stock on July 9, 2026, at $93.0661 per share to satisfy tax obligations. After this compensation-related transaction, he directly holds 39,893 shares of Common Stock.

Filing Explained

The July 9 Form 4 records 2,270 shares withheld for taxes, leaving the Chief Customer Officer with 39,893 directly held shares and no issuer-level transaction.

A Form 4 reports an insider transaction, and this filing identifies HealthEquity, Inc.'s Chief Customer Officer as the reporting person. On July 9, 2026, the filing records 2,270 common shares withheld in a transaction coded F, leaving 39,893 shares held directly after the transaction.

Code F denotes shares withheld to cover taxes on vesting, rather than an open-market purchase or sale. The disclosed effect is on the reporting person's holdings; the filing does not report an issuer-level share issuance, sale, or proceeds.

Insider Trade Summary

Exercise Price or Tax Liability: 2,270 shares

Exercise Price or Tax Liability 1 txn

Insider Gathright Michael

Role Chief Customer Officer

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	2,270	$93.0661	$211K

Holdings After Transaction: Common Stock — 39,893 shares (Direct)

Key Figures

Shares withheld for taxes: 2,270 shares Transaction price: $93.0661 per share Shares held after transaction: 39,893 shares

3 metrics

Shares withheld for taxes 2,270 shares Tax-withholding disposition of Common Stock on July 9, 2026

Transaction price $93.0661 per share Price used for the tax-withholding disposition

Shares held after transaction 39,893 shares Direct Common Stock holdings following the July 9, 2026 transaction

Key Terms

tax-withholding disposition, non-derivative, Common Stock

3 terms

tax-withholding disposition financial

"Reported as a tax-withholding disposition to cover tax liabilities"

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.

non-derivative financial

"Transaction coded as a non-derivative Common Stock event"

Common Stock financial

"Transaction involved shares of Common Stock of HealthEquity, Inc."

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 transaction did HealthEquity (HQY) executive Michael Gathright report?

Michael Gathright, Chief Customer Officer of HealthEquity, reported a tax-withholding disposition of Common Stock. On July 9, 2026, shares were withheld to satisfy tax obligations related to equity compensation, rather than being sold in an open-market transaction.

How many HealthEquity (HQY) shares were withheld for Michael Gathright’s taxes?

A total of 2,270 shares of HealthEquity Common Stock were used in a tax-withholding disposition. These shares were delivered at $93.0661 per share to cover tax liabilities associated with an equity compensation event.

What is Michael Gathright’s HealthEquity (HQY) shareholding after this transaction?

Following the tax-withholding disposition, Michael Gathright directly holds 39,893 shares of HealthEquity Common Stock. This figure reflects his post-transaction position as reported, after accounting for the 2,270 shares used to satisfy tax obligations.

Was the HealthEquity (HQY) transaction by Michael Gathright an open-market sale?

No. The transaction was coded as a tax-withholding disposition, meaning shares were delivered to cover tax liabilities. It was not reported as an open-market purchase or sale, but as part of handling taxes on equity compensation.

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

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Accepted by SEC EDGAR 07/13/2026 - 05:15 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)
07/09/2026

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	07/09/2026		F		2,270	D	$93.0661	39,893	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 Gathright	07/13/2026
	** 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)