HealthEquity (HQY) EVP sells 739 shares, Form 4 filing reported with SEC

Rhea-AI Filing Summary

HealthEquity, Inc. executive Delano Ladd, EVP and General Counsel, reported a small sale of company stock. On January 9, 2026, he disposed of 739 shares of common stock at a weighted average price of $95.237 per share, through multiple trades between $95.2363 and $95.2379. After this transaction, he beneficially owned 73,240 shares of HealthEquity common stock in direct ownership.

Insider Trade Summary

Net Seller: 739 shares

Net Sell 1 txn

Insider Ladd Delano

Role EVP, General Counsel

Type	Security	Shares	Price	Value
Exercise Price or Tax Liability	Common Stock	739	$95.237	$70K

Holdings After Transaction: Common Stock — 73,240 shares (Direct)

Footnotes (1)

1. F1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.2363 to $95.2379 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 1 of this Form 4.

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Form 4 Insider Transactions: What Each Field Means →

Accepted by SEC EDGAR 01/13/2026 - 04:38 PM Learn about SEC filing dates

FAQ

What insider transaction did HQY report for Delano Ladd?

HealthEquity, Inc. reported that EVP and General Counsel Delano Ladd disposed of 739 shares of common stock on January 9, 2026, as shown in a Form 4 filing.

At what price were the 739 HQY shares transacted in the Form 4?

The 739 shares were transacted at a weighted average price of $95.237 per share, across multiple trades ranging from $95.2363 to $95.2379.

How many HQY shares does Delano Ladd own after the reported transaction?

Following the reported transaction, Delano Ladd beneficially owns 73,240 shares of HealthEquity, Inc. common stock in direct ownership.

What is the role of the reporting person in HealthEquity (HQY)?

The reporting person, Ladd Delano, serves as Executive Vice President (EVP) and General Counsel of HealthEquity, Inc.

Does the Form 4 footnote for HQY explain the transaction pricing?

Yes. The footnote states the reported price is a weighted average, and that the shares were sold in multiple transactions between $95.2363 and $95.2379, with full trade details available on request.

Is the HQY insider transaction held directly or indirectly?

The Form 4 indicates the ownership form is Direct (D), meaning the 73,240 shares following the transaction are held directly by the reporting person.

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 UT 84020

(City) (State) (Zip)

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

3. Date of Earliest Transaction (Month/Day/Year)
01/09/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

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	01/09/2026		F		739	D	$95.237(1)	73,240	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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.2363 to $95.2379 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 1 of this Form 4.

	/s/ Delano Ladd	01/13/2026
	** 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.