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HealthEquity, Inc Form 4 Filings

HQY NASDAQ

Every Form 4 that HealthEquity, Inc (HQY) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A Form 4 covers the transactions officers, directors and large holders report, so if you follow HQY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HQY filings page.

Rhea-AI Summary

Stephen Neeleman, Founder and Vice Chairman of HealthEquity, Inc. (HQY), reported changes in his beneficial ownership on 10/06/2025. He disposed of 1,058 shares of common stock at a price of $88.5674 per share, reducing his direct holdings to 111,535 shares. The sale is recorded under transaction code F (a disposition).

The filing also shows substantial indirect ownership: 550,235 shares held of record by the Stephen and Christine Neeleman Trust and 203,000 shares held by Neeleman Family Holdings, LLC, for which he is the manager. Mr. Neeleman continues to hold stock options exercisable for 19,897, 14,228, and 15,337 shares with exercise prices of $41.28, $61.72, and $73.61 respectively; the $41.28 option is immediately exercisable.

Rhea-AI Summary

Michael Henry Fiore, EVP and Chief Commercial Officer at HealthEquity, Inc. (HQY), reported sales of a total of 3,430 shares of common stock across two transactions on 10/06/2025 and 10/07/2025. The first sale of 1,649 shares on 10/06/2025 reported a price of $88.5674 and the second sale of 1,781 shares on 10/07/2025 reported a price of $88.21. Following these disposals, Mr. Fiore beneficially owns 49,795 shares directly. The filing states the trades were made under a Rule 10b5-1 trading plan adopted on 12/18/2024, and the Form 4 was signed by an attorney-in-fact on 10/08/2025.

Rhea-AI Summary

Elimelech Rosner, Executive Vice President and Chief Technology Officer of HealthEquity, Inc. (HQY), reported a sale of 3,006 shares of common stock on 10/06/2025 at a reported price of $88.5674 per share. After the reported disposition, Mr. Rosner beneficially owns 56,701 shares. The Form 4 was dated and signed by an attorney‑in‑fact on 10/08/2025, and notes a previously filed Power of Attorney from 07/07/2023 incorporated by reference. The filing shows a routine insider sale with explicit transaction details and proper disclosure.

Rhea-AI Summary

Insider sale under 10b5-1 plan: Ladd Delano, Executive Vice President and General Counsel of HealthEquity, Inc. (HQY), reported dispositions of company common stock on 09/19/2025 executed under a Rule 10b5-1 trading plan adopted June 12, 2025. The filings show three sell transactions totaling 6,000 shares at weighted-average prices of $93.9137, $95.0603 and $95.70. Following these transactions the reporting person beneficially owned 79,456 shares. The filer signed the Form 4 on 09/22/2025.