Welcome to our dedicated page for HEALTHEQUITY SEC filings (Ticker: HQY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
HealthEquity, Inc. filings document regulatory disclosures for an HSA custodian and consumer-directed benefits administrator. Recent 8-K reports cover operating results and financial condition, guidance furnished under Regulation FD, HSA account and asset metrics, revenue categories, stock repurchase activity, and hedging used to reduce HSA cash repricing risk.
Governance filings record board appointments and committee assignments, annual meeting vote results, auditor ratification, advisory executive compensation votes, executive employment agreement amendments, severance arrangements, equity award terms, and technology-organization leadership responsibility. These disclosures frame the company's capital allocation, compensation governance, risk oversight and public-company reporting obligations.
HealthEquity, Inc. filed a Form 144 reporting a proposed sale of 1,649 shares of common stock, with an aggregate market value of $146,047.58, through Morgan Stanley Smith Barney on 10/06/2025. The shares were acquired on 03/27/2024 via restricted stock vesting and are being sold as compensation. The filing also lists two prior sales by the same holder: 1,794 shares on 07/07/2025 for $182,498.91 and 1,781 shares on 10/07/2025 for $157,102.01. The filer certifies no undisclosed material adverse information.
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.
Form 144 notice for HEALTHEQUITY, INC. (HQY) reports a proposed sale of 3,006 shares of common stock through Morgan Stanley Smith Barney on 10/06/2025 on NASDAQ. The filing lists an aggregate market value of $266,233.48 and 86,156,334 shares outstanding. The shares were received as restricted stock vesting on 03/30/2022 (1,718 shares), 03/29/2023 (744 shares), and 03/27/2024 (544 shares); payment is recorded as compensation. The filer reports no securities sold in the past three months for the account. The notice includes the standard attestation that the seller is unaware of undisclosed material adverse information.
Notice of proposed sale under Rule 144: An individual associated with HEALTHEQUITY, INC. (HQY) indicated an intent to sell 1,781 shares of common stock through Morgan Stanley Smith Barney LLC on 10/07/2025. The filing lists an aggregate market value of $156,336.18 for those shares and reports 86,156,334 shares outstanding for the issuer.
The securities were recorded as granted as Restricted Stock Units with an acquisition date of 10/01/2025, and the filing also discloses prior sales by the same person on 10/01/2025 totaling 1,649 shares for gross proceeds of $146,047.64. The notice includes the standard Rule 144 certification that the seller does not possess undisclosed material adverse information.
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.
Form 144 Notice: This filing reports a proposed sale of 9,000 shares of common stock through Morgan Stanley Smith Barney LLC on 09/19/2025 with an aggregate market value of $860,310.00 and 86,156,334 shares outstanding. The shares were acquired as restricted stock units on 10/01/2023 and paid for on that date. The filer previously sold 970 shares on 07/03/2025 for $97,845.94. The form includes the standard representation that the seller does not possess undisclosed material information and a notice regarding Rule 10b5-1 trading plans. Certain issuer and filer identification fields in the provided text are blank.
Reporting person: Evelyn S. Dilsaver, a director of HealthEquity, Inc. (HQY). The Form 4 discloses transactions on 09/05/2025 that changed her beneficial ownership.
She acquired 15,000 common shares via an option-related transaction at an indicated price of $21.27, bringing reported beneficial ownership to 51,669 shares. On the same date she sold 3,461 shares at $93.3013, leaving 48,208 shares reported as beneficially owned. The filing also lists existing stock options: rights to buy 15,000 shares at $21.27 (exercisable immediately), 4,339 shares at $50.41, and 4,012 shares at $66.06.
HealthEquity, Inc. (HQY) filed a Form 144 proposing sale of 3,461 common shares valued at $322,915.80, to be sold on 09/05/2025 on NASDAQ. The filing shows the shares were acquired and paid for on 09/05/2025 through a stock option exercise from the issuer and paid in cash. The filer reports 86,156,334 shares outstanding, so the proposed sale represents a very small portion of the company’s outstanding common stock. The filer certifies they are not aware of any undisclosed material adverse information.
HealthEquity reported continued scale in its HSA business and active capital and risk management steps. The company administered 10.0 million HSAs with $33.1 billion of HSA Assets and 17.1 million total accounts. It completed the BenefitWallet HSA portfolio acquisition for $425.0 million, financed in part with $225.0 million of borrowings under its revolving credit facility. Deferred revenue was $11.5 million versus $17.1 million at year-end. The company uses Treasury bond forwards as cash-flow hedges to manage interest-rate exposure on expected transitions of HSA cash. Net income for the six months rose 76% year-over-year, driven by higher gross profit and lower operating expenses. Revolving credit outstanding was $411.9 million and the 4.50% senior notes fair value was $578.9 million. Management expects existing liquidity and the credit facility to be sufficient for at least the next 12 months.
HealthEquity, Inc. furnished a press release to the SEC as an exhibit to a Form 8-K; the press release is attached as Exhibit 99.1 and the company specifies the exhibit is being furnished rather than filed, so it is not subject to Section 18 liabilities and is not incorporated by reference into other filings unless explicitly stated. The Form 8-K lists the furnishing of the exhibit under the exhibits section and does not include financial statements, earnings data, or other substantive disclosures within the filing text provided here.