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.
Tracking how custodial cash turns into revenue—and how shifting healthcare policy may impact it—means wading through dense HealthEquity reports. Each 10-K details millions in HSA assets, while every 8-K discloses new bank partnerships and acquisition costs. If you have ever searched for “HealthEquity insider trading Form 4 transactions” or tried to map service-fee trends across quarters, you know the challenge.
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Whether you are comparing custodial spread in the HealthEquity annual report 10-K simplified, analysing CEO pay via the HealthEquity proxy statement executive compensation, or following surprise announcements with HealthEquity 8-K material events explained, our platform keeps every disclosure in one place. Practical use cases include: spotting HSA asset inflows before earnings, tracking regulatory risk language shift, and reviewing HealthEquity executive stock transactions Form 4 before material events. From HealthEquity earnings report filing analysis to understanding HealthEquity SEC documents with AI, all forms update instantly—giving you a head start on the numbers that drive this consumer-directed benefits leader.
Form 144 notice for HEALTHEQUITY, INC. (HQY) reports a proposed sale of 3,006 shares of common stock through Morgan Stanley Smith Barney on
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
The securities were recorded as granted as Restricted Stock Units with an acquisition date of
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.
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