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.
The HealthEquity, Inc. (NASDAQ: HQY) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. HealthEquity is an administrator and custodian of health savings accounts (HSAs) and other consumer-directed benefits, and its filings offer detailed information on financial performance, governance, capital allocation, and risk factors associated with this business.
Investors can review current reports on Form 8-K, which HealthEquity uses to report material events such as quarterly financial results and outcomes of the annual meeting of stockholders. For example, an 8-K dated September 2, 2025 references a press release with financial results, while an 8-K dated June 26, 2025 describes shareholder voting on director elections, auditor ratification, and advisory approval of executive compensation, as well as authorization of a common stock repurchase program.
In addition to 8-Ks, HealthEquity’s periodic reports (such as Forms 10-K and 10-Q, when accessed through EDGAR) contain comprehensive financial statements, segment information, and discussions of revenue categories including service revenue, custodial revenue, and interchange revenue. These filings also describe non-GAAP measures like Adjusted EBITDA and non-GAAP net income, along with reconciliations to the most comparable GAAP measures and explanations of how management uses these metrics.
Filings further outline key risks, including competition in the healthcare and benefits administration industry, dependence on tax-advantaged HSAs and other consumer-directed benefits, cybersecurity and data privacy concerns, regulatory changes, and reliance on partners and third-party vendors. On Stock Titan, AI-powered tools can be applied to these documents to surface important sections, summarize lengthy disclosures, and help users quickly locate information on topics such as stock repurchase programs, custodial asset management, and governance decisions recorded in HealthEquity’s SEC reports.
HEALTHEQUITY, INC. EVP & CFO James M. Lucania reported a routine tax-related share disposition. On April 6, 2026, 4,393 shares of Common Stock were withheld at $83.8363 per share to cover tax obligations. After this non‑market transaction, he directly holds 107,456 shares of Common Stock.
HealthEquity, Inc. submitted a Form 144 disclosing 4,393 shares of common stock registered for sale. The filing lists multiple restricted stock vesting entries (1,720; 582; 2,091 shares) with an as-of date of 04/06/2026, and reports a prior sale of 2,470 shares on 01/09/2026 for $235,233.03.
HEALTHEQUITY, INC. President and CEO Scott Cutler reported a routine tax-related share disposition. On April 6, 2026, 4,931 shares of common stock were withheld at $83.8363 per share to cover tax obligations. After this non-market transaction, he directly holds 177,643 shares of common stock.
HealthEquity, Inc. submitted a Form 144 notice reporting proposed transactions in Common Stock tied to restricted stock vesting and prior sales. The filing lists 4,931 shares associated with a restricted stock vesting event dated 04/02/2025 with a reporting date of 04/06/2026, and discloses 12,496 shares sold on 01/12/2026 with a reported value of $1,122,483.19.
HealthEquity, Inc. reported a leadership change in its technology organization. The company will terminate the employment of Chief Technology Officer Eli Rosner without cause, effective April 17, 2026.
Executive Vice President and Chief Product and Strategy Officer Sunil Rajasekar will oversee the company’s technology organization from that date. Mr. Rosner will receive previously negotiated severance payments and benefits under his employment agreement, and his outstanding equity awards will be handled under the company’s 2014 and 2024 Stock Incentive Plans and his award agreements.
HealthEquity, Inc. executive vice president and general counsel Delano Ladd disposed of 7,726 shares of common stock on March 31, 2026. The shares were transferred at $82.5264 per share as a tax-withholding disposition, meaning they were delivered to cover a tax liability rather than sold on the open market. For this reported holding line, shares shown as owned following the transaction are 0.
HealthEquity, Inc. notice of proposed sale of Common Stock under Form 144 by a reporting person. The excerpt shows a reported sale of 739 shares on 01/09/2026 for $142,080. It also lists a Restricted Stock Vesting event dated 03/29/2023.
HEALTHEQUITY, INC. founder and vice chairman Stephen Neeleman reported a tax-withholding disposition of 9,292 shares of common stock at $82.5264 per share on March 31, 2026. These shares were withheld to satisfy tax obligations, not sold in an open-market transaction.
After this event, he holds 141,227 common shares directly. Additional common stock is held indirectly through a family trust, his spouse, and a family holding company, with portions of beneficial ownership disclaimed as described in the footnotes. He also retains vested stock options over tens of thousands of shares with exercise prices between $41.28 and $73.61 that expire from 2027 through 2029.
HealthEquity insider notice to sell Common Stock. A Form 144 filing lists 9,292 shares of Common Stock scheduled for sale in connection with restricted stock vesting on 03/31/2026. The filing also reports 791 shares were sold on 01/09/2026.
HealthEquity, Inc. executive Elimelech Rosner, EVP and Chief Technology Officer, reported a Form 4 transaction involving tax withholding of company shares. On this date, 18,010 shares of Common Stock were disposed of at an average of $82.5264 per share to cover tax obligations. After this non‑market tax-withholding disposition, Rosner directly holds 86,265 shares of HealthEquity common stock.