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. officer Michael Gathright gave notice of a proposed sale of 662 common shares, with an aggregate market value of $60,344.82. The sale is mandated by the issuer’s election under its equity incentive plan to fund a tax-withholding obligation through a “sell to cover” transaction, not a discretionary trade. The notice also lists prior three-month sales of 2,270 shares on July 9, 2026, for gross proceeds of $211,260.01.
HealthEquity, Inc. EVP & CFO James M. Lucania reported 2,822 common shares delivered or withheld for payment of exercise price or tax liability on October 6, 2026. The transaction record lists a price of $91.1553 per share. He directly held 101,795 shares following the transaction. No Rule 10b5-1 plan is reported for the transaction.
HealthEquity, Inc. (HQY) officer James M. Lucania’s Rule 144 notice lists 2,822 common shares for sale, with an approximate sale date of October 6, 2026, and an aggregate market value of $257,240.29. The notice says the issuer elected under its equity incentive plan to require a “sell to cover” transaction to fund a tax-withholding obligation; it says the sale is not a discretionary trade by Lucania.
HealthEquity, Inc. (HQY) reported that President and CEO Scott Cutler had 1,230 common shares delivered or withheld for payment of exercise price or tax liability on October 6, 2026, at $91.1553 per share. His directly held common stock position following the transaction was 175,175 shares.
HealthEquity, Inc. (HQY) reports officer and director Scott Cutler’s proposed sale of 1,230 common shares on October 6, 2026, with an aggregate market value of $112,121.02. The sale is mandated by the issuer’s election under its equity incentive plan to fund a tax-withholding obligation through a “sell to cover” transaction, not a discretionary trade by Cutler. During the three months before the notice, Cutler sold 1,238 shares on July 8, 2026, with an aggregate market value of $117,712.88.
HealthEquity, Inc. director Noemie Clemence Heuland reported a direct common-stock position of 2,033 shares. The linked footnote describes restricted stock units, each a contingent right to one share, that vest in full on the date of the issuer’s annual stockholder meeting in June 2027; vested shares will be delivered upon vesting.
HealthEquity, Inc. appointed Noémie Heuland, Moody’s Corporation’s chief financial officer, to its board effective September 24, 2026, expanding the board from 10 to 11 members. She will serve on the Audit and Risk Committee and Cybersecurity and Technology Committee. Heuland will receive the company’s standard non-employee director compensation, including retainer fees and annual equity awards. HealthEquity paid approximately $146,519 to Moody’s controlled subsidiaries in the fiscal year ended January 31, 2026, for ratings services on its outstanding bonds and data sets for internal modeling. It expects to pay those subsidiaries an amount exceeding $120,000 in the fiscal year ending January 31, 2027.
HEALTHEQUITY, INC. (HQY) director and founder Stephen Neeleman reported a bona fide gift transfer of 1,500 shares of Common Stock on September 17, 2026, from indirect holdings held by the Stephen and Christine Neeleman Trust. No Rule 10b5-1 trading plan is reported for this transaction. He continues to hold 137,565 shares of Common Stock directly, along with stock options to purchase additional shares at exercise prices of $41.28, $61.72, and $73.61 per share that are immediately exercisable and expire between March 2027 and March 2029.
HEALTHEQUITY, INC. (HQY) director Adrian T. Dillon reported an option exercise and related stock sales. On August 25, 2026, he exercised a stock option for 7,632 shares of common stock at an exercise price of $32.50 per share, acquiring 7,632 shares of common stock.
On the same date, he sold 6,300 shares of common stock at a weighted average price of $104.4718 per share and 1,332 shares at a weighted average price of $105.2557 per share. The filing states these transactions were effected under a Rule 10b5-1 trading plan adopted on December 20, 2025. Dillon continues to hold several stock options with exercise prices between $46.40 and $66.06 expiring from 2027 to 2030.
HealthEquity, Inc. (HQY) reported solid growth for the quarter ended July 31, 2026. Total revenue was $350.7 million, up 8% from a year earlier, driven by higher custodial, service, and interchange revenue. Net income rose to $65.6 million from $59.9 million, and diluted EPS increased to $0.78 from $0.68.
Custodial revenue grew 10% on a higher average yield on HSA cash (3.83% vs. 3.51%) and modest balance growth. Total HSA Assets reached $37.9 billion, up 14% year over year, with $17.4 billion in HSA cash and $20.6 billion in HSA investments. Total Accounts were 17.8 million, including 10.7 million HSAs.
Operating cash flow for the six months was strong at $233.7 million, up from $200.6 million, supporting significant capital returns: HQY repurchased 2.7 million shares for $231.1 million, with $948.4 million remaining under authorization. Long‑term debt stood at $931.1 million, primarily 4.50% Senior Notes due 2029 and Revolving Credit Facility borrowings. Treasury bond forwards used as cash flow hedges generated large unrealized losses recorded in other comprehensive income, reducing accumulated other comprehensive loss to $(69.1 million).