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. executive Elimelech Rosner reported a tax-related share withholding. On this Form 4, 4,768 shares of Common Stock were disposed of at an average price of $83.8363 per share to cover tax obligations, not as an open-market sale. After this tax-withholding disposition, Rosner directly holds 81,497 shares of HealthEquity common stock.
Elimelech Rosner reported proposed sales of Common Stock via Form 144. The filing lists 4,768 shares referenced on 04/06/2026 and details restricted shares eligible to vest totaling 4,768 shares (715; 523; 1,652; 1,878). The filing also reports prior sales in the past three months of $197,520.54 for 2,074 shares and $1,486,300.84 for 18,010 shares.
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.