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 Michael Henry Fiore reported an open-market sale of 2,470 shares of Common Stock at $95.00 per share. The transaction left him holding 56,643 shares directly. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on October 14, 2025, indicating it was scheduled in advance rather than timed discretionarily.
Michael Fiore reports proposed Rule 144 sale of 2,470 Restricted Stock Units and recent 10b5-1 sales of 3,142 shares. The filing lists 2,470 Restricted Stock Units with an effective date of 04/01/2026. It also records 10b5-1 sales of 3,142 Common shares on 05/29/2026 for $298,490. The listing shows Morgan Stanley Smith Barney LLC as the broker for the transactions. Timing and additional proceeds treatment beyond the amounts shown are not included in the excerpt.
Gassen William reported acquisition or exercise transactions in this Form 4 filing.
HEALTHEQUITY, INC. director William Gassen received an award of 2,877 shares of common stock in the form of restricted stock units. Each unit represents a contingent right to one share of common stock. The restricted stock units vest in full on the earlier of June 25, 2027, or the date of the company’s next annual stockholder meeting in June 2027. After this grant, Gassen holds 3,611 shares directly.
Natarajan Rajesh reported acquisition or exercise transactions in this Form 4 filing.
HealthEquity, Inc. director Rajesh Natarajan received an equity grant of 2,877 shares of common stock in the form of restricted stock units. The award was granted at no cash cost to him and is structured as part of his compensation.
Each restricted stock unit represents one share of common stock and will vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027. After this grant, Natarajan directly holds 18,130 shares of HealthEquity common stock.
Vested shares will be delivered on the earlier of February 1, 2033, a change of control of HealthEquity, Natarajan’s termination of service, or his death, tying the award’s value to his continued board service and long-term company outcomes.
HEALTHEQUITY, INC. director Debra Charlotte McCowan received an equity award of 2,877 restricted stock units, each representing one share of common stock. These units vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027. After this grant, she directly holds 12,659 shares of common stock. The vested shares will be delivered to her when the units vest, making this a compensation-related, non‑cash acquisition rather than an open-market purchase.
Parker Stuart B. reported acquisition or exercise transactions in this Form 4 filing.
HealthEquity, Inc. director Stuart B. Parker received an award of 2,877 shares of common stock in the form of restricted stock units. The award is a compensation grant at a price of $0.00 per share, not an open-market purchase.
The restricted stock units vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027. After this grant, Parker directly holds 25,975 shares of HealthEquity common stock, highlighting a modest increase in his equity-based compensation stake.
Wellborn Gayle Furgurson reported acquisition or exercise transactions in this Form 4 filing.
HEALTHEQUITY, INC. director Gayle Furgurson Wellborn received an equity award in the form of 2,877 restricted stock units, with no cash price per unit. These RSUs each represent a right to receive one share of common stock in the future.
The restricted stock units vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027, after which the underlying shares will be delivered. Following this grant, Wellborn directly holds 22,610 shares of HealthEquity common stock.
HEALTHEQUITY, INC. director Adrian T. Dillon received a grant of 2,877 shares of Common Stock on June 25, 2026 as a compensation award. The shares were granted at a price of $0.00 per share, increasing his directly held Common Stock to 62,395 shares after the transaction.
The grant represents restricted stock units, each equal to one share of common stock, that vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027, with delivery of shares upon vesting. Dillon also holds several outstanding stock options to buy additional shares at exercise prices ranging from $32.50 to $66.06 with expirations between 2026 and 2030.
HealthEquity, Inc. director Evelyn S. Dilsaver reported receiving an equity award of 2,877 shares of common stock in the form of restricted stock units. These units carry a price of $0.0000 per share and represent a compensation-related grant, not an open-market purchase.
According to the filing, the restricted stock units vest in full on the earlier of June 25, 2027, or the company’s next annual stockholder meeting in June 2027, with shares delivered upon vesting. After this grant, Dilsaver directly holds 51,085 shares of common stock and retains stock options covering 4,012 shares at an exercise price of $66.0600 expiring on February 1, 2030, and 4,339 shares at $50.4100 expiring on February 1, 2028. The options are immediately exercisable.
SELANDER ROBERT W reported acquisition or exercise transactions in this Form 4 filing.
HEALTHEQUITY, INC. director Robert W. Selander received an equity award of 2,877 shares of common stock on June 25, 2026. The award is structured as restricted stock units, each representing the right to receive one share of common stock at vesting.
The restricted stock units vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027, after which vested shares will be delivered to Selander. Following this grant, he directly owns 89,849 shares of common stock.