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 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.
HealthEquity, Inc. submitted a Form 144 notice reporting the proposed sale of 18,010 shares of Common Stock, identified as restricted shares from a Restricted Stock Vesting arrangement. The filing lists Elimelech Rosner as the reporting person.
Separately, the filing shows 2,074 shares were sold during the past three months on 01/09/2026 for $197,520.54. Shares outstanding were listed as 84,478,406 as of 03/31/2026.
HealthEquity, Inc. appointed William “Bill” Gassen, president and chief executive officer of Sanford Health, to its board of directors effective March 26, 2026. His appointment increases the board size to ten directors, eight of whom are independent.
Gassen will serve on the Board’s Audit and Risk Committee and Talent, Compensation and Culture Committee
HealthEquity received $123,923 in revenue from Sanford Health for consumer-directed benefits during the fiscal year ended January 31, 2026, and expects revenue from Sanford Health in the fiscal year ending January 31, 2027 to exceed $120,000. The company furnished a press release about Gassen’s appointment as an exhibit.
HEALTHEQUITY, INC. director William Gassen filed an initial ownership report showing he holds 734 shares of the company’s common stock directly. This establishes his baseline equity stake as an insider. A footnote explains that each restricted stock unit represents one share of common stock.
The restricted stock units vest in full on the date of HealthEquity’s annual stockholder meeting in June 2026, with vested shares to be delivered to Gassen at that time. This structure ties part of his compensation to the company’s future performance and continued service through that meeting.
HEALTHEQUITY, INC. executive vice president and general counsel Delano Ladd reported two stock-based compensation transactions involving the company’s common stock. On March 25, 2026, he acquired 15,157 restricted stock units as a grant and 20,451 restricted stock units vested and converted into shares at no cash cost to him.
Each restricted stock unit represents the right to receive one share of common stock. The newly granted 15,157 units will vest 25% on April 1, 2027, with 6.25% vesting on the first day of each calendar quarter for the following twelve quarters. After these awards, Ladd directly holds 108,848 shares.
Gathright Michael reported acquisition or exercise transactions in this Form 4 filing.
HEALTHEQUITY, INC. reported that Chief Customer Officer Michael Gathright received a grant of 15,157 shares of common stock as an equity award. The award is in the form of restricted stock units, each representing one future share at no purchase price.
According to the vesting schedule, 25% of the initial award will vest on April 1, 2027, with 6.25% vesting on the first day of each calendar quarter for the following twelve quarters. After this grant, Gathright directly holds 42,163 shares of HealthEquity common stock.
HEALTHEQUITY, INC. founder and vice chairman Stephen Neeleman reported equity compensation awards rather than open‑market trades. On March 25, 2026, he received 15,915 restricted stock units, each representing one common share, with 25% vesting on April 1, 2027 and 6.25% quarterly for the next twelve quarters.
He also acquired 23,860 shares of common stock as restricted stock units that vested on March 25, 2026, bringing his directly held common shares to 150,519. Separate option holdings remain outstanding, covering additional shares at exercise prices of $41.28, $61.72 and $73.61 with expirations between 2027 and 2029.
Fiore Michael Henry reported acquisition or exercise transactions in this Form 4 filing.
HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, received a grant of 17,582 shares of common stock in the form of restricted stock units. Following this award, he directly holds 65,633 shares. The units vest 25% on April 1, 2027, then 6.25% each quarter for the next twelve quarters.
HEALTHEQUITY, INC. executive vice president and chief technology officer Elimelech Rosner reported stock-based compensation activity in the form of restricted stock units (RSUs). He received an award of 19,704 RSUs, each representing one share of common stock, with 25% vesting on April 1, 2027 and 6.25% vesting quarterly over the next twelve quarters.
Separately, 40,903 RSUs vested into common stock on March 25, 2026. Following these acquisitions, Rosner’s directly held common stock position reported in this filing is 104,275 shares.