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 vice president and CFO James M. Lucania reported a Form 4 transaction involving a tax-withholding disposition of company stock. On July 8, 2026, 2,839 shares of common stock were withheld at a price of $95.0831 per share to satisfy tax obligations, a non-market transaction. Following this event, Lucania directly holds 104,617 shares of HealthEquity common stock.
HealthEquity, Inc. (HQY) filed a Form 144 for a planned sale of common stock. The filing indicates a proposed sale of 2,839 shares of common stock through Morgan Stanley Smith Barney on the NASDAQ market, with an aggregate market value of $269,940.86 as of the notice. The shares relate to restricted stock vesting awards treated as compensation from prior vesting dates.
HEALTHEQUITY, INC. executive Delano Ladd, EVP and General Counsel, reported a Form 4 transaction involving a tax-withholding disposition of 1,087 shares of common stock on July 8, 2026 at $95.0831 per share. Following this non-market transaction, he holds 90,054 common shares directly.
HealthEquity, Inc. insider Delano Ladd filed a notice of intent to sell common stock. The planned sale covers 1,087 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of $103,355.31, targeted for July 8, 2026 on NASDAQ. These shares relate to restricted stock vesting events dated March 29, 2023, March 27, 2024, and April 2, 2025, totaling 354, 345, and 388 shares, respectively. The filing also lists a prior Rule 10b5-1 sale of 7,500 shares of common stock for $649,200.00 on May 28, 2026.
HEALTHEQUITY, INC. director and President and CEO Cutler Scott reported a Form 4 transaction for Common Stock. On July 8, 2026, 1,238 shares were disposed of as a tax-withholding disposition at an effective price of $95.0831 per share to satisfy tax obligations. Following this withholding, Cutler Scott directly holds 176,405 shares of common stock.
HEALTHEQUITY, INC. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported a Form 4 transaction on July 8, 2026 involving a tax-withholding disposition of 2,045 shares of Common Stock at $95.0831 per share. The shares were delivered to satisfy tax obligations rather than sold in the open market. After this transaction, he directly holds 54,598 shares of the company’s Common Stock.
HealthEquity, Inc. related holder Michael Fiore filed to sell common stock under Rule 144. The notice lists a planned sale of 2,045 shares of common stock through Morgan Stanley Smith Barney on or after 07/08/2026, with an aggregate market value of $194,444.89 and NASDAQ as the principal market. Additional shares to be sold on that date stem from restricted stock vesting events of 1,594 shares on 03/27/2024 and 451 shares on 04/02/2025, both described as compensation. The filing also reports prior Rule 10b5-1 sales of 2,470 shares for $227,956.30 on 07/02/2026 and 3,142 shares for $298,490.00 on 05/29/2026.
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.