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. updated employment and equity award terms for senior executives. On May 5, 2026 the CEO and five other named executives signed amendments providing enhanced severance if the company terminates them without cause or they resign for good reason, including additional salary and bonus protections around a change in control.
The company also approved new vesting rules for future equity awards granted after March 25, 2026. Time-based restricted stock units can accelerate up to one year of scheduled vesting on certain terminations, while performance-based units can continue on a prorated basis and vest based on actual performance results.
HealthEquity Inc ownership filing: Vanguard Capital Management reports beneficial ownership of 4,479,170 shares of Common Stock, representing 5.30% of the class. The filing shows 655,366 shares with sole voting power and sole dispositive power over 4,479,170 shares.
Vanguard Portfolio Management reported beneficial ownership of 4,236,879 shares of HealthEquity Inc. common stock, equal to 5.01% of the class as of 03/31/2026. The filer states sole voting power for 73,286 shares and sole dispositive power for 4,236,879 shares. The Schedule 13G was signed by Ashley Grim on 04/29/2026.
HealthEquity, Inc. founder and vice chairman Stephen Neeleman reported a routine tax-related share withholding. On April 6, 2026, 2,559 shares of common stock were withheld at $83.8363 per share to cover tax obligations, not as an open-market sale. After this, he directly holds 138,668 common shares, plus additional indirect holdings through the Stephen and Christine Neeleman Trust, his spouse, and Neeleman Family Holdings, LLC, and retains vested stock options over tens of thousands of shares.
HealthEquity reported Form 144 sales of Common Stock. The notice lists two dispositions: 791 shares on 01/09/2026 for $75,332.26 and 9,292 shares on 03/31/2026 for $766,835.50. The filing also records multiple restricted stock vesting entries dated 04/06/2026 totaling listed grants of 411, 306, 301 and 1,541 shares.
HEALTHEQUITY, INC. executive Ladd Delano, EVP and General Counsel, reported a routine tax-related share transaction. On this Form 4, he delivered 2,481 shares of Common Stock at $83.8363 per share to cover tax obligations by using shares instead of cash. This was a tax-withholding disposition rather than an open-market sale. After the transaction, he directly owned 98,641 shares of HealthEquity common stock.
HealthEquity, Inc. reported proposed resale activity on Form 144 related to Common Stock, primarily tied to restricted stock vesting. The filing lists planned dispositions dated 04/06/2026 and shows recent sales of 739 shares on 01/09/2026 and 7,726 shares on 03/31/2026.
The listed vesting-related lots include 1,541, 244, 344, and 352 shares with a common settlement date of 04/06/2026, indicating multiple small compensation-related dispositions.
HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, recorded a tax-withholding disposition of company stock. On April 6, 2026, 3,378 shares of common stock were withheld at $83.8363 per share to cover tax obligations, leaving him with 62,255 shares held directly. This was not an open-market purchase or sale but a share withholding to satisfy tax liability associated with equity compensation.
HealthEquity, Inc. (HQY) filed a Rule 144 notice reporting planned sales of Common Stock by an affiliate and recorded recent sales. The filing lists specific restricted stock vesting lots and a recent disposition of 1,744 shares on 01/09/2026 for $166,091.76.
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.