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. filed a current report to let investors know it has issued a press release with its initial outlook for the fiscal year ending January 31, 2027 and reaffirmed its previously provided guidance for the fiscal year ending January 31, 2026. The outlook and guidance details are contained in the press release attached as Exhibit 99.1.
The company plans to discuss these estimates during a presentation at the 44rd Annual J.P. Morgan Healthcare Conference on January 13, 2026 at 3:00 PM Pacific Time. An audio webcast of the presentation and the related conference materials will be available through the investor section of its website at ir.healthequity.com. The press release is being furnished to regulators, not filed, which means it is not automatically incorporated into other securities law filings.
HealthEquity, Inc. insider Stephen Neeleman, a director, founder and vice chairman, reported an equity transaction dated 12/17/2025 for the company’s common stock. The filing shows a transaction coded “G,” indicating a gift of 500 shares of common stock at a price of $0.
Following the reported transaction, Neeleman is shown as holding 111,535 shares directly, with additional indirect holdings of 549,735 shares through the Stephen and Christine Neeleman Trust and 203,000 shares through Neeleman Family Holdings, LLC, where he is the manager. He also holds immediately exercisable stock options to acquire 19,897, 14,228, and 15,337 shares of common stock at exercise prices of $41.28, $61.72, and $73.61, respectively, with expiration dates in 2027, 2028, and 2029.
HealthEquity, Inc. director Ms. Wellborn reported insider transactions involving stock options and common shares. On 12/12/2025 she exercised options to buy 4,339 shares of common stock at $50.41 and on the same day sold 4,339 shares at a weighted average price of $98.0251, with individual trades ranging from $97.87 to $98.20.
After these transactions she held 19,733 shares of common stock directly. She also held stock options for 2,439 shares at an exercise price of $47.21, which are immediately exercisable and expire on 08/01/2027.
HealthEquity, Inc. reports strong results for the quarter ended October 31, 2025, with total revenue of $322.2M versus $300.4M a year ago and net income of $51.7M, up from $5.7M. Diluted EPS rose to $0.59 from $0.06. For the first nine months, revenue reached $978.8M and net income $165.5M, both significantly higher than the prior year.
Adjusted EBITDA grew to $141.8M in the quarter and $433.1M year-to-date, reflecting higher gross profit and lower operating expenses after a prior-year lease settlement. The company generated operating cash flow of $339.2M, reduced long-term debt to $982.1M, and repurchased 2.4M shares for $220.0M. HealthEquity now administers 17.3M total accounts and $34.4B of HSA assets, both up year over year.
HealthEquity, Inc. (HQY) executive vice president and general counsel Delano Ladd reported selling 1,500 shares of common stock on 11/20/2025. The sale was executed at a price of $104.56 per share, according to a Form 4 insider trading report.
After this transaction, Ladd beneficially owns 75,479 shares of HealthEquity common stock in direct form. The filing notes that the transaction was carried out under a Rule 10b5-1 trading plan that he adopted on June 12, 2025, which allows pre-arranged trades to occur according to preset instructions.
HealthEquity (HQY) reported an insider stock transaction. The company’s EVP and General Counsel sold 1,500 shares of common stock at $92.07 per share on 10/20/2025.
The sale was executed under a Rule 10b5-1 trading plan adopted on June 12, 2025. Following this transaction, the reporting person beneficially owns 76,979 shares, held directly.
Insider sale recorded: An officer and director, Delano Ladd (EVP, General Counsel), reported selling 977 shares of HealthEquity, Inc. (HQY) on 10/06/2025 at a reported price of $88.5674 per share. After the transaction, the reporting person beneficially owned 78,479 shares directly. The filing is a standard Section 16 Form 4 that discloses a non-derivative sale and includes a manual signature dated 10/08/2025.
The record shows a straightforward disposition of common stock by a company insider with no derivative transactions disclosed. The form supplies clear numbers for the shares sold, sale price, and remaining beneficial ownership but does not state the reason for the sale or any planned future transactions.
HealthEquity insider proposes sale of 977 shares valued at $86,530.31 under Rule 144, representing restricted stock that vested in three tranches totaling 977 shares acquired on 03/30/2022, 03/29/2023, and 03/27/2024.
The filing names Morgan Stanley Smith Barney as the broker and lists an approximate sale date of 10/06/2025. It reports 86,156,334 shares outstanding and discloses a prior sale by the same person of 6,000 shares on 09/19/2025 for gross proceeds of $564,647.35. The notice includes the standard signature representation that the seller knows of no undisclosed material adverse information.
Officer sale reported: An insider Form 4 shows James M. Lucania, EVP & CFO of HEALTHEQUITY, INC. (HQY), sold 2,393 shares of common stock on 10/06/2025 at a price of $88.5674 per share. After the transaction he directly beneficially owns 87,036 shares. The filing is a routine Section 16 disclosure of a single non-derivative sale by an officer and contains no additional explanatory detail.
Form 144 notice for HEALTHEQUITY, INC. (HQY) reports a proposed sale of 2,393 shares of common stock on 10/06/2025 through Morgan Stanley Smith Barney on NASDAQ, with an aggregate market value of $211,941.69. The shares were acquired by the selling person through restricted stock vesting: 1,788 shares vested on 09/06/2023 and 605 shares vested on 03/27/2024; the sale is identified as compensation proceeds. The filer reports no securities sold in the past three months and certifies no undisclosed material adverse information.