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.
Stephen Neeleman, Founder and Vice Chairman of HealthEquity, Inc. (HQY), reported changes in his beneficial ownership on 10/06/2025. He disposed of 1,058 shares of common stock at a price of $88.5674 per share, reducing his direct holdings to 111,535 shares. The sale is recorded under transaction code F (a disposition).
The filing also shows substantial indirect ownership: 550,235 shares held of record by the Stephen and Christine Neeleman Trust and 203,000 shares held by Neeleman Family Holdings, LLC, for which he is the manager. Mr. Neeleman continues to hold stock options exercisable for 19,897, 14,228, and 15,337 shares with exercise prices of $41.28, $61.72, and $73.61 respectively; the $41.28 option is immediately exercisable.
HEALTHEQUITY, Inc. filing a Form 144 notifies a proposed sale of 1,058 shares of common stock on 10/06/2025 through Morgan Stanley Smith Barney on NASDAQ. The filing lists an aggregate market value of $93,704.27 and reports 86,156,334 shares outstanding.
The shares originated from restricted stock vesting on three dates: 03/30/2022 (318 shares), 03/29/2023 (427 shares), and 03/27/2024 (313 shares). Payment is listed as compensation. The filer states there were no sales in the past 3 months and affirms no undisclosed material adverse information.
Michael Henry Fiore, EVP and Chief Commercial Officer at HealthEquity, Inc. (HQY), reported sales of a total of 3,430 shares of common stock across two transactions on 10/06/2025 and 10/07/2025. The first sale of 1,649 shares on 10/06/2025 reported a price of $88.5674 and the second sale of 1,781 shares on 10/07/2025 reported a price of $88.21. Following these disposals, Mr. Fiore beneficially owns 49,795 shares directly. The filing states the trades were made under a Rule 10b5-1 trading plan adopted on 12/18/2024, and the Form 4 was signed by an attorney-in-fact on 10/08/2025.
HealthEquity, Inc. filed a Form 144 reporting a proposed sale of 1,649 shares of common stock, with an aggregate market value of $146,047.58, through Morgan Stanley Smith Barney on 10/06/2025. The shares were acquired on 03/27/2024 via restricted stock vesting and are being sold as compensation. The filing also lists two prior sales by the same holder: 1,794 shares on 07/07/2025 for $182,498.91 and 1,781 shares on 10/07/2025 for $157,102.01. The filer certifies no undisclosed material adverse information.
Elimelech Rosner, Executive Vice President and Chief Technology Officer of HealthEquity, Inc. (HQY), reported a sale of 3,006 shares of common stock on 10/06/2025 at a reported price of $88.5674 per share. After the reported disposition, Mr. Rosner beneficially owns 56,701 shares. The Form 4 was dated and signed by an attorney‑in‑fact on 10/08/2025, and notes a previously filed Power of Attorney from 07/07/2023 incorporated by reference. The filing shows a routine insider sale with explicit transaction details and proper disclosure.
Form 144 notice for HEALTHEQUITY, INC. (HQY) reports a proposed sale of 3,006 shares of common stock through Morgan Stanley Smith Barney on 10/06/2025 on NASDAQ. The filing lists an aggregate market value of $266,233.48 and 86,156,334 shares outstanding. The shares were received as restricted stock vesting on 03/30/2022 (1,718 shares), 03/29/2023 (744 shares), and 03/27/2024 (544 shares); payment is recorded as compensation. The filer reports no securities sold in the past three months for the account. The notice includes the standard attestation that the seller is unaware of undisclosed material adverse information.
Notice of proposed sale under Rule 144: An individual associated with HEALTHEQUITY, INC. (HQY) indicated an intent to sell 1,781 shares of common stock through Morgan Stanley Smith Barney LLC on 10/07/2025. The filing lists an aggregate market value of $156,336.18 for those shares and reports 86,156,334 shares outstanding for the issuer.
The securities were recorded as granted as Restricted Stock Units with an acquisition date of 10/01/2025, and the filing also discloses prior sales by the same person on 10/01/2025 totaling 1,649 shares for gross proceeds of $146,047.64. The notice includes the standard Rule 144 certification that the seller does not possess undisclosed material adverse information.
Insider sale under 10b5-1 plan: Ladd Delano, Executive Vice President and General Counsel of HealthEquity, Inc. (HQY), reported dispositions of company common stock on 09/19/2025 executed under a Rule 10b5-1 trading plan adopted June 12, 2025. The filings show three sell transactions totaling 6,000 shares at weighted-average prices of $93.9137, $95.0603 and $95.70. Following these transactions the reporting person beneficially owned 79,456 shares. The filer signed the Form 4 on 09/22/2025.
Insider sale under 10b5-1 plan: Ladd Delano, Executive Vice President and General Counsel of HealthEquity, Inc. (HQY), reported dispositions of company common stock on 09/19/2025 executed under a Rule 10b5-1 trading plan adopted June 12, 2025. The filings show three sell transactions totaling 6,000 shares at weighted-average prices of $93.9137, $95.0603 and $95.70. Following these transactions the reporting person beneficially owned 79,456 shares. The filer signed the Form 4 on 09/22/2025.
Form 144 Notice: This filing reports a proposed sale of 9,000 shares of common stock through Morgan Stanley Smith Barney LLC on 09/19/2025 with an aggregate market value of $860,310.00 and 86,156,334 shares outstanding. The shares were acquired as restricted stock units on 10/01/2023 and paid for on that date. The filer previously sold 970 shares on 07/03/2025 for $97,845.94. The form includes the standard representation that the seller does not possess undisclosed material information and a notice regarding Rule 10b5-1 trading plans. Certain issuer and filer identification fields in the provided text are blank.
Form 144 Notice: This filing reports a proposed sale of 9,000 shares of common stock through Morgan Stanley Smith Barney LLC on 09/19/2025 with an aggregate market value of $860,310.00 and 86,156,334 shares outstanding. The shares were acquired as restricted stock units on 10/01/2023 and paid for on that date. The filer previously sold 970 shares on 07/03/2025 for $97,845.94. The form includes the standard representation that the seller does not possess undisclosed material information and a notice regarding Rule 10b5-1 trading plans. Certain issuer and filer identification fields in the provided text are blank.
Reporting person: Evelyn S. Dilsaver, a director of HealthEquity, Inc. (HQY). The Form 4 discloses transactions on 09/05/2025 that changed her beneficial ownership.
She acquired 15,000 common shares via an option-related transaction at an indicated price of $21.27, bringing reported beneficial ownership to 51,669 shares. On the same date she sold 3,461 shares at $93.3013, leaving 48,208 shares reported as beneficially owned. The filing also lists existing stock options: rights to buy 15,000 shares at $21.27 (exercisable immediately), 4,339 shares at $50.41, and 4,012 shares at $66.06.