| Name | Relationship | Address | Signature | Signature date | CIK |
|---|---|---|---|---|---|
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN, Director | C/O HEALTHEQUITY, INC., 15 W. SCENIC POINTE DR., STE. 100, DRAPER | /s/ Stephen Neeleman | 13 Jan 2026 | 0001614838 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | HQY | Common Stock | Tax liability | $75,332 | -791 | -0.71% | $95.24 | 110,744 | 09 Jan 2026 | Direct | F1 |
| holding | HQY | Common Stock | 409,735 | 09 Jan 2026 | See footnote | F2 | |||||
| holding | HQY | Common Stock | 140,000 | 09 Jan 2026 | See footnote | F3 | |||||
| holding | HQY | Common Stock | 203,000 | 09 Jan 2026 | See footnote | F4 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| holding | HQY | Stock Option (right to buy) | 19,897 | 09 Jan 2026 | Common Stock | 19,897 | $41.28 | Direct | F5 | |||||
| holding | HQY | Stock Options (right to buy) | 14,228 | 09 Jan 2026 | Common Stock | 14,228 | $61.72 | Direct | F5 | |||||
| holding | HQY | Stock Options (right to buy) | 15,337 | 09 Jan 2026 | Common Stock | 15,337 | $73.61 | Direct | F5 |
| Id | Content |
|---|---|
| F1 | The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.2357 to $95.2376 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 1 of this Form 4. |
| F2 | Shares held of record by the Stephen and Christine Neeleman Trust. |
| F3 | The securities are beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. |
| F4 | Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes. |
| F5 | The option is immediately exercisable. |