Gayle Furgurson Wellborn - 28 May 2026 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Reporting relationship: Director
Issuer ticker: HQY
Reported as of: 28 May 2026
Net transaction value: -$219,510
SEC form: 4
Accepted by SEC: 01 Jun 2026, 18:04:39 UTC
Prior SEC filing: 16 Dec 2025
Next SEC filing: 29 Jun 2026
Source filing: View source filing
Reporting owner signature: /s/ Delano Ladd, Attorney-in-Fact

Key filing fact

Gayle Furgurson Wellborn filed Form 4 for HEALTHEQUITY, INC. (HQY) on 01 Jun 2026.

Key facts

This page summarizes Gayle Furgurson Wellborn's Form 4 filing for HEALTHEQUITY, INC. (HQY).
3 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 01 Jun 2026, 18:04.

Change

Previous filing in this sequence was filed on 16 Dec 2025.
Current net transaction value: -$219,510.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001712960 Primary reporting owner

Wellborn Gayle Furgurson

Relationship: Director
Address: C/O HEALTHEQUITY, INC., 15 W. SCENIC POINTE DR., STE. 100, DRAPER
Signature: /s/ Delano Ladd, Attorney-in-Fact
Signature date: 01 Jun 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

HQY transaction

Common Stock

Options Exercise

Transaction value
Shares: +2,439
Change %: +12%
Price: $47.21^*
Shares after: 22,172
Date: 28 May 2026
Ownership: Direct
Footnotes: F1

HQY transaction

Common Stock

Sale

Transaction value: $219,510
Shares: -2,439
Change %: -11%
Price: $90.00
Shares after: 19,733
Date: 28 May 2026
Ownership: Direct
Footnotes: F1

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

HQY transaction Derivative

Stock Option (right to buy)

Options Exercise

Transaction value
Shares: -2,439
Change %: -100%
Price: $0.000000^*
Shares after: 0
Date: 28 May 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 2,439
Exercise price: $47.21
Footnotes: F1, F2

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Rule 10b5-1 trading plan

These transactions were reported as open-market trades under a Rule 10b5-1 plan. The plan lets an insider set trading instructions in advance, which can reduce the risk of trading while in possession of material nonpublic information.

Original filing language: transaction made pursuant to a contract, instruction, or written plan intended to satisfy Rule 10b5-1(c).

Explanation of responses 2 footnotes

Footnote F1

The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.

Footnote F2

The option is immediately exercisable.

SEC remarks

The Power of Attorney given by Ms. Wellborn was previously filed with the U.S. Securities and Exchange Commission on June 26, 2023, as an exhibit to a statement on Form 4 filed by Ms. Wellborn with respect to HealthEquity, Inc. and is hereby incorporated by reference.