Dillon Adrian T. - 25 Jun 2026 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Source evidence Original filing metadata and source links for verification. 4 source fields
SEC form
4
Accepted by SEC
29 Jun 2026, 16:22:33 UTC
Prior SEC filing
30 Jun 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
/s/ Michael Newton , Attorney-in-Fact

Key filing fact

Dillon Adrian T. filed Form 4 for HEALTHEQUITY, INC. (HQY) on 29 Jun 2026.

Key facts

  • This page summarizes Dillon Adrian T.'s Form 4 filing for HEALTHEQUITY, INC. (HQY).
  • 1 reported transaction and 5 derivative rows are listed below.
  • Accepted by SEC: 29 Jun 2026, 16:22.

Change

  • Previous filing in this sequence was filed on 30 Jun 2025.
  • Current net transaction value: $0.

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 0001163402 Primary reporting owner

DILLON ADRIAN T

Relationship
Director
Address
C/O HEALTHEQUITY, INC., 15 W. SCENIC POINTE DR., STE. 100, DRAPER
Signature
/s/ Michael Newton , Attorney-in-Fact
Signature date
29 Jun 2026

Reported non-derivative transactions

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

HQY transaction

Common Stock

Award

Transaction value
Shares
+2,877
Change %
+4.8%
Price
$0.000000*
Shares after
62,395
Date
25 Jun 2026
Ownership
Direct
Footnotes
F1

Reported derivative securities

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

HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
7,632
Date
25 Jun 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
7,632
Exercise price
$32.50
Footnotes
F2
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
4,837
Date
25 Jun 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,837
Exercise price
$46.40
Footnotes
F2
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
4,339
Date
25 Jun 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,339
Exercise price
$50.41
Footnotes
F2
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
3,626
Date
25 Jun 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
3,626
Exercise price
$63.64
Footnotes
F2
HQY holding Derivative

Stock Option (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after
4,012
Date
25 Jun 2026
Ownership
Direct
Underlying class
Common Stock
Underlying amount
4,012
Exercise price
$66.06
Footnotes
F2
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 2 footnotes

Footnote F1

Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.

Footnote F2

The option is immediately exercisable.

SEC remarks

The Power of Attorney given by Mr. Dillon was previously filed with the U.S. Securities & Exchange Commission on February 5, 2024, as an exhibit to a statement on Form 4 filed by Mr. Dillon with respect to HealthEquity, Inc. and is hereby incorporated by reference.

We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .