Stephen Neeleman - 06 Apr 2026 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Reporting relationship: FOUNDER AND VICE CHAIRMAN, Director
Issuer ticker: HQY
Reported as of: 06 Apr 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 08 Apr 2026, 17:33:20 UTC
Prior SEC filing: 02 Apr 2026
Source filing: View source filing
Reporting owner signature: /s/ Stephen Neeleman

Key filing fact

Stephen Neeleman filed Form 4 for HEALTHEQUITY, INC. (HQY) on 08 Apr 2026.

Key facts

This page summarizes Stephen Neeleman's Form 4 filing for HEALTHEQUITY, INC. (HQY).
1 reported transaction and 3 derivative rows are listed below.
Accepted by SEC: 08 Apr 2026, 17:33.

Change

Previous filing in this sequence was filed on 02 Apr 2026.
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 0001614838 Primary reporting owner

Neeleman Stephen

Relationship: FOUNDER AND VICE CHAIRMAN, Director
Address: C/O HEALTHEQUITY, INC., 15 W. SCENIC POINTE DR., STE. 100, DRAPER
Signature: /s/ Stephen Neeleman
Signature date: 08 Apr 2026

Reported non-derivative transactions

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

HQY transaction

Common Stock

Tax liability

Transaction value
Shares: -2,559
Change %: -1.8%
Price: $83.84^*
Shares after: 138,668
Date: 06 Apr 2026
Ownership: Direct

HQY holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 409,735
Date: 06 Apr 2026
Ownership: See footnote
Footnotes: F1

HQY holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 140,000
Date: 06 Apr 2026
Ownership: See footnote
Footnotes: F2

HQY holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 203,000
Date: 06 Apr 2026
Ownership: See footnote
Footnotes: F3

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: 19,897
Date: 06 Apr 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 19,897
Exercise price: $41.28
Footnotes: F4

HQY holding Derivative

Stock Options (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 14,228
Date: 06 Apr 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 14,228
Exercise price: $61.72
Footnotes: F4

HQY holding Derivative

Stock Options (right to buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 15,337
Date: 06 Apr 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 15,337
Exercise price: $73.61
Footnotes: F4

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

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Shares held of record by the Stephen and Christine Neeleman Trust.

Footnote F2

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.

Footnote F3

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.

Footnote F4

The option is immediately exercisable.

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