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.
The HealthEquity, Inc. (NASDAQ: HQY) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. HealthEquity is an administrator and custodian of health savings accounts (HSAs) and other consumer-directed benefits, and its filings offer detailed information on financial performance, governance, capital allocation, and risk factors associated with this business.
Investors can review current reports on Form 8-K, which HealthEquity uses to report material events such as quarterly financial results and outcomes of the annual meeting of stockholders. For example, an 8-K dated September 2, 2025 references a press release with financial results, while an 8-K dated June 26, 2025 describes shareholder voting on director elections, auditor ratification, and advisory approval of executive compensation, as well as authorization of a common stock repurchase program.
In addition to 8-Ks, HealthEquity’s periodic reports (such as Forms 10-K and 10-Q, when accessed through EDGAR) contain comprehensive financial statements, segment information, and discussions of revenue categories including service revenue, custodial revenue, and interchange revenue. These filings also describe non-GAAP measures like Adjusted EBITDA and non-GAAP net income, along with reconciliations to the most comparable GAAP measures and explanations of how management uses these metrics.
Filings further outline key risks, including competition in the healthcare and benefits administration industry, dependence on tax-advantaged HSAs and other consumer-directed benefits, cybersecurity and data privacy concerns, regulatory changes, and reliance on partners and third-party vendors. On Stock Titan, AI-powered tools can be applied to these documents to surface important sections, summarize lengthy disclosures, and help users quickly locate information on topics such as stock repurchase programs, custodial asset management, and governance decisions recorded in HealthEquity’s SEC reports.
HealthEquity, Inc. founder and vice chairman Stephen Neeleman reported a routine tax-related share withholding. On April 6, 2026, 2,559 shares of common stock were withheld at $83.8363 per share to cover tax obligations, not as an open-market sale. After this, he directly holds 138,668 common shares, plus additional indirect holdings through the Stephen and Christine Neeleman Trust, his spouse, and Neeleman Family Holdings, LLC, and retains vested stock options over tens of thousands of shares.
HealthEquity reported Form 144 sales of Common Stock. The notice lists two dispositions: 791 shares on 01/09/2026 for $75,332.26 and 9,292 shares on 03/31/2026 for $766,835.50. The filing also records multiple restricted stock vesting entries dated 04/06/2026 totaling listed grants of 411, 306, 301 and 1,541 shares.
HEALTHEQUITY, INC. executive Ladd Delano, EVP and General Counsel, reported a routine tax-related share transaction. On this Form 4, he delivered 2,481 shares of Common Stock at $83.8363 per share to cover tax obligations by using shares instead of cash. This was a tax-withholding disposition rather than an open-market sale. After the transaction, he directly owned 98,641 shares of HealthEquity common stock.
HealthEquity, Inc. reported proposed resale activity on Form 144 related to Common Stock, primarily tied to restricted stock vesting. The filing lists planned dispositions dated 04/06/2026 and shows recent sales of 739 shares on 01/09/2026 and 7,726 shares on 03/31/2026.
The listed vesting-related lots include 1,541, 244, 344, and 352 shares with a common settlement date of 04/06/2026, indicating multiple small compensation-related dispositions.
HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, recorded a tax-withholding disposition of company stock. On April 6, 2026, 3,378 shares of common stock were withheld at $83.8363 per share to cover tax obligations, leaving him with 62,255 shares held directly. This was not an open-market purchase or sale but a share withholding to satisfy tax liability associated with equity compensation.
HealthEquity, Inc. (HQY) filed a Rule 144 notice reporting planned sales of Common Stock by an affiliate and recorded recent sales. The filing lists specific restricted stock vesting lots and a recent disposition of 1,744 shares on 01/09/2026 for $166,091.76.
HealthEquity, Inc. executive Elimelech Rosner reported a tax-related share withholding. On this Form 4, 4,768 shares of Common Stock were disposed of at an average price of $83.8363 per share to cover tax obligations, not as an open-market sale. After this tax-withholding disposition, Rosner directly holds 81,497 shares of HealthEquity common stock.
Elimelech Rosner reported proposed sales of Common Stock via Form 144. The filing lists 4,768 shares referenced on 04/06/2026 and details restricted shares eligible to vest totaling 4,768 shares (715; 523; 1,652; 1,878). The filing also reports prior sales in the past three months of $197,520.54 for 2,074 shares and $1,486,300.84 for 18,010 shares.
HEALTHEQUITY, INC. EVP & CFO James M. Lucania reported a routine tax-related share disposition. On April 6, 2026, 4,393 shares of Common Stock were withheld at $83.8363 per share to cover tax obligations. After this non‑market transaction, he directly holds 107,456 shares of Common Stock.
HealthEquity, Inc. submitted a Form 144 disclosing 4,393 shares of common stock registered for sale. The filing lists multiple restricted stock vesting entries (1,720; 582; 2,091 shares) with an as-of date of 04/06/2026, and reports a prior sale of 2,470 shares on 01/09/2026 for $235,233.03.