Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
HEALTHEQUITY, INC.
Report date October 06, 2026 · Filed October 08, 2026
Section 16 reporting ended · disclosed 2026-10-08. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 50,212 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Tax withholding · Disposed 2,032 · Balance 50,212 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 06, 2026 Filed Oct 8, 2026 23:51 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,032 | $91.16 | $185,227.57 |
DisclosureSEC source: 0002016116-26-000024 · form4-10082026_111005.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · Former EVP, CCO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,212 Read SEC document |
| July 10, 2026 Filed Jul 14, 2026 20:23 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,354 | $95.00 | $223,630.00 |
DisclosureSEC source: 0002016116-26-000020 · form4-07142026_080752.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 52,244 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025. Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 20:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,045 | $95.08 | $194,444.94 |
DisclosureSEC source: 0002016116-26-000018 · form4-07102026_080700.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,598 Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 20:36 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,470 | $95.00 | $234,650.00 |
DisclosureSEC source: 0002016116-26-000014 · form4-07072026_080705.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,643 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 21:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 3,142 | $95.00 | $298,490.00 |
DisclosureSEC source: 0002016116-26-000012 · form4-06022026_090621.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 59,113 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025. Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 21:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 3,378 | $83.84 | $283,199.02 |
DisclosureSEC source: 0002016116-26-000010 · form4-04082026_090440.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,255 Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 21:20 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 17,582 | $0.00 | $0.00 |
DisclosureSEC source: 0002016116-26-000006 · form4-03272026_090355.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,633 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027. Read SEC document |
| January 09, 2026 Filed Jan 13, 2026 21:47 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,744 | $95.24 | $166,091.76 |
DisclosureSEC source: 0002016116-26-000004 · form4-01132026_090136.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,051 Read SEC document |
| October 07, 2025 Filed Oct 8, 2025 20:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,781 | $88.21 | $157,102.01 |
DisclosureSEC source: 0002016116-25-000006 · form4-10082025_081011.xml · nonDerivative · entry 2 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,795 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 18, 2024. Read SEC document |
| October 06, 2025 Filed Oct 8, 2025 20:27 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,649 | $88.57 | $146,047.64 |
DisclosureSEC source: 0002016116-25-000006 · form4-10082025_081011.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,576 Read SEC document |
| July 07, 2025 Filed Jul 8, 2025 20:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 700 | $102.09 | $71,460.97 |
DisclosureSEC source: 0001415889-25-019485 · form4-07082025_080712.xml · nonDerivative · entry 3 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,225 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 18, 2024. F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $101.94 to $102.26 inclusive. Read SEC document |
| July 07, 2025 Filed Jul 8, 2025 20:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 1,094 | $101.50 | $111,037.94 |
DisclosureSEC source: 0001415889-25-019485 · form4-07082025_080712.xml · nonDerivative · entry 2 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,925 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 18, 2024. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $100.87 to $101.84 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 footnotes 2 and 3 of this Form 4. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 20:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,636 | $100.87 | $165,026.76 |
DisclosureSEC source: 0001415889-25-019485 · form4-07082025_080712.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,019 Read SEC document |
| April 04, 2025 Filed Apr 8, 2025 17:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 8,881 | $78.26 | $695,045.71 |
DisclosureSEC source: 0001415889-25-010366 · form4-04082025_050447.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 56,655 F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted on December 18, 2024. Read SEC document |
| April 03, 2025 Filed Apr 4, 2025 22:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 4,839 | $83.87 | $405,865.80 |
DisclosureSEC source: 0001415889-25-010252 · form4-04042025_100447.xml · nonDerivative · entry 2 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,536 Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 22:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 15,495 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-010252 · form4-04042025_100447.xml · nonDerivative · entry 1 Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,375 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2026. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2026. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.