Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | Chief Customer Officer | October 06, 2026 | October 08, 2026 |
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.
HEALTHEQUITY, INC.
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,231 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Tax withholding · Disposed 662 · Balance 39,231 |
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 22:03 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 662 | $91.16 | $60,344.81 |
DisclosureSEC source: 0002076763-26-000011 · form4-10082026_101011.xml · nonDerivative · entry 1 Gathright Michael · CIK 0002076763 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,231 Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 21:15 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,270 | $93.07 | $211,260.05 |
DisclosureSEC source: 0002076763-26-000006 · form4-07132026_090730.xml · nonDerivative · entry 1 Gathright Michael · CIK 0002076763 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,893 Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 22:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 15,157 | $0.00 | $0.00 |
DisclosureSEC source: 0002076763-26-000002 · form4-03272026_100348.xml · nonDerivative · entry 1 Gathright Michael · CIK 0002076763 · Chief Customer Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,163 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.