Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | EVP & CFO | 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 | 101,795 |
Reported balance
After 2026-10-06 transaction · row 1
1 source rowRow 1 · 2026-10-06 · Tax withholding · Disposed 2,822 · Balance 101,795 |
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 21:56 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,822 | $91.16 | $257,240.26 |
DisclosureSEC source: 0001638683-26-000020 · form4-10082026_091031.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 101,795 Read SEC document |
| July 08, 2026 Filed Jul 10, 2026 16:32 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,839 | $95.08 | $269,940.92 |
DisclosureSEC source: 0001638683-26-000014 · form4-07102026_080745.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 104,617 Read SEC document |
| April 06, 2026 Filed Apr 8, 2026 21:12 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 4,393 | $83.84 | $368,292.87 |
DisclosureSEC source: 0001638683-26-000010 · form4-04082026_090458.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,456 Read SEC document |
| March 25, 2026 Filed Mar 27, 2026 21:14 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 27,283 | $0.00 | $0.00 |
DisclosureSEC source: 0001638683-26-000006 · form4-03272026_090320.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,849 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 21:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,470 | $95.24 | $235,232.92 |
DisclosureSEC source: 0001638683-26-000004 · form4-01132026_090144.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,566 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.2359 to $95.2365 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 footnote 1 of this Form 4. Read SEC document |
| October 06, 2025 Filed Oct 8, 2025 21:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,393 | $88.57 | $211,941.79 |
DisclosureSEC source: 0001638683-25-000008 · form4-10082025_091031.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,036 Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 20:17 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 2,375 | $100.87 | $239,571.24 |
DisclosureSEC source: 0001415889-25-019501 · form4-07082025_080751.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 89,429 Read SEC document |
| April 03, 2025 Filed Apr 4, 2025 21:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 4,212 | $83.88 | $353,293.71 |
DisclosureSEC source: 0001415889-25-010226 · form4-04042025_090438.xml · nonDerivative · entry 2 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 91,804 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $83.8777 to $83.8781 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 range set forth in footnote (2) of this Form 4. Read SEC document |
| April 02, 2025 Filed Apr 4, 2025 21:26 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 19,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-010226 · form4-04042025_090438.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 96,016 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 |
| January 07, 2025 Filed Jan 10, 2025 17:33 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,848 | $97.54 | $180,262.24 |
DisclosureSEC source: 0001415889-25-001207 · form4-01102025_050153.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,295 Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:53 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 1,772 | $78.25 | $138,652.27 |
DisclosureSEC source: 0001415889-24-024827 · form4-10072024_081008.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 78,143 Read SEC document |
| September 10, 2024 Filed Sep 12, 2024 20:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Tax withholdingCommon Stock | 6,925 | $76.22 | $527,823.50 |
DisclosureSEC source: 0001415889-24-023296 · form4-09122024_080923.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 79,915 Read SEC document |
| March 27, 2024 Filed Mar 29, 2024 19:43 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 21,952 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-009415 · form4-03292024_070348.xml · nonDerivative · entry 1 Lucania James M · CIK 0001638683 · EVP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,840 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, 2025. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2025. 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.