person · Reporting owner
McCowan Debra Charlotte
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHEQUITY, INC.HQY · Entity 3639 | Director | June 25, 2026 | June 29, 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 June 25, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,659 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 2,877 · Balance 12,659 F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.
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 |
|---|---|---|---|---|---|---|
| June 25, 2026 Filed Jun 29, 2026 20:29 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001735093-26-000002 · form4-06292026_080643.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,659 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:57 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018538 · form4-06302025_090602.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,782 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| December 12, 2024 Filed Dec 13, 2024 21:52 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,000 | $95.56 | $477,800.00 |
DisclosureSEC source: 0001415889-24-029324 · form4-12132024_091236.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,779 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.55 to $95.63, 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 (1) of this Form 4. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 17:32 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019406 · form4-07092024_050723.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,779 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of July 5, 2025 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 22:18 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010322 · form4-06262023_100612.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,236 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of June 22, 2024 or the date of the issuer's next annual stockholder meeting. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| September 27, 2022 Filed Sep 29, 2022 21:42 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,225 | $70.91 | $299,596.86 |
DisclosureSEC source: 0001415889-22-010024 · form4-09292022_020925.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,072 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.91 to $70.96, 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 (1) of this Form 4. Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 23:58 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-007003 · form4-06272022_040600.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,297 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's next annual stockholder meeting, which is expected to be held in June of 2023. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000744 · edgar.xml · nonDerivative · entry 2 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,573 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 350 shares on February 1, 2022. An additional 350 shares will vest on each of May 1 and August 1, of 2022. The remaining 349 shares will vest on November 1, 2022. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 17:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000744 · edgar.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,174 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's annual stockholder meeting held in the current fiscal year. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Apr 29, 2022 21:49 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,399 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002755 · edgar.xml · nonDerivative · entry 2 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,301 F3 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 350 shares on February 1, 2022. An additional 350 shares will vest on each of May 1 and August 1, of 2022. The remaining 349 shares will vest on November 1, 2022. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2022 Filed Apr 29, 2022 21:49 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002755 · edgar.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,902 F1 · shares: This amendment is being filed to correct an error in the number of shares of Common Stock reported as acquired in the original Form 4. F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the date of the issuer's annual stockholder meeting held in the current fiscal year. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| October 05, 2021 Filed Oct 6, 2021 21:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 8,132 | $65.99 | $536,638.00 |
DisclosureSEC source: 0001179110-21-009265 · edgar.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,447 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $65.9850 to $66.00, 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 (1) of this Form 4. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:14 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 835 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001261 · edgar.xml · nonDerivative · entry 2 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,579 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 209 shares on February 1, 2021. The restricted stock units vest as to 209 shares on each of May 1 and August 1 of 2021; the remaining shares will vest on November 1, 2021. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2021 Filed Feb 3, 2021 22:14 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001261 · edgar.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,744 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 1,133 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2022. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2020 Filed Feb 4, 2020 22:41 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001036 · edgar.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,478 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 1,438 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2021. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2019 Filed Feb 5, 2019 23:08 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001388 · edgar.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,602 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 1,296 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2020. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 23:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005342 · edgar.xml · nonDerivative · entry 2 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,009 F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest as to 1,142 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will vest on January 31, 2019. Read SEC document |
| April 01, 2018 Filed Apr 3, 2018 23:22 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005342 · edgar.xml · nonDerivative · entry 1 McCowan Debra Charlotte · CIK 0001735093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,725 F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 909 shares on April 1, 2019. The remaining restricted stock units vest in two equal installments on April 1, 2020 and 2021. 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.