person · Reporting owner
Wellborn Gayle Furgurson
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 | 22,610 |
Reported balance
After 2026-06-25 transaction · row 1
1 source rowRow 1 · 2026-06-25 · Grant · Acquired 2,877 · Balance 22,610 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 20:24 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001712960-26-000004 · form4-06292026_080645.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,610 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 |
| May 28, 2026 Filed Jun 1, 2026 22:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 2,439 | $0.00 Strike: $47.21 | $0.00 |
DisclosureSEC source: 0001712960-26-000002 · form4-06012026_100635.xml · derivative · entry 3 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,439 shares Expires 2027-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 January 14, 2026. F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 22:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 2,439 | $90.00 | $219,510.00 |
DisclosureSEC source: 0001712960-26-000002 · form4-06012026_100635.xml · nonDerivative · entry 2 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 19,733 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 January 14, 2026. Read SEC document |
| May 28, 2026 Filed Jun 1, 2026 22:04 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 2,439 | $47.21 | $115,145.19 |
DisclosureSEC source: 0001712960-26-000002 · form4-06012026_100635.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 22,172 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 January 14, 2026. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 20:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Options (right to buy) · Derivative | 4,339 | $0.00 Strike: $50.41 | $0.00 |
DisclosureSEC source: 0001712960-25-000004 · form4-12162025_081258.xml · derivative · entry 4 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,339 shares Expires 2028-02-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| December 12, 2025 Filed Dec 16, 2025 20:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 4,339 | $98.03 | $425,330.91 |
DisclosureSEC source: 0001712960-25-000004 · form4-12162025_081258.xml · nonDerivative · entry 2 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,733 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.87 to $98.20 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 |
| December 12, 2025 Filed Dec 16, 2025 20:44 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 4,339 | $50.41 | $218,728.99 |
DisclosureSEC source: 0001712960-25-000004 · form4-12162025_081258.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,072 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 26, 2025 Filed Jun 30, 2025 21:59 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-018540 · form4-06302025_090612.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,733 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 |
| July 09, 2024 Filed Jul 11, 2024 19:42 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionStock Option (right to buy) · Derivative | 5,297 | $0.00 Strike: $47.21 | $0.00 |
DisclosureSEC source: 0001415889-24-019483 · form4-07112024_070759.xml · derivative · entry 3 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,439 Underlying: Common Stock · 5,297 shares Expires 2027-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The option is immediately exercisable. Read SEC document |
| July 09, 2024 Filed Jul 11, 2024 19:42 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,297 | $81.34 | $430,857.98 |
DisclosureSEC source: 0001415889-24-019483 · form4-07112024_070759.xml · nonDerivative · entry 2 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,730 Read SEC document |
| July 09, 2024 Filed Jul 11, 2024 19:42 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | Exercise / conversionCommon Stock | 5,297 | $47.21 | $250,071.37 |
DisclosureSEC source: 0001415889-24-019483 · form4-07112024_070759.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,027 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 17:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-019409 · form4-07092024_050733.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,730 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 22:21 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 3,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-010324 · form4-06262023_100614.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,187 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 |
| December 14, 2022 Filed Dec 16, 2022 17:34 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | SaleCommon Stock | 5,237 | $62.00 | $324,694.00 |
DisclosureSEC source: 0001415889-22-012624 · form4-12162022_051259.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,023 Read SEC document |
| June 23, 2022 Filed Jun 27, 2022 23:51 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,996 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-006997 · form4-06272022_040645.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,260 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 17:47 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 727 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-000753 · edgar.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,536 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 21:40 UTC Amendment | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-22-002747 · edgar.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,264 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 |
| February 01, 2021 Filed Feb 3, 2021 22:06 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,266 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-001235 · edgar.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,809 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 22:40 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-20-001035 · edgar.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,543 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 23:01 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,593 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-001373 · edgar.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,667 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 |
| February 01, 2018 Filed Feb 6, 2018 01:20 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Options (right to buy) · Derivative | 4,339 | $0.00 Strike: $50.41 | $0.00 |
DisclosureSEC source: 0001179110-18-001581 · edgar.xml · derivative · entry 4 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,339 Underlying: Common Stock · 4,339 shares Expires 2028-02-01 F4 · derivative.exercise_date: The option becomes exercisable as to 2,169 shares on the date of the issuer's annual stockholder meeting held in the current fiscal year; the remainder will become exercisable on January 31, 2019. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 01:20 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 793 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001581 · edgar.xml · nonDerivative · entry 2 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,074 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 198 shares on February 1, 2018. The remaining restricted stock units vest as to 198 shares on May 1, 2018 and August 1, 2018, and as to 199 shares on November 1, 2018. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| February 01, 2018 Filed Feb 6, 2018 01:20 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 1,637 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-001581 · edgar.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,281 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 818 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. Vested shares will be delivered to the reporting person upon vesting. Read SEC document |
| August 01, 2017 Filed Sep 20, 2017 01:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantStock Option (right to buy) · Derivative | 7,736 | $0.00 Strike: $47.21 | $0.00 |
DisclosureSEC source: 0001140361-17-035981 · doc1.xml · derivative · entry 2 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,736 Underlying: Common Stock · 7,736 shares Expires 2027-08-01 F1 · derivative.exercise_date: The option becomes exercisable as to 2,439 shares on January 31, 2018. The option becomes exercisable as to the remaining 5,297 shares in three equal annual installments on August 1, 2018, 2019 and 2020. Read SEC document |
| August 01, 2017 Filed Sep 20, 2017 01:16 UTC | HEALTHEQUITY, INC. HQY · Entity 3639 | GrantCommon Stock | 2,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-035981 · doc1.xml · nonDerivative · entry 1 Wellborn Gayle Furgurson · CIK 0001712960 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,644 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.