Form 4: HealthEquity CTO Reports Routine Stock Disposition for Tax Obligations
Insider Transaction Report
HealthEquity's EVP and Chief Technology Officer, Elimelech Rosner, reported a disposition of 2,982 shares of common stock to cover tax withholding obligations at a price of $100.8721 per share.
Summary
- Elimelech Rosner, Executive Vice President and Chief Technology Officer of HealthEquity, Inc. (HQY), reported a transaction involving the company's common stock.
- On July 3, 2025, Mr. Rosner disposed of 2,982 shares of HealthEquity common stock.
- The disposition was made at a price of $100.8721 per share.
- This transaction was coded as 'F', indicating a disposition to the issuer to satisfy tax withholding obligations.
- Following this transaction, Mr. Rosner directly beneficially owns 59,707 shares of HealthEquity common stock.
Sentiment
Score: 5
Explanation: The document reports a routine, non-discretionary insider transaction (disposition for tax withholding), which is neutral in sentiment and does not indicate positive or negative company performance or outlook.
Future Outlook
No forward-looking statements or guidance are provided in this document, as it is a report of a past insider transaction.
Industry Context
This document reports a routine insider stock transaction for tax purposes, which is a common occurrence across all industries and does not reflect broader industry trends or competitive positioning.
Stakeholder Impact
- Shareholders: Minimal impact, as this is a routine, non-discretionary transaction for tax purposes and does not signal a change in management's confidence or company fundamentals.
- Employees: No direct impact on employees is indicated by this transaction.
- Customers: No direct impact on customers is indicated by this transaction.
- Suppliers: No direct impact on suppliers is indicated by this transaction.
- Creditors: No direct impact on creditors is indicated by this transaction.
Key Dates
| Date | Description |
|---|---|
| 07/07/2023 | Date the Power of Attorney for Mr. Rosner was previously filed with the SEC. |
| 07/03/2025 | Date of the reported transaction (disposition of common stock). |
| 07/08/2025 | Date the Form 4 was signed by the Attorney-in-Fact. |
Keywords
HealthEquity, HQY, Elimelech Rosner, Chief Technology Officer, CTO, Insider Transaction, Form 4, Stock Disposition, Tax Withholding, Beneficial Ownership
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