Form 4: HealthEquity Executive Elimelech Rosner Reports Stock Transactions

Sentiment:

SEC Form 4 Filing


EVP and Chief Technology Officer of HealthEquity, Elimelech Rosner, reports acquisition and disposal of common stock and restricted stock units.

Summary

  • Elimelech Rosner, EVP and Chief Technology Officer of HealthEquity, Inc., filed a Form 4 detailing changes in beneficial ownership.
  • On April 2, 2025, Rosner acquired 16,903 shares of common stock and 117,176 restricted stock units, both at a price of $0.
  • These restricted stock units vested as to 117,176 shares on April 2, 2025.
  • On April 3, 2025, Rosner disposed of 3,800 shares of common stock at a weighted average price of $83.8756.
  • Following these transactions, Rosner beneficially owns 185,767 shares of common stock.
  • The restricted stock units vest as to 25% of the initial award on April 1, 2026, and then 6.25% quarterly for the following twelve quarters.

Sentiment

Score: 5

Explanation: This is a routine disclosure of stock transactions by an executive, neither particularly positive nor negative.

Future Outlook

The document outlines the vesting schedule for the restricted stock units, indicating future equity compensation for the reporting person.

Industry Context

Form 4 filings are a routine part of corporate governance, providing transparency into the trading activities of company insiders. This filing indicates the executive's ongoing investment in the company.

Stakeholder Impact

  • Shareholders may be interested in the trading activity of company executives as an indicator of management's confidence in the company's prospects.

Key Dates

DateDescription
July 7, 2023Date of Power of Attorney filing by Mr. Rosner
April 2, 2025Acquisition of common stock and restricted stock units
April 3, 2025Disposal of common stock
April 4, 2025Date of Form 4 filing
April 1, 2026Initial vesting date for 25% of restricted stock units

Keywords

Form 4, Beneficial Ownership, Stock Transactions, HealthEquity, HQY, Elimelech Rosner, Restricted Stock Units, Common Stock

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