Form 4: HealthEquity Founder Sells 791 Shares
Insider Transaction Report
HealthEquity's Founder and Vice Chairman, Stephen Neeleman, reported the sale of 791 common shares on January 9, 2026, at a weighted average price of $95.2367.
Summary
- Stephen Neeleman, Founder and Vice Chairman, and a Director of HealthEquity, Inc. (HQY), reported a transaction.
- On January 9, 2026, Neeleman disposed of 791 shares of HealthEquity Common Stock.
- The shares were sold at a weighted average price of $95.2367, with individual transactions ranging from $95.2357 to $95.2376.
- Following this transaction, Neeleman directly beneficially owns 110,744 shares of Common Stock.
- Indirect beneficial ownership includes 409,735 shares held by the Stephen and Christine Neeleman Trust, 140,000 shares by his spouse, and 203,000 shares by Neeleman Family Holdings, LLC.
- Neeleman disclaims beneficial ownership of shares held by his spouse and Neeleman Family Holdings, LLC, except to the extent of his pecuniary interest in the latter.
- He also holds various stock options: 19,897 options exercisable at $41.28 expiring March 27, 2027; 14,228 options exercisable at $61.72 expiring March 27, 2028; and 15,337 options exercisable at $73.61 expiring March 26, 2029. All options are immediately exercisable.
Sentiment
Score: 5
Explanation: The filing reports a routine insider stock sale, which is a personal financial event and does not inherently reflect positively or negatively on the company's operational performance or future prospects.
Future Outlook
This filing, a Form 4, reports an insider transaction and does not contain any forward-looking statements or guidance regarding the company's future outlook.
Industry Context
This Form 4 filing reports a routine insider transaction and does not provide information that allows for an analysis of broader industry trends or competitive landscape.
Related Party Transactions
- Stephen Neeleman's indirect beneficial ownership includes shares held by the Stephen and Christine Neeleman Trust, his spouse, and Neeleman Family Holdings, LLC. He disclaims beneficial ownership for shares held by his spouse and Neeleman Family Holdings, LLC, except for his pecuniary interest in the latter.
Stakeholder Impact
- Shareholders and investors may note the insider sale, though the relatively small number of shares makes a significant market reaction unlikely.
- No direct impact on employees, customers, suppliers, or creditors is indicated by this transaction report.
Key Dates
| Date | Description |
|---|---|
| 01/09/2026 | Date of earliest transaction (sale of common stock) |
| 01/13/2026 | Signature date of reporting person |
| 03/27/2027 | Expiration date for stock options with an exercise price of $41.28 |
| 03/27/2028 | Expiration date for stock options with an exercise price of $61.72 |
| 03/26/2029 | Expiration date for stock options with an exercise price of $73.61 |
Keywords
HEALTHEQUITY, HQY, Stephen Neeleman, Insider Trading, Form 4, Stock Sale, Beneficial Ownership
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