Form 4: HealthEquity Founder Stephen Neeleman Reports Stock Transactions

Stephen Neeleman, Founder and Vice Chairman of HealthEquity, reports the disposition of shares to cover tax obligations and discloses beneficial ownership of common stock and stock options.

Summary

• Stephen Neeleman, a Director and Founder/Vice Chairman of HealthEquity, Inc., filed a Form 4 detailing changes in his beneficial ownership.
• On April 1, 2025, Neeleman disposed of 538 shares of common stock at a price of $87.9319 to cover tax obligations.
• Following the transaction, Neeleman directly owns 87,922 shares of common stock.
• He also indirectly owns 553,235 shares through the Stephen and Christine Neeleman Trust and 203,000 shares through Neeleman Family Holdings, LLC.
• Neeleman also holds options to purchase 19,897 shares at $41.28, 14,228 shares at $61.72, and 15,337 shares at $73.61, all of which are immediately exercisable.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing detailing stock transactions. It doesn't inherently convey positive or negative sentiment.

Industry Context

Form 4 filings are a routine part of corporate governance, providing transparency into the transactions of company insiders. This filing indicates activity by a key executive at HealthEquity.

Stakeholder Impact

• The transaction is unlikely to have a significant impact on stakeholders, as it involves a relatively small number of shares disposed of for tax purposes.

Key Dates

Keywords

Form 4, Beneficial Ownership, Stock Options, Common Stock, HealthEquity, Neeleman