Stephen Neeleman - 03 Jul 2025 Form 4 Insider Report for HEALTHEQUITY, INC. (HQY)

Role
FOUNDER AND VICE CHAIRMAN, Director
Signature
/s/ Stephen Neeleman
Issuer symbol
HQY
Transactions as of
03 Jul 2025
Transactions value $
-$105,815
Form type
4
Filing time
08 Jul 2025, 16:14:54
Previous filing
10 Apr 2025
Next filing
31 Jul 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Neeleman Stephen FOUNDER AND VICE CHAIRMAN, Director C/O HEALTHEQUITY, INC., 15 W. SCENIC POINTE DR., STE. 100, DRAPER /s/ Stephen Neeleman 08 Jul 2025 0001614838

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction HQY Common Stock Tax liability -$106K -1.05K -0.92% $100.87 113K 03 Jul 2025 Direct
holding HQY Common Stock 553K 03 Jul 2025 See footnote F1
holding HQY Common Stock 203K 03 Jul 2025 See footnote F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
holding HQY Stock Option (right to buy) 19.9K 03 Jul 2025 Common Stock 19.9K $41.28 Direct F3
holding HQY Stock Options (right to buy) 14.2K 03 Jul 2025 Common Stock 14.2K $61.72 Direct F3
holding HQY Stock Options (right to buy) 15.3K 03 Jul 2025 Common Stock 15.3K $73.61 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Shares held of record by the Stephen and Christine Neeleman Trust.
F2 Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes.
F3 The option is immediately exercisable.