SEC Form 4 · accession 0001163402-26-000002
HEALTHEQUITY, INC. · HQY
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Adrian T Dillon
Director
Period of report
Jun 25, 2026
Accepted (ET)
Jun 29, 2026 · 4:22 pm EDT
Rule 10b5-1 plan
box not checked
Issuer CIK
0001428336
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Jun 25, 2026 | A | 2,877 | $0.00 | A | 62,395 | D |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock Option (right to buy)F2 | $32.50 | holding | — | — | — | — | Sep 1, 2026 | Common Stock | 7,632 | 7,632 | D |
| Stock Option (right to buy)F2 | $46.40 | holding | — | — | — | — | Feb 1, 2027 | Common Stock | 4,837 | 4,837 | D |
| Stock Option (right to buy)F2 | $50.41 | holding | — | — | — | — | Feb 1, 2028 | Common Stock | 4,339 | 4,339 | D |
| Stock Option (right to buy)F2 | $63.64 | holding | — | — | — | — | Feb 1, 2029 | Common Stock | 3,626 | 3,626 | D |
| Stock Option (right to buy)F2 | $66.06 | holding | — | — | — | — | Feb 1, 2030 | Common Stock | 4,012 | 4,012 | D |
Explanation of responses
- F1Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.
- F2The option is immediately exercisable.
Remarks
The Power of Attorney given by Mr. Dillon was previously filed with the U.S. Securities & Exchange Commission on February 5, 2024, as an exhibit to a statement on Form 4 filed by Mr. Dillon with respect to HealthEquity, Inc. and is hereby incorporated by reference.