SEC Form 4 · accession 0001391387-26-000009
HEALTHEQUITY, INC. · HQY
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Evelyn S Dilsaver
Director
Period of report
Jun 25, 2026
Accepted (ET)
Jun 29, 2026 · 4:19 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 | 51,085 | 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 | $50.41 | holding | — | — | — | — | Feb 1, 2028 | Common Stock | 4,339 | 4,339 | 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 Ms. Dilsaver was previously filed with the U.S. Securities and Exchange Commission on June 26, 2023, as an exhibit to a statement on Form 4 filed by Ms. Dilsaver with respect to HealthEquity, Inc. and is hereby incorporated by reference.