NEELEMAN STEPHEN (Founder and Vice Chairman) reported 1 transaction at HEALTHEQUITY, INC.
Review the transaction codes below to understand the nature of each event.
Filed: 4/2/2026ACC: 0001614838-26-000010
DirectorOfficer· Founder and Vice Chairman
Since Mar 2019
-9.29K
Net shares
Net seller
$766.8K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
9.29K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−9.29K
Price / share
$82.53
Trade value
$766.84K
% of position
6.2%
3/31/2026
150.52K→141.23K
Total
Net shares
−9.29K
Net value
-$766.84K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 3/31/2026 | F · Tax Withholding | −9.29K | $82.53 | $766.84K | 6.2% | 150.52K | 141.23K |
| Total | −9.29K | -$766.84K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)3
Common Stock
IndirectShares owned203K
Common Stock
IndirectShares owned409.74K
Common Stock
IndirectShares owned140K
Total
752.74K indirect752.74K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 203K | Indirect |
| Common Stock | 409.74K | Indirect |
| Common Stock | 140K | Indirect |
| Total | 752.74K | 752.74K indirect |
Derivative Holdings (Post-Transaction)3
Stock Option (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
19.90K
Shares owned
19.90K
Exercise price
41.28
Expiration
—
Exercise window
—
Stock Options (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
14.23K
Shares owned
14.23K
Exercise price
61.72
Expiration
—
Exercise window
—
Stock Options (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
15.34K
Shares owned
15.34K
Exercise price
73.61
Expiration
—
Exercise window
—
Total
Underlying
49.46K
Owned
49.46K
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| Stock Option (right to buy) Direct | Common Stock | 41.28 | — | — | 19.90K | 19.90K |
| Stock Options (right to buy) Direct | Common Stock | 61.72 | — | — | 14.23K | 14.23K |
| Stock Options (right to buy) Direct | Common Stock | 73.61 | — | — | 15.34K | 15.34K |
| Total | 49.46K | 49.46K | ||||