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: 9/18/2026ACC: 0001614838-26-000020
DirectorOfficer· Founder and Vice Chairman
Since Mar 2019
-1.50K
Net shares
Net seller
$0.00
Total acquired
0
Open market trades
0B · 0S
1
Total transactions
1.50K disposed
Non-Derivative Transactions1
Common Stock
Indirect
Shares
−1.50K
Price / share
—
Trade value
—
% of position
0.4%
9/17/2026
409.74K→408.24K
Total
Net shares
−1.50K
Net value
$0.00
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Indirect | 9/17/2026 | G · Gift | −1.50K | — | — | 0.4% | 409.74K | 408.24K |
| Total | −1.50K | $0.00 | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)3
Common Stock
DirectShares owned137.56K
Common Stock
IndirectShares owned140K
Common Stock
IndirectShares owned203K
Total
137.56K direct·343K indirect480.56K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 137.56K | Direct |
| Common Stock | 140K | Indirect |
| Common Stock | 203K | Indirect |
| Total | 480.56K | 137.56K direct·343K indirect |
Derivative Holdings (Post-Transaction)3
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
—
Stock Option (right to buy)
DirectUnderlying security
Common Stock
Underlying shares
19.90K
Shares owned
19.90K
Exercise price
41.28
Expiration
—
Exercise window
—
Total
Underlying
49.46K
Owned
49.46K
| Security | Underlying | Exercise Price | Exercise Window | Expiration | Underlying Shares | Shares Owned |
|---|---|---|---|---|---|---|
| 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 |
| Stock Option (right to buy) Direct | Common Stock | 41.28 | — | — | 19.90K | 19.90K |
| Total | 49.46K | 49.46K | ||||