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: 10/8/2026ACC: 0001614838-26-000024
DirectorOfficer· Founder and Vice Chairman
Since Mar 2019
-1.09K
Net shares
Net seller
$99.8K
Total sold
0
Open market trades
0B · 0S
1
Total transactions
1.09K disposed
Non-Derivative Transactions1
Common Stock
Direct
Shares
−1.09K
Price / share
$91.16
Trade value
$99.82K
% of position
0.8%
10/6/2026
137.56K→136.47K
Total
Net shares
−1.09K
Net value
-$99.82K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 10/6/2026 | F · Tax Withholding | −1.09K | $91.16 | $99.82K | 0.8% | 137.56K | 136.47K |
| Total | −1.09K | -$99.82K | ||||||
Derivative Transactions0
No derivative transactions reported
Non-Derivative Holdings (Post-Transaction)3
Common Stock
IndirectShares owned140K
Common Stock
IndirectShares owned408.24K
Common Stock
IndirectShares owned203K
Total
751.24K indirect751.24K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 140K | Indirect |
| Common Stock | 408.24K | Indirect |
| Common Stock | 203K | Indirect |
| Total | 751.24K | 751.24K 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 | ||||