Notice of Proposed Sale · 144
HealthEquity, Inc.
HQYNASDAQEQUITYCurrent
Notice of Proposed Sale
Structured filing — 144
primary_doc.xml
Notice of proposed sale. The proposed amounts below do not establish that a sale occurred.
Proposed-sale notice
- Issuer
- HEALTHEQUITY, INC.
- Issuer CIK
- 0001428336
- SEC file number
- 001-36568
- Phone
- 8017271000
- Person for whose account securities are to be sold
- ADRIAN DILLON
- Relationships to issuer
- Director
- Street
- 15 West Scenic Pointe Drive, Suite 100
- City
- Draper
- State / country code
- UT
- Postal code
- 84020
Securities proposed for sale
| Security | Proposed units | Aggregate market value | Units outstanding | Approximate sale date | Exchange | Broker / market maker |
|---|---|---|---|---|---|---|
| Common | 7,632 | 804,412.80 | 83,602,157 | 08/25/2026 | NASDAQ | Morgan Stanley Smith Barney LLC Executive Financial Services |
Broker / market maker — proposed row 1, entry 1
- Name
- Morgan Stanley Smith Barney LLC Executive Financial Services
- Street
- 1 New York Plaza
- Street (continued)
- 8th Floor
- City
- New York
- State / country code
- NY
- Postal code
- 10004
Acquisition of securities to be sold
| Security | Acquired | Nature of acquisition | Acquired from | Amount acquired | Gift transaction | Payment date | Nature of payment |
|---|---|---|---|---|---|---|---|
| Common | 08/25/2026 | Exercise of Stock Options | Issuer | 7,632 | N | 08/25/2026 | Cash |
Prior-sale reporting
- Nothing to report for the preceding three months
- Y
Notice signature
- Notice date
- 08/25/2026
- Signed
- /s/ Adrian Dillon
- Plan adoption dates
- 12/20/2025
Recent company filings
- Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsOct 9, 2026
- SCHEDULE 13G/A - filed by WASATCH ADVISORS LP regarding HEALTHEQUITY, INC.Oct 9, 2026
- Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · Regulation FD DisclosureSep 30, 2026
- S-8 filingAug 27, 2026
- 10-Q filingAug 27, 2026