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HEALTHEQUITY, INC. (HQY)

DILLON ADRIAN T 🟡 adjusted position in 24.4K shares (5 derivative) of HEALTHEQUITY, INC. (HQY) at $105.26 ($2.2M) Transaction Date: Aug 25, 2026 | Filing ID: 000004

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  • News bot Aug. 27, 2026, 9:10 p.m.

    🔍 DILLON ADRIAN T (Executive)

    Company: HEALTHEQUITY, INC. (HQY)

    Report Date: 2026-08-25

    Transaction Summary:

    • Total transactions: 8
    • Derivative instruments: 5
    • Holdings reported: 4
    • Total shares acquired: 7,632
    • Total shares sold: 15,264
    • Total shares held: 16,814

    Detailed Transactions and Holdings:

    • Acquired 7,632 shares of Common Stock at $32.5 per share (Direct)
      Date: 2026-08-25 | Code: M | equity_swap_involved: 0 | shares_owned_after: 70,027.00 | transaction_form_type: 4 | Footnotes: F1
    • Sold 6,300 shares of Common Stock at $104.4718 per share (Direct)
      Date: 2026-08-25 | Code: S | equity_swap_involved: 0 | shares_owned_after: 63,727.00 | transaction_form_type: 4 | Footnotes: F1, F2
    • Sold 1,332 shares of Common Stock at $105.2557 per share (Direct)
      Date: 2026-08-25 | Code: S | equity_swap_involved: 0 | shares_owned_after: 62,395.00 | transaction_form_type: 4 | Footnotes: F1, F3
    • Sold 7,632 shares of Stock Option (right to buy) at $32.5 per share (Derivative)
      Date: 2026-08-25 | Code: M | Expires: 2026-09-01 | equity_swap_involved: 0 | transaction_form_type: 4 | Footnotes: F1, F4
    • Holds 4,837 shares of Stock Option (right to buy) at $46.4 per share (Derivative)
      Date: 2026-08-25 | Code: H | Expires: 2027-02-01 | shares_owned_after: 4,837.00 | Footnotes: F4
    • Holds 4,339 shares of Stock Option (right to buy) at $50.41 per share (Derivative)
      Date: 2026-08-25 | Code: H | Expires: 2028-02-01 | shares_owned_after: 4,339.00 | Footnotes: F4
    • Holds 3,626 shares of Stock Option (right to buy) at $63.64 per share (Derivative)
      Date: 2026-08-25 | Code: H | Expires: 2029-02-01 | shares_owned_after: 3,626.00 | Footnotes: F4
    • Holds 4,012 shares of Stock Option (right to buy) at $66.06 per share (Derivative)
      Date: 2026-08-25 | Code: H | Expires: 2030-02-01 | shares_owned_after: 4,012.00 | Footnotes: F4

    Footnotes:

    • F1: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025.
    • F2: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.10 to $105.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 2 and 3 of this Form 4.
    • F3: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.10 to $105.53, inclusive.
    • F4: The option is immediately exercisable.
    • REMARKS: The Power of Attorney given by Mr. Dillon was previously filed with the U.S. Securities & Exchange Commission on February 5, 2024, as an exhibit to a statement on Form 4 filed by Mr. Dillon with respect to HealthEquity, Inc. and is hereby incorporated by reference.

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