4//SEC Filing
Neeleman Stephen 4
Accession 0001614838-26-000004
CIK 0001428336other
Filed
Jan 12, 7:00 PM ET
Accepted
Jan 13, 4:40 PM ET
Size
12.4 KB
Accession
0001614838-26-000004
Insider Transaction Report
Form 4
Neeleman Stephen
DirectorFOUNDER AND VICE CHAIRMAN
Transactions
- Tax Payment
Common Stock
[F1]2026-01-09$95.24/sh−791$75,332→ 110,744 total
Holdings
- 409,735(indirect: See footnote)
Common Stock
[F2] - 140,000(indirect: See footnote)
Common Stock
[F3] - 203,000(indirect: See footnote)
Common Stock
[F4] - 19,897
Stock Option (right to buy)
[F5]Exercise: $41.28Exp: 2027-03-27→ Common Stock (19,897 underlying) - 14,228
Stock Options (right to buy)
[F5]Exercise: $61.72Exp: 2028-03-27→ Common Stock (14,228 underlying) - 15,337
Stock Options (right to buy)
[F5]Exercise: $73.61Exp: 2029-03-26→ Common Stock (15,337 underlying)
Footnotes (5)
- [F1]The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.2357 to $95.2376 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 footnote 1 of this Form 4.
- [F2]Shares held of record by the Stephen and Christine Neeleman Trust.
- [F3]The securities are beneficially owned by the Reporting Person's spouse. The Reporting Person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the Reporting Person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose.
- [F4]Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes.
- [F5]The option is immediately exercisable.
Signature
/s/ Stephen Neeleman|2026-01-13
Documents
Issuer
HEALTHEQUITY, INC.
CIK 0001428336
Entity typeother
Related Parties
1- filerCIK 0001614838
Filing Metadata
- Form type
- 4
- Filed
- Jan 12, 7:00 PM ET
- Accepted
- Jan 13, 4:40 PM ET
- Size
- 12.4 KB