HealthEquity (HQY) Founder Stephen Neeleman Gifts 1,500 Shares

What Happened

• Stephen Neeleman, Founder and Vice Chairman (also a director), disposed of 1,500 HealthEquity (HQY) shares on 2026-09-17 via a gift (transaction code G). The reported price per share is $0.00 and the total proceeds are $0, consistent with a charitable/family gift rather than a sale.

Key Details

• Transaction date: 2026-09-17; Filing date (Form 4): 2026-09-18 (filed the next day).
• Transaction type/code: Gift (G); Price: $0.00; Shares disposed: 1,500; Reported total value: $0.
• Shares owned after transaction: Not specified in the provided excerpts of the filing.
• Relevant footnotes from the filing:
  • F1: Some shares are held of record by the Stephen and Christine Neeleman Trust.
  • F2: Certain securities are beneficially owned by the reporting person’s spouse; the reporting person disclaims beneficial ownership of those securities.
  • F3: Some shares are held of record by Neeleman Family Holdings, LLC; the reporting person is manager and disclaims beneficial ownership except to the extent of any pecuniary interest.
  • F4: (Not directly related to this gift) notes an option is immediately exercisable.
• No indication in the filing excerpts that this report was late.

Context

• Gifts are transfers for no cash proceeds and do not necessarily indicate the insider’s view on the company’s share price; they are often for estate planning, family transfers, or charitable donations.
• Several footnotes show holdings are held via trusts, spouse, or family entities and that the reporting person disclaims beneficial ownership of some of those holdings.