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4Accepted Oct 8, 6:08 PM ET

Healthequity, Inc.: founder and vice chairman Stephen Neeleman sold 1,095 shares

HQYHEALTHEQUITY, INC.

Accepted (ET)

6:08 PM

Oct 8, 2026

Filed

Oct 8, 2026

Documents

1

Size

12.0 KB

Summary

Healthequity, Inc.: founder and vice chairman Stephen Neeleman sold 1,095 shares

Updated

What happened

  • The filing reports that Stephen Neeleman, founder and vice chairman and director, had 1,095 shares disposed to cover tax liability at $91.16 per share, for a total of $99,815.

Key details

  • Transaction date and price: Oct 6, 2026 — 1,095 shares at $91.16 per share (code F: payment of exercise price or tax liability).
  • Filing date and report period: Form filed Oct 8, 2026; period of report Oct 6, 2026.
  • Shares owned after the transaction: not provided in the filing.
  • Relevant footnotes from the filing:
    • F1: Shares 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: Shares held of record by Neeleman Family Holdings, LLC; the reporting person is manager and disclaims beneficial ownership except to the extent of his pecuniary interest.
    • F4: The option is immediately exercisable.
  • Filing timeliness: the filing date is Oct 8, 2026; the filing does not indicate it was late.

Why it may matter

  • The filing shows shares were withheld to satisfy a tax obligation related to an option exercise (code F); the filing notes the option was immediately exercisable (footnote F4) and does not show a separate open-market sale.
  • A filing does not show why the insider traded or why the company acted.

AI-written summary · check the filing