4Accepted Oct 8, 6:08 PM ET
Healthequity, Inc.: founder and vice chairman Stephen Neeleman sold 1,095 shares
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
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.