Compensation award — excluded from discretionary-purchase analysis.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell
View the official recordSEC Form 4 — Statement of Changes in Beneficial OwnershipAll the details
Dates, kept separate
Transaction date
Mar 25, 2026
Reporting period
Not applicable
Filed with the SEC
Mar 27, 2026
ChairGrant / award
Context
Classification
grant award
Code A — grant or award
Planned / mechanical clue
Footnote references vesting of compensation awards
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001614838-26-000006
Filed / recorded
Mar 27, 2026, 9:26 PM UTC
Added to OQRO
Oct 6, 2026, 7:59 PM UTC
Parser
form4-xml-v2
Data quality
Verified: identifiers matched exactly
Issuer
HEALTHEQUITY, INC.
Issuer CIK
1428336
Ticker
HQY
Reporting person
Stephen Neeleman
Relationship
Director, Officer
Officer title
FOUNDER AND VICE CHAIRMAN
Security
Common Stock
Table
Non-derivative (Table I)
Transaction date
Mar 25, 2026
Transaction code
A
Shares / units
15,915
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
126,659
Ownership form
Direct
Amendment
No
Footnotes from the filing
Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027.