Gift or transfer — classified separately from trades.
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
Dec 19, 2025
Reporting period
Not applicable
Filed with the SEC
Dec 23, 2025
ChairIndirect holdingGift / transfer
Context
Classification
gift transfer
Code G — gift, bequest or transfer
Planned / mechanical clue
None found in footnotes
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001614838-25-000009
Filed / recorded
Dec 23, 2025, 9:27 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
Dec 19, 2025
Transaction code
G
Shares / units
140,000
Price per share
$0.00
Acquired / disposed
Acquired (A)
Shares owned after
140,000
Ownership form
Indirect — See footnote
Amendment
No
Footnotes from the filing
Transaction represents a bona fide gift to Reporting Person's spouse for estate planning purposes.
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.