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
Jan 9, 2026
Reporting period
Not applicable
Filed with the SEC
Jan 13, 2026
CFOTax withholding
Context
Classification
tax withholding
Code F — shares delivered to pay exercise price or tax liability
Planned / mechanical clue
Tax mechanics (code F)
Only flagged when a footnote says so; never inferred
Source receipt
Record ID
0001638683-26-000004
Filed / recorded
Jan 13, 2026, 9:44 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
James M Lucania
Relationship
Officer
Officer title
EVP & CFO
Security
Common Stock
Table
Non-derivative (Table I)
Transaction date
Jan 9, 2026
Transaction code
F
Shares / units
2,470
Price per share
$95.24
Acquired / disposed
Disposed (D)
Shares owned after
84,566
Ownership form
Direct
Amendment
No
Footnotes from the filing
The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $95.2359 to $95.2365 inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote 1 of this Form 4.