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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
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End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Oct 9, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Oct 8, 2026Notice of sale · Form 144Michael Gathright · Officer · $60.3KOpen the filing ↗
- Oct 8, 2026Notice of sale · Form 144Michael Henry Fiore · Former EVP, CCO · $185.2KOpen the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record1,1468 flagged findings
Reported transactions (Form 4)73since Sep 21, 2023 · and 8 other holdings
Corporate events (8-K)30since Oct 12, 2021
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
What the company does
HealthEquity, Inc. is an American financial technology and business services company that is designated as a non-bank health savings trustee by the IRS. This designation allows HealthEquity to be the custodian of health savings accounts regardless of which financial institution the funds are deposited with.
Source: Wikipedia (CC BY-SA 4.0) · copied on Sep 3, 2026 · may not reflect recent changes.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-05-28capital return (buybacks/dividends)recentOpen filing ↗“…the requisite service period, which ends on the earlier of (1) the date of approval by the Talent, Compensation and Culture…”
+1 more passage from the same document
- “…by the Talent, Compensation and Culture Committee or (2) the date the award holder becomes eligible for retirement. As a result,…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 1,146)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Oct 9, 268-K ↗Current report · A senior executive left or was appointed
- Oct 9, 26SCHEDULE 13G/A ↗Passive stake · Wasatch Advisors LP · 8.5% · event on Sep 30, 26 · amendment
- Oct 8, 26Form 4 ↗Insider transaction
- Oct 8, 26Form 144 ↗Notice of proposed sale
- Oct 8, 26Form 4 ↗Insider transaction
- Oct 8, 26Form 144 ↗Notice of proposed sale
- Oct 8, 26Form 4 ↗Insider transaction
- Oct 8, 26Form 144 ↗Notice of proposed sale
- Oct 8, 26Form 4 ↗Insider transaction
- Oct 8, 26Form 144 ↗Notice of proposed sale
- Oct 8, 26Form 4 ↗Insider transaction
- Oct 8, 26Form 144 ↗Notice of proposed sale
- Oct 8, 26Form 4 ↗Insider transaction
- Oct 8, 26Form 144 ↗Notice of proposed sale
- Sep 30, 26Form 3 ↗Insider transaction
- Sep 30, 268-K ↗Current report · A senior executive left or was appointed
- Sep 18, 26Form 4 ↗Insider transaction
- Aug 27, 2610-Q ↗Quarterly report
- Aug 27, 268-K ↗Current report · Results
- Aug 27, 26Form 4 ↗Insider transaction
- Aug 25, 26Form 144 ↗Notice of proposed sale
- Jul 31, 26SCHEDULE 13G/A ↗Passive stake · Vanguard Portfolio Management · 4.9% · event on Jun 30, 26 · amendment
- Jul 15, 26SCHEDULE 13G/A ↗Passive stake · Wasatch Advisors LP · 9.5% · event on Jun 30, 26 · amendment
1,146 filings on record, the oldest from Jul 30, 14.
Listing the 25 most recent filings of the 1,146 on record.
14235
6 senior executive changes2025 – 2026show all 6hide
- Oct 9, 26A senior executive left or was appointed8-K 5.02 ↗
- Sep 30, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 8, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 6, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Mar 30, 26A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Apr 28, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Nov 29, 24Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Nov 12, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Aug 27, 24Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Jun 27, 24A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- May 14, 24Completed an acquisition or disposal+2 more in the same filing8-K 2.01 ↗
- Apr 25, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Sep 19, 23Entered a material agreement+2 more in the same filing8-K 1.01 ↗
3 senior executive changes2023show all 3hide
- Jul 28, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jul 3, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jun 14, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jun 2, 23Took on a new financial obligation+2 more in the same filing8-K 2.03 ↗
4 senior executive changes2022 – 2023show all 4hide
- Apr 13, 23A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Sep 1, 22A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Aug 2, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 2, 22A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Dec 6, 21A material agreement was terminated+2 more in the same filing8-K 1.02 ↗
2 older filings not shown · The record reaches back to Oct 27, 14.
Stress disclosures older than the timeline above. They are individual events from the record, not a complete timeline: there may be more between them.
- Nov 1, 21A debt obligation was accelerated+4 more in the same filing8-K 2.04 ↗
The full record holds 1 stress filing.
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Wasatch Advisors LP8.5%Sep 30, 26SCHEDULE 13G/A ↗1 earlier filing
- Vanguard Capital Management5.3%Mar 31, 26SCHEDULE 13G ↗
- Vanguard Portfolio Management4.9%Jun 30, 26SCHEDULE 13G/A ↗1 earlier filing
- FMR LLC4.1%Sep 30, 25SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum.
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Oct 8, Michael Gathright filed notice of intent to sell up to $60K.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
No sale of theirs is on record yet in Form 4; the 90-day window is still open.
View notice (Form 144) ↗+9 more recent notices · 2 with a later sale
- Aug 25, 26Sell$658KADRIAN T DILLON↗
- Aug 25, 26Sell$140KADRIAN T DILLON↗
- Jul 10, 26Sell$224KMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER↗
- Jul 2, 26Sell$235KMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER↗
- May 29, 26Sell$298KMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER↗
- May 28, 26Sell$675KDelano LaddEVP, General Counsel↗
- May 28, 26Sell$220KGayle Furgurson Wellborn↗
Stock compensation, tax and giftsshow the 33 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Oct 6, 26Tax$100KStephen NeelemanFOUNDER AND VICE CHAIRMAN↗
- Oct 6, 26Tax$257KJames M LucaniaEVP & CFO↗
- Oct 6, 26Tax$98KDelano LaddEVP, General Counsel↗
- Oct 6, 26Tax$112KScott CutlerPresident and CEO↗
- Oct 6, 26Tax$185KMichael Henry Fiore↗
- Oct 6, 26Tax$60KMichael GathrightChief Customer Officer↗
- Sep 17, 26Giftamount n/aStephen NeelemanFOUNDER AND VICE CHAIRMAN↗
- Aug 25, 26Compensation$248KADRIAN T DILLON↗
- Jul 9, 26Tax$211KMichael GathrightChief Customer Officer↗
- Jul 8, 26Tax$105KStephen NeelemanFOUNDER AND VICE CHAIRMAN↗
- Jul 8, 26Tax$270KJames M LucaniaEVP & CFO↗
- Jul 8, 26Tax$103KDelano LaddEVP, General Counsel↗
- Jul 8, 26Tax$118KScott CutlerPresident and CEO↗
- Jul 8, 26Tax$194KMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER↗
- Jun 25, 26Compensationamount n/aROBERT W SELANDER↗
- Jun 25, 26Compensationamount n/aADRIAN T DILLON↗
- Jun 25, 26Compensationamount n/aEvelyn S Dilsaver↗
- Jun 25, 26Compensationamount n/aGayle Furgurson Wellborn↗
- Jun 25, 26Compensationamount n/aDebra Charlotte McCowan↗
- Jun 25, 26Compensationamount n/aRajesh Natarajan↗
- Jun 25, 26Compensationamount n/aStuart B. Parker↗
- Jun 25, 26Compensationamount n/aWilliam Gassen↗
- May 28, 26Compensation$115KGayle Furgurson Wellborn↗
- Apr 6, 26Tax$215KStephen NeelemanFOUNDER AND VICE CHAIRMAN↗
- Apr 6, 26Tax$368KJames M LucaniaEVP & CFO↗
- Apr 6, 26Tax$208KDelano LaddEVP, General Counsel↗
- Apr 6, 26Tax$413KScott CutlerPresident and CEO↗
- Apr 6, 26Tax$400KElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER↗
- Apr 6, 26Tax$283KMichael Henry FioreEVP, CHIEF COMMERCIAL OFFICER↗
- Mar 31, 26Tax$767KStephen NeelemanFOUNDER AND VICE CHAIRMAN↗
- Mar 31, 26Tax$638KDelano LaddEVP, General Counsel↗
- Mar 31, 26Tax$1.5MElimelech RosnerEVP, CHIEF TECHNOLOGY OFFICER↗
- Mar 25, 26Compensationamount n/aStephen NeelemanFOUNDER AND VICE CHAIRMAN↗
The full record holds 324 transactions and goes back to Feb 1, 23.
Its sector and its market
HealthEquity Inc. among Health Care companies
The profile shows what is on record. Context and Radar place the company among those of its sector and region.
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Coverage
What sits behind this page.
Where each figure comes from and how far it reaches.
- Prices
- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 1,146 documents on file, from Jul 30, 2014 to Oct 9, 2026.
- Company description
- Wikipedia, read on Sep 3, 2026.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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Are the prices real time?
No. It is one close per session, from the provider and with the date shown on the profile; it does not update during the trading day.
Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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