SEC Filing Summary

Stephen Neeleman, Founder and Vice Chairman of HEALTHEQUITY, INC., reported a transaction on December 19, 2025. He disposed of 140,000 shares of Common Stock, valued at $0.0 per share, with the transaction noted as a bona fide gift for estate planning purposes. Concurrently, he acquired 140,000 shares of Common Stock at $0.0 per share. Following these transactions, his post-transaction shares are 409,735. Additionally, 203,000 shares are held indirectly through Neeleman Family Holdings, LLC, where Mr. Neeleman serves as manager. He also holds stock options to purchase Common Stock with varying exercise prices and expiration dates. The filing indicates direct ownership of 111,535 shares of Common Stock.