Transaction #20848 · Form 4 · 0001712960-25-000004
HEALTHEQUITY, INC. · Exercise / conversion · Common Stock
HEALTHEQUITY, INC. · Transacted December 12, 2025 · Filed December 16, 2025
What does this filing report?
An SEC Form 4 filing for HEALTHEQUITY, INC. records an exercise / conversion involving Common Stock on December 12, 2025. The reported quantity was 4,339. The filing date is December 16, 2025. This is one transaction record; amounts are not allocated among any joint reporting owners.
The acquisition category describes how securities were received. It does not by itself establish a cash purchase of common stock. Read the transaction code definitionsand the original filing before interpreting the amounts.
Transaction details
- Company
- HEALTHEQUITY, INC.
- Company CIK
- 0001428336
- Security type
- Non-derivative
- Acquisition type
- Exercise / conversion · Code M
- Quantity acquired
- 4,339
- Reported price
- 50.41
- Reference value
- 218,728.99
- Currency
- Currency not specified
- Ownership
- Direct
- Holdings after transaction
- 24,072
- Ownership description
- Not reported
- SEC acceptance time
- Dec 16, 2025, 3:44 PM EST
- 10b5-1 indication
- Not indicated
Reference value is reported quantity × reported price. It is not a confirmed cash payment or an estimate of a derivative's economic value. A missing currency is not assumed to be USD.
Reporting owners
- Wellborn Gayle Furgurson ↗
Director
CIK 0001712960
These are the reporting owners named in the filing. Quantities and amounts are not allocated among co-reporters. Roles reflect this filing, not a current profile.
Company listings
The linked listing is identified separately from other current company listings.
Filing footnotes & remarks
- F1
- The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $97.87 to $98.20 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.
- F2
- The option is immediately exercisable.
Remarks
The Power of Attorney given by Ms. Wellborn was previously filed with the U.S. Securities and Exchange Commission on June 26, 2023, as an exhibit to a statement on Form 4 filed by Ms. Wellborn with respect to HealthEquity, Inc. and is hereby incorporated by reference.
Footnotes are reproduced as plain text from the current source filing. For the full context, read the original SEC filing.
This record was updated Eastern Time. This is the stored record update time, not the transaction date. Report a correction.