Transaction #25060 · Form 4 · 0001614838-25-000009
HEALTHEQUITY, INC. · Gift received · Common Stock
HEALTHEQUITY, INC. · Transacted December 19, 2025 · Filed December 23, 2025
What does this filing report?
An SEC Form 4 filing for HEALTHEQUITY, INC. records a gift received involving Common Stock on December 19, 2025. The reported quantity was 140,000. The filing date is December 23, 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
- Gift received · Code G
- Quantity acquired
- 140,000
- Reported price
- 0
- Reference value
- 0
- Currency
- Currency not specified
- Ownership
- Indirect
- Holdings after transaction
- 140,000
- Ownership description
- See footnote
- SEC acceptance time
- Dec 23, 2025, 4:27 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
- Neeleman Stephen ↗
FOUNDER AND VICE CHAIRMAN · Director
CIK 0001614838
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
- Transaction represents a bona fide gift to Reporting Person's spouse for estate planning purposes.
- F2
- Shares held of record by the Stephen and Christine Neeleman Trust.
- F3
- 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.
- F4
- Shares held of record by Neeleman Family Holdings, LLC ("Family Holdings"), a Utah limited liability company. The reporting person is the manager of Family Holdings. The reporting person disclaims beneficial ownership of the shares held by Family Holdings except to the extent of his pecuniary interest therein and this report shall not be deemed an admission that the reporting person is the beneficial owner of the shares held by Family Holdings for any other purposes.
- F5
- The option is immediately exercisable.
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.