Transaction · 0001638683-26-000020

Lucania James M

Lucania James M, EVP, CFO, reported a transaction classified as withholding at HEALTHEQUITY, INC. involving 2822.000000 shares for an estimated $257240.26. Reported holdings after the transaction were 101795.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

withholdingSEC transaction code FEVP, CFO
HQYHEALTHEQUITY, INC.
Filing timeOct 08
Trade dateOct 06, 2026
Filing · SECView on SEC
InsiderProfile
% of reported position tradedUnavailableCalculated only for code-P purchases and code-S sales.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
$93.05
Pre-filing
1mo ago +3.2%1w ago -6.2%1d ago -1.6%
Returns since
7d30d90d180d1y

HQY price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
HQY since 2026-10-08Filed yesterday · 1 day of post-filing data
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
withholding
Code F
Identifier
0001638683-26-000020
Common Stock
Transaction date
Oct 06, 2026
Filed Oct 08, 2026, 09:56 PM · 2d delay
Shares
2.82k sh
$91.16 per share
Estimated value
-$257k
Computed from shares × price
Holdings after
101k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Direct Ownership
-12score
Filing-only score

-12

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

EVP & CFO

Officer YesDirector No10% NoOther No
Footnotes & amended

No footnotes recorded.

Original filing · 0001638683-26-000020
Related transactions

0 other filings

Same reporting owner
Recent company activity

0 recent txs

HQY