Skip to main content

Dillon Adrian T's Form 4 filing

Healthequity, Inc.HQY · filed Aug 27, 2026

Accession no.
0001163402-26-000004
Filed
Aug 27, 2026, 5:04 PM ET
Trade date
Aug 25, 2026
Filing delay
2 days
Rule 10b5-1 plan
Checked

This filing lists 3 non-derivative transactions and 1 derivative transaction. Open-market sales total $798.4K. It was filed 2 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Dillon Adrian TCIK 0001163402Director

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Aug 25, 2026Common StockMOption exerciseAcquired+7,632$32.50+$248,04070,027Direct
Aug 25, 2026Common StockSSaleDisposed−6,300$104.47F2−$658,172.3463,727Direct
Aug 25, 2026Common StockSSaleDisposed−1,332$105.26F3−$140,200.5962,395Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Aug 25, 2026Common StockMOption exerciseDisposed−7,632$0.00$00Direct

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F2

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.10 to $105.07, 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 footnotes 2 and 3 of this Form 4.

Referenced by the price of 1 transaction in Table I.

F3

The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.10 to $105.53, inclusive.

Referenced by the price of 1 transaction in Table I.

Remarks

The Power of Attorney given by Mr. Dillon was previously filed with the U.S. Securities & Exchange Commission on February 5, 2024, as an exhibit to a statement on Form 4 filed by Mr. Dillon with respect to HealthEquity, Inc. and is hereby incorporated by reference.

Read the full filing on SEC EDGAR (opens in a new tab)