HealthEquity Founder Gifts 500 Shares of HQY Stock
HEALTHEQUITY, INC.
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Filing Summary
HealthEquity Founder Gifts 500 Shares of HQY Stock
Company: HEALTHEQUITY, INC. (HQY) Form: 4 | Filed: 2025-12-18 Significance: Low
Insider: Neeleman Stephen Title: FOUNDER AND VICE CHAIRMAN | Relationship: Director, Officer
Transaction: • Type: Gift (Disposition) • Shares: 500 • Price: $0.00 • Value: $0 • Owned After: 864,270 (total direct & indirect)
Key Insight: The Founder and Vice Chairman made a small gift of 500 shares, a routine transaction with no market significance. The insider maintains a substantial position of ~1% of the company.
Comprehensive Analysis
SEC Filing Analysis: HEALTHEQUITY, INC. (HQY)
Executive Summary
- Trading Significance: Low
- Key Takeaway: The Founder and Vice Chairman, Stephen Neeleman, disposed of 500 shares as a bona fide gift, a transaction with negligible financial impact.
- Market Impact: Neutral. This is a routine, non-market transaction that does not signal a change in insider sentiment.
Company Information
| Field | Value |
|---|---|
| Company | HEALTHEQUITY, INC. |
| Ticker Symbol | HQY |
| CIK | 0001428336 |
| Industry | SERVICES-BUSINESS SERVICES, NEC |
Insider Information
| Field | Value |
|---|---|
| Name | Neeleman Stephen |
| CIK | 0001614838 |
| Title/Position | FOUNDER AND VICE CHAIRMAN |
| Relationship | Director, Officer |
Transaction Details
| Field | Value |
|---|---|
| Form Type | 4 |
| Transaction Date | 2025-12-17 |
| Transaction Code | G (Bona fide gift) |
| Security Type | Common Stock |
| Shares Involved | 500 |
| Price Per Share | $0.00 |
| Total Value | $0 |
| Shares Owned After | 549,735 (in this specific account) |
| Ownership Type | Indirect |
Financial Impact Assessment
Transaction Materiality
| Metric | Value |
|---|---|
| Transaction Value | $0 |
| % of Market Cap | 0.00% |
| Shares Transacted | 500 |
| % of Shares Outstanding | 0.00058% |
| Post-Transaction Ownership (Total) | 864,270 shares (1.003% of outstanding) |
| Materiality Assessment | Low |
Impact Evaluation
- Market Cap Context: With a market capitalization of $8.77 billion, this $0 value transaction is immaterial.
- Ownership Concentration: While the insider's total holding of just over 1% is significant, this gift represents a minuscule fraction (0.058%) of that holding and does not materially alter their stake.
- Transaction Significance: The transaction is a small, personal gift and carries no investment signal. Its size is far below any threshold for market significance.
Market Impact Analysis
Stock Impact Prediction
- Direction: Neutral
- Reasoning: A small gift is a non-market event and is not indicative of the insider's outlook on the company's performance. It is not a sale on the open market.
Volume & Sentiment
- Expected Volume Impact: None. The transaction size is negligible compared to daily trading volume.
- Sentiment Indicator: Neutral. The filing is informational and does not imply a bullish or bearish stance.
Additional Context
Transaction Notes
- The transaction was an indirect disposition of shares held by the Stephen and Christine Neeleman Trust, as noted in the filing's footnotes.
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
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