HEALTHEQUITY, INC.
For the period ended Jan 31, 2026. Filed Mar 17, 2026.
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FY2026 · Filed Mar 17, 2026
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Item 9B. Other information
Rule 10b5-1 plan elections
Except as described below, none of the Company's directors or officers adopted orterminated a Rule 10b5-1 trading arrangement or a non-Rule 10b5-1 trading arrangement (as such terms are defined in Item 408(c) of Regulation S-K) during the fiscal quarter ended January 31, 2026.
On December 20, 2025, Adrian Dillon, amember of our board of directors, entered into a Rule 10b5-1 trading arrangement (the “Dillon Arrangement”). The Dillon Arrangement provides for the sale, between March 21, 2026 and February 1, 2027, of up to 12,469 shares of the Company’s common stock held by Mr. Dillon, which represent the exercise of expiring stock options and sale of the underlying shares. The Dillon Arrangement was entered into during an open insider trading window and is intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act.
On January 14, 2026, Gayle Wellborn, amember of our board of directors, entered into a Rule 10b5-1 trading arrangement (the “Wellborn Arrangement”). The Wellborn Arrangement provides for the sale, between April 15, 2026 and December 31, 2026, of up to 2,439 shares of the Company’s common stock held by Ms. Wellborn. The Wellborn Arrangement was entered into during an open insider trading window and is intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act.
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