HEALTHEQUITY, INC. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Gift | 140,000 | — | — | 140,000 | Dec 19, 2025 |
| Ladd Delano | EVP, General Counsel | Sale | 1,500 | $94.72 | $142,080 | 73,979 | Dec 19, 2025 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Sale | 10,959 | $95.45 | $1,046,037 | 45,742 | Dec 18, 2025 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Gift | 500 | — | — | 549,735 | Dec 17, 2025 |
| Wellborn Gayle Furgurson | — | Sale | 4,339 | $98.03 | $425,352 | 19,733 | Dec 12, 2025 |
| Ladd Delano | EVP, General Counsel | Sale | 1,500 | $104.56 | $156,840 | 75,479 | Nov 20, 2025 |
| Ladd Delano | EVP, General Counsel | Sale | 1,500 | $92.07 | $138,105 | 76,979 | Oct 20, 2025 |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Tax Withholding | 1,649 | $88.57 | $146,052 | 51,576 | Oct 7, 2025 |
| Ladd Delano | EVP, General Counsel | Tax Withholding | 977 | $88.57 | $86,533 | 78,479 | Oct 6, 2025 |
| Lucania James M | EVP & CFO | Tax Withholding | 2,393 | $88.57 | $211,948 | 87,036 | Oct 6, 2025 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Tax Withholding | 1,058 | $88.57 | $93,707 | 111,535 | Oct 6, 2025 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Tax Withholding | 3,006 | $88.57 | $266,241 | 56,701 | Oct 6, 2025 |
| Ladd Delano | EVP, General Counsel | Sale | 29 | $95.70 | $2,775 | 79,456 | Sep 19, 2025 |
| Dilsaver Evelyn S | — | Option Exercise | 15,000 | $21.27 | $319,050 | 51,669 | Sep 5, 2025 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Gift | 3,000 | — | — | 550,235 | Jul 28, 2025 |
| Ladd Delano | EVP, General Counsel | Tax Withholding | 970 | $100.87 | $97,844 | 85,456 | Jul 3, 2025 |
| Lucania James M | EVP & CFO | Tax Withholding | 2,375 | $100.87 | $239,566 | 89,429 | Jul 3, 2025 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Tax Withholding | 1,049 | $100.87 | $105,813 | 112,593 | Jul 3, 2025 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Tax Withholding | 2,982 | $100.87 | $300,794 | 59,707 | Jul 3, 2025 |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Sale | 1,094 | $101.50 | $111,041 | 53,925 | Jul 3, 2025 |
| Dilsaver Evelyn S | — | Award / Grant | 2,003 | — | — | 36,669 | Jun 26, 2025 |
| SELANDER ROBERT W | — | Award / Grant | 2,003 | — | — | 86,972 | Jun 26, 2025 |
| DILLON ADRIAN T | — | Award / Grant | 2,003 | — | — | 59,518 | Jun 26, 2025 |
| Wellborn Gayle Furgurson | — | Award / Grant | 2,003 | — | — | 19,733 | Jun 26, 2025 |
| McCowan Debra Charlotte | — | Award / Grant | 2,003 | — | — | 9,782 | Jun 26, 2025 |
| Natarajan Rajesh | — | Award / Grant | 2,003 | — | — | 14,277 | Jun 26, 2025 |
| Parker Stuart B. | — | Award / Grant | 2,003 | — | — | 21,835 | Jun 26, 2025 |
| Kessler Jon | — | Option Exercise | 23,929 | $61.72 | $1,476,898 | 349,350 | Jun 6, 2025 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Sale | 13,000 | $111.37 | $1,447,810 | 62,689 | Jun 6, 2025 |
| SELANDER ROBERT W | — | Option Exercise | 12,500 | $28.68 | $358,500 | 90,719 | Apr 9, 2025 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Tax Withholding | 9,019 | $79.88 | $720,438 | 113,642 | Apr 8, 2025 |
| Ladd Delano | EVP, General Counsel | Tax Withholding | 6,991 | $79.88 | $558,441 | 86,426 | Apr 8, 2025 |
| Kessler Jon | — | Tax Withholding | 101,545 | $79.88 | $8,111,415 | 308,012 | Apr 8, 2025 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Tax Withholding | 52,078 | $79.88 | $4,159,991 | 133,689 | Apr 8, 2025 |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Sale | 8,881 | $78.26 | $695,027 | 56,655 | Apr 4, 2025 |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Award / Grant | 15,495 | — | — | 70,375 | Apr 3, 2025 |
| Ladd Delano | EVP, General Counsel | Award / Grant | 14,086 | — | — | 77,193 | Apr 3, 2025 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Award / Grant | 21,969 | — | — | 123,977 | Apr 2, 2025 |
| Kessler Jon | — | Award / Grant | 205,055 | — | — | 409,557 | Apr 2, 2025 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Award / Grant | 117,176 | — | — | 189,567 | Apr 2, 2025 |
| Lucania James M | EVP & CFO | Tax Withholding | 4,212 | $83.88 | $353,303 | 91,804 | Apr 2, 2025 |
| Cutler Scott | President and CEO | Award / Grant | 45,076 | — | — | 122,316 | Apr 2, 2025 |
| Ladd Delano | EVP, General Counsel | Tax Withholding | 395 | $87.93 | $34,732 | 63,107 | Apr 1, 2025 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Tax Withholding | 538 | $87.93 | $47,306 | 87,922 | Apr 1, 2025 |
| SELANDER ROBERT W | — | Sale | 1,998 | $111.87 | $223,516 | 78,219 | Feb 10, 2025 |
| Natarajan Rajesh | — | Award / Grant | 771 | — | — | 12,274 | Feb 3, 2025 |
| Parker Stuart B. | — | Award / Grant | 771 | — | — | 19,832 | Feb 3, 2025 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Tax Withholding | 1,707 | $97.54 | $166,501 | 55,488 | Jan 7, 2025 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Tax Withholding | 570 | $97.54 | $55,598 | 88,460 | Jan 7, 2025 |
| Lucania James M | EVP & CFO | Tax Withholding | 1,848 | $97.54 | $180,254 | 76,295 | Jan 7, 2025 |