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 |
|---|---|---|---|---|---|---|---|
| Trittschuh Larry L | EVP Chief Security Officer | Tax Withholding | 101 | $68.31 | $6,899 | 14,745 | Mar 29, 2021 |
| MOTT DARCY G | Executive VP and CFO | Sale | 3,680 | $71.42 | $262,826 | 70,204 | Mar 22, 2021 |
| MOTT DARCY G | Executive VP and CFO | Sale | 3,400 | $78.00 | $265,200 | 66,484 | Feb 22, 2021 |
| Parker Stuart B. | — | Award / Grant | 2,266 | — | — | 4,756 | Feb 1, 2021 |
| McCowan Debra Charlotte | — | Award / Grant | 2,266 | — | — | 12,744 | Feb 1, 2021 |
| Wellborn Gayle Furgurson | — | Award / Grant | 2,266 | — | — | 12,809 | Feb 1, 2021 |
| DILLON ADRIAN T | — | Award / Grant | 1,044 | — | — | 31,708 | Feb 1, 2021 |
| Dilsaver Evelyn S | — | Award / Grant | 2,266 | — | — | 19,490 | Feb 1, 2021 |
| Sacks Ian | — | Award / Grant | 984 | — | — | 156,046 | Feb 1, 2021 |
| SELANDER ROBERT W | — | Award / Grant | 2,266 | — | — | 37,811 | Feb 1, 2021 |
| Corvino Frank | — | Award / Grant | 2,266 | — | — | 6,439 | Feb 1, 2021 |
| Kessler Jon | President and CEO | Sale | 17,553 | $87.13 | $1,529,393 | 255,715 | Jan 25, 2021 |
| Ladd Delano | EVP, Counsel & Secretary | Sale | 11,504 | $84.14 | $967,947 | 73,707 | Jan 25, 2021 |
| Corvino Frank | — | Sale | 1,637 | $75.76 | $124,019 | 4,173 | Jan 8, 2021 |
| Trittschuh Larry L | EVP Chief Security Officer | Sale | 1,863 | $73.00 | $135,999 | 14,846 | Jan 6, 2021 |
| Trittschuh Larry L | EVP Chief Security Officer | Sale | 6,420 | $70.00 | $449,400 | 16,709 | Dec 22, 2020 |
| Trittschuh Larry L | EVP Chief Security Officer | Tax Withholding | 776 | $65.71 | $50,991 | 16,709 | Dec 18, 2020 |
| Otten William Robert | Executive VP of Sales | Gift | 55 | — | — | 36,234 | Dec 10, 2020 |
| Parker Stuart B. | — | Award / Grant | 2,337 | — | — | 2,337 | Dec 4, 2020 |
| Medici Frank | — | Sale | 2,602 | $69.50 | $180,839 | 36,138 | Nov 18, 2020 |
| Neeleman Stephen | Founder and Vice Chairman | Gift | 550 | — | — | 575,735 | Oct 1, 2020 |
| Dreier Ashley | Former Exec, VP, CTO and CIO | Option Exercise | 16,250 | $24.36 | $395,850 | 58,694 | Sep 2, 2020 |
| Bloomberg Edward | Chief Operating Officer | Tax Withholding | 776 | $57.71 | $44,783 | 27,520 | Aug 14, 2020 |
| Hostetter Adam J | EVP Chief Marketing Officer | Tax Withholding | 1,271 | $58.28 | $74,074 | 18,105 | Jun 29, 2020 |
| Otten William Robert | Executive VP of Sales | Gift | 90 | — | — | 37,217 | Jun 23, 2020 |
| Hill Angelique Christine | Exec VP, Operations | Option Exercise | 5,000 | $18.93 | $94,650 | 21,356 | Jun 5, 2020 |
| Kessler Jon | President and CEO | Gift | 100,000 | — | — | 100,000 | Apr 13, 2020 |
| MOTT DARCY G | Executive VP and CFO | Tax Withholding | 8,969 | $43.97 | $394,367 | 59,884 | Apr 6, 2020 |
| Dreier Ashley | Executive, VP, CTO and CIO | Tax Withholding | 7,701 | $43.97 | $338,613 | 45,091 | Apr 6, 2020 |
| Otten William Robert | Executive VP of Sales | Tax Withholding | 1,869 | $43.97 | $82,180 | 37,307 | Apr 6, 2020 |
| Neeleman Stephen | Founder and Vice Chairman | Tax Withholding | 8,969 | $43.97 | $394,367 | 29,884 | Apr 6, 2020 |
| Ladd Delano | EVP, Counsel & Secretary | Tax Withholding | 3,639 | $43.97 | $160,007 | 30,211 | Apr 6, 2020 |
| Kessler Jon | President and CEO | Tax Withholding | 42,170 | $43.97 | $1,854,215 | 505,715 | Apr 6, 2020 |
| Trittschuh Larry L | EVP Chief Security Officer | Award / Grant | 3,651 | — | — | 17,485 | Apr 5, 2020 |
| Kessler Jon | President and CEO | Award / Grant | 26,643 | — | — | 469,053 | Mar 31, 2020 |
| MOTT DARCY G | Executive VP and CFO | Award / Grant | 19,073 | — | — | 60,617 | Mar 31, 2020 |
| Dreier Ashley | Executive, VP, CTO and CIO | Award / Grant | 13,351 | — | — | 52,792 | Mar 31, 2020 |
| Trittschuh Larry L | EVP Chief Security Officer | Award / Grant | 755 | — | — | 11,528 | Mar 31, 2020 |
| Otten William Robert | Executive VP of Sales | Award / Grant | 3,019 | — | — | 25,185 | Mar 31, 2020 |
| Neeleman Stephen | Founder and Vice Chairman | Award / Grant | 19,073 | — | — | 30,617 | Mar 31, 2020 |
| Ladd Delano | EVP, Counsel & Secretary | Award / Grant | 2,717 | — | — | 17,725 | Mar 31, 2020 |
| Hostetter Adam J | EVP Chief Marketing Officer | Award / Grant | 3,294 | — | — | 19,376 | Mar 31, 2020 |
| Hill Angelique Christine | Exec VP, Operations | Award / Grant | 5,930 | — | — | 22,447 | Mar 31, 2020 |
| Bloomberg Edward | Chief Operating Officer | Award / Grant | 5,283 | — | — | 15,118 | Mar 31, 2020 |
| Hill Angelique Christine | Exec VP, Operations | Tax Withholding | 319 | $55.33 | $17,650 | 13,068 | Mar 27, 2020 |
| Dreier Ashley | Executive, VP, CTO and CIO | Tax Withholding | 551 | $52.22 | $28,773 | 28,792 | Mar 26, 2020 |
| Ladd Delano | EVP, Counsel & Secretary | Tax Withholding | 295 | $52.22 | $15,405 | 9,967 | Mar 26, 2020 |
| Trittschuh Larry L | EVP Chief Security Officer | Tax Withholding | 82 | $55.33 | $4,537 | 10,773 | Mar 26, 2020 |
| SELANDER ROBERT W | — | Award / Grant | 2,876 | — | — | 35,545 | Feb 1, 2020 |
| DILLON ADRIAN T | — | Award / Grant | 1,438 | — | — | 27,073 | Feb 1, 2020 |