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 |
|---|---|---|---|---|---|---|---|
| Corvino Frank | — | Award / Grant | 1,455 | — | — | 2,588 | Feb 1, 2022 |
| DILLON ADRIAN T | — | Award / Grant | 1,455 | — | — | 45,538 | Feb 1, 2022 |
| Dilsaver Evelyn S | — | Award / Grant | 1,455 | — | — | 25,963 | Feb 1, 2022 |
| McCowan Debra Charlotte | — | Award / Grant | 1,399 | — | — | 8,301 | Feb 1, 2022 |
| Parker Stuart B. | — | Award / Grant | 1,455 | — | — | 31,986 | Feb 1, 2022 |
| Sacks Ian | — | Award / Grant | 1,073 | — | — | 148,574 | Feb 1, 2022 |
| SELANDER ROBERT W | — | Award / Grant | 1,455 | — | — | 39,266 | Feb 1, 2022 |
| Wellborn Gayle Furgurson | — | Award / Grant | 1,455 | — | — | 14,264 | Feb 1, 2022 |
| Kessler Jon | President and CEO | Award / Grant | 31,788 | — | — | 201,614 | Jan 12, 2022 |
| Trittschuh Larry L | EVP Chief Security Officer | Tax Withholding | 773 | $40.26 | $31,121 | 20,480 | Dec 17, 2021 |
| Dilsaver Evelyn S | — | Purchase | 5,018 | $39.79 | $199,666 | 24,508 | Dec 15, 2021 |
| DILLON ADRIAN T | — | Purchase | 12,375 | $40.47 | $500,816 | 44,083 | Dec 14, 2021 |
| Parker Stuart B. | — | Purchase | 25,000 | $42.82 | $1,070,500 | 30,531 | Dec 9, 2021 |
| Kessler Jon | President and CEO | Gift | 36,860 | — | — | 36,860 | Nov 4, 2021 |
| Otten William Robert | — | Sale | 1,850 | $66.42 | $122,877 | 30,566 | Nov 1, 2021 |
| McCowan Debra Charlotte | — | Sale | 8,132 | $65.99 | $536,631 | 5,447 | Oct 5, 2021 |
| Otten William Robert | — | Sale | 1,850 | $65.19 | $120,602 | 32,416 | Oct 1, 2021 |
| MOTT DARCY G | — | Sale | 335 | $62.97 | $21,095 | 91,052 | Sep 20, 2021 |
| Otten William Robert | — | Sale | 1,850 | $65.00 | $120,250 | 34,266 | Sep 1, 2021 |
| MOTT DARCY G | — | Option Exercise | 10,000 | $14.00 | $140,000 | 93,052 | Aug 20, 2021 |
| Bloomberg Edward | Chief Operating Officer | Tax Withholding | 783 | $69.12 | $54,121 | 38,412 | Aug 13, 2021 |
| Otten William Robert | Executive VP of Sales | Sale | 1,850 | $74.47 | $137,770 | 36,116 | Aug 2, 2021 |
| Bloomberg Edward | Chief Operating Officer | Sale | 1,000 | $75.00 | $75,000 | 39,195 | Jul 26, 2021 |
| MOTT DARCY G | — | Sale | 4,315 | $73.41 | $316,764 | 84,737 | Jul 20, 2021 |
| Sacks Ian | — | Sale | 3,610 | $77.04 | $278,114 | 146,046 | Jul 15, 2021 |
| Hostetter Adam J | EVP Chief Marketing Officer | Tax Withholding | 1,201 | $82.13 | $98,638 | 20,843 | Jun 29, 2021 |
| Corvino Frank | — | Sale | 1,133 | $82.23 | $93,167 | 1,133 | Jun 28, 2021 |
| Corvino Frank | — | Sale | 4,073 | $83.09 | $338,426 | 2,366 | Jun 23, 2021 |
| Otten William Robert | Executive VP of Sales | Tax Withholding | 1,134 | $77.78 | $88,203 | 37,966 | Jun 21, 2021 |
| MOTT DARCY G | — | Sale | 2,796 | $76.62 | $214,230 | 82,256 | Jun 21, 2021 |
| MOTT DARCY G | — | Option Exercise | 10,000 | $14.00 | $140,000 | 81,052 | May 20, 2021 |
| MOTT DARCY G | — | Option Exercise | 10,000 | $14.00 | $140,000 | 77,052 | Apr 20, 2021 |
| Kessler Jon | President and CEO | Tax Withholding | 10,971 | $67.29 | $738,239 | 255,712 | Apr 5, 2021 |
| Hill Angelique Christine | Exec VP, Operations | Tax Withholding | 513 | $67.29 | $34,520 | 20,323 | Apr 5, 2021 |
| Ladd Delano | EVP, Counsel & Secretary | Tax Withholding | 1,822 | $67.29 | $122,602 | 35,884 | Apr 5, 2021 |
| MOTT DARCY G | — | Tax Withholding | 2,864 | $67.29 | $192,719 | 70,560 | Apr 5, 2021 |
| Neeleman Stephen | Founder and Vice Chairman | Tax Withholding | 2,321 | $67.29 | $156,180 | 38,722 | Apr 5, 2021 |
| Otten William Robert | Executive VP of Sales | Tax Withholding | 1,517 | $67.29 | $102,079 | 39,100 | Apr 5, 2021 |
| Otten William Robert | Executive VP of Sales | Award / Grant | 4,975 | — | — | 38,446 | Mar 31, 2021 |
| Trittschuh Larry L | EVP Chief Security Officer | Tax Withholding | 191 | $67.50 | $12,893 | 21,253 | Mar 31, 2021 |
| Bloomberg Edward | Chief Operating Officer | Award / Grant | 13,682 | — | — | 41,202 | Mar 31, 2021 |
| Hill Angelique Christine | Exec VP, Operations | Tax Withholding | 441 | $67.50 | $29,768 | 20,836 | Mar 30, 2021 |
| Hostetter Adam J | EVP Chief Marketing Officer | Tax Withholding | 290 | $67.50 | $19,575 | 22,044 | Mar 30, 2021 |
| Ladd Delano | EVP, Counsel & Secretary | Award / Grant | 4,113 | — | — | 38,446 | Mar 30, 2021 |
| Neeleman Stephen | Founder and Vice Chairman | Award / Grant | 6,465 | — | — | 43,812 | Mar 30, 2021 |
| MOTT DARCY G | Executive VP and CFO | Tax Withholding | 925 | $67.50 | $62,438 | 73,424 | Mar 30, 2021 |
| Kessler Jon | President and CEO | Award / Grant | 21,746 | — | — | 277,461 | Mar 30, 2021 |
| Ladd Delano | EVP, Counsel & Secretary | Tax Withholding | 430 | $68.31 | $29,373 | 29,322 | Mar 29, 2021 |
| Hill Angelique Christine | Exec VP, Operations | Tax Withholding | 321 | $68.31 | $21,928 | 15,371 | Mar 29, 2021 |
| Otten William Robert | Executive VP of Sales | Tax Withholding | 292 | $68.31 | $19,947 | 33,866 | Mar 29, 2021 |