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 |
|---|---|---|---|---|---|---|---|
| Ladd Delano | EVP, General Counsel | Tax Withholding | 475 | $97.54 | $46,332 | 63,502 | Jan 7, 2025 |
| Parker Stuart B. | — | Sale | 728 | $97.30 | $70,834 | 19,061 | Dec 12, 2024 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Sale | 2,869 | $97.12 | $278,637 | 57,195 | Dec 12, 2024 |
| McCowan Debra Charlotte | — | Sale | 5,000 | $95.56 | $477,800 | 7,779 | Dec 12, 2024 |
| SELANDER ROBERT W | — | Sale | 2,500 | $101.57 | $253,925 | 71,469 | Dec 9, 2024 |
| Corvino Frank | — | Sale | 1,039 | $96.10 | $99,848 | 3,784 | Nov 6, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Gift | 6,000 | — | — | 553,235 | Oct 11, 2024 |
| SELANDER ROBERT W | — | Sale | 4,171 | $83.27 | $347,319 | 54,794 | Oct 9, 2024 |
| Ladd Delano | EVP, General Counsel | Tax Withholding | 617 | $78.25 | $48,280 | 63,977 | Oct 3, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Tax Withholding | 739 | $78.25 | $57,827 | 89,030 | Oct 3, 2024 |
| Lucania James M | EVP & CFO | Tax Withholding | 1,772 | $78.25 | $138,659 | 78,143 | Oct 3, 2024 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Tax Withholding | 2,456 | $78.25 | $192,182 | 60,064 | Oct 3, 2024 |
| Corvino Frank | — | Sale | 1,247 | $80.26 | $100,084 | 4,823 | Oct 1, 2024 |
| Kessler Jon | PRESIDENT AND CEO | Sale | 7,239 | $78.32 | $566,958 | 102,746 | Sep 16, 2024 |
| Lucania James M | EVP & CFO | Tax Withholding | 6,925 | $76.22 | $527,824 | 79,915 | Sep 10, 2024 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Sale | 12,296 | $77.02 | $947,038 | 62,520 | Sep 6, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Option Exercise | 10,812 | $14.00 | $151,368 | 100,581 | Jul 25, 2024 |
| Wellborn Gayle Furgurson | — | Option Exercise | 5,297 | $47.21 | $250,071 | 23,027 | Jul 9, 2024 |
| Corvino Frank | — | Option Exercise | 6,482 | $21.27 | $137,872 | 12,552 | Jul 8, 2024 |
| SELANDER ROBERT W | — | Award / Grant | 2,543 | — | — | 47,969 | Jul 5, 2024 |
| Dilsaver Evelyn S | — | Award / Grant | 2,543 | — | — | 34,666 | Jul 5, 2024 |
| Wellborn Gayle Furgurson | — | Award / Grant | 2,543 | — | — | 17,730 | Jul 5, 2024 |
| McCowan Debra Charlotte | — | Award / Grant | 2,543 | — | — | 12,779 | Jul 5, 2024 |
| Parker Stuart B. | — | Award / Grant | 2,543 | — | — | 44,061 | Jul 5, 2024 |
| Black Paul | — | Award / Grant | 2,543 | — | — | 9,394 | Jul 5, 2024 |
| Natarajan Rajesh | — | Award / Grant | 2,543 | — | — | 11,503 | Jul 5, 2024 |
| DILLON ADRIAN T | — | Award / Grant | 2,543 | — | — | 57,515 | Jul 5, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Tax Withholding | 318 | $83.68 | $26,610 | 90,197 | Jul 3, 2024 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Tax Withholding | 747 | $83.68 | $62,509 | 74,816 | Jul 3, 2024 |
| Ladd Delano | EVP, GC & CORPORATE SECRETARY | Tax Withholding | 367 | $83.68 | $30,711 | 64,594 | Jul 3, 2024 |
| Kessler Jon | PRESIDENT AND CEO | Sale | 11,270 | $82.66 | $931,578 | 114,965 | Jun 25, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Option Exercise | 7,484 | $14.00 | $104,776 | 97,999 | Jun 7, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Sale | 25,036 | $85.06 | $2,129,562 | 90,515 | Jun 5, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Sale | 400 | $85.00 | $34,000 | 90,515 | Jun 4, 2024 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Tax Withholding | 3,209 | $80.60 | $258,645 | 77,290 | Apr 3, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Tax Withholding | 1,984 | $80.60 | $159,910 | 90,515 | Apr 3, 2024 |
| Ladd Delano | EVP, GC & CORPORATE SECRETARY | Tax Withholding | 1,684 | $80.60 | $135,730 | 65,216 | Apr 3, 2024 |
| Kessler Jon | PRESIDENT AND CEO | Tax Withholding | 53,295 | $80.62 | $4,296,643 | 264,502 | Apr 1, 2024 |
| Ladd Delano | EVP, GC & CORPORATE SECRETARY | Tax Withholding | 1,332 | $81.86 | $109,038 | 66,900 | Apr 1, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Tax Withholding | 1,751 | $81.86 | $143,337 | 92,499 | Apr 1, 2024 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Award / Grant | 10,976 | — | — | 83,628 | Mar 27, 2024 |
| Kessler Jon | PRESIDENT AND CEO | Award / Grant | 103,806 | — | — | 317,797 | Mar 27, 2024 |
| Ladd Delano | EVP, GC & CORPORATE SECRETARY | Award / Grant | 11,711 | — | — | 71,693 | Mar 27, 2024 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | Award / Grant | 18,816 | — | — | 80,499 | Mar 27, 2024 |
| Lucania James M | EVP & CFO | Award / Grant | 21,952 | — | — | 86,840 | Mar 27, 2024 |
| Aissi Slim | EVP, CHIEF SECURITY OFFICER | Award / Grant | 37,632 | — | — | 37,632 | Mar 27, 2024 |
| Dilsaver Evelyn S | — | Option Exercise | 25,000 | $14.00 | $350,000 | 57,123 | Mar 26, 2024 |
| Kessler Jon | PRESIDENT AND CEO | Sale | 33,765 | $79.81 | $2,694,785 | 126,635 | Mar 22, 2024 |
| Ladd Delano | EVP, GC & CORPORATE SECRETARY | Sale | 2,558 | $82.59 | $211,265 | 47,438 | Mar 1, 2024 |
| Ladd Delano | EVP, GC & CORPORATE SECRETARY | Sale | 2,499 | $80.00 | $199,920 | 49,996 | Feb 9, 2024 |