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H

HQY

Nasdaq

HEALTHEQUITY, INC.

Latest disclosureSeptember 18, 2026
Insider score Why 0?
0/ 100
Qualifying buys · 30d
$0

0 purchases · 7 sales

Price by TradingViewDelayed quote from TradingView, for viewing only. It does not power Whale Atlas scores or alerts. If the quote does not load, open the TradingView link.

Insider transactions 45

Limited filing history
All45Buying0Selling7Other38
Filters

Last 30 daysNo qualifying insider buying. No qualifying insider sales.

45 trades · March 25, 2026 – September 17, 2026Incomplete history: this shows the filings imported so far, not every filing ever made. Dates are trade dates. Filters affect this table only.

Showing the first 6 of 45 trades on this page.

Gift disclosed

Stephen Neeleman

FOUNDER AND VICE CHAIRMAN

Common Stock

Value context
Not a purchase
Reported price
Gift · no purchase price
Understand this price

The filing reports a zero transaction price for this gift. It does not establish the market value of the gift.

Traded September 17, 2026Filed September 18, 2026SEC filing
Exercise or conversion

Adrian T. Dillon

Director

Common Stock

Value context
$248.04K
Reported price
$32.50 / share
Traded August 25, 2026Filed August 27, 2026SEC filing
Sale disclosed

Adrian T. Dillon

Director

Common Stock

Reported value
$658.17K
Reported price
$104.4718 / share
Traded August 25, 2026Filed August 27, 2026SEC filing
Sale disclosed

Adrian T. Dillon

Director

Common Stock

Reported value
$140.2K
Reported price
$105.2557 / share
Traded August 25, 2026Filed August 27, 2026SEC filing
Exercise or conversion

Adrian T. Dillon

Director

Stock Option (right to buy)

Derivative security · not the ordinary share price.

Value context
Not a separate purchase
Exercise / conversion price
$32.50 exercise / conversion price
Understand this price

This row records an option exercise or conversion. The derivative transaction price is separate from the exercise price; it is not the stock's market price. Its row value is not shown as another stock purchase.

Traded August 25, 2026Filed August 27, 2026SEC filing
Sale disclosed

Michael Henry Fiore

EVP, CHIEF COMMERCIAL OFFICER

Common Stock

Reported value
$223.63K
Reported price
$95.00 / share
Traded July 10, 2026Filed July 14, 2026SEC filing
Tax or exercise withholding

Michael Gathright

Chief Customer Officer

Common Stock

Value context
$211.26K
Reported price
$93.0661 / share
Traded July 9, 2026Filed July 13, 2026SEC filing
Tax or exercise withholding

Stephen Neeleman

FOUNDER AND VICE CHAIRMAN

Common Stock

Value context
$104.88K
Reported price
$95.0831 / share
Traded July 8, 2026Filed July 10, 2026SEC filing
Tax or exercise withholding

James M. Lucania

EVP & CFO

Common Stock

Value context
$269.94K
Reported price
$95.0831 / share
Traded July 8, 2026Filed July 10, 2026SEC filing
Tax or exercise withholding

Delano Ladd

EVP, General Counsel

Common Stock

Value context
$103.36K
Reported price
$95.0831 / share
Traded July 8, 2026Filed July 10, 2026SEC filing
Tax or exercise withholding

Scott Cutler

President and CEO

Common Stock

Value context
$117.71K
Reported price
$95.0831 / share
Traded July 8, 2026Filed July 10, 2026SEC filing
Tax or exercise withholding

Michael Henry Fiore

EVP, CHIEF COMMERCIAL OFFICER

Common Stock

Value context
$194.44K
Reported price
$95.0831 / share
Traded July 8, 2026Filed July 10, 2026SEC filing
Sale disclosed

Michael Henry Fiore

EVP, CHIEF COMMERCIAL OFFICER

Common Stock

Reported value
$234.65K
Reported price
$95.00 / share
Traded July 2, 2026Filed July 7, 2026SEC filing
Award disclosed

William Gassen

Director

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded June 25, 2026Filed June 29, 2026SEC filing
Award disclosed

Rajesh Natarajan

Director

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded June 25, 2026Filed June 29, 2026SEC filing
Award disclosed

Debra Charlotte McCowan

Director

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded June 25, 2026Filed June 29, 2026SEC filing
Award disclosed

Stuart B. Parker

Director

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded June 25, 2026Filed June 29, 2026SEC filing
Award disclosed

Gayle Furgurson Wellborn

Director

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded June 25, 2026Filed June 29, 2026SEC filing
Award disclosed

Adrian T. Dillon

Director

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded June 25, 2026Filed June 29, 2026SEC filing
Award disclosed

Evelyn S. Dilsaver

Director

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded June 25, 2026Filed June 29, 2026SEC filing
Award disclosed

Robert W. Selander

Director

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded June 25, 2026Filed June 29, 2026SEC filing
Sale disclosed

Michael Henry Fiore

EVP, CHIEF COMMERCIAL OFFICER

Common Stock

Reported value
$298.49K
Reported price
$95.00 / share
Traded May 29, 2026Filed June 2, 2026SEC filing
Exercise or conversion

Gayle Furgurson Wellborn

Director

Common Stock

Value context
$115.15K
Reported price
$47.21 / share
Traded May 28, 2026Filed June 1, 2026SEC filing
Sale disclosed

Gayle Furgurson Wellborn

Director

Common Stock

Reported value
$219.51K
Reported price
$90.00 / share
Traded May 28, 2026Filed June 1, 2026SEC filing
Exercise or conversion

Gayle Furgurson Wellborn

Director

Stock Option (right to buy)

Derivative security · not the ordinary share price.

Value context
Not a separate purchase
Exercise / conversion price
$47.21 exercise / conversion price
Understand this price

This row records an option exercise or conversion. The derivative transaction price is separate from the exercise price; it is not the stock's market price. Its row value is not shown as another stock purchase.

Traded May 28, 2026Filed June 1, 2026SEC filing
Sale disclosed

Delano Ladd

EVP, General Counsel

Common Stock

Reported value
$675K
Reported price
$90.00 / share
Traded May 28, 2026Filed June 1, 2026SEC filing
Tax or exercise withholding

Stephen Neeleman

FOUNDER AND VICE CHAIRMAN

Common Stock

Value context
$214.54K
Reported price
$83.8363 / share
Traded April 6, 2026Filed April 8, 2026SEC filing
Tax or exercise withholding

Delano Ladd

EVP, General Counsel

Common Stock

Value context
$208K
Reported price
$83.8363 / share
Traded April 6, 2026Filed April 8, 2026SEC filing
Tax or exercise withholding

Michael Henry Fiore

EVP, CHIEF COMMERCIAL OFFICER

Common Stock

Value context
$283.2K
Reported price
$83.8363 / share
Traded April 6, 2026Filed April 8, 2026SEC filing
Tax or exercise withholding

Elimelech Rosner

EVP, CHIEF TECHNOLOGY OFFICER

Common Stock

Value context
$399.73K
Reported price
$83.8363 / share
Traded April 6, 2026Filed April 8, 2026SEC filing
Tax or exercise withholding

James M. Lucania

EVP & CFO

Common Stock

Value context
$368.29K
Reported price
$83.8363 / share
Traded April 6, 2026Filed April 8, 2026SEC filing
Tax or exercise withholding

Scott Cutler

President and CEO

Common Stock

Value context
$413.4K
Reported price
$83.8363 / share
Traded April 6, 2026Filed April 8, 2026SEC filing
Tax or exercise withholding

Delano Ladd

EVP, General Counsel

Common Stock

Value context
$637.6K
Reported price
$82.5264 / share
Traded March 31, 2026Filed April 2, 2026SEC filing
Tax or exercise withholding

Stephen Neeleman

FOUNDER AND VICE CHAIRMAN

Common Stock

Value context
$766.84K
Reported price
$82.5264 / share
Traded March 31, 2026Filed April 2, 2026SEC filing
Tax or exercise withholding

Elimelech Rosner

EVP, CHIEF TECHNOLOGY OFFICER

Common Stock

Value context
$1.49M
Reported price
$82.5264 / share
Traded March 31, 2026Filed April 2, 2026SEC filing
Award disclosed

Delano Ladd

EVP, General Counsel

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Award disclosed

Delano Ladd

EVP, General Counsel

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Award disclosed

Michael Gathright

Chief Customer Officer

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Award disclosed

Stephen Neeleman

FOUNDER AND VICE CHAIRMAN

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Award disclosed

Stephen Neeleman

FOUNDER AND VICE CHAIRMAN

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Award disclosed

Michael Henry Fiore

EVP, CHIEF COMMERCIAL OFFICER

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Award disclosed

Elimelech Rosner

EVP, CHIEF TECHNOLOGY OFFICER

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Award disclosed

Elimelech Rosner

EVP, CHIEF TECHNOLOGY OFFICER

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Award disclosed

James M. Lucania

EVP & CFO

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Award disclosed

Scott Cutler

President and CEO

Common Stock

Value context
Non-cash award
Reported price
Award · no purchase price
Understand this price

The filing reports a zero transaction price for this award. It does not mean the awarded securities have no market value.

Traded March 25, 2026Filed March 27, 2026SEC filing
Reporting insiderSecurity / transactionAmount / priceValueTraded / disclosedSource
FOUNDER AND VICE CHAIRMANCommon StockGift1,500Gift · no purchase priceNot a purchaseSep 17Filed Sep 18 · 1d laterSEC filing
DirectorCommon StockOption exercise or conversion10b5-17,632$32.50 / share$248.04KAug 25Filed Aug 27 · 2d laterSEC filing
DirectorCommon StockSale10b5-12 trades7,632avg $104.61 / share$798.37KAug 25Filed Aug 27 · 2d later
2 filings
  • 6,300 @ $104.47 · $658.17KSEC filing
  • 1,332 @ $105.26 · $140.2KSEC filing
DirectorStock Option (right to buy)Option exercise or conversion10b5-1Derivative units7,632$32.50 exercise / conversion priceNot a separate purchaseAug 25Filed Aug 27 · 2d laterSEC filing
EVP, CHIEF COMMERCIAL OFFICERCommon StockSale10b5-12,354$95.00 / share$223.63KJul 10Filed Jul 14 · 4d laterSEC filing
Chief Customer OfficerCommon StockExercise-price or tax withholding2,270$93.07 / share$211.26KJul 9Filed Jul 13 · 4d laterSEC filing
FOUNDER AND VICE CHAIRMANCommon StockExercise-price or tax withholding1,103$95.08 / share$104.88KJul 8Filed Jul 10 · 2d laterSEC filing
EVP & CFOCommon StockExercise-price or tax withholding2,839$95.08 / share$269.94KJul 8Filed Jul 10 · 2d laterSEC filing
EVP, General CounselCommon StockExercise-price or tax withholding1,087$95.08 / share$103.36KJul 8Filed Jul 10 · 2d laterSEC filing
President and CEOCommon StockExercise-price or tax withholding1,238$95.08 / share$117.71KJul 8Filed Jul 10 · 2d laterSEC filing
EVP, CHIEF COMMERCIAL OFFICERCommon StockExercise-price or tax withholding2,045$95.08 / share$194.44KJul 8Filed Jul 10 · 2d laterSEC filing
EVP, CHIEF COMMERCIAL OFFICERCommon StockSale10b5-12,470$95.00 / share$234.65KJul 2Filed Jul 7 · 5d laterSEC filing
DirectorCommon StockGrant or award2,877Award · no purchase priceNon-cash awardJun 25Filed Jun 29 · 4d laterSEC filing
DirectorCommon StockGrant or award2,877Award · no purchase priceNon-cash awardJun 25Filed Jun 29 · 4d laterSEC filing
DirectorCommon StockGrant or award2,877Award · no purchase priceNon-cash awardJun 25Filed Jun 29 · 4d laterSEC filing
DirectorCommon StockGrant or award2,877Award · no purchase priceNon-cash awardJun 25Filed Jun 29 · 4d laterSEC filing
DirectorCommon StockGrant or award2,877Award · no purchase priceNon-cash awardJun 25Filed Jun 29 · 4d laterSEC filing
DirectorCommon StockGrant or award2,877Award · no purchase priceNon-cash awardJun 25Filed Jun 29 · 4d laterSEC filing
DirectorCommon StockGrant or award2,877Award · no purchase priceNon-cash awardJun 25Filed Jun 29 · 4d laterSEC filing
DirectorCommon StockGrant or award2,877Award · no purchase priceNon-cash awardJun 25Filed Jun 29 · 4d laterSEC filing
EVP, CHIEF COMMERCIAL OFFICERCommon StockSale10b5-13,142$95.00 / share$298.49KMay 29Filed Jun 2 · 4d laterSEC filing
DirectorCommon StockOption exercise or conversion10b5-12,439$47.21 / share$115.15KMay 28Filed Jun 1 · 4d laterSEC filing
DirectorCommon StockSale10b5-12,439$90.00 / share$219.51KMay 28Filed Jun 1 · 4d laterSEC filing
DirectorStock Option (right to buy)Option exercise or conversion10b5-1Derivative units2,439$47.21 exercise / conversion priceNot a separate purchaseMay 28Filed Jun 1 · 4d laterSEC filing
EVP, General CounselCommon StockSale10b5-17,500$90.00 / share$675KMay 28Filed Jun 1 · 4d laterSEC filing
FOUNDER AND VICE CHAIRMANCommon StockExercise-price or tax withholding2,559$83.84 / share$214.54KApr 6Filed Apr 8 · 2d laterSEC filing
EVP, General CounselCommon StockExercise-price or tax withholding2,481$83.84 / share$208KApr 6Filed Apr 8 · 2d laterSEC filing
EVP, CHIEF COMMERCIAL OFFICERCommon StockExercise-price or tax withholding3,378$83.84 / share$283.2KApr 6Filed Apr 8 · 2d laterSEC filing
EVP, CHIEF TECHNOLOGY OFFICERCommon StockExercise-price or tax withholding4,768$83.84 / share$399.73KApr 6Filed Apr 8 · 2d laterSEC filing
EVP & CFOCommon StockExercise-price or tax withholding4,393$83.84 / share$368.29KApr 6Filed Apr 8 · 2d laterSEC filing
President and CEOCommon StockExercise-price or tax withholding4,931$83.84 / share$413.4KApr 6Filed Apr 8 · 2d laterSEC filing
EVP, General CounselCommon StockExercise-price or tax withholding7,726$82.53 / share$637.6KMar 31Filed Apr 2 · 2d laterSEC filing
FOUNDER AND VICE CHAIRMANCommon StockExercise-price or tax withholding9,292$82.53 / share$766.84KMar 31Filed Apr 2 · 2d laterSEC filing
EVP, CHIEF TECHNOLOGY OFFICERCommon StockExercise-price or tax withholding18,010$82.53 / share$1.49MMar 31Filed Apr 2 · 2d laterSEC filing
EVP, General CounselCommon StockGrant or award15,157Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing
EVP, General CounselCommon StockGrant or award20,451Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing
Chief Customer OfficerCommon StockGrant or award15,157Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing
FOUNDER AND VICE CHAIRMANCommon StockGrant or award15,915Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing
FOUNDER AND VICE CHAIRMANCommon StockGrant or award23,860Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing
EVP, CHIEF COMMERCIAL OFFICERCommon StockGrant or award17,582Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing
EVP, CHIEF TECHNOLOGY OFFICERCommon StockGrant or award19,704Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing
EVP, CHIEF TECHNOLOGY OFFICERCommon StockGrant or award40,903Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing
EVP & CFOCommon StockGrant or award27,283Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing
President and CEOCommon StockGrant or award72,754Award · no purchase priceNon-cash awardMar 25Filed Mar 27 · 2d laterSEC filing

Congress transactions 3

All Congress filings
Purchase disclosed

HealthEquity, Inc. - Common Stock (HQY) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
July 10, 2026
Filed September 4, 2026 · 56d laterOriginal report
Purchase disclosed

HealthEquity, Inc. - Common Stock (HQY) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
June 30, 2026
Filed July 2, 2026 · 2d laterOriginal report
Purchase disclosed

HealthEquity, Inc. - Common Stock (HQY) · Stock

The filing reports a purchase for the member.

Gilbert Cisneros official portraitGilbert CisnerosReporting House member
Reported amount
$1,001 – $15,000Reported range; exact amount not disclosed.
Trade date
May 29, 2026
Filed June 8, 2026 · 10d laterOriginal report
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Why this buying score?

No qualifying common-equity purchases

No eligible common-equity purchase is public by this cutoff within 180 transaction-date days. Other instruments, exercises and routine activity do not contribute purchase points.

+0 pts

This score describes qualifying insider purchases at issuer level. Read the methodology

Sources and coverage

Limited filing history · Market-wide discovery does not establish complete company history. View coverage
Source
SEC EDGAR · Form 4
Issuer CIK
0001428336
Latest public acceptance
Sep 18, 2026, 09:30 PM UTC
Score calculated
Oct 8, 2026, 12:06 AM UTC
Parser
form4-parser-1.5
Classifier
form4-classifier-1.1
Scoring methodology
insider-experimental-1.1
Availability
Public filing time, not trade date

Open a transaction's SEC filing for the primary evidence. A code P may describe an open-market or private purchase; classification is not proof of intent.

Insider activity can have many explanations. Signal Strength is not a probability of profit or a recommendation to trade.