Stock Scorer

Healthequity, Inc. (HQY) · Insider trading

What Healthequity's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months
$0
0 insiders, 0 trades
Sold, 12 months
$4.36M
5 insiders, 66% under a plan
Net, 12 months
−$4.36M
bought less sold
Latest filing
2026-10-08
filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

2024-11: $99,848 sold 2024-12: $4.01M sold 2025-01 2025-02: $639,913 sold 2025-04: $1.14M sold 2025-06: $33.97M sold 2025-07: $182,504 sold 2025-07 2025-09: $887,540 sold 2025-10: $295,207 sold 2025-11: $156,840 sold 2025-12: $1.61M sold 2026-01 2026-05: $1.19M sold 2026-07: $458,280 sold 2026-07 2026-08: $798,367 sold
Bought Sold Largest month: $33.97M

Who traded, two years

InsiderBoughtSold TradesLast tradeHolds after
Kessler JonOther – $25.99M 9 2025-06-06 324,866
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER – $9.30M 4 2025-12-18 45,742
Parker Stuart B.Director – $2.42M 2 2024-12-12 19,789
Selander Robert WDirector – $1.92M 7 2025-04-09 88,652
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER – $1.79M 7 2026-07-10 52,244
Ladd DelanoEVP, General Counsel – $1.68M 7 2026-05-28 91,141
Dillon Adrian TDirector – $798,367 2 2026-08-25 63,727
Wellborn Gayle FurgursonDirector – $644,862 2 2026-05-28 19,733
McCowan Debra CharlotteDirector – $477,800 1 2024-12-12 7,779
Dilsaver Evelyn SDirector – $322,911 1 2025-09-05 48,208
Corvino FrankOther – $99,848 1 2024-11-06 3,784

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

DateInsiderTradeShares PriceValueHolds afterFiling
2026-08-25 Dillon Adrian TDirector Saleplan 6,300 104.47 $658,161 63,727 Form 4
2026-08-25 Dillon Adrian TDirector Saleplan 1,332 105.26 $140,206 62,395 Form 4
2026-07-10 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Saleplan 2,354 95.00 $223,630 52,244 Form 4
2026-07-02 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Saleplan 2,470 95.00 $234,650 56,643 Form 4
2026-05-29 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Saleplan 3,142 95.00 $298,490 59,113 Form 4
2026-05-28 Ladd DelanoEVP, General Counsel Saleplan 7,500 90.00 $675,000 91,141 Form 4
2026-05-28 Wellborn Gayle FurgursonDirector Saleplan 2,439 90.00 $219,510 19,733 Form 4
2025-12-19 Ladd DelanoEVP, General Counsel Saleplan 1,500 94.72 $142,080 73,979 Form 4
2025-12-18 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Sale 10,959 95.45 $1.05M 45,742 Form 4
2025-12-12 Wellborn Gayle FurgursonDirector Sale 4,339 98.03 $425,352 19,733 Form 4
2025-11-20 Ladd DelanoEVP, General Counsel Saleplan 1,500 104.56 $156,840 75,479 Form 4
2025-10-20 Ladd DelanoEVP, General Counsel Saleplan 1,500 92.07 $138,105 76,979 Form 4
2025-10-07 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Sale 1,781 88.21 $157,102 49,795 Form 4
2025-09-19 Ladd DelanoEVP, General Counsel Saleplan 5,000 93.91 $469,550 80,456 Form 4
2025-09-19 Ladd DelanoEVP, General Counsel Saleplan 971 95.06 $92,303 79,485 Form 4
2025-09-19 Ladd DelanoEVP, General Counsel Saleplan 29 95.70 $2,775 79,456 Form 4
2025-09-05 Dilsaver Evelyn SDirector Sale 3,461 93.30 $322,911 48,208 Form 4
2025-07-07 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Sale 1,094 101.50 $111,041 53,925 Form 4
2025-07-07 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Sale 700 102.09 $71,463 53,225 Form 4
2025-06-09 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Sale 13,000 111.37 $1.45M 62,689 Form 4
2025-06-06 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Sale 58,000 112.56 $6.53M 75,689 Form 4
2025-06-06 Kessler JonOther Sale 62,827 111.84 $7.03M 324,866 Form 4
2025-06-06 Kessler JonOther Sale 16,854 112.38 $1.89M 308,012 Form 4
2025-06-06 Kessler JonOther Sale 39,075 112.08 $4.38M 268,937 Form 4
2025-06-06 Kessler JonOther Sale 15,427 112.70 $1.74M 253,510 Form 4
2025-06-06 Kessler JonOther Saleindirect 52,450 111.83 $5.87M 120,317 Form 4
2025-06-06 Kessler JonOther Saleindirect 19,082 112.39 $2.14M 101,235 Form 4
2025-06-06 Kessler JonOther Saleindirect 16,547 111.98 $1.85M 84,688 Form 4
2025-06-06 Kessler JonOther Saleindirect 9,628 112.61 $1.08M 75,060 Form 4
2025-06-06 Kessler JonOther Saleindirect 60 113.35 $6,801 75,000 Form 4
2025-04-09 Selander Robert WDirector Saleplan 2,067 76.79 $158,725 88,652 Form 4
2025-04-09 Selander Robert WDirector Saleplan 3,283 78.06 $256,271 85,369 Form 4
2025-04-09 Selander Robert WDirector Saleplan 400 78.81 $31,524 84,969 Form 4
2025-04-04 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Saleplan 8,881 78.26 $695,027 56,655 Form 4
2025-02-10 Selander Robert WDirector Saleplan 3,752 110.98 $416,397 80,217 Form 4
2025-02-10 Selander Robert WDirector Saleplan 1,998 111.87 $223,516 78,219 Form 4
2024-12-12 McCowan Debra CharlotteDirector Sale 5,000 95.56 $477,800 7,779 Form 4
2024-12-12 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Sale 2,869 97.12 $278,637 57,195 Form 4
2024-12-12 Parker Stuart B.Director Sale 24,272 96.70 $2.35M 19,789 Form 4
2024-12-12 Parker Stuart B.Director Sale 728 97.30 $70,834 19,061 Form 4
3 more
2024-12-09 Selander Robert WDirector Saleplan 5,750 101.56 $583,970 66,469 Form 4
2024-12-09 Selander Robert WDirector Saleplan 2,500 101.57 $253,925 71,469 Form 4
2024-11-06 Corvino FrankOther Sale 1,039 96.10 $99,848 3,784 Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

52 × shares withheld for tax39 × grant or award14 × option exercise5 × gift
Show them
DateInsiderWhatShares PriceHolds afterFiling
2026-10-06 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −1,095 91.16 136,470 Form 4
2026-10-06 Lucania James MEVP & CFO Shares withheld for tax F −2,822 91.16 101,795 Form 4
2026-10-06 Ladd DelanoEVP, General Counsel Shares withheld for tax F −1,080 91.16 88,974 Form 4
2026-10-06 Cutler ScottDirector, President and CEO Shares withheld for tax F −1,230 91.16 175,175 Form 4
2026-10-06 Fiore Michael HenryOther Shares withheld for tax F −2,032 91.16 50,212 Form 4
2026-10-06 Gathright MichaelChief Customer Officer Shares withheld for tax F −662 91.16 39,231 Form 4
2026-09-17 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Gift G −1,500 – 408,235 Form 4
2026-08-25 Dillon Adrian TDirector Option exercise M +7,632 32.50 70,027 Form 4
2026-07-09 Gathright MichaelChief Customer Officer Shares withheld for tax F −2,270 93.07 39,893 Form 4
2026-07-08 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −1,103 95.08 137,565 Form 4
2026-07-08 Lucania James MEVP & CFO Shares withheld for tax F −2,839 95.08 104,617 Form 4
2026-07-08 Ladd DelanoEVP, General Counsel Shares withheld for tax F −1,087 95.08 90,054 Form 4
2026-07-08 Cutler ScottDirector, President and CEO Shares withheld for tax F −1,238 95.08 176,405 Form 4
2026-07-08 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Shares withheld for tax F −2,045 95.08 54,598 Form 4
2026-06-25 Selander Robert WDirector Grant or award A +2,877 – 89,849 Form 4
2026-06-25 Dillon Adrian TDirector Grant or award A +2,877 – 62,395 Form 4
2026-06-25 Dilsaver Evelyn SDirector Grant or award A +2,877 – 51,085 Form 4
2026-06-25 Wellborn Gayle FurgursonDirector Grant or award A +2,877 – 22,610 Form 4
2026-06-25 McCowan Debra CharlotteDirector Grant or award A +2,877 – 12,659 Form 4
2026-06-25 Natarajan RajeshDirector Grant or award A +2,877 – 18,130 Form 4
2026-06-25 Parker Stuart B.Director Grant or award A +2,877 – 25,975 Form 4
2026-06-25 Gassen WilliamDirector Grant or award A +2,877 – 3,611 Form 4
2026-05-28 Wellborn Gayle FurgursonDirector Option exercise M +2,439 47.21 22,172 Form 4
2026-04-06 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −2,559 83.84 138,668 Form 4
2026-04-06 Lucania James MEVP & CFO Shares withheld for tax F −4,393 83.84 107,456 Form 4
2026-04-06 Ladd DelanoEVP, General Counsel Shares withheld for tax F −2,481 83.84 98,641 Form 4
2026-04-06 Cutler ScottDirector, President and CEO Shares withheld for tax F −4,931 83.84 177,643 Form 4
2026-04-06 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Shares withheld for tax F −4,768 83.84 81,497 Form 4
2026-04-06 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Shares withheld for tax F −3,378 83.84 62,255 Form 4
2026-03-31 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −9,292 82.53 141,227 Form 4
2026-03-31 Ladd DelanoEVP, General Counsel Shares withheld for tax F −7,726 82.53 – Form 4
2026-03-31 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Shares withheld for tax F −18,010 82.53 86,265 Form 4
2026-03-25 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Grant or award A +15,915 – 126,659 Form 4
2026-03-25 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Grant or award A +23,860 – 150,519 Form 4
2026-03-25 Lucania James MEVP & CFO Grant or award A +27,283 – 111,849 Form 4
2026-03-25 Ladd DelanoEVP, General Counsel Grant or award A +15,157 – 88,397 Form 4
2026-03-25 Ladd DelanoEVP, General Counsel Grant or award A +20,451 – 108,848 Form 4
2026-03-25 Cutler ScottDirector, President and CEO Grant or award A +72,754 – 182,574 Form 4
2026-03-25 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Grant or award A +19,704 – 63,372 Form 4
2026-03-25 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Grant or award A +40,903 – 104,275 Form 4
2026-03-25 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Grant or award A +17,582 – 65,633 Form 4
2026-03-25 Gathright MichaelChief Customer Officer Grant or award A +15,157 – 42,163 Form 4
2026-02-02 Natarajan RajeshDirector Grant or award A +976 – 15,253 Form 4
2026-02-02 Parker Stuart B.Director Grant or award A +1,263 – 23,098 Form 4
2026-01-12 Cutler ScottDirector, President and CEO Shares withheld for tax F −12,496 89.83 109,820 Form 4
2026-01-09 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −791 95.24 110,744 Form 4
2026-01-09 Lucania James MEVP & CFO Shares withheld for tax F −2,470 95.24 84,566 Form 4
2026-01-09 Ladd DelanoEVP, General Counsel Shares withheld for tax F −739 95.24 73,240 Form 4
2026-01-09 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Shares withheld for tax F −2,074 95.24 43,668 Form 4
2026-01-09 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Shares withheld for tax F −1,744 95.24 48,051 Form 4
2025-12-19 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Gift G −140,000 – 409,735 Form 4
2025-12-19 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Gift G +140,000 – 140,000 Form 4
2025-12-17 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Gift G −500 – 549,735 Form 4
2025-12-12 Wellborn Gayle FurgursonDirector Option exercise M +4,339 50.41 24,072 Form 4
2025-10-06 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −1,058 88.57 111,535 Form 4
2025-10-06 Lucania James MEVP & CFO Shares withheld for tax F −2,393 88.57 87,036 Form 4
2025-10-06 Ladd DelanoEVP, General Counsel Shares withheld for tax F −977 88.57 78,479 Form 4
2025-10-06 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Shares withheld for tax F −3,006 88.57 56,701 Form 4
2025-10-06 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Shares withheld for tax F −1,649 88.57 51,576 Form 4
2025-09-05 Dilsaver Evelyn SDirector Option exercise M +15,000 21.27 51,669 Form 4
2025-07-28 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Gift G −3,000 – 550,235 Form 4
2025-07-03 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Shares withheld for tax F −1,636 100.87 55,019 Form 4
2025-07-03 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Shares withheld for tax F −2,982 100.87 59,707 Form 4
2025-07-03 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −1,049 100.87 112,593 Form 4
2025-07-03 Lucania James MEVP & CFO Shares withheld for tax F −2,375 100.87 89,429 Form 4
2025-07-03 Ladd DelanoEVP, General Counsel Shares withheld for tax F −970 100.87 85,456 Form 4
2025-06-26 Parker Stuart B.Director Grant or award A +2,003 – 21,835 Form 4
2025-06-26 Natarajan RajeshDirector Grant or award A +2,003 – 14,277 Form 4
2025-06-26 McCowan Debra CharlotteDirector Grant or award A +2,003 – 9,782 Form 4
2025-06-26 Wellborn Gayle FurgursonDirector Grant or award A +2,003 – 19,733 Form 4
2025-06-26 Dillon Adrian TDirector Grant or award A +2,003 – 59,518 Form 4
2025-06-26 Selander Robert WDirector Grant or award A +2,003 – 86,972 Form 4
2025-06-26 Dilsaver Evelyn SDirector Grant or award A +2,003 – 36,669 Form 4
2025-06-06 Kessler JonOther Option exercise M +17,409 41.28 325,421 Form 4
2025-06-06 Kessler JonOther Option exercise M +23,929 61.72 349,350 Form 4
2025-06-06 Kessler JonOther Option exercise M +38,343 73.61 387,693 Form 4
2025-06-06 Kessler JonOther Option exercise M +34,820 41.28 136,055 Form 4
2025-06-06 Kessler JonOther Option exercise M +23,930 61.72 159,985 Form 4
2025-06-06 Kessler JonOther Option exercise M +12,782 73.61 172,767 Form 4
2025-04-09 Selander Robert WDirector Option exercise M +12,500 28.68 90,719 Form 4
2025-04-08 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Shares withheld for tax F −52,078 79.88 133,689 Form 4
2025-04-08 Kessler JonDirector Shares withheld for tax F −101,545 79.88 308,012 Form 4
2025-04-08 Ladd DelanoEVP, General Counsel Shares withheld for tax F −6,991 79.88 86,426 Form 4
2025-04-08 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −9,019 79.88 113,642 Form 4
2025-04-03 Ladd DelanoEVP, General Counsel Shares withheld for tax F −1,352 83.88 93,417 Form 4
2025-04-03 Lucania James MEVP & CFO Shares withheld for tax F −4,212 83.88 91,804 Form 4
2025-04-03 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Shares withheld for tax F −3,800 83.88 185,767 Form 4
2025-04-03 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Shares withheld for tax F −4,839 83.87 65,536 Form 4
2025-04-03 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −1,316 83.88 122,661 Form 4
2025-04-02 Cutler ScottDirector, President and CEO Grant or award A +45,076 – 122,316 Form 4
2025-04-02 Ladd DelanoEVP, General Counsel Grant or award A +14,086 – 77,193 Form 4
2025-04-02 Ladd DelanoEVP, General Counsel Grant or award A +17,576 – 94,769 Form 4
2025-04-02 Lucania James MEVP & CFO Grant or award A +19,721 – 96,016 Form 4
2025-04-02 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Grant or award A +16,903 – 72,391 Form 4
2025-04-02 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Grant or award A +117,176 – 189,567 Form 4
2025-04-02 Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER Grant or award A +15,495 – 70,375 Form 4
2025-04-02 Kessler JonDirector Grant or award A +205,055 – 409,557 Form 4
2025-04-02 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Grant or award A +14,086 – 102,008 Form 4
2025-04-02 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Grant or award A +21,969 – 123,977 Form 4
2025-04-01 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −538 87.93 87,922 Form 4
2025-04-01 Ladd DelanoEVP, General Counsel Shares withheld for tax F −395 87.93 63,107 Form 4
2025-02-10 Selander Robert WDirector Option exercise M +12,500 28.68 83,969 Form 4
2025-02-03 Parker Stuart B.Director Grant or award A +771 – 19,832 Form 4
2025-02-03 Natarajan RajeshDirector Grant or award A +771 – 12,274 Form 4
2025-01-07 Ladd DelanoEVP, General Counsel Shares withheld for tax F −475 97.54 63,502 Form 4
2025-01-07 Lucania James MEVP & CFO Shares withheld for tax F −1,848 97.54 76,295 Form 4
2025-01-07 Neeleman StephenDirector, FOUNDER AND VICE CHAIRMAN Shares withheld for tax F −570 97.54 88,460 Form 4
2025-01-07 Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER Shares withheld for tax F −1,707 97.54 55,488 Form 4
2024-12-09 Selander Robert WDirector Option exercise M +12,500 28.68 72,219 Form 4
2024-12-09 Selander Robert WDirector Option exercise M +7,500 21.27 73,969 Form 4

How to read it

Buy, sale
Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan
A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after
The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value
Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

Healthequity's scores and multiples ›