HEALTHEQUITY, INC. (HQY)
$96.98+$3.59 (+3.84%) Today
HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market sale | 7 | 25,537 | $2.45M |
| Grant or award | 8 | 23,016 | |
| Option exercise | 4 | 20,142 | |
| Tax withholding / forfeiture | 6 | 10,582 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
75 Form 4 filings on record, the earliest from Oct 3, 2024, newest first. Filing history page 1 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Adrian T. Dillon - Director | Option exercise | Common Stock | 7,632 | $32.50 | $248K | |
| Adrian T. Dillon - Director | Open-market sale | Common Stock | 6,300 | $104.47 | $658K | |
| Adrian T. Dillon - Director | Open-market sale | Common Stock | 1,332 | $105.26 | $140K | |
| Adrian T. Dillon - Director | Option exercise | Stock Option (right to buy) | 7,632 | $0.00 | - | |
| Michael Henry Fiore - Officer | Open-market sale | Common Stock | 2,354 | $95.00 | $224K | |
 Michael Gathright - Officer | Tax withholding / forfeiture | Common Stock | 2,270 | $93.07 | $211K | |
| Stephen Neeleman - Officer | Tax withholding / forfeiture | Common Stock | 1,103 | $95.08 | $105K | |
| James M. Lucania - Officer | Tax withholding / forfeiture | Common Stock | 2,839 | $95.08 | $270K | |
| Delano Ladd - Officer | Tax withholding / forfeiture | Common Stock | 1,087 | $95.08 | $103K | |
 Scott Cutler - Officer | Tax withholding / forfeiture | Common Stock | 1,238 | $95.08 | $118K | |
| Michael Henry Fiore - Officer | Tax withholding / forfeiture | Common Stock | 2,045 | $95.08 | $194K | |
| Michael Henry Fiore - Officer | Open-market sale | Common Stock | 2,470 | $95.00 | $235K | |
 William Gassen | Grant or award | Common Stock | 2,877 | $0.00 | - | |
| Rajesh Natarajan | Grant or award | Common Stock | 2,877 | $0.00 | - | |
| Debra Charlotte McCowan | Grant or award | Common Stock | 2,877 | $0.00 | - | |
| Stuart B. Parker | Grant or award | Common Stock | 2,877 | $0.00 | - | |
| Gayle Furgurson Wellborn | Grant or award | Common Stock | 2,877 | $0.00 | - | |
| Adrian T. Dillon | Grant or award | Common Stock | 2,877 | $0.00 | - | |
 Evelyn S. Dilsaver | Grant or award | Common Stock | 2,877 | $0.00 | - | |
| Robert W. Selander | Grant or award | Common Stock | 2,877 | $0.00 | - | |
| Michael Henry Fiore - Officer | Open-market sale | Common Stock | 3,142 | $95.00 | $298K | |
| Gayle Furgurson Wellborn | Option exercise | Common Stock | 2,439 | $47.21 | $115K | |
| Gayle Furgurson Wellborn | Open-market sale | Common Stock | 2,439 | $90.00 | $220K | |
| Gayle Furgurson Wellborn | Option exercise | Stock Option (right to buy) | 2,439 | $0.00 | - | |
| Delano Ladd - Officer | Open-market sale | Common Stock | 7,500 | $90.00 | $675K | |
| Stephen Neeleman - Officer | Tax withholding / forfeiture | Common Stock | 2,559 | $83.84 | $215K | |
| Delano Ladd - Officer | Tax withholding / forfeiture | Common Stock | 2,481 | $83.84 | $208K | |
| Michael Henry Fiore - Officer | Tax withholding / forfeiture | Common Stock | 3,378 | $83.84 | $283K | |
| Elimelech Rosner - Officer | Tax withholding / forfeiture | Common Stock | 4,768 | $83.84 | $400K | |
| James M. Lucania - Officer | Tax withholding / forfeiture | Common Stock | 4,393 | $83.84 | $368K | |
| Scott Cutler - Officer | Tax withholding / forfeiture | Common Stock | 4,931 | $83.84 | $413K | |
| Delano Ladd - Officer | Tax withholding / forfeiture | Common Stock | 7,726 | $82.53 | $638K | |
| Stephen Neeleman - Officer | Tax withholding / forfeiture | Common Stock | 9,292 | $82.53 | $767K | |
| Elimelech Rosner - Officer | Tax withholding / forfeiture | Common Stock | 18,010 | $82.53 | $1.49M | |
| Delano Ladd - Officer | Grant or award | Common Stock | 15,157 | $0.00 | - | |
| Delano Ladd - Officer | Grant or award | Common Stock | 20,451 | $0.00 | - |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| ADRIAN DILLON | Director | 7,632 | $804K | View on EDGAR | |
| - | - | - | - | View on EDGAR | |
| - | - | - | - | View on EDGAR |
HEALTHEQUITY, INC. (HQY) had 20 insider filings in the last 90 days, with the most recent on 2026-08-27. The full record for HQY runs to 75 Form 4 filings, the earliest from 2024-10-03. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
No insider purchases of HQY were filed in the last 90 days.
7 insider sales of HQY were filed in the last 90 days, totaling $2.45M.
This page tracks HQY Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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