HEALTHEQUITY, INC.

HQY Net selling

CIK 0001428336 #1006 in the set updated 18 Sep 2026

Bought (120 mo)

$4.41M

out of their own pocket, the only kind of buying there is

Sold (120 mo)

$777.26M

$17.26M on a plan · $159.71M straight out of an exercise

Sold at will

$600.28M

177 of 441 sales

Net

−$772.85M

−$595.87M against sales at will

By person

35 insiders · 461 transactions

Insider

Role

Bought

Sold

Net

Holding

Of company

Worth

Change

Berkley Capital, LLC entity

See Remarks

—

$268.80M (45)

−$268.80M

6,004,661

7.18%

$632.02M

−49.8%

Medici Frank

Director

—

$253.07M (45)

−$253.07M

36,138

0.0432%

$3.80M

−99.7%

Kessler Jon

Former Director

$610.00K (1)

$93.90M (65) scheduled

−$93.29M

328,510

0.3929%

$34.58M

−19.5%

Neeleman Stephen

FOUNDER AND VICE CHAIRMAN

$610.00K (1)

$44.72M (70) scheduled

−$44.11M

277,565

0.3320%

$29.22M

−59.4%

Rana Manu S

Director

—

$27.43M (6)

−$27.43M

87,725

0.1049%

$9.23M

−87.8%

MOTT DARCY G

Special Advisor

—

$18.31M (70) scheduled

−$18.31M

91,052

0.1089%

$9.58M

+30.1%

Dreier Ashley

Former Exec, VP, CTO and CIO

—

$15.86M (21) scheduled

−$15.86M

42,444

0.0508%

$4.47M

—

Rosner Elimelech

EVP, CHIEF TECHNOLOGY OFFICER

—

$11.19M (8)

−$11.19M

81,497

0.0975%

$8.58M

—

Ladd Delano

EVP, General Counsel

—

$10.56M (19) scheduled

−$10.56M

90,054

0.1077%

$9.48M

—

Sacks Ian

FORMER DIRECTOR

—

$5.43M (4) scheduled

−$5.43M

109,630

0.1311%

$11.54M

−38.8%

Corvino Frank

Former Director

—

$4.95M (20) scheduled

−$4.95M

3,784

0.0045%

$398.29K

+51.0%

Dilsaver Evelyn S

Director

$199.67K (1)

$4.06M (3) scheduled

−$3.86M

51,085

0.0611%

$5.38M

+485.3%

Trittschuh Larry L

FORMER EVP CSO

—

$2.30M (6) scheduled

−$2.30M

46,210

0.0553%

$4.86M

—

Hill Angelique Christine

Exec VP, Operations

—

$2.29M (6) scheduled

−$2.29M

23,707

0.0284%

$2.50M

+126.4%

SELANDER ROBERT W

Director

$610.00K (1)

$2.61M (12) scheduled

−$2.00M

89,849

0.1075%

$9.46M

+5,100%

Fiore Michael Henry

EVP, CHIEF COMMERCIAL OFFICER

—

$1.79M (7) scheduled

−$1.79M

52,244

0.0625%

$5.50M

−4.8%

Soldan Jon

Exec VP, Operations

—

$1.74M (6) scheduled

−$1.74M

8,020

0.0096%

$844.15K

—

Wellborn Gayle Furgurson

Director

—

$1.40M (4) scheduled

−$1.40M

22,610

0.0270%

$2.38M

+3,006%

Parker Stuart B.

Director

$1.07M (1)

$2.42M (2)

−$1.35M

25,975

0.0311%

$2.73M

+3,468%

McCowan Debra Charlotte

Director

—

$1.31M (3)

−$1.31M

12,659

0.0151%

$1.33M

+1,639%

Sydney Matthew

Exec VP, Sales & Marketing

—

$812.95K (2) scheduled

−$812.95K

100

0.0001%

$10.53K

0.0%

Otten William Robert

Former Executive VP of Sales

—

$626.61K (5)

−$626.61K

30,566

0.0366%

$3.22M

+1,414%

DILLON ADRIAN T

Director

$1.31M (3)

$798.37K (2) scheduled

+$515.07K

62,395

0.0746%

$6.57M

+958.3%

ROBINSON GARY D

EVP, Chief Marketing Officer

—

$371.75K (5) scheduled

−$371.75K

2,890

0.0035%

$304.19K

+43.1%

Murdock Tyson D.

FORMER CFO

—

$279.47K (2) scheduled

−$279.47K

64,937

0.0777%

$6.83M

+105.0%

Bloomberg Edward

CHIEF OPERATING OFFICER

—

$227.59K (3)

−$227.59K

59,850

0.0716%

$6.30M

—

Cutler Scott

President and CEO

—

—

—

176,405

0.2110%

$18.57M

+128.4%

Lucania James M

EVP & CFO

—

—

—

104,617

0.1251%

$11.01M

+61.2%

LEAVITT MICHAEL O

Director

—

—

—

75,862

0.0907%

$7.98M

+151.1%

Gathright Michael

Chief Customer Officer

—

—

—

39,893

0.0477%

$4.20M

+47.7%

Aissi Slim

EVP, CHIEF SECURITY OFFICER

—

—

—

37,632

0.0450%

$3.96M

—

Hostetter Adam J

EVP Chief Marketing Officer

—

—

—

20,843

0.0249%

$2.19M

—

Natarajan Rajesh

Director

—

—

—

18,130

0.0217%

$1.91M

+3,956%

Black Paul

Director

—

—

—

9,394

0.0112%

$988.77K

+282.2%

Gassen William

Director

—

—

—

3,611

0.0043%

$380.08K

+392.0%

Individual transactions

2

Insider

Date

Role

Action

Shares

Price

Amount

Kessler Jon

8 Dec 2021

President and CEO

Exercised, kept indirect

100,000

$14.00

$1.40M

Kessler Jon

14 Dec 2018

President and CEO

Exercised, kept

17,410

$41.28

$718.68K

Showing 250 of 461 transactions. The figures above use every one of them.

What was left out

Form 4 filings counted 561

Amendments (4/A) skipped 9

Filings about a different issuer 0

Unreadable filings 0

Joint filings 19

Sales on a Rule 10b5-1 plan 44

Sales straight out of an exercise 220

Sales at will 177

Transactions with no price 0

Shares from compensation/vesting 12,591,680

Sales filed before the plan box existed 161

History held since 1 Sep 2016