HQY insider filings
HEALTHEQUITY, INC. — 50 most recent insider filings (SEC Forms 3/4/5) from EDGAR, normalized by FilingPulse. Latest filing: 2026-09-30. Screen HQY transaction legs live →
Insider transaction summary — last 90 days
2026-07-10 to 2026-10-08, from the filings listed below: 10 insider filings (Forms 3/4/5). Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 3 legs across 2 filings by 2 insiders — 9,986 shares, $1,022,003 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 9.
- Largest priced transaction: sale of 6,300 shares @ $104.47 ($658,172) by DILLON ADRIAN T, filed 2026-08-27.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| DILLON ADRIAN T — Director | 1 | — | 2 legs · 7,632 sh · $798,373 | 2 |
| Fiore Michael Henry — EVP, CHIEF COMMERCIAL OFFICER | 2 | — | 1 leg · 2,354 sh · $223,630 | 1 |
| Neeleman Stephen — FOUNDER AND VICE CHAIRMAN, Director | 2 | — | — | 2 |
| Cutler Scott — President and CEO, Director | 1 | — | — | 1 |
| Gathright Michael — Chief Customer Officer | 1 | — | — | 1 |
| Ladd Delano — EVP, General Counsel | 1 | — | — | 1 |
| Lucania James M — EVP & CFO | 1 | — | — | 1 |
| Heuland Noemie Clemence — Director | 1 | — | — | — |
Recent insider filings — HEALTHEQUITY, INC.
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-09-30 | 3 | Heuland Noemie Clemence — Director | Holdings only — no transactions reported | EDGAR |
| 2026-09-18 | 4 | Neeleman Stephen — FOUNDER AND VICE CHAIRMAN, Director | Gift (G): 1,500 @ $0 | EDGAR |
| 2026-08-27 | 4 | DILLON ADRIAN T — Director | Option exercise (M): 7,632 @ $32.50 · Sale (S): 6,300 @ $104.47 · Sale (S): 1,332 @ $105.26 · Option exercise (M): 7,632 (derivative) @ $0 | EDGAR |
| 2026-07-14 | 4 | Fiore Michael Henry — EVP, CHIEF COMMERCIAL OFFICER | Sale (S): 2,354 @ $95 | EDGAR |
| 2026-07-13 | 4 | Gathright Michael — Chief Customer Officer | Tax withholding (F): 2,270 @ $93.07 | EDGAR |
| 2026-07-10 | 4 | Fiore Michael Henry — EVP, CHIEF COMMERCIAL OFFICER | Tax withholding (F): 2,045 @ $95.08 | EDGAR |
| 2026-07-10 | 4 | Cutler Scott — President and CEO, Director | Tax withholding (F): 1,238 @ $95.08 | EDGAR |
| 2026-07-10 | 4 | Ladd Delano — EVP, General Counsel | Tax withholding (F): 1,087 @ $95.08 | EDGAR |
| 2026-07-10 | 4 | Lucania James M — EVP & CFO | Tax withholding (F): 2,839 @ $95.08 | EDGAR |
| 2026-07-10 | 4 | Neeleman Stephen — FOUNDER AND VICE CHAIRMAN, Director | Tax withholding (F): 1,103 @ $95.08 | EDGAR |
| 2026-07-07 | 4 | Fiore Michael Henry — EVP, CHIEF COMMERCIAL OFFICER | Sale (S): 2,470 @ $95 | EDGAR |
| 2026-06-29 | 4 | Gassen William — Director | Grant/award (A): 2,877 @ $0 | EDGAR |
| 2026-06-29 | 4 | Parker Stuart B. — Director | Grant/award (A): 2,877 @ $0 | EDGAR |
| 2026-06-29 | 4 | Natarajan Rajesh — Director | Grant/award (A): 2,877 @ $0 | EDGAR |
| 2026-06-29 | 4 | McCowan Debra Charlotte — Director | Grant/award (A): 2,877 @ $0 | EDGAR |
| 2026-06-29 | 4 | Wellborn Gayle Furgurson — Director | Grant/award (A): 2,877 @ $0 | EDGAR |
| 2026-06-29 | 4 | Dilsaver Evelyn S — Director | Grant/award (A): 2,877 @ $0 | EDGAR |
| 2026-06-29 | 4 | DILLON ADRIAN T — Director | Grant/award (A): 2,877 @ $0 | EDGAR |
| 2026-06-29 | 4 | SELANDER ROBERT W — Director | Grant/award (A): 2,877 @ $0 | EDGAR |
| 2026-06-02 | 4 | Fiore Michael Henry — EVP, CHIEF COMMERCIAL OFFICER | Sale (S): 3,142 @ $95 | EDGAR |
| 2026-06-01 | 4 | Wellborn Gayle Furgurson — Director | Option exercise (M): 2,439 @ $47.21 · Sale (S): 2,439 @ $90 · Option exercise (M): 2,439 (derivative) @ $0 | EDGAR |
| 2026-06-01 | 4 | Ladd Delano — EVP, General Counsel | Sale (S): 7,500 @ $90 | EDGAR |
| 2026-04-08 | 4 | Fiore Michael Henry — EVP, CHIEF COMMERCIAL OFFICER | Tax withholding (F): 3,378 @ $83.84 | EDGAR |
| 2026-04-08 | 4 | Rosner Elimelech — EVP, CHIEF TECHNOLOGY OFFICER | Tax withholding (F): 4,768 @ $83.84 | EDGAR |
| 2026-04-08 | 4 | Cutler Scott — President and CEO, Director | Tax withholding (F): 4,931 @ $83.84 | EDGAR |
| 2026-04-08 | 4 | Ladd Delano — EVP, General Counsel | Tax withholding (F): 2,481 @ $83.84 | EDGAR |
| 2026-04-08 | 4 | Lucania James M — EVP & CFO | Tax withholding (F): 4,393 @ $83.84 | EDGAR |
| 2026-04-08 | 4 | Neeleman Stephen — FOUNDER AND VICE CHAIRMAN, Director | Tax withholding (F): 2,559 @ $83.84 | EDGAR |
| 2026-04-02 | 4 | Rosner Elimelech — EVP, CHIEF TECHNOLOGY OFFICER | Tax withholding (F): 18,010 @ $82.53 | EDGAR |
| 2026-04-02 | 4 | Ladd Delano — EVP, General Counsel | Tax withholding (F): 7,726 @ $82.53 | EDGAR |
| 2026-04-02 | 4 | Neeleman Stephen — FOUNDER AND VICE CHAIRMAN, Director | Tax withholding (F): 9,292 @ $82.53 | EDGAR |
| 2026-03-27 | 4 | Gathright Michael — Chief Customer Officer | Grant/award (A): 15,157 @ $0 | EDGAR |
| 2026-03-27 | 4 | Fiore Michael Henry — EVP, CHIEF COMMERCIAL OFFICER | Grant/award (A): 17,582 @ $0 | EDGAR |
| 2026-03-27 | 4 | Rosner Elimelech — EVP, CHIEF TECHNOLOGY OFFICER | Grant/award (A): 19,704 @ $0 · Grant/award (A): 40,903 @ $0 | EDGAR |
| 2026-03-27 | 4 | Cutler Scott — President and CEO, Director | Grant/award (A): 72,754 @ $0 | EDGAR |
| 2026-03-27 | 4 | Ladd Delano — EVP, General Counsel | Grant/award (A): 15,157 @ $0 · Grant/award (A): 20,451 @ $0 | EDGAR |
| 2026-03-27 | 4 | Lucania James M — EVP & CFO | Grant/award (A): 27,283 @ $0 | EDGAR |
| 2026-03-27 | 4 | Neeleman Stephen — FOUNDER AND VICE CHAIRMAN, Director | Grant/award (A): 15,915 @ $0 · Grant/award (A): 23,860 @ $0 | EDGAR |
| 2026-02-04 | 4 | Parker Stuart B. — Director | Grant/award (A): 1,263 @ $0 | EDGAR |
| 2026-02-04 | 4 | Natarajan Rajesh — Director | Grant/award (A): 976 @ $0 | EDGAR |
| 2026-01-14 | 4 | Cutler Scott — President and CEO, Director | Tax withholding (F): 12,496 @ $89.83 | EDGAR |
| 2026-01-13 | 4 | Fiore Michael Henry — EVP, CHIEF COMMERCIAL OFFICER | Tax withholding (F): 1,744 @ $95.24 | EDGAR |
| 2026-01-13 | 4 | Rosner Elimelech — EVP, CHIEF TECHNOLOGY OFFICER | Tax withholding (F): 2,074 @ $95.24 | EDGAR |
| 2026-01-13 | 4 | Ladd Delano — EVP, General Counsel | Tax withholding (F): 739 @ $95.24 | EDGAR |
| 2026-01-13 | 4 | Lucania James M — EVP & CFO | Tax withholding (F): 2,470 @ $95.24 | EDGAR |
| 2026-01-13 | 4 | Neeleman Stephen — FOUNDER AND VICE CHAIRMAN, Director | Tax withholding (F): 791 @ $95.24 | EDGAR |
| 2025-12-23 | 4 | Ladd Delano — EVP, General Counsel | Sale (S): 1,500 @ $94.72 | EDGAR |
| 2025-12-23 | 4 | Neeleman Stephen — FOUNDER AND VICE CHAIRMAN, Director | Gift (G): 140,000 @ $0 · Gift (G): 140,000 @ $0 | EDGAR |
| 2025-12-19 | 4 | Rosner Elimelech — EVP, CHIEF TECHNOLOGY OFFICER | Sale (S): 10,959 @ $95.45 | EDGAR |
| 2025-12-18 | 4 | Neeleman Stephen — FOUNDER AND VICE CHAIRMAN, Director | Gift (G): 500 @ $0 | EDGAR |
Recent 8-K events — HEALTHEQUITY, INC.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-09-30 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 7.01 — Regulation FD Disclosure | EDGAR |
| 2026-08-27 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-26 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-28 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-08 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-04-06 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-03-30 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-03-17 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-02-17 | 8-K | 2.02 — Results of Operations and Financial Condition 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-01-12 | 8-K | 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
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