HQY's three largest insider shareholders as of March 23, 2026 are Jon Kessler (Other, 328.51K shares), Stephen Neeleman (Founder And Vice Chairman, 140.00K shares), Stephen Neeleman (Founder And Vice Chairman, 110.74K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jon Kessler | 253,510 | 75,000 | 10 Jun, 2025 | |
| Stephen Neeleman | Founder And Vice Chairman | 0 | 140,000 | 23 Dec, 2025 |
| Stephen Neeleman | Founder And Vice Chairman | 110,744 | 0 | 13 Jan, 2026 |
| Scott Cutler | President And Ceo | 109,820 | 0 | 13 Jan, 2026 |
| Ian Sacks | 109,630 | 0 | 21 Dec, 2023 | |
| Darcy G Mott | 91,052 | 0 | 21 Sep, 2021 | |
| Robert W Selander | 86,972 | 0 | 30 Jun, 2025 | |
| James M Lucania | Evp Cfo | 84,566 | 0 | 13 Jan, 2026 |
| Delano Ladd | Evp, General Counsel | 73,240 | 0 | 13 Jan, 2026 |
| Tyson D. Murdock | 64,937 | 0 | 02 Jan, 2024 | |
| Edward Bloomberg | Chief Operating Officer | 59,850 | 0 | 03 Aug, 2022 |
| Evelyn S Dilsaver | 48,208 | 0 | 09 Sep, 2025 | |
| Michael Henry Fiore | Evp, Chief Commercial Officer | 48,051 | 0 | 13 Jan, 2026 |
| Larry L Trittschuh | 46,210 | 0 | 25 Sep, 2023 | |
| Elimelech Rosner | Evp, Chief Technology Officer | 43,668 | 0 | 13 Jan, 2026 |
| Slim Aissi | Evp, Chief Security Officer | 37,632 | 0 | 28 Mar, 2024 |
| William Robert Otten | 30,566 | 0 | 02 Nov, 2021 | |
| Angelique Christine Hill | Exec Vp, Operations | 23,707 | 0 | 13 Dec, 2021 |
| Stuart B. Parker | 23,098 | 0 | 04 Feb, 2026 | |
| Adam J Hostetter | Evp Chief Marketing Officer | 20,843 | 0 | 30 Jun, 2021 |
| Gayle Furgurson Wellborn | 19,733 | 0 | 16 Dec, 2025 | |
| Rajesh Natarajan | 15,253 | 0 | 04 Feb, 2026 | |
| Debra Charlotte Mccowan | 9,782 | 0 | 30 Jun, 2025 | |
| Paul Black | 9,394 | 0 | 09 Jul, 2024 | |
| Frank Corvino | 3,784 | 0 | 08 Nov, 2024 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 02 Feb, 2026 | Rajesh Natarajan | Common Stock | A | 976 | $0.00 | 15,253 | D | A |
| 02 Feb, 2026 | Stuart B. Parker | Common Stock | A | 1,263 | $0.00 | 23,098 | D | A |
| 09 Jan, 2026 | Michael Henry Fiore | Common Stock | D | 1,744 | $95.24 | 48,051 | D | F |
| 12 Jan, 2026 | Scott Cutler | Common Stock | D | 12,496 | $89.83 | 109,820 | D | F |
| 09 Jan, 2026 | Stephen Neeleman | Common Stock | D | 791 | $95.24 | 110,744 | D | F |
| 09 Jan, 2026 | James M Lucania | Common Stock | D | 2,470 | $95.24 | 84,566 | D | F |
| 09 Jan, 2026 | Elimelech Rosner | Common Stock | D | 2,074 | $95.24 | 43,668 | D | F |
| 09 Jan, 2026 | Delano Ladd | Common Stock | D | 739 | $95.24 | 73,240 | D | F |
| 19 Dec, 2025 | Delano Ladd | Common Stock | D | 1,500 | $94.72 | 73,979 | D | S |
| 19 Dec, 2025 | Stephen Neeleman | Common Stock | D | 140,000 | $0.00 | 409,735 | I | G |
| 19 Dec, 2025 | Stephen Neeleman | Common Stock | A | 140,000 | $0.00 | 140,000 | I | G |
| 18 Dec, 2025 | Elimelech Rosner | Common Stock | D | 10,959 | $95.45 | 45,742 | D | S |
| 17 Dec, 2025 | Stephen Neeleman | Common Stock | D | 500 | $0.00 | 549,735 | I | G |
| 12 Dec, 2025 | Gayle Furgurson Wellborn | Common Stock | A | 4,339 | $50.41 | 24,072 | D | M |
| 12 Dec, 2025 | Gayle Furgurson Wellborn | Common Stock | D | 4,339 | $98.03 | 19,733 | D | S |
| 12 Dec, 2025 | Gayle Furgurson Wellborn | Stock Options (right to buy) | D | 4,339 | $0.00 | 0 | D | M |
| 20 Nov, 2025 | Delano Ladd | Common Stock | D | 1,500 | $104.56 | 75,479 | D | S |
| 20 Oct, 2025 | Delano Ladd | Common Stock | D | 1,500 | $92.07 | 76,979 | D | S |
| 06 Oct, 2025 | Stephen Neeleman | Common Stock | D | 1,058 | $88.57 | 111,535 | D | F |
| 06 Oct, 2025 | James M Lucania | Common Stock | D | 2,393 | $88.57 | 87,036 | D | F |