HQY's three largest insider shareholders as of April 22, 2026 are Jon Kessler (President And Ceo, 328.51K shares), Jon Kessler (President And Ceo, 328.51K shares), Scott Cutler (President And Ceo, 177.64K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Jon Kessler | President And Ceo | 253,510 | 75,000 | 10 Jun, 2025 |
| Jon Kessler | President And Ceo | 253,510 | 75,000 | 10 Jun, 2025 |
| Scott Cutler | President And Ceo | 177,643 | 0 | 08 Apr, 2026 |
| Stephen Neeleman | Founder And Vice Chairman | 141,227 | 0 | 02 Apr, 2026 |
| Stephen Neeleman | Founder And Vice Chairman | 0 | 140,000 | 23 Dec, 2025 |
| Stephen Neeleman | Founder And Vice Chairman | 0 | 140,000 | 23 Dec, 2025 |
| Stephen Neeleman | Founder And Vice Chairman | 138,668 | 0 | 08 Apr, 2026 |
| James M Lucania | Evp Cfo | 111,849 | 0 | 27 Mar, 2026 |
| Ian Sacks | - | 109,630 | 0 | 21 Dec, 2023 |
| Ian Sacks | - | 109,630 | 0 | 21 Dec, 2023 |
| James M Lucania | Evp Cfo | 107,456 | 0 | 08 Apr, 2026 |
| Delano Ladd | Evp, General Counsel | 98,641 | 0 | 08 Apr, 2026 |
| Darcy G Mott | Executive Vp And Cfo | 91,052 | 0 | 21 Sep, 2021 |
| Darcy G Mott | Executive Vp And Cfo | 91,052 | 0 | 21 Sep, 2021 |
| Robert W Selander | - | 86,972 | 0 | 30 Jun, 2025 |
| Robert W Selander | - | 86,972 | 0 | 30 Jun, 2025 |
| Elimelech Rosner | Evp, Chief Technology Officer | 81,497 | 0 | 08 Apr, 2026 |
| Tyson D. Murdock | Evp Cfo | 64,937 | 0 | 02 Jan, 2024 |
| Tyson D. Murdock | Evp Cfo | 64,937 | 0 | 02 Jan, 2024 |
| Michael Henry Fiore | Evp, Chief Commercial Officer | 62,255 | 0 | 08 Apr, 2026 |
| Edward Bloomberg | Chief Operating Officer | 59,850 | 0 | 03 Aug, 2022 |
| Adrian T Dillon | - | 59,518 | 0 | 30 Jun, 2025 |
| Evelyn S Dilsaver | - | 48,208 | 0 | 09 Sep, 2025 |
| Larry L Trittschuh | Evp Chief Security Officer | 46,210 | 0 | 25 Sep, 2023 |
| Larry L Trittschuh | Evp Chief Security Officer | 46,210 | 0 | 25 Sep, 2023 |
| Michael Gathright | Chief Customer Officer | 42,163 | 0 | 27 Mar, 2026 |
| Slim Aissi | Evp, Chief Security Officer | 37,632 | 0 | 28 Mar, 2024 |
| William Robert Otten | Executive Vp Of Sales | 30,566 | 0 | 02 Nov, 2021 |
| William Robert Otten | Executive Vp Of Sales | 30,566 | 0 | 02 Nov, 2021 |
| Angelique Christine Hill | Exec Vp, Operations | 23,707 | 0 | 13 Dec, 2021 |
| Angelique Christine Hill | Exec Vp, Operations | 23,707 | 0 | 13 Dec, 2021 |
| Stuart B. Parker | - | 23,098 | 0 | 04 Feb, 2026 |
| Stuart B. Parker | - | 23,098 | 0 | 04 Feb, 2026 |
| Gayle Furgurson Wellborn | - | 19,733 | 0 | 16 Dec, 2025 |
| Gayle Furgurson Wellborn | - | 19,733 | 0 | 16 Dec, 2025 |
| Rajesh Natarajan | - | 15,253 | 0 | 04 Feb, 2026 |
| Rajesh Natarajan | - | 15,253 | 0 | 04 Feb, 2026 |
| Debra Charlotte Mccowan | - | 9,782 | 0 | 30 Jun, 2025 |
| Debra Charlotte Mccowan | - | 9,782 | 0 | 30 Jun, 2025 |
| Paul Black | - | 9,394 | 0 | 09 Jul, 2024 |
| Jon Kessler | President And Ceo | 0 | 4,424 | 09 Dec, 2021 |
| Jon Kessler | President And Ceo | 0 | 4,424 | 09 Dec, 2021 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 06 Apr, 2026 | Michael Henry Fiore | Common Stock | D | 3,378 | $83.84 | 62,255 | D | F |
| 06 Apr, 2026 | Stephen Neeleman | Common Stock | D | 2,559 | $83.84 | 138,668 | D | F |
| 06 Apr, 2026 | Scott Cutler | Common Stock | D | 4,931 | $83.84 | 177,643 | D | F |
| 06 Apr, 2026 | Elimelech Rosner | Common Stock | D | 4,768 | $83.84 | 81,497 | D | F |
| 06 Apr, 2026 | Delano Ladd | Common Stock | D | 2,481 | $83.84 | 98,641 | D | F |
| 06 Apr, 2026 | James M Lucania | Common Stock | D | 4,393 | $83.84 | 107,456 | D | F |
| 31 Mar, 2026 | Elimelech Rosner | Common Stock | D | 18,010 | $82.53 | 86,265 | D | F |
| 31 Mar, 2026 | Delano Ladd | Common Stock | D | 7,726 | $82.53 | - | D | F |
| 31 Mar, 2026 | Stephen Neeleman | Common Stock | D | 9,292 | $82.53 | 141,227 | D | F |
| 25 Mar, 2026 | Delano Ladd | Common Stock | A | 15,157 | $0.00 | 88,397 | D | A |
| 25 Mar, 2026 | Stephen Neeleman | Common Stock | A | 15,915 | $0.00 | 126,659 | D | A |
| 25 Mar, 2026 | Scott Cutler | Common Stock | A | 72,754 | $0.00 | 182,574 | D | A |
| 25 Mar, 2026 | Michael Henry Fiore | Common Stock | A | 17,582 | $0.00 | 65,633 | D | A |
| 25 Mar, 2026 | Elimelech Rosner | Common Stock | A | 19,704 | $0.00 | 63,372 | D | A |
| 25 Mar, 2026 | James M Lucania | Common Stock | A | 27,283 | $0.00 | 111,849 | D | A |
| 25 Mar, 2026 | Michael Gathright | Common Stock | A | 15,157 | $0.00 | 42,163 | D | A |
| 25 Mar, 2026 | Stephen Neeleman | Common Stock | A | 23,860 | $0.00 | 150,519 | D | A |
| 25 Mar, 2026 | Delano Ladd | Common Stock | A | 20,451 | $0.00 | 108,848 | D | A |
| 25 Mar, 2026 | Elimelech Rosner | Common Stock | A | 40,903 | $0.00 | 104,275 | D | A |
| 02 Feb, 2026 | Rajesh Natarajan | Common Stock | A | 976 | $0.00 | 15,253 | D | A |