Healthequity's three largest insider shareholders as of July 26, 2026 are Jon Kessler (President And Ceo, 328.51K shares), Scott Cutler (President And Ceo, 177.64K shares), Stephen Neeleman (Founder And Vice Chairman, 140.00K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Robert W Selander | - | 86,972 | 0 | 30 Jun, 2025 |
| Adrian T Dillon | - | 59,518 | 0 | 30 Jun, 2025 |
| Darcy G Mott | Executive Vp And Cfo | 91,052 | 0 | 21 Sep, 2021 |
| Evelyn S Dilsaver | - | 48,208 | 0 | 09 Sep, 2025 |
| Paul Black | - | 9,394 | 0 | 09 Jul, 2024 |
| Stephen Neeleman | Founder And Vice Chairman | 0 | 140,000 | 23 Dec, 2025 |
| Ian Sacks | - | 109,630 | 0 | 21 Dec, 2023 |
| Frank Corvino | - | 3,784 | 0 | 08 Nov, 2024 |
| Jon Kessler | President And Ceo | 253,510 | 75,000 | 10 Jun, 2025 |
| James M Lucania | Evp Cfo | 107,456 | 0 | 08 Apr, 2026 |
| Delano Ladd | Evp, General Counsel | 98,641 | 0 | 08 Apr, 2026 |
| William Robert Otten | Executive Vp Of Sales | 30,566 | 0 | 02 Nov, 2021 |
| Gayle Furgurson Wellborn | - | 19,733 | 0 | 16 Dec, 2025 |
| Scott Cutler | President And Ceo | 177,643 | 0 | 08 Apr, 2026 |
| Debra Charlotte Mccowan | - | 9,782 | 0 | 30 Jun, 2025 |
| Angelique Christine Hill | Exec Vp, Operations | 23,707 | 0 | 13 Dec, 2021 |
| Edward Bloomberg | Chief Operating Officer | 59,850 | 0 | 03 Aug, 2022 |
| Larry L Trittschuh | Evp Chief Security Officer | 46,210 | 0 | 25 Sep, 2023 |
| Rajesh Natarajan | - | 15,253 | 0 | 04 Feb, 2026 |
| Stuart B. Parker | - | 23,098 | 0 | 04 Feb, 2026 |
| Tyson D. Murdock | Evp Cfo | 64,937 | 0 | 02 Jan, 2024 |
| Elimelech Rosner | Evp, Chief Technology Officer | 86,265 | 0 | 02 Apr, 2026 |
| Slim Aissi | Evp, Chief Security Officer | 37,632 | 0 | 28 Mar, 2024 |
| Michael Henry Fiore | Evp, Chief Commercial Officer | 62,255 | 0 | 08 Apr, 2026 |
| Michael Gathright | Chief Customer Officer | 42,163 | 0 | 27 Mar, 2026 |
* 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 | Stephen Neeleman | Common Stock | D | 2,559 | $83.84 | 138,668 | D | F |
| 06 Apr, 2026 | Stephen Neeleman | Common Stock | D | 2,559 | $83.84 | 138,668 | D | F |
| 06 Apr, 2026 | James M Lucania | Common Stock | D | 4,393 | $83.84 | 107,456 | D | F |
| 06 Apr, 2026 | Michael Henry Fiore | Common Stock | D | 3,378 | $83.84 | 62,255 | 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 |
| 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 | Stephen Neeleman | Common Stock | D | 2,559 | $83.84 | 138,668 | D | F |
| 06 Apr, 2026 | James M Lucania | Common Stock | D | 4,393 | $83.84 | 107,456 | 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 |
| 31 Mar, 2026 | Stephen Neeleman | Common Stock | D | 9,292 | $82.53 | 141,227 | D | F |
| 31 Mar, 2026 | Stephen Neeleman | Common Stock | D | 9,292 | $82.53 | 141,227 | D | F |
| 31 Mar, 2026 | Elimelech Rosner | Common Stock | D | 18,010 | $82.53 | 86,265 | D | F |
| 31 Mar, 2026 | Stephen Neeleman | Common Stock | D | 9,292 | $82.53 | 141,227 | D | F |
| 25 Mar, 2026 | James M Lucania | Common Stock | A | 27,283 | $0.00 | 111,849 | D | A |
| 25 Mar, 2026 | Stephen Neeleman | Common Stock | A | 15,915 | $0.00 | 126,659 | D | A |
| 25 Mar, 2026 | Stephen Neeleman | Common Stock | A | 15,915 | $0.00 | 126,659 | D | A |
| 25 Mar, 2026 | James M Lucania | Common Stock | A | 27,283 | $0.00 | 111,849 | D | A |