Healthequity HQY Insider Ownership

NASDAQ HQY

$87.25 -1.19 (-1.35%)

At close: Sep 29, 2026 · 4:00 PM EDT

Insider Holdings by Owner

1.95Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

2.51%

▲+0.223% pp QoQ

Shares Held by Insiders

2.10Mn

filed for Sep 2026

▲+8.37% QoQ

Shares Outstanding

83.37Mn

83,374,000 shares

Direct Holdings

1.61Mn

Indirect: 487.66K

Net Shares Traded (QoQ)

+161.78K

net buying in Sep 2026

Insiders Holding Shares

with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold

Latest quarter —

Net over range —

Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

Healthequity's three largest insider shareholders as of September 29, 2026 are Stephen Neeleman (Founder And Vice Chairman, 408.24K shares), Jon Kessler (President And Ceo, 328.51K shares), Scott Cutler (President And Ceo, 176.41K shares).

A detailed ownership breakdown for Healthequity is not available at this time.
Per Business Quant, insider holdings in HQY make up 229.08% of the company, with 1.93Mn shares held against 84.41Mn outstanding.
These positions in HQY fell 0.16% from last quarter, with total shares declining from 1.94Mn to 1.93Mn.
Among Healthequity's insiders, Adrian T Dillon (Director) was the top buyer with 7.63K shares acquired between July 01, 2026 and September 29, 2026.
On the selling side, Adrian T Dillon (Director) led at Healthequity with 15.26K shares sold during the same 90-day period ending September 29, 2026.

Form 4 Holdings

Insiders Holding HQY

Insiders 25

Shares held 1.95Mn

Of outstanding 2.34%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Stephen Neeleman	Founder And Vice Chairman	0	408,235	408,235	20.9%	18 Sep, 2026
2	Jon Kessler	President And Ceo	253,510	75,000	328,510	16.8%	10 Jun, 2025
3	Scott Cutler	President And Ceo	176,405	0	176,405	9.0%	10 Jul, 2026
4	Ian Sacks	Other	109,630	0	109,630	5.6%	21 Dec, 2023
5	James M Lucania	Evp Cfo	104,617	0	104,617	5.4%	10 Jul, 2026
6	Delano Ladd	Evp, General Counsel	90,054	0	90,054	4.6%	10 Jul, 2026
7	Robert W Selander	Director	89,849	0	89,849	4.6%	29 Jun, 2026
8	Elimelech Rosner	Evp, Chief Technology Officer	81,497	0	81,497	4.2%	08 Apr, 2026
9	Tyson D. Murdock	Evp Cfo	64,937	0	64,937	3.3%	02 Jan, 2024
10	Adrian T Dillon	Director	62,395	0	62,395	3.2%	27 Aug, 2026
11	Edward Bloomberg	Chief Operating Officer	59,850	0	59,850	3.1%	03 Aug, 2022
12	Michael Henry Fiore	Evp, Chief Commercial Officer	52,244	0	52,244	2.7%	14 Jul, 2026
13	Evelyn S Dilsaver	Director	51,085	0	51,085	2.6%	29 Jun, 2026
14	Larry L Trittschuh	Evp Chief Security Officer	46,210	0	46,210	2.4%	25 Sep, 2023
15	Michael Gathright	Chief Customer Officer	39,893	0	39,893	2.0%	13 Jul, 2026
16	Slim Aissi	Evp, Chief Security Officer	37,632	0	37,632	1.9%	28 Mar, 2024
17	William Robert Otten	Executive Vp Of Sales	30,566	0	30,566	1.6%	02 Nov, 2021
18	Stuart B. Parker	Director	25,975	0	25,975	1.3%	29 Jun, 2026
19	Angelique Christine Hill	Exec Vp, Operations	23,707	0	23,707	1.2%	13 Dec, 2021
20	Gayle Furgurson Wellborn	Director	22,610	0	22,610	1.2%	29 Jun, 2026
21	Rajesh Natarajan	Director	18,130	0	18,130	0.9%	29 Jun, 2026
22	Debra Charlotte Mccowan	Director	12,659	0	12,659	0.6%	29 Jun, 2026
23	Paul Black	Director	9,394	0	9,394	0.5%	09 Jul, 2024
24	Frank Corvino	Other	3,784	0	3,784	0.2%	08 Nov, 2024
25	William Gassen	Director	3,611	0	3,611	0.2%	29 Jun, 2026

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

1,631 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
17 Sep, 2026	Stephen Neeleman	Founder And Vice Chairman	Disposed G	1,500	$0.00	$0	408,235	Indirect
25 Aug, 2026	Adrian T Dillon	Director	Acquired M	7,632	$32.50	$248.04K	70,027	Direct
25 Aug, 2026	Adrian T Dillon	Director	Disposed S	6,300	$104.47	$658.17K	63,727	Direct
25 Aug, 2026	Adrian T Dillon	Director	Disposed S	1,332	$105.26	$140.20K	62,395	Direct
25 Aug, 2026	Adrian T Dillon	Director	Disposed M	7,632	$0.00	$0	0	Direct
10 Jul, 2026	Michael Henry Fiore	Evp, Chief Commercial Officer	Disposed S	2,354	$95.00	$223.63K	52,244	Direct
09 Jul, 2026	Michael Gathright	Chief Customer Officer	Disposed F	2,270	$93.07	$211.26K	39,893	Direct
08 Jul, 2026	Stephen Neeleman	Founder And Vice Chairman	Disposed F	1,103	$95.08	$104.88K	137,565	Direct
08 Jul, 2026	Michael Henry Fiore	Evp, Chief Commercial Officer	Disposed F	2,045	$95.08	$194.44K	54,598	Direct
08 Jul, 2026	Scott Cutler	President And Ceo	Disposed F	1,238	$95.08	$117.71K	176,405	Direct
08 Jul, 2026	Delano Ladd	Evp, General Counsel	Disposed F	1,087	$95.08	$103.36K	90,054	Direct
08 Jul, 2026	James M Lucania	Evp Cfo	Disposed F	2,839	$95.08	$269.94K	104,617	Direct
02 Jul, 2026	Michael Henry Fiore	Evp, Chief Commercial Officer	Disposed S	2,470	$95.00	$234.65K	56,643	Direct
25 Jun, 2026	Debra Charlotte Mccowan	Director	Acquired A	2,877	$0.00	$0	12,659	Direct
25 Jun, 2026	Rajesh Natarajan	Director	Acquired A	2,877	$0.00	$0	18,130	Direct
25 Jun, 2026	Stuart B. Parker	Director	Acquired A	2,877	$0.00	$0	25,975	Direct
25 Jun, 2026	Gayle Furgurson Wellborn	Director	Acquired A	2,877	$0.00	$0	22,610	Direct
25 Jun, 2026	William Gassen	Director	Acquired A	2,877	$0.00	$0	3,611	Direct
25 Jun, 2026	Evelyn S Dilsaver	Director	Acquired A	2,877	$0.00	$0	51,085	Direct
25 Jun, 2026	Adrian T Dillon	Director	Acquired A	2,877	$0.00	$0	62,395	Direct

Showing 1 to 20 of 1,631 transactions