Data spanning the past 90 days through January 14, 2026 reveals that Healthequity's three principal insider shareholders consist of Founder And Vice Chairman Stephen Neeleman (520.48K shares), Other Jon Kessler (328.51K shares), President And Ceo Scott Cutler (122.32K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Stephen Neeleman | Founder And Vice Chairman | 520,479 | 13 Jan, 2026 |
| Jon Kessler | 328,510 | 10 Jun, 2025 | |
| Scott Cutler | President And Ceo | 122,316 | 04 Apr, 2025 |
| Ian Sacks | 109,630 | 21 Dec, 2023 | |
| Darcy G Mott | 91,052 | 21 Sep, 2021 | |
| Robert W Selander | 86,972 | 30 Jun, 2025 | |
| James M Lucania | Evp & Cfo | 84,566 | 13 Jan, 2026 |
| Delano Ladd | Evp And General Counsel | 73,240 | 13 Jan, 2026 |
| Tyson D. Murdock | 64,937 | 02 Jan, 2024 | |
| Edward Bloomberg | Chief Operating Officer | 59,850 | 03 Aug, 2022 |
| Adrian T Dillon | 59,518 | 30 Jun, 2025 | |
| Evelyn S Dilsaver | 48,208 | 09 Sep, 2025 | |
| Michael Henry Fiore | Evp And Chief Commercial Officer | 48,051 | 13 Jan, 2026 |
| Larry L Trittschuh | 46,210 | 25 Sep, 2023 | |
| Elimelech Rosner | Evp And Chief Technology Officer | 43,668 | 13 Jan, 2026 |
| Slim Aissi | Evp And Chief Security Officer | 37,632 | 29 Mar, 2024 |
| William Robert Otten | 30,566 | 03 Nov, 2021 | |
| Angelique Christine Hill | Exec Vp And Operations | 23,707 | 13 Dec, 2021 |
| Stuart B. Parker | 21,835 | 30 Jun, 2025 | |
| Adam J Hostetter | Evp Chief Marketing Officer | 20,843 | 01 Jul, 2021 |
| Gayle Furgurson Wellborn | 19,733 | 16 Dec, 2025 | |
| Rajesh Natarajan | 14,277 | 30 Jun, 2025 | |
| Debra Charlotte Mccowan | 9,782 | 30 Jun, 2025 | |
| Paul Black | 9,394 | 09 Jul, 2024 | |
| Frank Corvino | 3,784 | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | Delano Ladd | Common Stock | D | 739 | $95.24 | 73,240 | D | F |
| 09 Jan, 2026 | Elimelech Rosner | Common Stock | D | 2,074 | $95.24 | 43,668 | D | F |
| 09 Jan, 2026 | Michael Henry Fiore | Common Stock | D | 1,744 | $95.24 | 48,051 | D | F |
| 19 Dec, 2025 | Stephen Neeleman | Common Stock | A | 140,000 | $0.00 | 409,735 | I | G |
| 19 Dec, 2025 | Stephen Neeleman | - | - | 409,735 | I | |||
| 19 Dec, 2025 | Stephen Neeleman | Common Stock | D | 140,000 | $0.00 | 111,535 | D | G |
| 19 Dec, 2025 | Delano Ladd | Common Stock | D | 1,500 | $94.72 | 73,979 | D | S |
| 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 | 111,535 | D | G |
| 12 Dec, 2025 | Gayle Furgurson Wellborn | - | - | 24,072 | D | |||
| 12 Dec, 2025 | Gayle Furgurson Wellborn | - | - | 19,733 | D | |||
| 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 |
| 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 |
| 07 Oct, 2025 | Michael Henry Fiore | Common Stock | D | 1,781 | $88.21 | 49,795 | 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 |