Healthequity HQY Insider Ownership

NASDAQ HQY

$93.07 +1.04 (+1.13%)

At close: Oct 19, 2026 · 4:00 PM EDT

Insider Holdings by Owner

1.62Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026

Insider Ownership

2.46%

▼-0.0009% pp QoQ

Shares Held by Insiders

2.05Mn

filed for Sep 2026

▼-1.27% QoQ

Shares Outstanding

83.37Mn

83,374,000 shares

Direct Holdings

1.23Mn

Indirect: 826.24K

Net Shares Traded (QoQ)

-26.30K

net selling 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

Updated Oct 9, 2026

Over the past 12 months, Healthequity insiders sold $4.36 million of stock on the open market (45.34K shares) and made no open-market purchases.

Behind Healthequity's open-market sales in the past 12 months were 5 insiders, and no insider bought.
Delano Ladd (EVP, General Counsel) was HQY's largest open-market seller in the past 12 months, with $1.11 million of sales (12K shares); the latest was on May 28, 2026.
Healthequity's latest insider trade on the open market was a sale of 7.63K shares for $798,373 by Adrian T. Dillon (Director) on August 25, 2026.
Away from the open market, HQY insiders received 258.73K shares in stock awards, acquired 14.41K shares through option exercises and conversions, gave up 97.36K shares to cover taxes or exercise prices and gave away 142K shares as gifts over the last 12 months.
According to Business Quant data, insiders at Healthequity reported 2.04Mn shares in total in their latest Form 4 filings, or 2.45% of the 83.37Mn shares outstanding; that total is down 1.69% from 2.08Mn shares at the end of Q2 2026 and down 1.97% from 2.08Mn shares at the end of Q3 2025.
Healthequity insiders hold 1.22Mn shares directly (59.56% of their total) and 826.24K shares (40.44%) indirectly, through entities such as trusts and partnerships.
Per Business Quant, 17 insiders of HQY hold shares, counting officers, directors and 10% owners who have filed a Form 4 in the past two years.
HQY's three largest insider shareholders, per their latest Form 4 filings, are Stephen Neeleman (Founder and Vice Chairman, 887.71K shares), Jon Kessler (328.51K shares) and Scott Cutler (President and CEO, 175.18K shares).
Of the shares held by HQY insiders, 43.45% belong to Stephen Neeleman.
In the past year, 15 insiders of Healthequity submitted 58 Form 4 filings reporting trades, awards or other transactions.
These insider figures for Healthequity are based on Form 4 filings through October 8, 2026.

Form 4 Holdings

Insiders Holding HQY

Insiders 23

Shares held 1.62Mn

Of outstanding 1.94%

#	Insider	Position	Direct	Indirect	Total	Share of Insiders	Last Filed
1	Jon Kessler	President And Ceo	253,510	75,000	328,510	20.3%	10 Jun, 2025
2	Scott Cutler	President And Ceo	175,175	0	175,175	10.8%	08 Oct, 2026
3	Stephen Neeleman	Founder And Vice Chairman	136,470	0	136,470	8.4%	08 Oct, 2026
4	Ian Sacks	Other	109,630	0	109,630	6.8%	21 Dec, 2023
5	James M Lucania	Evp Cfo	101,795	0	101,795	6.3%	08 Oct, 2026
6	Robert W Selander	Director	89,849	0	89,849	5.5%	29 Jun, 2026
7	Delano Ladd	Evp, General Counsel	88,974	0	88,974	5.5%	08 Oct, 2026
8	Elimelech Rosner	Evp, Chief Technology Officer	81,497	0	81,497	5.0%	08 Apr, 2026
9	Tyson D. Murdock	Evp Cfo	64,937	0	64,937	4.0%	02 Jan, 2024
10	Adrian T Dillon	Director	62,395	0	62,395	3.9%	27 Aug, 2026
11	Edward Bloomberg	Chief Operating Officer	59,850	0	59,850	3.7%	03 Aug, 2022
12	Evelyn S Dilsaver	Director	51,085	0	51,085	3.2%	29 Jun, 2026
13	Michael Henry Fiore	Evp, Chief Commercial Officer	50,212	0	50,212	3.1%	08 Oct, 2026
14	Larry L Trittschuh	Evp Chief Security Officer	46,210	0	46,210	2.9%	25 Sep, 2023
15	Michael Gathright	Chief Customer Officer	39,231	0	39,231	2.4%	08 Oct, 2026
16	Slim Aissi	Evp, Chief Security Officer	37,632	0	37,632	2.3%	28 Mar, 2024
17	Stuart B. Parker	Director	25,975	0	25,975	1.6%	29 Jun, 2026
18	Gayle Furgurson Wellborn	Director	22,610	0	22,610	1.4%	29 Jun, 2026
19	Rajesh Natarajan	Director	18,130	0	18,130	1.1%	29 Jun, 2026
20	Debra Charlotte Mccowan	Director	12,659	0	12,659	0.8%	29 Jun, 2026
21	Paul Black	Director	9,394	0	9,394	0.6%	09 Jul, 2024
22	Frank Corvino	Other	3,784	0	3,784	0.2%	08 Nov, 2024
23	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

1,637 Insider Transactions

Source SEC Form 4

Latest quarter Sep 2026

Date	Insider	Position	Transaction	Shares	Price	Value	Shares Held After	Ownership
06 Oct, 2026	Scott Cutler	President And Ceo	Disposed F	1,230	$91.16	$112.12K	175,175	Direct
06 Oct, 2026	Michael Gathright	Chief Customer Officer	Disposed F	662	$91.16	$60.34K	39,231	Direct
06 Oct, 2026	Michael Henry Fiore	Other	Disposed F	2,032	$91.16	$185.23K	50,212	Direct
06 Oct, 2026	Stephen Neeleman	Founder And Vice Chairman	Disposed F	1,095	$91.16	$99.82K	136,470	Direct
06 Oct, 2026	James M Lucania	Evp Cfo	Disposed F	2,822	$91.16	$257.24K	101,795	Direct
06 Oct, 2026	Delano Ladd	Evp, General Counsel	Disposed F	1,080	$91.16	$98.45K	88,974	Direct
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	James M Lucania	Evp Cfo	Disposed F	2,839	$95.08	$269.94K	104,617	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
02 Jul, 2026	Michael Henry Fiore	Evp, Chief Commercial Officer	Disposed S	2,470	$95.00	$234.65K	56,643	Direct
25 Jun, 2026	Robert W Selander	Director	Acquired A	2,877	$0.00	$0	89,849	Direct

Showing 1 to 20 of 1,637 transactions