Insider Transactions

What HEALTHEQUITY, INC.'s executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.

Insider trades

	3 months	12 months
Open-market buys	0	0
Sells	4	16
Total trades	19	68

Shares traded

	3 months	12 months
Acquired	30,648	448,431
Disposed	23,038	291,133
Net activity	+7,610	+157,298

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View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.

Open-market buyer Disclosed 10b5-1 Heavy discretionary Sign up free

All transactions

All Buys Sells

Insider	Relation	Date	Transaction	Shares	Price	Value	Shares held
Dillon Adrian T	Director	Aug 25	Disclosed 10b5-1 sale · S	−1,332	$105.26	−$140K	62,395
Dillon Adrian T	Director	Aug 25	Disclosed 10b5-1 sale · S	−6,300	$104.47	−$658K	63,727
Dillon Adrian T	Director	Aug 25	Exercise / conversion · M	+7,632	$32.50	+$248K	70,027
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Jul 10	Disclosed 10b5-1 sale · S	−2,354	$95.00	−$224K	52,244
Gathright Michael	Chief Customer Officer	Jul 09	Withheld — tax / exercise cost · F	−2,270	$93.07	−$211K	39,893
Neeleman Stephen	FOUNDER AND VICE CHAIRMAN	Jul 08	Withheld — tax / exercise cost · F	−1,103	$95.08	−$105K	137,565
Ladd Delano	EVP, General Counsel	Jul 08	Withheld — tax / exercise cost · F	−1,087	$95.08	−$103K	90,054
Lucania James M	EVP & CFO	Jul 08	Withheld — tax / exercise cost · F	−2,839	$95.08	−$270K	104,617
Cutler Scott	President and CEO	Jul 08	Withheld — tax / exercise cost · F	−1,238	$95.08	−$118K	176,405
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Jul 08	Withheld — tax / exercise cost · F	−2,045	$95.08	−$194K	54,598
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	Jul 02	Disclosed 10b5-1 sale · S	−2,470	$95.00	−$235K	56,643
Dillon Adrian T	Director	Jun 25	Grant / award · A	+2,877	—	—	62,395
Selander Robert W	Director	Jun 25	Grant / award · A	+2,877	—	—	89,849
Dilsaver Evelyn S	Director	Jun 25	Grant / award · A	+2,877	—	—	51,085
Wellborn Gayle Furgurson	Director	Jun 25	Grant / award · A	+2,877	—	—	22,610
McCowan Debra Charlotte	Director	Jun 25	Grant / award · A	+2,877	—	—	12,659
Natarajan Rajesh	Director	Jun 25	Grant / award · A	+2,877	—	—	18,130
Parker Stuart B.	Director	Jun 25	Grant / award · A	+2,877	—	—	25,975
Gassen William	Director	Jun 25	Grant / award · A	+2,877	—	—	3,611
Fiore Michael Henry	EVP, CHIEF COMMERCIAL OFFICER	May 29	Disclosed 10b5-1 sale · S	−3,142	$95.00	−$298K	59,113

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