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.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 1 | 2 |
| Sells | 3 | 13 |
| Total trades | 12 | 69 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 7,740 | 448,562 |
| Disposed | 18,161 | 283,321 |
| Net activity | −10,421 | +165,241 |
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.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Rajasekar Sunil | EVP Chief Prod & Strat Officer | Oct 15 | Open-market buy · P | +108 | $90.33 | +$9.76K | 53,405 |
| Cutler Scott | President and CEO | Oct 06 | Withheld — tax / exercise cost · F | −1,230 | $91.16 | −$112K | 175,175 |
| Ladd Delano | EVP, General Counsel | Oct 06 | Withheld — tax / exercise cost · F | −1,080 | $91.16 | −$98.4K | 88,974 |
| Gathright Michael | Chief Customer Officer | Oct 06 | Withheld — tax / exercise cost · F | −662 | $91.16 | −$60.3K | 39,231 |
| Fiore Michael Henry | Insider | Oct 06 | Withheld — tax / exercise cost · F | −2,032 | $91.16 | −$185K | 50,212 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Oct 06 | Withheld — tax / exercise cost · F | −1,095 | $91.16 | −$99.8K | 136,470 |
| Lucania James M | EVP & CFO | Oct 06 | Withheld — tax / exercise cost · F | −2,822 | $91.16 | −$257K | 101,795 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Sep 17 | Gift · G | −1,500 | — | — | 408,235 |
| 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 |
| Rajasekar Sunil | EVP Chief Prod & Strat Officer | Aug 24 | Open-market sale · S | −108 | $105.60 | −$11.4K | 53,297 |
| 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 |
| Rajasekar Sunil | EVP Chief Prod & Strat Officer | Jul 08 | Open-market buy · P | +23 | $95.06 | +$2.19K | 53,405 |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | Jul 08 | Withheld — tax / exercise cost · F | −2,045 | $95.08 | −$194K | 54,598 |
| Cutler Scott | President and CEO | Jul 08 | Withheld — tax / exercise cost · F | −1,238 | $95.08 | −$118K | 176,405 |
| Ladd Delano | EVP, General Counsel | Jul 08 | Withheld — tax / exercise cost · F | −1,087 | $95.08 | −$103K | 90,054 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | Jul 08 | Withheld — tax / exercise cost · F | −1,103 | $95.08 | −$105K | 137,565 |
| Lucania James M | EVP & CFO | Jul 08 | Withheld — tax / exercise cost · F | −2,839 | $95.08 | −$270K | 104,617 |
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