Every Form 4 that HealthEquity, Inc (HQY) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow HQY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HQY filings page.
HEALTHEQUITY, INC. (HQY) director Adrian T. Dillon reported an option exercise and related stock sales. On August 25, 2026, he exercised a stock option for 7,632 shares of common stock at an exercise price of $32.50 per share, acquiring 7,632 shares of common stock.
On the same date, he sold 6,300 shares of common stock at a weighted average price of $104.4718 per share and 1,332 shares at a weighted average price of $105.2557 per share. The filing states these transactions were effected under a Rule 10b5-1 trading plan adopted on December 20, 2025. Dillon continues to hold several stock options with exercise prices between $46.40 and $66.06 expiring from 2027 to 2030.
HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported an open-market sale of 2,354 shares of Common Stock at $95.00 per share on July 10, 2026. The transaction was executed under a Rule 10b5-1 trading plan. Following the sale, Fiore directly holds 52,244 shares.
HealthEquity, Inc. Chief Customer Officer Michael Gathright reported a tax-withholding disposition of 2,270 shares of Common Stock on July 9, 2026, at $93.0661 per share to satisfy tax obligations. After this compensation-related transaction, he directly holds 39,893 shares of Common Stock.
HEALTHEQUITY, INC. founder and vice chairman Stephen Neeleman reported updated holdings. On July 8, 2026, 1,103 shares of common stock were disposed of in a tax-withholding transaction at $95.0831 per share, leaving 137,565 shares held directly. He also reports additional indirect ownership through a trust, his spouse, and a family LLC, and continues to hold vested stock options covering 15,337, 14,228, and 19,897 shares at exercise prices of $73.61, $61.72, and $41.28, respectively.
HealthEquity, Inc. executive vice president and CFO James M. Lucania reported a Form 4 transaction involving a tax-withholding disposition of company stock. On July 8, 2026, 2,839 shares of common stock were withheld at a price of $95.0831 per share to satisfy tax obligations, a non-market transaction. Following this event, Lucania directly holds 104,617 shares of HealthEquity common stock.
HEALTHEQUITY, INC. executive Delano Ladd, EVP and General Counsel, reported a Form 4 transaction involving a tax-withholding disposition of 1,087 shares of common stock on July 8, 2026 at $95.0831 per share. Following this non-market transaction, he holds 90,054 common shares directly.
HEALTHEQUITY, INC. director and President and CEO Cutler Scott reported a Form 4 transaction for Common Stock. On July 8, 2026, 1,238 shares were disposed of as a tax-withholding disposition at an effective price of $95.0831 per share to satisfy tax obligations. Following this withholding, Cutler Scott directly holds 176,405 shares of common stock.
HEALTHEQUITY, INC. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported a Form 4 transaction on July 8, 2026 involving a tax-withholding disposition of 2,045 shares of Common Stock at $95.0831 per share. The shares were delivered to satisfy tax obligations rather than sold in the open market. After this transaction, he directly holds 54,598 shares of the company’s Common Stock.
HealthEquity, Inc. executive Michael Henry Fiore reported an open-market sale of 2,470 shares of Common Stock at $95.00 per share. The transaction left him holding 56,643 shares directly. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan adopted on October 14, 2025, indicating it was scheduled in advance rather than timed discretionarily.
Gassen William reported acquisition or exercise transactions in this Form 4 filing.
HEALTHEQUITY, INC. director William Gassen received an award of 2,877 shares of common stock in the form of restricted stock units. Each unit represents a contingent right to one share of common stock. The restricted stock units vest in full on the earlier of June 25, 2027, or the date of the company’s next annual stockholder meeting in June 2027. After this grant, Gassen holds 3,611 shares directly.
Natarajan Rajesh reported acquisition or exercise transactions in this Form 4 filing.
HealthEquity, Inc. director Rajesh Natarajan received an equity grant of 2,877 shares of common stock in the form of restricted stock units. The award was granted at no cash cost to him and is structured as part of his compensation.
Each restricted stock unit represents one share of common stock and will vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027. After this grant, Natarajan directly holds 18,130 shares of HealthEquity common stock.
Vested shares will be delivered on the earlier of February 1, 2033, a change of control of HealthEquity, Natarajan’s termination of service, or his death, tying the award’s value to his continued board service and long-term company outcomes.
HEALTHEQUITY, INC. director Debra Charlotte McCowan received an equity award of 2,877 restricted stock units, each representing one share of common stock. These units vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027. After this grant, she directly holds 12,659 shares of common stock. The vested shares will be delivered to her when the units vest, making this a compensation-related, non‑cash acquisition rather than an open-market purchase.
Parker Stuart B. reported acquisition or exercise transactions in this Form 4 filing.
HealthEquity, Inc. director Stuart B. Parker received an award of 2,877 shares of common stock in the form of restricted stock units. The award is a compensation grant at a price of $0.00 per share, not an open-market purchase.
The restricted stock units vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027. After this grant, Parker directly holds 25,975 shares of HealthEquity common stock, highlighting a modest increase in his equity-based compensation stake.
Wellborn Gayle Furgurson reported acquisition or exercise transactions in this Form 4 filing.
HEALTHEQUITY, INC. director Gayle Furgurson Wellborn received an equity award in the form of 2,877 restricted stock units, with no cash price per unit. These RSUs each represent a right to receive one share of common stock in the future.
The restricted stock units vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027, after which the underlying shares will be delivered. Following this grant, Wellborn directly holds 22,610 shares of HealthEquity common stock.
HEALTHEQUITY, INC. director Adrian T. Dillon received a grant of 2,877 shares of Common Stock on June 25, 2026 as a compensation award. The shares were granted at a price of $0.00 per share, increasing his directly held Common Stock to 62,395 shares after the transaction.
The grant represents restricted stock units, each equal to one share of common stock, that vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027, with delivery of shares upon vesting. Dillon also holds several outstanding stock options to buy additional shares at exercise prices ranging from $32.50 to $66.06 with expirations between 2026 and 2030.
HealthEquity, Inc. director Evelyn S. Dilsaver reported receiving an equity award of 2,877 shares of common stock in the form of restricted stock units. These units carry a price of $0.0000 per share and represent a compensation-related grant, not an open-market purchase.
According to the filing, the restricted stock units vest in full on the earlier of June 25, 2027, or the company’s next annual stockholder meeting in June 2027, with shares delivered upon vesting. After this grant, Dilsaver directly holds 51,085 shares of common stock and retains stock options covering 4,012 shares at an exercise price of $66.0600 expiring on February 1, 2030, and 4,339 shares at $50.4100 expiring on February 1, 2028. The options are immediately exercisable.
SELANDER ROBERT W reported acquisition or exercise transactions in this Form 4 filing.
HEALTHEQUITY, INC. director Robert W. Selander received an equity award of 2,877 shares of common stock on June 25, 2026. The award is structured as restricted stock units, each representing the right to receive one share of common stock at vesting.
The restricted stock units vest in full on the earlier of June 25, 2027 or the company’s next annual stockholder meeting in June 2027, after which vested shares will be delivered to Selander. Following this grant, he directly owns 89,849 shares of common stock.
HEALTHEQUITY, INC. executive vice president and chief commercial officer Michael Henry Fiore reported an open-market sale of 3,142 shares of common stock at $95.00 per share. After this transaction, he directly holds 59,113 shares. The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted by the reporting person.
HEALTHEQUITY, INC. director Gayle Furgurson exercised stock options and sold shares in a pre-planned transaction. She exercised options to acquire 2,439 shares of common stock at an exercise price of $47.21 per share, then sold 2,439 shares in an open-market transaction at $90.00 per share. These transactions were executed under a Rule 10b5-1 trading plan adopted on January 14, 2026, indicating they were pre-scheduled. Following the transactions, she holds 19,733 shares of HealthEquity common stock directly, and the exercised option covering 2,439 shares is now fully used.
HEALTHEQUITY, INC. executive Delano Ladd, EVP and General Counsel, sold 7,500 shares of Common Stock in an open-market transaction on May 28, 2026 at $90.00 per share. The sale was made under a Rule 10b5-1 trading plan adopted on June 12, 2025. Following this transaction, Ladd directly holds 91,141 shares of HealthEquity common stock.
HealthEquity, Inc. founder and vice chairman Stephen Neeleman reported a routine tax-related share withholding. On April 6, 2026, 2,559 shares of common stock were withheld at $83.8363 per share to cover tax obligations, not as an open-market sale. After this, he directly holds 138,668 common shares, plus additional indirect holdings through the Stephen and Christine Neeleman Trust, his spouse, and Neeleman Family Holdings, LLC, and retains vested stock options over tens of thousands of shares.
HEALTHEQUITY, INC. executive Ladd Delano, EVP and General Counsel, reported a routine tax-related share transaction. On this Form 4, he delivered 2,481 shares of Common Stock at $83.8363 per share to cover tax obligations by using shares instead of cash. This was a tax-withholding disposition rather than an open-market sale. After the transaction, he directly owned 98,641 shares of HealthEquity common stock.
HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, recorded a tax-withholding disposition of company stock. On April 6, 2026, 3,378 shares of common stock were withheld at $83.8363 per share to cover tax obligations, leaving him with 62,255 shares held directly. This was not an open-market purchase or sale but a share withholding to satisfy tax liability associated with equity compensation.
HealthEquity, Inc. executive Elimelech Rosner reported a tax-related share withholding. On this Form 4, 4,768 shares of Common Stock were disposed of at an average price of $83.8363 per share to cover tax obligations, not as an open-market sale. After this tax-withholding disposition, Rosner directly holds 81,497 shares of HealthEquity common stock.
HEALTHEQUITY, INC. EVP & CFO James M. Lucania reported a routine tax-related share disposition. On April 6, 2026, 4,393 shares of Common Stock were withheld at $83.8363 per share to cover tax obligations. After this non‑market transaction, he directly holds 107,456 shares of Common Stock.
HEALTHEQUITY, INC. President and CEO Scott Cutler reported a routine tax-related share disposition. On April 6, 2026, 4,931 shares of common stock were withheld at $83.8363 per share to cover tax obligations. After this non-market transaction, he directly holds 177,643 shares of common stock.
HealthEquity, Inc. executive vice president and general counsel Delano Ladd disposed of 7,726 shares of common stock on March 31, 2026. The shares were transferred at $82.5264 per share as a tax-withholding disposition, meaning they were delivered to cover a tax liability rather than sold on the open market. For this reported holding line, shares shown as owned following the transaction are 0.
HEALTHEQUITY, INC. founder and vice chairman Stephen Neeleman reported a tax-withholding disposition of 9,292 shares of common stock at $82.5264 per share on March 31, 2026. These shares were withheld to satisfy tax obligations, not sold in an open-market transaction.
After this event, he holds 141,227 common shares directly. Additional common stock is held indirectly through a family trust, his spouse, and a family holding company, with portions of beneficial ownership disclaimed as described in the footnotes. He also retains vested stock options over tens of thousands of shares with exercise prices between $41.28 and $73.61 that expire from 2027 through 2029.
HealthEquity, Inc. executive Elimelech Rosner, EVP and Chief Technology Officer, reported a Form 4 transaction involving tax withholding of company shares. On this date, 18,010 shares of Common Stock were disposed of at an average of $82.5264 per share to cover tax obligations. After this non‑market tax-withholding disposition, Rosner directly holds 86,265 shares of HealthEquity common stock.
HEALTHEQUITY, INC. executive vice president and general counsel Delano Ladd reported two stock-based compensation transactions involving the company’s common stock. On March 25, 2026, he acquired 15,157 restricted stock units as a grant and 20,451 restricted stock units vested and converted into shares at no cash cost to him.
Each restricted stock unit represents the right to receive one share of common stock. The newly granted 15,157 units will vest 25% on April 1, 2027, with 6.25% vesting on the first day of each calendar quarter for the following twelve quarters. After these awards, Ladd directly holds 108,848 shares.
Gathright Michael reported acquisition or exercise transactions in this Form 4 filing.
HEALTHEQUITY, INC. reported that Chief Customer Officer Michael Gathright received a grant of 15,157 shares of common stock as an equity award. The award is in the form of restricted stock units, each representing one future share at no purchase price.
According to the vesting schedule, 25% of the initial award will vest on April 1, 2027, with 6.25% vesting on the first day of each calendar quarter for the following twelve quarters. After this grant, Gathright directly holds 42,163 shares of HealthEquity common stock.
HEALTHEQUITY, INC. founder and vice chairman Stephen Neeleman reported equity compensation awards rather than open‑market trades. On March 25, 2026, he received 15,915 restricted stock units, each representing one common share, with 25% vesting on April 1, 2027 and 6.25% quarterly for the next twelve quarters.
He also acquired 23,860 shares of common stock as restricted stock units that vested on March 25, 2026, bringing his directly held common shares to 150,519. Separate option holdings remain outstanding, covering additional shares at exercise prices of $41.28, $61.72 and $73.61 with expirations between 2027 and 2029.
Fiore Michael Henry reported acquisition or exercise transactions in this Form 4 filing.
HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, received a grant of 17,582 shares of common stock in the form of restricted stock units. Following this award, he directly holds 65,633 shares. The units vest 25% on April 1, 2027, then 6.25% each quarter for the next twelve quarters.
HEALTHEQUITY, INC. executive vice president and chief technology officer Elimelech Rosner reported stock-based compensation activity in the form of restricted stock units (RSUs). He received an award of 19,704 RSUs, each representing one share of common stock, with 25% vesting on April 1, 2027 and 6.25% vesting quarterly over the next twelve quarters.
Separately, 40,903 RSUs vested into common stock on March 25, 2026. Following these acquisitions, Rosner’s directly held common stock position reported in this filing is 104,275 shares.
HEALTHEQUITY, INC. reported that EVP & CFO James M. Lucania acquired 27,283 shares of common stock through a grant/award at no purchase price. These are restricted stock units, each representing one share. The award vests 25% on April 1, 2027, then 6.25% quarterly over the following twelve quarters. After this compensation grant, he directly holds 111,849 shares.
Cutler Scott reported acquisition or exercise transactions in this Form 4 filing.
HealthEquity, Inc. President and CEO Scott Cutler received an equity grant of 72,754 shares of common stock in the form of restricted stock units. The award was recorded at a price of $0.00 per share because it is compensation, not an open‑market purchase.
Each unit represents a contingent right to one share of common stock. The grant will vest over time, with 25% vesting on April 1, 2027, and 6.25% vesting on the first day of each calendar quarter for the following twelve quarters. After this grant, Cutler directly holds 182,574 shares of common stock, reflecting both existing ownership and the newly awarded units as reported.
HealthEquity, Inc. director Parker Stuart B. reported receiving 1,263 shares of common stock on February 2, 2026 at a price of $0 per share, reflecting the vesting of restricted stock units. After this award, he directly holds 23,098 shares of HealthEquity common stock.
The footnote explains that each restricted stock unit equals one common share. Of this award, 316 shares vested on February 2, 2026, with an additional 316 shares each scheduled to vest on May 1 and August 1, 2026, and the remaining 315 shares vesting on November 1, 2026. Vested shares will be delivered to him upon the earlier of a change in control of HealthEquity, the end of his service, or his death.
HealthEquity, Inc. director Rajesh Natarajan reported an equity award in the form of restricted stock units that delivered 976 shares of common stock on February 2, 2026 at a price of $0 per share. Following this transaction, he beneficially owned 15,253 shares directly.
Each restricted stock unit represents a right to receive one share of HealthEquity common stock. The units vested as to 244 shares on February 2, 2026 and are scheduled to vest as to 244 shares each on the first day of May, August, and November of 2026. Vested shares will be delivered to Natarajan on the earlier of February 1, 2033, a change of control of HealthEquity as defined in the 2024 equity incentive plan, his termination of service under that plan, or his death.
HealthEquity, Inc. insider activity: President and CEO Scott Cutler, who also serves as a director of HealthEquity, Inc. (HQY), reported a disposition of common stock. On 01/12/2026, he disposed of 12,496 shares of common stock at a price of $89.8274 per share, as shown by transaction code "F". Following this transaction, he directly beneficially owned 109,820 shares of HealthEquity common stock.
HealthEquity, Inc. executive Michael Henry Fiore, EVP and Chief Commercial Officer, reported a Form 4 transaction in the company’s common stock. On 01/09/2026, a disposition coded “F” involved 1,744 shares at a price of $95.2361 per share. After this transaction, Fiore directly beneficially owned 48,051 common shares of HealthEquity.
HealthEquity, Inc. EVP & CFO James M. Lucania reported an automatic share withholding transaction involving company common stock. On January 9, 2026, 2,470 shares of HealthEquity common stock were withheld at a weighted average price of $95.236 per share, coded as transaction type "F", which is typically used for satisfying tax or similar obligations using shares. After this transaction, Lucania directly beneficially owned 84,566 shares of HealthEquity common stock.
HealthEquity, Inc. executive Elimelech Rosner reported a small share sale. As EVP and Chief Technology Officer, Rosner sold 2,074 shares of HealthEquity common stock on January 9, 2026 in multiple transactions at a weighted average price of $95.2365 per share. After this transaction, he directly owned 43,668 shares of the company. The price range for the individual trades ran from $95.2358 to $95.2369, and full trade details are available on request from the company or the SEC.
HealthEquity director and officer Stephen Neeleman reported a disposition of 791 shares of common stock on January 9, 2026, at a weighted average price of $95.2367, leaving 110,744 shares held directly. The filing notes the shares were sold in multiple trades within a narrow price range.
He also reports indirect ownership of common stock held by the Stephen and Christine Neeleman Trust (409,735 shares), his spouse (140,000 shares, with beneficial ownership disclaimed), and Neeleman Family Holdings, LLC (203,000 shares, with beneficial ownership disclaimed except for pecuniary interest. In addition, he holds stock options immediately exercisable for 19,897 shares at $41.28, 14,228 shares at $61.72, and 15,337 shares at $73.61.
HealthEquity, Inc. executive Delano Ladd, EVP and General Counsel, reported a small sale of company stock. On January 9, 2026, he disposed of 739 shares of common stock at a weighted average price of $95.237 per share, through multiple trades between $95.2363 and $95.2379. After this transaction, he beneficially owned 73,240 shares of HealthEquity common stock in direct ownership.
HealthEquity, Inc. insider Stephen Neeleman, a director, founder and vice chairman, reported an equity transaction dated 12/17/2025 for the company’s common stock. The filing shows a transaction coded “G,” indicating a gift of 500 shares of common stock at a price of $0.
Following the reported transaction, Neeleman is shown as holding 111,535 shares directly, with additional indirect holdings of 549,735 shares through the Stephen and Christine Neeleman Trust and 203,000 shares through Neeleman Family Holdings, LLC, where he is the manager. He also holds immediately exercisable stock options to acquire 19,897, 14,228, and 15,337 shares of common stock at exercise prices of $41.28, $61.72, and $73.61, respectively, with expiration dates in 2027, 2028, and 2029.
HealthEquity, Inc. director Ms. Wellborn reported insider transactions involving stock options and common shares. On 12/12/2025 she exercised options to buy 4,339 shares of common stock at $50.41 and on the same day sold 4,339 shares at a weighted average price of $98.0251, with individual trades ranging from $97.87 to $98.20.
After these transactions she held 19,733 shares of common stock directly. She also held stock options for 2,439 shares at an exercise price of $47.21, which are immediately exercisable and expire on 08/01/2027.
HealthEquity, Inc. (HQY) executive vice president and general counsel Delano Ladd reported selling 1,500 shares of common stock on 11/20/2025. The sale was executed at a price of $104.56 per share, according to a Form 4 insider trading report.
After this transaction, Ladd beneficially owns 75,479 shares of HealthEquity common stock in direct form. The filing notes that the transaction was carried out under a Rule 10b5-1 trading plan that he adopted on June 12, 2025, which allows pre-arranged trades to occur according to preset instructions.
HealthEquity (HQY) reported an insider stock transaction. The company’s EVP and General Counsel sold 1,500 shares of common stock at $92.07 per share on 10/20/2025.
The sale was executed under a Rule 10b5-1 trading plan adopted on June 12, 2025. Following this transaction, the reporting person beneficially owns 76,979 shares, held directly.
Insider sale recorded: An officer and director, Delano Ladd (EVP, General Counsel), reported selling 977 shares of HealthEquity, Inc. (HQY) on 10/06/2025 at a reported price of $88.5674 per share. After the transaction, the reporting person beneficially owned 78,479 shares directly. The filing is a standard Section 16 Form 4 that discloses a non-derivative sale and includes a manual signature dated 10/08/2025.
The record shows a straightforward disposition of common stock by a company insider with no derivative transactions disclosed. The form supplies clear numbers for the shares sold, sale price, and remaining beneficial ownership but does not state the reason for the sale or any planned future transactions.
Officer sale reported: An insider Form 4 shows James M. Lucania, EVP & CFO of HEALTHEQUITY, INC. (HQY), sold 2,393 shares of common stock on 10/06/2025 at a price of $88.5674 per share. After the transaction he directly beneficially owns 87,036 shares. The filing is a routine Section 16 disclosure of a single non-derivative sale by an officer and contains no additional explanatory detail.