Here are the Form 4 insider transactions from HealthEquity, Inc (HQY) in our archive over the last 12 months, 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 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.