Company · Ownership research

HEALTHEQUITY, INC. HQY

CIK 0001428336

Form 4 transactions dated Nov 1, 2023 to Nov 12, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

This page lists 30 of 61 rows; the complete set is available through the API.

Insider filings on file run through Oct 19, 2026.

Insider purchases & sales

Purchased: $11.94K
Sold: $74.60M

Nov 1, 2023 – Oct 19, 2026
Available records · partial months are marked ·

202510 of 16 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
Dec 19, 2025	Ladd Delano EVP, General Counsel	Sale10b5-1 footnote	$142.08K 1,500 shares sold	1.99% sold Direct holding	▾
Dec 18, 2025	Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER	Sale	$1.05M 10,959 shares sold	19.33% sold Direct holding	▾
Dec 12, 2025	Wellborn Gayle Furgurson Director	Sale	$425.33K 4,339 shares sold	18.03% sold Direct holding	▾
Nov 20, 2025	Ladd Delano EVP, General Counsel	Sale10b5-1 footnote	$156.84K 1,500 shares sold	1.95% sold Direct holding	▾
Oct 20, 2025	Ladd Delano EVP, General Counsel	Sale10b5-1 footnote	$138.10K 1,500 shares sold	1.91% sold Direct holding	▾
Oct 7, 2025	Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER	Sale10b5-1 footnote	$157.10K 1,781 shares sold	3.45% sold Direct holding	▾
Sep 19, 2025	Ladd Delano EVP, General Counsel	Sale10b5-1 footnote	$564.65K 6,000 shares sold	7.02% sold Direct holding	▾
Sep 5, 2025	Dilsaver Evelyn S Director	Sale	$322.92K 3,461 shares sold	6.70% sold Direct holding	▾
Jul 7, 2025	Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER	Sale10b5-1 footnote	$182.50K 1,794 shares sold	3.26% sold Direct holding	▾
Jun 9, 2025	Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER	Sale	$1.45M 13,000 shares sold	17.18% sold Direct holding	▾

Showing 16 / 16 record groups in 2025. The complete set is available through the API.

HEALTHEQUITY, INC. · HQY

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 16 of 16 purchase / sale groups and 30 of 61 other groups; the totals and the monthly series cover the whole window.

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{"action":"list","ticker":"HQY","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Share totals are on today's split-adjusted basis. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.