List of insiders holdings for HEALTHEQUITY INC.:
- Shares directly owned by the insider.
- Shares indirectly owned by the insider.
- Total shares owned by the insider (sum of shares directly and indirectly owned).
- Total market value if available.
- Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
| # | Insider Holder Name | Report Date Time |
Shares Owned Directly Indirectly |
Total Shares Owned |
Filing |
| 1 | Berkley Capital LLC Berkley Capital Investors L.P. BERKLEY W R CORP See Remarks |
2018-02-13 11:20:09 | 6,404,561 0 |
6,404,561 | Form 13G |
| 2 | Financial Partners Fund I L.P. Napier Park Global Capital GP LLC 10% Owner |
2015-01-26 12:33:34 | 4,083,968 0 |
4,083,968 | Form 13G |
| 3 | NEELEMAN DAVID 10% Owner |
2014-08-06 19:50:42 | 0 2,391,269 |
2,391,269 | Form 4 |
| 4 | HealthEquity Founder Holdings LLC 10% Owner |
2014-07-30 20:11:30 | 2,120,000 0 |
2,120,000 | Form 3 |
| 5 | First HSA GP 10% Owner |
2014-07-30 20:10:06 | 1,944,446 0 |
1,944,446 | Form 3 |
| 6 | POMERANTZ ERNEST H 10% Owner |
2014-08-06 19:58:01 | 1,245,440 0 |
1,245,440 | Form 4 |
| 7 | Pinnacle Health III LLC 10% Owner |
2014-08-06 19:54:29 | 1,047,899 0 |
1,047,899 | Form 4 |
| 8 | Pershing Sandra 10% Owner |
2014-08-06 20:01:58 | 965,071 0 |
965,071 | Form 4 |
| 9 | Neeleman Stephen FOUNDER AND VICE CHAIRMAN Director |
2025-04-10 17:13:19 | 163,104 756,235 |
919,339 | Form 4 |
| 10 | Kessler Jon Director |
2025-04-10 16:59:00 | 387,693 172,767 |
560,460 | Form 4 |
| 11 | Keohan Edward Craig Exec VP of Sales & Marketing |
2014-07-30 20:00:19 | 200,000 0 |
200,000 | Form 3 |
| 12 | MOTT DARCY G Special Advisor |
2021-09-21 14:06:46 | 185,514 0 |
185,514 | Form 4 |
| 13 | Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER |
2025-04-10 16:52:29 | 133,689 0 |
133,689 | Form 4 |
| 14 | Cutler Scott President and CEO |
2025-04-04 17:10:17 | 122,316 0 |
122,316 | Form 4 |
| 15 | Sacks Ian FORMER DIRECTOR Director |
2023-12-21 17:31:03 | 117,654 0 |
117,654 | Form 4 |
| 16 | Bloomberg Edward CHIEF OPERATING OFFICER |
2022-08-03 14:15:00 | 107,884 0 |
107,884 | Form 4 |
| 17 | Jensen Frode Executive VP, GC & Corp. Secy. |
2016-03-25 15:19:34 | 105,500 0 |
105,500 | Form 4 |
| 18 | LEAVITT MICHAEL O Director |
2017-08-02 18:16:17 | 80,699 13,767 |
94,466 | Form 4 |
| 19 | Rana Manu S Director |
2017-08-02 18:26:57 | 92,562 0 |
92,562 | Form 4 |
| 20 | Lucania James M EVP & CFO |
2025-04-04 17:26:42 | 91,804 0 |
91,804 | Form 4 |
| 21 | Ladd Delano EVP, General Counsel |
2025-04-10 17:05:24 | 86,426 0 |
86,426 | Form 4 |
| 22 | SELANDER ROBERT W Director |
2025-04-11 12:53:52 | 84,969 0 |
84,969 | Form 4 |
| 23 | DILLON ADRIAN T Director |
2024-07-09 13:22:04 | 81,961 0 |
81,961 | Form 4 |
| 24 | Otten William Robert Former Executive VP of Sales |
2021-11-03 11:57:20 | 73,566 0 |
73,566 | Form 4 |
| 25 | Soldan Jon Exec VP, Operations |
2018-03-29 16:41:25 | 70,520 0 |
70,520 | Form 4 |
| 26 | Murdock Tyson D. FORMER CFO |
2024-01-02 15:57:56 | 64,937 0 |
64,937 | Form 4 |
| 27 | Dilsaver Evelyn S Director |
2024-07-09 13:36:32 | 58,017 0 |
58,017 | Form 4 |
| 28 | Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER |
2025-04-08 13:17:51 | 56,655 0 |
56,655 | Form 4 |
| 29 | Trittschuh Larry L FORMER EVP CSO |
2023-09-25 16:45:23 | 46,210 0 |
46,210 | Form 4 |
| 30 | Dreier Ashley Former Exec, VP, CTO and CIO |
2020-09-03 16:44:13 | 42,444 0 |
42,444 | Form 4 |
| 31 | Aissi Slim EVP, CHIEF SECURITY OFFICER |
2024-03-29 15:39:30 | 37,632 0 |
37,632 | Form 4 |
| 32 | Sydney Matthew Exec VP, Sales & Marketing |
2016-11-03 15:21:35 | 37,600 0 |
37,600 | Form 4 |
| 33 | Medici Frank Director |
2020-11-20 17:38:37 | 36,138 0 |
36,138 | Form 4 |
| 34 | Wellborn Gayle Furgurson Director |
2024-07-11 15:42:02 | 24,508 0 |
24,508 | Form 4 |
| 35 | Hill Angelique Christine Exec VP, Operations |
2021-12-13 18:30:21 | 23,707 0 |
23,707 | Form 4 |
| 36 | Hostetter Adam J EVP Chief Marketing Officer |
2021-07-01 08:16:06 | 20,843 0 |
20,843 | Form 4 |
| 37 | Parker Stuart B. Director |
2025-02-05 11:28:14 | 19,832 0 |
19,832 | Form 4 |
| 38 | ROBINSON GARY D EVP, Chief Marketing Officer |
2018-06-11 15:15:35 | 17,890 0 |
17,890 | Form 4 |
| 39 | Natarajan Rajesh Director |
2025-02-05 11:31:20 | 12,274 0 |
12,274 | Form 4 |
| 40 | Black Paul Director |
2024-07-09 13:26:05 | 9,394 0 |
9,394 | Form 4 |
| 41 | McCowan Debra Charlotte Director |
2024-12-13 16:52:39 | 7,779 0 |
7,779 | Form 4 |
| 42 | Corvino Frank Former Director Director |
2024-11-08 16:29:19 | 3,784 0 |
3,784 | Form 4 |