Company / CIK 0001428336
HEALTHEQUITY, INC.
- Ticker
- HQY
- Size, estimated from filings
- Mid cap ($2B – $10B)
- Insiders on file
- 16
- Members of Congress who traded it
- 1
- Federal contracts on record
- 10 awards
- Lobbying filings on record
- 9
- SEC filings
- EDGAR ↗
- Latest trade on record
- October 15, 2026
HEALTHEQUITY, INC. (HQY) has 16 insiders on file who disclosed 73 transactions in the last 12 months (2 open-market buys, 41 sales, about $13.4M at reported prices), and 3 congressional trades in its stock are on record. USAspending shows 10 federal contract awards with a combined value of $141K to a recipient with this name that started in the last 180 days, and 4 lobbying filings naming it as client report $1.6M in 2026.
HEALTHEQUITY, INC. in charts
Who is trading this stock
Which people account for the buying and selling over the last 12 months?
BoughtSold
8 people account for the disclosed buying and selling in HEALTHEQUITY, INC. over the last 12 months; the most active is Rosner Elimelech with $3.1M.
Lobbying spend by quarter
How much has HEALTHEQUITY, INC. reported spending on federal lobbying?
HEALTHEQUITY, INC. reported $2.8M in lobbying over the last eight quarters, from filings matched by exact company name.
Federal contracts by agency
Which agencies awarded HEALTHEQUITY, INC. contracts that started in the last 180 days?
Federal contract awards to HEALTHEQUITY, INC. that started in the last 180 days have a combined award value of $141K, most from Department of Homeland Security.
Insiders
| Name | Role | Rows | Bought | Sold | Last filed |
|---|---|---|---|---|---|
| Rajasekar Sunil | EVP Chief Prod & Strat Officer | 4 | 2 | 2 | October 19, 2026 |
| Ladd Delano | EVP, General Counsel | 12 | 0 | 10 | October 8, 2026 |
| Neeleman Stephen | FOUNDER AND VICE CHAIRMAN | 12 | 0 | 6 | October 8, 2026 |
| Lucania James M | EVP & CFO | 6 | 0 | 5 | October 8, 2026 |
| Fiore Michael Henry | EVP, CHIEF COMMERCIAL OFFICER | 10 | 0 | 9 | October 8, 2026 |
| Cutler Scott | President and CEO | 5 | 0 | 4 | October 8, 2026 |
| Gathright Michael | Chief Customer Officer | 3 | 0 | 2 | October 8, 2026 |
| DILLON ADRIAN T | Director | 5 | 0 | 2 | August 27, 2026 |
| Natarajan Rajesh | Director | 2 | 0 | 0 | June 29, 2026 |
| Parker Stuart B. | Director | 2 | 0 | 0 | June 29, 2026 |
| Wellborn Gayle Furgurson | Director | 7 | 0 | 2 | June 29, 2026 |
| SELANDER ROBERT W | Director | 1 | 0 | 0 | June 29, 2026 |
| Dilsaver Evelyn S | Director | 1 | 0 | 0 | June 29, 2026 |
| McCowan Debra Charlotte | Director | 1 | 0 | 0 | June 29, 2026 |
| Gassen William | Director | 1 | 0 | 0 | June 29, 2026 |
| Rosner Elimelech | EVP, CHIEF TECHNOLOGY OFFICER | 7 | 0 | 5 | April 8, 2026 |
Rows are this company's Form 4 rows for each person. "Bought" and "sold" count open-market purchases (code P) and sales only. More in insider buying and insider selling.
Members of Congress who traded HQY
From periodic transaction reports that name the company's stock. Amounts are the sums of the ranges as filed. Every row is on the HQY page.
| Member | Seat | Trades | Bought | Sold | Range as filed | Latest |
|---|---|---|---|---|---|---|
| Gilbert Ray Cisneros, Jr. | Representative (CA, District 31), Democrat | 3 | 3 | 0 | $3,003–$45K | July 10, 2026 |
Insider transactions
| Filer | Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rajasekar Sunil | HQY | Buy P | October 15, 2026 | October 19, 2026 | 4d | 108 | $90 | $9,756 | Form 4 ↗ | ||
| Rajasekar Sunil | HQY | Sell S | August 24, 2026 | October 19, 2026 | 56d | 108 | $106 | $11K | late | Form 4 ↗ | |
| Rajasekar Sunil | HQY | Buy P | July 8, 2026 | October 19, 2026 | 103d | 23 | $95 | $2,186 | late | Form 4 ↗ | |
| Rajasekar Sunil | HQY | Sell S | April 22, 2026 | October 19, 2026 | 180d | 23 | $83 | $1,905 | late | Form 4 ↗ | |
| Cutler Scott | HQY | Sell F | October 6, 2026 | October 8, 2026 | 2d | 1,230 | $91 | $112K | Form 4 ↗ | ||
| Lucania James M | HQY | Sell F | October 6, 2026 | October 8, 2026 | 2d | 2,822 | $91 | $257K | Form 4 ↗ | ||
| Gathright Michael | HQY | Sell F | October 6, 2026 | October 8, 2026 | 2d | 662 | $91 | $60K | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Sell F | October 6, 2026 | October 8, 2026 | 2d | 1,095 | $91 | $100K | Form 4 ↗ | ||
| Fiore Michael Henry | HQY | Sell F | October 6, 2026 | October 8, 2026 | 2d | 2,032 | $91 | $185K | Form 4 ↗ | ||
| Ladd Delano | HQY | Sell F | October 6, 2026 | October 8, 2026 | 2d | 1,080 | $91 | $98K | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Other G | September 17, 2026 | September 18, 2026 | 1d | 1,500 | — | — | indirect | Form 4 ↗ | |
| DILLON ADRIAN T | HQY | Option / conversion M | August 25, 2026 | August 27, 2026 | 2d | 7,632 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| DILLON ADRIAN T | HQY | Sell S | August 25, 2026 | August 27, 2026 | 2d | 1,332 | $105 | $140K | 10b5-1 plan | Form 4 ↗ | |
| DILLON ADRIAN T | HQY | Sell S | August 25, 2026 | August 27, 2026 | 2d | 6,300 | $104 | $658K | 10b5-1 plan | Form 4 ↗ | |
| DILLON ADRIAN T | HQY | Option / conversion M | August 25, 2026 | August 27, 2026 | 2d | 7,632 | $33 | $248K | 10b5-1 plan | Form 4 ↗ | |
| Fiore Michael Henry | HQY | Sell S | July 10, 2026 | July 14, 2026 | 4d | 2,354 | $95 | $224K | 10b5-1 plan | Form 4 ↗ | |
| Gathright Michael | HQY | Sell F | July 9, 2026 | July 13, 2026 | 4d | 2,270 | $93 | $211K | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Sell F | July 8, 2026 | July 10, 2026 | 2d | 1,103 | $95 | $105K | Form 4 ↗ | ||
| Lucania James M | HQY | Sell F | July 8, 2026 | July 10, 2026 | 2d | 2,839 | $95 | $270K | Form 4 ↗ | ||
| Ladd Delano | HQY | Sell F | July 8, 2026 | July 10, 2026 | 2d | 1,087 | $95 | $103K | Form 4 ↗ | ||
| Cutler Scott | HQY | Sell F | July 8, 2026 | July 10, 2026 | 2d | 1,238 | $95 | $118K | Form 4 ↗ | ||
| Fiore Michael Henry | HQY | Sell F | July 8, 2026 | July 10, 2026 | 2d | 2,045 | $95 | $194K | Form 4 ↗ | ||
| Fiore Michael Henry | HQY | Sell S | July 2, 2026 | July 7, 2026 | 5d | 2,470 | $95 | $235K | late10b5-1 plan | Form 4 ↗ | |
| Gassen William | HQY | Other A | June 25, 2026 | June 29, 2026 | 4d | 2,877 | — | — | Form 4 ↗ | ||
| Natarajan Rajesh | HQY | Other A | June 25, 2026 | June 29, 2026 | 4d | 2,877 | — | — | Form 4 ↗ | ||
| McCowan Debra Charlotte | HQY | Other A | June 25, 2026 | June 29, 2026 | 4d | 2,877 | — | — | Form 4 ↗ | ||
| Parker Stuart B. | HQY | Other A | June 25, 2026 | June 29, 2026 | 4d | 2,877 | — | — | Form 4 ↗ | ||
| Wellborn Gayle Furgurson | HQY | Other A | June 25, 2026 | June 29, 2026 | 4d | 2,877 | — | — | Form 4 ↗ | ||
| DILLON ADRIAN T | HQY | Other A | June 25, 2026 | June 29, 2026 | 4d | 2,877 | — | — | Form 4 ↗ | ||
| Dilsaver Evelyn S | HQY | Other A | June 25, 2026 | June 29, 2026 | 4d | 2,877 | — | — | Form 4 ↗ | ||
| SELANDER ROBERT W | HQY | Other A | June 25, 2026 | June 29, 2026 | 4d | 2,877 | — | — | Form 4 ↗ | ||
| Fiore Michael Henry | HQY | Sell S | May 29, 2026 | June 2, 2026 | 4d | 3,142 | $95 | $298K | 10b5-1 plan | Form 4 ↗ | |
| Wellborn Gayle Furgurson | HQY | Option / conversion M | May 28, 2026 | June 1, 2026 | 4d | 2,439 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| Wellborn Gayle Furgurson | HQY | Sell S | May 28, 2026 | June 1, 2026 | 4d | 2,439 | $90 | $220K | 10b5-1 plan | Form 4 ↗ | |
| Wellborn Gayle Furgurson | HQY | Option / conversion M | May 28, 2026 | June 1, 2026 | 4d | 2,439 | $47 | $115K | 10b5-1 plan | Form 4 ↗ | |
| Ladd Delano | HQY | Sell S | May 28, 2026 | June 1, 2026 | 4d | 7,500 | $90 | $675K | 10b5-1 plan | Form 4 ↗ | |
| Neeleman Stephen | HQY | Sell F | April 6, 2026 | April 8, 2026 | 2d | 2,559 | $84 | $215K | Form 4 ↗ | ||
| Ladd Delano | HQY | Sell F | April 6, 2026 | April 8, 2026 | 2d | 2,481 | $84 | $208K | Form 4 ↗ | ||
| Fiore Michael Henry | HQY | Sell F | April 6, 2026 | April 8, 2026 | 2d | 3,378 | $84 | $283K | Form 4 ↗ | ||
| Rosner Elimelech | HQY | Sell F | April 6, 2026 | April 8, 2026 | 2d | 4,768 | $84 | $400K | Form 4 ↗ | ||
| Lucania James M | HQY | Sell F | April 6, 2026 | April 8, 2026 | 2d | 4,393 | $84 | $368K | Form 4 ↗ | ||
| Cutler Scott | HQY | Sell F | April 6, 2026 | April 8, 2026 | 2d | 4,931 | $84 | $413K | Form 4 ↗ | ||
| Ladd Delano | HQY | Sell F | March 31, 2026 | April 2, 2026 | 2d | 7,726 | $83 | $638K | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Sell F | March 31, 2026 | April 2, 2026 | 2d | 9,292 | $83 | $767K | Form 4 ↗ | ||
| Rosner Elimelech | HQY | Sell F | March 31, 2026 | April 2, 2026 | 2d | 18,010 | $83 | $1.5M | Form 4 ↗ | ||
| Ladd Delano | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 20,451 | — | — | Form 4 ↗ | ||
| Ladd Delano | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 15,157 | — | — | Form 4 ↗ | ||
| Gathright Michael | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 15,157 | — | — | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 23,860 | — | — | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 15,915 | — | — | Form 4 ↗ | ||
| Fiore Michael Henry | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 17,582 | — | — | Form 4 ↗ | ||
| Rosner Elimelech | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 40,903 | — | — | Form 4 ↗ | ||
| Rosner Elimelech | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 19,704 | — | — | Form 4 ↗ | ||
| Lucania James M | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 27,283 | — | — | Form 4 ↗ | ||
| Cutler Scott | HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 72,754 | — | — | Form 4 ↗ | ||
| Parker Stuart B. | HQY | Other A | February 2, 2026 | February 4, 2026 | 2d | 1,263 | — | — | Form 4 ↗ | ||
| Natarajan Rajesh | HQY | Other A | February 2, 2026 | February 4, 2026 | 2d | 976 | — | — | Form 4 ↗ | ||
| Cutler Scott | HQY | Sell F | January 12, 2026 | January 14, 2026 | 2d | 12,496 | $90 | $1.1M | Form 4 ↗ | ||
| Fiore Michael Henry | HQY | Sell F | January 9, 2026 | January 13, 2026 | 4d | 1,744 | $95 | $166K | Form 4 ↗ | ||
| Lucania James M | HQY | Sell F | January 9, 2026 | January 13, 2026 | 4d | 2,470 | $95 | $235K | Form 4 ↗ | ||
| Rosner Elimelech | HQY | Sell F | January 9, 2026 | January 13, 2026 | 4d | 2,074 | $95 | $198K | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Sell F | January 9, 2026 | January 13, 2026 | 4d | 791 | $95 | $75K | Form 4 ↗ | ||
| Ladd Delano | HQY | Sell F | January 9, 2026 | January 13, 2026 | 4d | 739 | $95 | $70K | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Other G | December 19, 2025 | December 23, 2025 | 4d | 140,000 | — | — | indirect | Form 4 ↗ | |
| Neeleman Stephen | HQY | Other G | December 19, 2025 | December 23, 2025 | 4d | 140,000 | — | — | indirect | Form 4 ↗ | |
| Ladd Delano | HQY | Sell S | December 19, 2025 | December 23, 2025 | 4d | 1,500 | $95 | $142K | 10b5-1 plan | Form 4 ↗ | |
| Rosner Elimelech | HQY | Sell S | December 18, 2025 | December 19, 2025 | 1d | 10,959 | $95 | $1.0M | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Other G | December 17, 2025 | December 18, 2025 | 1d | 500 | — | — | indirect | Form 4 ↗ | |
| Wellborn Gayle Furgurson | HQY | Option / conversion M | December 12, 2025 | December 16, 2025 | 4d | 4,339 | — | — | derivative | Form 4 ↗ | |
| Wellborn Gayle Furgurson | HQY | Sell S | December 12, 2025 | December 16, 2025 | 4d | 4,339 | $98 | $425K | Form 4 ↗ | ||
| Wellborn Gayle Furgurson | HQY | Option / conversion M | December 12, 2025 | December 16, 2025 | 4d | 4,339 | $50 | $219K | Form 4 ↗ | ||
| Ladd Delano | HQY | Sell S | November 20, 2025 | November 24, 2025 | 4d | 1,500 | $105 | $157K | 10b5-1 plan | Form 4 ↗ | |
| Ladd Delano | HQY | Sell S | October 20, 2025 | October 22, 2025 | 2d | 1,500 | $92 | $138K | 10b5-1 plan | Form 4 ↗ | |
| Ladd Delano | HQY | Sell F | October 6, 2025 | October 8, 2025 | 2d | 977 | $89 | $87K | Form 4 ↗ | ||
| Lucania James M | HQY | Sell F | October 6, 2025 | October 8, 2025 | 2d | 2,393 | $89 | $212K | Form 4 ↗ | ||
| Neeleman Stephen | HQY | Sell F | October 6, 2025 | October 8, 2025 | 2d | 1,058 | $89 | $94K | Form 4 ↗ | ||
| Fiore Michael Henry | HQY | Sell S | October 7, 2025 | October 8, 2025 | 1d | 1,781 | $88 | $157K | Form 4 ↗ | ||
| Fiore Michael Henry | HQY | Sell F | October 6, 2025 | October 8, 2025 | 2d | 1,649 | $89 | $146K | Form 4 ↗ | ||
| Rosner Elimelech | HQY | Sell F | October 6, 2025 | October 8, 2025 | 2d | 3,006 | $89 | $266K | Form 4 ↗ |
Federal contracts (USAspending, awards started in the last 180 days)
| Start date | Awarding agency | Award value | NAICS | Source |
|---|---|---|---|---|
| September 21, 2026 | Department of Homeland Security | $46,578 | 524292 | USAspending ↗ |
| September 1, 2026 | Social Security Administration | $39,255 | 524292 | USAspending ↗ |
| May 26, 2026 | Department of Transportation | $38,796 | 524292 | USAspending ↗ |
| May 13, 2026 | District of Columbia Courts | $6,000 | 525120 | USAspending ↗ |
| August 18, 2026 | Department of Homeland Security | $4,866 | 524292 | USAspending ↗ |
| June 1, 2026 | General Services Administration | $2,490 | 524292 | USAspending ↗ |
| May 4, 2026 | Executive Office of the President | $1,764 | 524292 | USAspending ↗ |
| April 27, 2026 | Department of the Treasury | $1,029 | 524292 | USAspending ↗ |
| June 10, 2026 | Department of Homeland Security | $531 | 524292 | USAspending ↗ |
| May 30, 2026 | Court Services and Offender Supervision Agency | $36 | 524292 | USAspending ↗ |
Lobbying (Senate LDA, as client)
| Period | Registrant | Primary issue | Amount | Source |
|---|---|---|---|---|
| 2026 Q2 | HEALTHEQUITY, INC. | Health Issues | $660,000 | LDA ↗ |
| 2026 Q2 | BOCKORNY GROUP, INC. | Health Issues | $80,000 | LDA ↗ |
| 2026 Q1 | HEALTHEQUITY, INC. | Taxation/Internal Revenue Code | $740,000 | LDA ↗ |
| 2026 Q1 | BOCKORNY GROUP, INC. | Health Issues | $80,000 | LDA ↗ |
| 2025 Q4 | HEALTHEQUITY, INC. | Health Issues | $530,000 | LDA ↗ |
| 2025 Q4 | BOCKORNY GROUP, INC. | Health Issues | $75,000 | LDA ↗ |
| 2025 Q3 | HEALTHEQUITY, INC. | Health Issues | $530,000 | LDA ↗ |
| 2025 Q3 | BOCKORNY GROUP, INC. | Health Issues | $110,000 | LDA ↗ |
| 2025 Q3 | ACTUM I, LLC | Taxation/Internal Revenue Code | — | LDA ↗ |
Related companies
Companies whose stock was traded by the same people who traded HQY, by number of filers in common. It shows overlap in public filings and nothing else.
- CrowdStrike Holdings, Inc. CRWD 1 filer in common
- Cloudflare, Inc. NET 1 filer in common
- Uber Technologies, Inc UBER 1 filer in common
- Datadog, Inc. DDOG 1 filer in common
- CARVANA CO. CVNA 1 filer in common
- Arista Networks, Inc. ANET 1 filer in common
- Credo Technology Group Holding Ltd CRDO 1 filer in common
- AppLovin Corp APP 1 filer in common
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Federal contracts: how to read USAspending data Obligation = money the government has committed. Outlay = money actually paid.
- Lobbying disclosure reports Reports are due about 20 days after each quarter ends.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| House Clerk, periodic transaction reports | 3 | 3 | June 8, 2026 | September 4, 2026 | House Clerk search |
| SEC EDGAR, Form 4 | 64 | 79 | October 8, 2025 | October 19, 2026 | Form 4 list on EDGAR |
| USAspending, federal contract awards | 10 awards | — | — | — | USAspending |
| Lobbying disclosure filings | 9 filings | — | — | — | LDA.gov search |
Site built October 22, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Insiders and their transactions come from SEC EDGAR Form 4 filings for this issuer. Contracts and lobbying are matched by exact normalized name (suffixes like Inc./Corp. ignored) to USAspending recipients and LDA clients — a conservative match that misses subsidiaries on purpose. See methodology and corrections.
Not investment advice. Public records shown as filed; no recommendation is made or implied.