Transactions
12
Insider / HEALTHEQUITY, INC.
Neeleman Stephen
FOUNDER AND VICE CHAIRMAN at HEALTHEQUITY, INC.
- Company
- HEALTHEQUITY, INC.
- Ticker
- HQY
- First filing on record
- October 8, 2025
- Latest trade on record
- October 6, 2026
- SEC filings
- EDGAR ↗
Neeleman Stephen, FOUNDER AND VICE CHAIRMAN at HEALTHEQUITY, INC., has disclosed 12 transactions in HQY since October 8, 2025: 0 purchases (0 open-market buys) and 6 sales, worth about $1.4M at the reported prices. The latest was filed October 8, 2026, 2 days after the trade.
Open-market buys
0
Sales
6
Avg. disclosure lag
2.3d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Neeleman Stephen made no purchases and 5 sales worth $1.3M, plus 6 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Neeleman Stephen has traded 1 stock on record; the largest by dollars is HQY.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 10 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| F | Shares withheld for tax | 6 | 15,898 | $1.4M |
| G | Gift | 4 | 282,000 | — |
| A | Grant or award | 2 | 39,775 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 8 | 0 | 5 · $1.3M |
| 2025 | 4 | 0 | 1 · $94K |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| HQY | Sell F | October 6, 2026 | October 8, 2026 | 2d | 1,095 | $91 | $100K | Form 4 ↗ | ||
| HQY | Other G | September 17, 2026 | September 18, 2026 | 1d | 1,500 | — | — | indirect | Form 4 ↗ | |
| HQY | Sell F | July 8, 2026 | July 10, 2026 | 2d | 1,103 | $95 | $105K | Form 4 ↗ | ||
| HQY | Sell F | April 6, 2026 | April 8, 2026 | 2d | 2,559 | $84 | $215K | Form 4 ↗ | ||
| HQY | Sell F | March 31, 2026 | April 2, 2026 | 2d | 9,292 | $83 | $767K | Form 4 ↗ | ||
| HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 23,860 | — | — | Form 4 ↗ | ||
| HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 15,915 | — | — | Form 4 ↗ | ||
| HQY | Sell F | January 9, 2026 | January 13, 2026 | 4d | 791 | $95 | $75K | Form 4 ↗ | ||
| HQY | Other G | December 19, 2025 | December 23, 2025 | 4d | 140,000 | — | — | indirect | Form 4 ↗ | |
| HQY | Other G | December 19, 2025 | December 23, 2025 | 4d | 140,000 | — | — | indirect | Form 4 ↗ | |
| HQY | Other G | December 17, 2025 | December 18, 2025 | 1d | 500 | — | — | indirect | Form 4 ↗ | |
| HQY | Sell F | October 6, 2025 | October 8, 2025 | 2d | 1,058 | $89 | $94K | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| October 8, 2026 | Form 4 | 0001614838-26-000024 | 1 | published | EDGAR ↗ |
| September 18, 2026 | Form 4 | 0001614838-26-000020 | 1 | published | EDGAR ↗ |
| July 10, 2026 | Form 4 | 0001614838-26-000018 | 1 | published | EDGAR ↗ |
| April 8, 2026 | Form 4 | 0001614838-26-000014 | 1 | published | EDGAR ↗ |
| April 2, 2026 | Form 4 | 0001614838-26-000010 | 1 | published | EDGAR ↗ |
| March 27, 2026 | Form 4 | 0001614838-26-000006 | 2 | published | EDGAR ↗ |
| January 13, 2026 | Form 4 | 0001614838-26-000004 | 1 | published | EDGAR ↗ |
| December 23, 2025 | Form 4 | 0001614838-25-000009 | 2 | published | EDGAR ↗ |
| December 18, 2025 | Form 4 | 0001614838-25-000007 | 1 | published | EDGAR ↗ |
| October 8, 2025 | Form 4 | 0001614838-25-000005 | 1 | published | EDGAR ↗ |
Other insiders at HEALTHEQUITY, INC.
- Ladd Delano EVP, General Counsel 12 rows
- Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER 10 rows
- Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER 7 rows
- Wellborn Gayle Furgurson Director 7 rows
- Lucania James M EVP & CFO 6 rows
- Cutler Scott President and CEO 5 rows
- DILLON ADRIAN T Director 5 rows
- Rajasekar Sunil EVP Chief Prod & Strat Officer 4 rows
- Gathright Michael Chief Customer Officer 3 rows
- Dilsaver Evelyn S Director 2 rows
Everyone on file, with contracts and lobbying under the company's name: HEALTHEQUITY, INC..
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.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- 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 |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 10 | 12 | October 8, 2025 | October 8, 2026 | Form 4 list on EDGAR |
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.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.