Transactions
7
Insider / HEALTHEQUITY, INC.
Wellborn Gayle Furgurson
Director at HEALTHEQUITY, INC.
- Company
- HEALTHEQUITY, INC.
- Ticker
- HQY
- First filing on record
- December 16, 2025
- Latest trade on record
- June 25, 2026
- SEC filings
- EDGAR ↗
Wellborn Gayle Furgurson, Director at HEALTHEQUITY, INC., has disclosed 7 transactions in HQY since December 16, 2025: 0 purchases (0 open-market buys) and 2 sales, worth about $979K at the reported prices. The latest was filed June 29, 2026, 4 days after the trade.
Open-market buys
0
Sales
2
Avg. disclosure lag
4.0d
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 Wellborn Gayle Furgurson made no purchases and 2 sales worth $645K, plus 5 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.
Wellborn Gayle Furgurson 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 3 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 |
|---|---|---|---|---|
| M | Option exercise or conversion | 4 | 13,556 | $334K |
| S | Open-market sale | 2 | 6,778 | $645K |
| A | Grant or award | 1 | 2,877 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 4 | 0 | 1 · $220K |
| 2025 | 3 | 0 | 1 · $425K |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| HQY | Other A | June 25, 2026 | June 29, 2026 | 4d | 2,877 | — | — | Form 4 ↗ | ||
| HQY | Option / conversion M | May 28, 2026 | June 1, 2026 | 4d | 2,439 | — | — | 10b5-1 planderivative | Form 4 ↗ | |
| HQY | Sell S | May 28, 2026 | June 1, 2026 | 4d | 2,439 | $90 | $220K | 10b5-1 plan | Form 4 ↗ | |
| HQY | Option / conversion M | May 28, 2026 | June 1, 2026 | 4d | 2,439 | $47 | $115K | 10b5-1 plan | Form 4 ↗ | |
| HQY | Option / conversion M | December 12, 2025 | December 16, 2025 | 4d | 4,339 | — | — | derivative | Form 4 ↗ | |
| HQY | Sell S | December 12, 2025 | December 16, 2025 | 4d | 4,339 | $98 | $425K | Form 4 ↗ | ||
| HQY | Option / conversion M | December 12, 2025 | December 16, 2025 | 4d | 4,339 | $50 | $219K | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| June 29, 2026 | Form 4 | 0001712960-26-000004 | 1 | published | EDGAR ↗ |
| June 1, 2026 | Form 4 | 0001712960-26-000002 | 3 | published | EDGAR ↗ |
| December 16, 2025 | Form 4 | 0001712960-25-000004 | 3 | published | EDGAR ↗ |
Other insiders at HEALTHEQUITY, INC.
- Ladd Delano EVP, General Counsel 12 rows
- Neeleman Stephen FOUNDER AND VICE CHAIRMAN 12 rows
- Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER 10 rows
- Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER 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.
- Rule 10b5-1 trading plans The plan must be set up when the insider has no important non-public information.
- Options and derivatives on Form 4 Table I = shares. Table II = options and other derivatives.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 3 | 7 | December 16, 2025 | June 29, 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.