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 | 2026-04-08 17:33:20 | 188,130 752,735 | 940,865 | Form 4 |
| 10 | Kessler Jon Former Director Director | 2025-06-10 17:10:26 | 253,510 75,000 | 328,510 | 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 | Cutler Scott President and CEO | 2026-04-08 17:07:16 | 177,643 0 | 177,643 | Form 4 |
| 14 | Sacks Ian FORMER DIRECTOR Director | 2023-12-21 17:31:03 | 117,654 0 | 117,654 | Form 4 |
| 15 | Bloomberg Edward CHIEF OPERATING OFFICER | 2022-08-03 14:15:00 | 107,884 0 | 107,884 | Form 4 |
| 16 | Lucania James M EVP & CFO | 2026-04-08 17:12:03 | 107,456 0 | 107,456 | Form 4 |
| 17 | Jensen Frode Executive VP, GC & Corp. Secy. | 2016-03-25 15:19:34 | 105,500 0 | 105,500 | Form 4 |
| 18 | Ladd Delano EVP, General Counsel | 2026-04-08 17:27:01 | 98,641 0 | 98,641 | Form 4 |
| 19 | LEAVITT MICHAEL O Director | 2017-08-02 18:16:17 | 80,699 13,767 | 94,466 | Form 4 |
| 20 | Rana Manu S Director | 2017-08-02 18:26:57 | 92,562 0 | 92,562 | Form 4 |
| 21 | SELANDER ROBERT W Director | 2025-06-30 18:05:11 | 86,972 0 | 86,972 | Form 4 |
| 22 | DILLON ADRIAN T Director | 2025-06-30 18:02:30 | 83,964 0 | 83,964 | Form 4 |
| 23 | Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER | 2026-04-08 17:17:31 | 81,497 0 | 81,497 | 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 | Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER | 2026-04-08 17:22:50 | 62,255 0 | 62,255 | Form 4 |
| 28 | Dilsaver Evelyn S Director | 2025-09-09 15:37:23 | 56,559 0 | 56,559 | 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 | Gathright Michael Chief Customer Officer | 2026-03-27 18:22:52 | 42,163 0 | 42,163 | Form 4 |
| 32 | Aissi Slim EVP, CHIEF SECURITY OFFICER | 2024-03-29 15:39:30 | 37,632 0 | 37,632 | Form 4 |
| 33 | Sydney Matthew Exec VP, Sales & Marketing | 2016-11-03 15:21:35 | 37,600 0 | 37,600 | Form 4 |
| 34 | Medici Frank Director | 2020-11-20 17:38:37 | 36,138 0 | 36,138 | Form 4 |
| 35 | Hill Angelique Christine Exec VP, Operations | 2021-12-13 18:30:21 | 23,707 0 | 23,707 | Form 4 |
| 36 | Parker Stuart B. Director | 2026-02-04 13:06:09 | 23,098 0 | 23,098 | Form 4 |
| 37 | Wellborn Gayle Furgurson Director | 2025-12-16 15:44:01 | 22,172 0 | 22,172 | Form 4 |
| 38 | Hostetter Adam J EVP Chief Marketing Officer | 2021-07-01 08:16:06 | 20,843 0 | 20,843 | Form 4 |
| 39 | ROBINSON GARY D EVP, Chief Marketing Officer | 2018-06-11 15:15:35 | 17,890 0 | 17,890 | Form 4 |
| 40 | Natarajan Rajesh Director | 2026-02-04 13:01:53 | 15,253 0 | 15,253 | Form 4 |
| 41 | McCowan Debra Charlotte Director | 2025-06-30 17:57:07 | 9,782 0 | 9,782 | Form 4 |
| 42 | Black Paul Director | 2024-07-09 13:26:05 | 9,394 0 | 9,394 | Form 4 |
| 43 | Corvino Frank Former Director Director | 2024-11-08 16:29:19 | 3,784 0 | 3,784 | Form 4 |
| 44 | Gassen William Director | 2026-03-30 17:33:46 | 734 0 | 734 | Form 3 |