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 |
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 |
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 |
NEELEMAN DAVID 10% Owner | 2014-08-06 19:50:42 | 0 2,391,269 | 2,391,269 | Form 4 |
HealthEquity Founder Holdings LLC 10% Owner | 2014-07-30 20:11:30 | 2,120,000 0 | 2,120,000 | Form 3 |
First HSA GP 10% Owner | 2014-07-30 20:10:06 | 1,944,446 0 | 1,944,446 | Form 3 |
POMERANTZ ERNEST H 10% Owner | 2014-08-06 19:58:01 | 1,245,440 0 | 1,245,440 | Form 4 |
Pinnacle Health III LLC 10% Owner | 2014-08-06 19:54:29 | 1,047,899 0 | 1,047,899 | Form 4 |
Pershing Sandra 10% Owner | 2014-08-06 20:01:58 | 965,071 0 | 965,071 | Form 4 |
Neeleman Stephen FOUNDER AND VICE CHAIRMAN Director | 2024-10-11 17:51:16 | 138,492 756,235 | 894,727 | Form 4 |
Kessler Jon PRESIDENT AND CEO | 2024-09-18 16:32:59 | 284,183 172,767 | 456,950 | Form 4 |
Keohan Edward Craig Exec VP of Sales & Marketing | 2014-07-30 20:00:19 | 200,000 0 | 200,000 | Form 3 |
MOTT DARCY G Special Advisor | 2021-09-21 14:06:46 | 185,514 0 | 185,514 | Form 4 |
Sacks Ian FORMER DIRECTOR Director | 2023-12-21 17:31:03 | 117,654 0 | 117,654 | Form 4 |
Bloomberg Edward CHIEF OPERATING OFFICER | 2022-08-03 14:15:00 | 107,884 0 | 107,884 | Form 4 |
Jensen Frode Executive VP, GC & Corp. Secy. | 2016-03-25 15:19:34 | 105,500 0 | 105,500 | Form 4 |
SELANDER ROBERT W Director | 2024-12-11 17:05:56 | 96,469 0 | 96,469 | Form 4 |
LEAVITT MICHAEL O Director | 2017-08-02 18:16:17 | 80,699 13,767 | 94,466 | Form 4 |
Rana Manu S Director | 2017-08-02 18:26:57 | 92,562 0 | 92,562 | Form 4 |
DILLON ADRIAN T Director | 2024-07-09 13:22:04 | 81,961 0 | 81,961 | Form 4 |
Lucania James M EVP & CFO | 2024-10-07 16:53:11 | 78,143 0 | 78,143 | Form 4 |
Otten William Robert Former Executive VP of Sales | 2021-11-03 11:57:20 | 73,566 0 | 73,566 | Form 4 |
Soldan Jon Exec VP, Operations | 2018-03-29 16:41:25 | 70,520 0 | 70,520 | Form 4 |
Murdock Tyson D. FORMER CFO | 2024-01-02 15:57:56 | 64,937 0 | 64,937 | Form 4 |
Ladd Delano EVP, General Counsel | 2024-10-07 19:52:49 | 63,977 0 | 63,977 | Form 4 |
Dilsaver Evelyn S Director | 2024-07-09 13:36:32 | 58,017 0 | 58,017 | Form 4 |
Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER | 2024-12-13 16:54:54 | 57,195 0 | 57,195 | Form 4 |
Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER | 2024-03-29 15:32:40 | 54,880 0 | 54,880 | Form 3 |
Trittschuh Larry L FORMER EVP CSO | 2023-09-25 16:45:23 | 46,210 0 | 46,210 | Form 4 |
Dreier Ashley Former Exec, VP, CTO and CIO | 2020-09-03 16:44:13 | 42,444 0 | 42,444 | Form 4 |
Aissi Slim EVP, CHIEF SECURITY OFFICER | 2024-03-29 15:39:30 | 37,632 0 | 37,632 | Form 4 |
Sydney Matthew Exec VP, Sales & Marketing | 2016-11-03 15:21:35 | 37,600 0 | 37,600 | Form 4 |
Medici Frank Director | 2020-11-20 17:38:37 | 36,138 0 | 36,138 | Form 4 |
Wellborn Gayle Furgurson Director | 2024-07-11 15:42:02 | 24,508 0 | 24,508 | Form 4 |
Hill Angelique Christine Exec VP, Operations | 2021-12-13 18:30:21 | 23,707 0 | 23,707 | Form 4 |
Hostetter Adam J EVP Chief Marketing Officer | 2021-07-01 08:16:06 | 20,843 0 | 20,843 | Form 4 |
Parker Stuart B. Director | 2024-12-13 16:57:30 | 19,061 0 | 19,061 | Form 4 |
ROBINSON GARY D EVP, Chief Marketing Officer | 2018-06-11 15:15:35 | 17,890 0 | 17,890 | Form 4 |
Natarajan Rajesh Director | 2024-07-09 13:24:12 | 11,503 0 | 11,503 | Form 4 |
Black Paul Director | 2024-07-09 13:26:05 | 9,394 0 | 9,394 | Form 4 |
McCowan Debra Charlotte Director | 2024-12-13 16:52:39 | 7,779 0 | 7,779 | Form 4 |
Corvino Frank Former Director Director | 2024-11-08 16:29:19 | 3,784 0 | 3,784 | Form 4 |