Healthequity, Inc.
A maker of consumer-directed health benefits that administers Health Savings Accounts, Flexible Spending Accounts, and Health Reimbursement Arrangements for Americans and the employers who offer them. Founded in 2002 in Tucson by surgeon Stephen Neeleman, the company helps people save, spend, and invest for medical costs on a tax-advantaged basis. A fun twist: Neeleman's relative David Neeleman went on to found JetBlue, and the surgeon himself once worked for the airline Morris Air.
Sold 1.34M
Sold 9.17M
Granted 754.3K · Bought 10.0K · Sold 1.17M
Granted 2.37M · Bought 10.0K · Sold 2.13M
Granted 117.8K
Granted 62.7K · Bought 50.0K · Sold 330.0K
Granted 69.0K
Granted 286.3K · Sold 141.5K
Granted 670.3K · Bought 2.0K · Sold 565.0K
Granted 106.8K · Bought 10.0K · Sold 28.0K
Granted 298.7K · Sold 111.3K
Granted 51.3K · Sold 3.8K
Granted 37.7K · Bought 27.4K · Sold 7.6K
Granted 79.0K · Sold 3.5K
Granted 45.6K · Sold 169.3K
Granted 33.1K · Sold 15.6K
Granted 339.6K · Sold 281.7K
Granted 90.4K · Sold 32.6K
Granted 89.0K · Bought 13.0K · Sold 51.0K
Granted 15.2K
Granted 37.6K
Granted 64.4K · Bought 12.5K · Sold 9.08M
Granted 49.4K · Sold 9.3K
Granted 26.0K · Bought 25.0K · Sold 25.0K
Granted 83.7K · Sold 4.03M
Granted 52.2K · Sold 34.9K
Granted 39.9K · Sold 17.3K
Granted 23.6K
Granted 17.7K
Granted 30.0K · Sold 17.4K
Granted 6.9K
Granted 71.9K · Sold 63.5K
Granted 82.9K · Sold 80.9K
Granted 2.9K
Bought 3.0K
Granted 6.3K · Sold 5.3K
Granted 25.0K · Sold 60.0K
| Insider | Stake change | Holds now | Granted / vested | Bought | Sold |
|---|---|---|---|---|---|
| Berkley W R Corp +2 co-filersSee Remarks · 26 transactions | — | 12.36Mas of Feb 2018 | — | — | 1.34M |
| Napier Park Global Capital GP LLC +1 co-filer10% owner · 2 transactions | — | 8.79Mas of Aug 2014 | — | — | — |
| Berkley Capital Investors, L.P. +1 co-filer10% owner · 36 transactions | — | 7.35Mas of Jul 2017 | — | — | 9.17M |
| Neeleman David10% owner · 1 transaction | — | 2.39Mas of Aug 2014 | — | — | — |
| Pomerantz Ernest H10% owner · 1 transaction | — | 1.25Mas of Aug 2014 | — | — | — |
| Pinnacle Health III, LLC10% owner · 1 transaction | — | 1.05Mas of Aug 2014 | — | — | — |
| Pershing Sandra10% owner · 1 transaction | — | 965.1Kas of Aug 2014 | — | — | — |
| Neeleman StephenFOUNDER AND VICE CHAIRMAN, Director · 197 transactions | — | 891.4K | 754.3K | 10.0K | 1.17M |
| Kessler JonFormer Director · 171 transactions | — | 424.4Kas of Jun 2025 | 2.37M | 10.0K | 2.13M |
| Cutler ScottPresident and CEO, Director · 4 transactions | — | 177.6K | 117.8K | — | — |
| Sacks IanFORMER DIRECTOR · 28 transactions | — | 139.6Kas of Dec 2023 | 62.7K | 50.0K | 330.0K |
| Lucania James MEVP & CFO · 11 transactions | — | 107.5K | 69.0K | — | — |
| Ladd DelanoEVP, General Counsel · 84 transactions | — | 91.1K | 286.3K | — | 141.5K |
| Mott Darcy GSpecial Advisor · 131 transactions | — | 91.1Kas of Sep 2021 | 670.3K | 2.0K | 565.0K |
| Selander Robert WDirector · 32 transactions | — | 89.8K | 106.8K | 10.0K | 28.0K |
| Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER · 31 transactions | — | 81.5K | 298.7K | — | 111.3K |
| Murdock Tyson D.FORMER CFO · 16 transactions | — | 64.9Kas of Dec 2023 | 51.3K | — | 3.8K |
| Dillon Adrian TDirector · 25 transactions | — | 62.4K | 37.7K | 27.4K | 7.6K |
| Bloomberg EdwardCHIEF OPERATING OFFICER · 15 transactions | — | 59.9Kas of Aug 2022 | 79.0K | — | 3.5K |
| Leavitt Michael ODirector · 14 transactions | — | 59.6Kas of Aug 2017 | 45.6K | — | 169.3K |
| Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER · 12 transactions | — | 59.1K | 33.1K | — | 15.6K |
| Dreier AshleyFormer Exec, VP, CTO and CIO, Former Exec, VP, CTO and CIO · 68 transactions | — | 58.7Kas of Sep 2020 | 339.6K | — | 281.7K |
| Trittschuh Larry LFORMER EVP CSO · 35 transactions | — | 52.6Kas of Sep 2023 | 90.4K | — | 32.6K |
| Dilsaver Evelyn SDirector · 20 transactions | — | 51.1K | 89.0K | 13.0K | 51.0K |
| Gathright MichaelChief Customer Officer · 1 transaction | — | 42.2K | 15.2K | — | — |
| Aissi SlimEVP, CHIEF SECURITY OFFICER · 1 transaction | — | 37.6Kas of Mar 2024 | 37.6K | — | — |
| Medici FrankDirector · 67 transactions | — | 36.1Kas of Nov 2020 | 64.4K | 12.5K | 9.08M |
| Otten William RobertFormer Executive VP of Sales · 34 transactions | — | 30.6Kas of Nov 2021 | 49.4K | — | 9.3K |
| Parker Stuart B.Director · 18 transactions | — | 26.0K | 26.0K | 25.0K | 25.0K |
| Rana Manu SDirector · 18 transactions | — | 23.7Kas of Jul 2017 | 83.7K | — | 4.03M |
| Hill Angelique ChristineExec VP, Operations · 28 transactions | — | 23.7Kas of Dec 2021 | 52.2K | — | 34.9K |
| Wellborn Gayle FurgursonDirector · 19 transactions | — | 22.6K | 39.9K | — | 17.3K |
| Hostetter Adam JEVP Chief Marketing Officer · 6 transactions | — | 20.8Kas of Jun 2021 | 23.6K | — | — |
| Natarajan RajeshDirector · 9 transactions | — | 18.1K | 17.7K | — | — |
| McCowan Debra CharlotteDirector · 16 transactions | — | 12.7K | 30.0K | — | 17.4K |
| Black PaulDirector · 3 transactions | — | 9.4Kas of Jul 2024 | 6.9K | — | — |
| Soldan JonExec VP, Operations · 16 transactions | — | 8.0Kas of Mar 2018 | 71.9K | — | 63.5K |
| Corvino FrankFormer Director · 37 transactions | — | 3.8Kas of Nov 2024 | 82.9K | — | 80.9K |
| Gassen WilliamDirector · 1 transaction | — | 3.6K | 2.9K | — | — |
| Jensen FrodeExecutive VP, GC & Corp. Secy. · 1 transaction | — | 3.0Kas of Mar 2016 | — | 3.0K | — |
| Robinson Gary DEVP, Chief Marketing Officer · 11 transactions | — | 2.9Kas of Jun 2018 | 6.3K | — | 5.3K |
| Sydney MatthewExec VP, Sales & Marketing · 7 transactions | — | 100as of Nov 2016 | 25.0K | — | 60.0K |
Select a row to see that insider’s individual transactions. Sum of the holdings confirmed in the 12 months before this insider's last filing. A Form 4 reports a holding per line — held directly, or through a named trust, partnership or foundation, and in each share class separately — never a person’s total. Lines not restated in that time are left out and shown apart: an active filer restates what they still hold, so a line they did not restate is more often an entity since renamed, whose shares a successor line reports too. An amber marker means some were left out.
Net open-market activity over all recorded history: -28.82M shares. Grants, option exercises and tax withholding are excluded — they are compensation mechanics, not decisions to buy or sell.