Insider trading activities (stock purchases, sales, and option exercises) reported by insiders of Healthequity, Inc. (HQY) since 2015 are shown in Table 1 and Table 2. Table 1 shows the monthly insider trading data of Healthequity, Inc.. (See page 1 of this report.) Table 2 shows the detailed insider transactions. This company's CIK number is 1428336.
Total stock buying since 2015: $4,413,617.
Total stock sales since 2015: $1,137,127,216.
Total stock option exercises since 2015: $37,400,460.
| Insider Buying | Insider Sales | Option Exercises | ||||
|---|---|---|---|---|---|---|
| Year | Shares | Value | Shares | Value | Shares | Value |
| 2025 | 0 | $0 | 325,125 | $36,002,537 | 176,213 | $9,618,909 |
| 2024 | 0 | $0 | 305,861 | $25,483,578 | 214,279 | $3,661,943 |
| 2023 | 0 | $0 | 238,133 | $16,097,163 | 125,027 | $2,323,176 |
| 2022 | 0 | $0 | 54,385 | $3,832,901 | 6,419 | $382,764 |
| 2021 | 42,393 | $1,770,982 | 304,030 | $24,549,103 | 253,992 | $4,346,256 |
| 2020 | 0 | $0 | 183,247 | $11,922,534 | 84,340 | $2,344,443 |
| 2019 | 40,000 | $2,440,000 | 80,774 | $5,740,153 | 29,700 | $597,959 |
| 2018 | 0 | $0 | 1,235,092 | $75,403,647 | 591,632 | $7,271,298 |
| 2017 | 5,000 | $202,635 | 7,603,660 | $378,393,226 | 781,975 | $5,037,309 |
| 2016 | 0 | $0 | 7,218,681 | $245,722,428 | 997,654 | $1,591,807 |
| 2015 | 0 | $0 | 11,380,000 | $313,979,946 | 633,500 | $224,596 |
| Trade Date | Insider Name | Trade Type | Shares | Price ($) | Value ($) |
|---|---|---|---|---|---|
| 2018-10-22 | Mott Darcy G (Executive VP and CFO) | Sale | 4,000 | 86.92 | 347,684 |
| 2018-09-20 | Mott Darcy G (Executive VP and CFO) | Sale | 4,000 | 92.91 | 371,628 |
| 2018-08-20 | Mott Darcy G (Executive VP and CFO) | Sale | 4,000 | 86.53 | 346,116 |
| 2018-07-13 | Medici Frank | Sale | 6,904 | 80.39 | 555,047 |
| 2018-07-13 | Medici Frank | Option Ex | 6,904 | 14.00 | 96,656 |
| 2018-07-10 | Medici Frank | Sale | 15,596 | 80.15 | 1,249,988 |
| 2018-07-10 | Medici Frank | Option Ex | 15,596 | 14.00 | 218,344 |
| 2018-07-05 | Dilsaver Evelyn S | Sale | 15,000 | 77.46 | 1,161,930 |
| 2018-07-05 | Dilsaver Evelyn S | Option Ex | 15,000 | 25.39 | 380,850 |
| 2018-06-08 | Hill Angelique Christine (Exec VP, Operations) | Sale | 8,000 | 77.45 | 619,600 |
| 2018-06-08 | Hill Angelique Christine (Exec VP, Operations) | Option Ex | 8,000 | 18.93 | 151,440 |
| 2018-06-07 | Robinson Gary D (EVP, Chief Marketing Officer) | Sale | 2,100 | 80.49 | 169,029 |
| 2018-06-07 | Robinson Gary D (EVP, Chief Marketing Officer) | Option Ex | 2,000 | 41.28 | 82,560 |
| 2018-05-21 | Mott Darcy G (Executive VP and CFO) | Sale | 9,500 | 73.93 | 702,335 |
| 2018-05-21 | Mott Darcy G (Executive VP and CFO) | Option Ex | 12,500 | 1.25 | 15,625 |
| 2018-05-14 | Dreier Ashley (Executive, VP, CTO and CIO) | Sale | 36,000 | 71.31 | 2,567,088 |
| 2018-05-14 | Dreier Ashley (Executive, VP, CTO and CIO) | Option Ex | 36,000 | 13.29 | 478,332 |
| 2018-05-10 | Neeleman Stephen (Founder and Vice Chairman) | Sale | 52,625 | 70.21 | 3,694,590 |
| 2018-05-10 | Neeleman Stephen (Founder and Vice Chairman) | Option Ex | 8,889 | 14.00 | 124,446 |
| 2018-05-09 | Neeleman Stephen (Founder and Vice Chairman) | Sale | 82,433 | 70.40 | 5,803,612 |
| 2018-05-09 | Neeleman Stephen (Founder and Vice Chairman) | Option Ex | 13,926 | 14.00 | 194,964 |
| 2018-05-08 | Neeleman Stephen (Founder and Vice Chairman) | Sale | 105,596 | 69.92 | 7,383,166 |
| 2018-05-08 | Neeleman Stephen (Founder and Vice Chairman) | Option Ex | 17,839 | 7.62 | 136,022 |
| 2018-05-02 | Kessler Jon (President and CEO) | Sale | 120,000 | 66.83 | 8,019,720 |
| 2018-05-02 | Kessler Jon (President and CEO) | Option Ex | 120,000 | 14.00 | 1,680,000 |
| 2018-05-02 | Dreier Ashley (Executive, VP, CTO and CIO) | Sale | 3,000 | 67.00 | 201,000 |
| 2018-05-02 | Dreier Ashley (Executive, VP, CTO and CIO) | Option Ex | 3,000 | 14.00 | 42,000 |
| 2018-04-30 | Dreier Ashley (Executive, VP, CTO and CIO) | Sale | 16,250 | 67.00 | 1,088,750 |
| 2018-04-30 | Dreier Ashley (Executive, VP, CTO and CIO) | Option Ex | 16,250 | 24.36 | 395,850 |
| 2018-04-20 | Mott Darcy G (Executive VP and CFO) | Sale | 9,500 | 65.76 | 624,710 |
| 2018-04-20 | Mott Darcy G (Executive VP and CFO) | Option Ex | 12,500 | 1.25 | 15,625 |
| 2018-04-12 | Robinson Gary D (EVP, Chief Marketing Officer) | Sale | 500 | 64.00 | 32,000 |
| 2018-04-12 | Robinson Gary D (EVP, Chief Marketing Officer) | Option Ex | 500 | 41.28 | 20,640 |
| 2018-04-12 | Ladd Delano (EVP, Counsel & Secretary) | Sale | 13,750 | 63.98 | 879,683 |
| 2018-04-12 | Ladd Delano (EVP, Counsel & Secretary) | Option Ex | 13,750 | 24.36 | 334,950 |
| 2018-04-05 | Robinson Gary D (EVP, Chief Marketing Officer) | Sale | 1,500 | 63.85 | 95,775 |
| 2018-04-05 | Robinson Gary D (EVP, Chief Marketing Officer) | Option Ex | 1,500 | 41.28 | 61,920 |
| 2018-04-02 | Robinson Gary D (EVP, Chief Marketing Officer) | Sale | 197 | 60.52 | 11,921 |
| 2018-03-28 | Soldan Jon (Exec VP, Operations) | Sale | 995 | 61.30 | 60,993 |
| 2018-03-27 | Robinson Gary D (EVP, Chief Marketing Officer) | Sale | 1,000 | 63.02 | 63,020 |
| 2018-03-27 | Robinson Gary D (EVP, Chief Marketing Officer) | Option Ex | 1,000 | 41.28 | 41,280 |
| 2018-03-23 | Soldan Jon (Exec VP, Operations) | Sale | 6,250 | 64.87 | 405,431 |
| 2018-03-23 | Soldan Jon (Exec VP, Operations) | Option Ex | 6,250 | 24.36 | 152,250 |
| 2018-03-22 | Dreier Ashley (Executive, VP, CTO and CIO) | Sale | 55,750 | 67.00 | 3,735,250 |
| 2018-03-22 | Dreier Ashley (Executive, VP, CTO and CIO) | Option Ex | 55,750 | 1.50 | 83,625 |
| 2018-03-20 | Dreier Ashley (Executive, VP, CTO and CIO) | Sale | 15,407 | 60.00 | 924,420 |
| 2018-03-20 | Dreier Ashley (Executive, VP, CTO and CIO) | Option Ex | 15,407 | 1.50 | 23,110 |
| 2018-03-14 | Dreier Ashley (Executive, VP, CTO and CIO) | Sale | 32,593 | 60.00 | 1,955,580 |
| 2018-03-14 | Dreier Ashley (Executive, VP, CTO and CIO) | Option Ex | 32,593 | 1.50 | 48,889 |
| 2018-02-20 | Kessler Jon (President and CEO) | Sale | 59,558 | 55.68 | 3,316,010 |
| 2018-02-20 | Kessler Jon (President and CEO) | Option Ex | 59,558 | 14.00 | 833,812 |
| 2018-02-20 | Mott Darcy G (Executive VP and CFO) | Sale | 9,500 | 55.60 | 528,228 |
| 2018-02-20 | Mott Darcy G (Executive VP and CFO) | Option Ex | 12,500 | 1.25 | 15,625 |
| 2018-02-16 | Kessler Jon (President and CEO) | Sale | 2,775 | 55.01 | 152,652 |
| 2018-02-16 | Kessler Jon (President and CEO) | Option Ex | 2,775 | 14.00 | 38,850 |
| 2018-02-15 | Kessler Jon (President and CEO) | Sale | 16,335 | 55.02 | 898,784 |
| 2018-02-15 | Kessler Jon (President and CEO) | Option Ex | 16,335 | 14.00 | 228,690 |
| 2018-02-14 | Kessler Jon (President and CEO) | Sale | 1,332 | 55.00 | 73,260 |
| 2018-02-14 | Kessler Jon (President and CEO) | Option Ex | 1,332 | 14.00 | 18,648 |
| 2018-02-12 | Berkley W R Corp | Sale | 237,000 | 52.73 | 12,496,773 |
| 2018-02-09 | Berkley W R Corp | Sale | 13,000 | 51.52 | 669,786 |
| 2018-02-08 | Berkley W R Corp | Sale | 100,000 | 51.25 | 5,125,200 |
| 2018-01-29 | Dreier Ashley (Executive, VP, CTO and CIO) | Sale | 12,000 | 52.00 | 624,000 |
| 2018-01-29 | Dreier Ashley (Executive, VP, CTO and CIO) | Option Ex | 12,000 | 1.50 | 18,000 |
| 2018-01-29 | Medici Frank | Sale | 49,900 | 52.01 | 2,595,299 |
| 2018-01-29 | Berkley W R Corp | Sale | 49,900 | 52.01 | 2,595,299 |
| 2018-01-25 | Kessler Jon (President and CEO) | Sale | 40,000 | 49.70 | 1,987,800 |
| 2018-01-25 | Kessler Jon (President and CEO) | Option Ex | 40,000 | 14.00 | 560,000 |
| 2018-01-22 | Mott Darcy G (Executive VP and CFO) | Sale | 9,500 | 48.00 | 456,019 |
| 2018-01-22 | Mott Darcy G (Executive VP and CFO) | Option Ex | 12,500 | 1.25 | 15,625 |
| 2017-12-20 | Mott Darcy G (Executive VP and CFO) | Sale | 9,500 | 48.06 | 456,551 |
| 2017-12-20 | Mott Darcy G (Executive VP and CFO) | Option Ex | 12,500 | 1.25 | 15,625 |
| 2017-12-12 | Ladd Delano (EVP, Counsel & Secretary) | Sale | 26,405 | 43.32 | 1,143,891 |
| 2017-12-12 | Ladd Delano (EVP, Counsel & Secretary) | Option Ex | 26,405 | 27.46 | 725,213 |
| 2017-12-04 | Dreier Ashley (Executive, VP, CTO and CIO) | Sale | 10,000 | 50.99 | 509,890 |
| 2017-12-04 | Dreier Ashley (Executive, VP, CTO and CIO) | Option Ex | 10,000 | 1.50 | 15,000 |
| 2017-11-30 | Medici Frank | Sale | 56,771 | 52.33 | 2,970,769 |
| 2017-11-30 | Berkley W R Corp | Sale | 56,771 | 52.33 | 2,970,769 |
| 2017-11-29 | Medici Frank | Sale | 700 | 52.05 | 36,431 |
| 2017-11-29 | Berkley W R Corp | Sale | 700 | 52.05 | 36,431 |
| 2017-11-27 | Medici Frank | Sale | 12,300 | 52.14 | 641,346 |
| 2017-11-27 | Berkley W R Corp | Sale | 12,300 | 52.14 | 641,346 |
| 2017-11-24 | Berkley Capital Investors, L.p. (10% Owner) | Sale | 7,540 | 51.42 | 387,684 |
| 2017-11-24 | Medici Frank (Director) | Sale | 7,540 | 51.42 | 387,684 |
| 2017-11-22 | Berkley Capital Investors, L.p. (10% Owner) | Sale | 11,200 | 51.54 | 577,203 |
| 2017-11-22 | Medici Frank (Director) | Sale | 11,200 | 51.54 | 577,203 |
| 2017-11-21 | Berkley Capital Investors, L.p. (10% Owner) | Sale | 58,481 | 51.25 | 2,996,975 |
| 2017-11-21 | Medici Frank (Director) | Sale | 58,481 | 51.25 | 2,996,975 |
| 2017-11-20 | Mott Darcy G (Executive VP and CFO) | Sale | 9,500 | 49.68 | 471,979 |
| 2017-11-20 | Mott Darcy G (Executive VP and CFO) | Option Ex | 12,500 | 1.25 | 15,625 |
| 2017-11-16 | Medici Frank | Sale | 22,779 | 51.09 | 1,163,665 |
| 2017-11-16 | Berkley W R Corp | Sale | 22,779 | 51.09 | 1,163,665 |
| 2017-11-15 | Medici Frank | Sale | 700 | 51.05 | 35,737 |
| 2017-11-15 | Berkley W R Corp | Sale | 700 | 51.05 | 35,737 |
| 2017-11-07 | Medici Frank | Sale | 15,702 | 54.11 | 849,619 |
| 2017-11-07 | Berkley W R Corp | Sale | 15,702 | 54.11 | 849,619 |
| 2017-11-06 | Medici Frank | Sale | 373,500 | 52.83 | 19,732,752 |
| 2017-11-06 | Berkley W R Corp | Sale | 373,500 | 52.83 | 19,732,752 |
| 2017-11-03 | Medici Frank | Sale | 32,404 | 51.09 | 1,655,552 |
| 2017-11-03 | Berkley W R Corp | Sale | 32,404 | 51.09 | 1,655,552 |
| 2017-11-02 | Medici Frank | Sale | 13,600 | 51.02 | 693,899 |
| 2017-11-02 | Berkley W R Corp | Sale | 13,600 | 51.02 | 693,899 |
| 2017-10-24 | Medici Frank | Sale | 7,900 | 51.11 | 403,784 |
| 2017-10-24 | Berkley W R Corp | Sale | 7,900 | 51.11 | 403,784 |
| 2017-10-20 | Mott Darcy G (Executive VP and CFO) | Sale | 9,500 | 49.90 | 474,021 |
| 2017-10-20 | Mott Darcy G (Executive VP and CFO) | Option Ex | 12,500 | 1.25 | 15,625 |
| 2017-10-12 | Medici Frank | Sale | 11,395 | 51.91 | 591,503 |
| 2017-10-12 | Berkley W R Corp | Sale | 11,395 | 51.91 | 591,503 |
| 2017-10-09 | Medici Frank | Sale | 1,100 | 51.95 | 57,146 |
| 2017-10-09 | Berkley W R Corp | Sale | 1,100 | 51.95 | 57,146 |
| 2017-10-06 | Medici Frank | Sale | 29,032 | 51.97 | 1,508,734 |
| 2017-10-06 | Berkley W R Corp | Sale | 29,032 | 51.97 | 1,508,734 |
| 2017-10-05 | Medici Frank | Sale | 286,512 | 51.96 | 14,887,736 |
| 2017-10-05 | Berkley W R Corp | Sale | 286,512 | 51.96 | 14,887,736 |
| 2017-09-20 | Mott Darcy G (Executive VP and CFO) | Sale | 9,500 | 46.79 | 444,505 |
| 2017-09-20 | Mott Darcy G (Executive VP and CFO) | Option Ex | 12,500 | 1.25 | 15,625 |
| 2017-09-15 | Neeleman Stephen (Founder and Vice Chairman) | Sale | 8,500 | 45.51 | 386,801 |
| 2017-09-15 | Neeleman Stephen (Founder and Vice Chairman) | Option Ex | 1,000 | 14.00 | 14,000 |
| 2017-09-06 | Dreier Ashley (Executive VP, CTO and CIO) | Sale | 10,000 | 45.50 | 455,000 |
| 2017-09-06 | Dreier Ashley (Executive VP, CTO and CIO) | Option Ex | 10,000 | 1.50 | 15,000 |
| 2017-09-01 | Kessler Jon (President and CEO) | Option Ex | 25,000 | 1.25 | 31,250 |
| 2017-08-28 | Soldan Jon (Exec VP, Operations) | Sale | 25,000 | 40.68 | 1,017,075 |
| 2017-08-28 | Soldan Jon (Exec VP, Operations) | Option Ex | 25,000 | 28.69 | 717,250 |
| 2017-08-21 | Mott Darcy G (Executive VP and CFO) | Sale | 9,500 | 41.99 | 398,952 |
| 2017-08-21 | Mott Darcy G (Executive VP and CFO) | Option Ex | 12,500 | 1.25 | 15,625 |
| 2017-08-15 | Neeleman Stephen (Founder and Vice Chairman) | Sale | 8,500 | 46.66 | 396,618 |
| 2017-08-15 | Neeleman Stephen (Founder and Vice Chairman) | Option Ex | 1,000 | 14.00 | 14,000 |
| 2017-08-01 | Leavitt Michael O | Option Ex | 45,000 | 20.22 | 909,900 |
| 2017-07-31 | Rana Manu S | Option Ex | 82,500 | 10.78 | 889,102 |
| 2017-07-17 | Neeleman Stephen (Founder and Vice Chairman) | Sale | 8,500 | 50.92 | 432,803 |
| 2017-07-17 | Neeleman Stephen (Founder and Vice Chairman) | Option Ex | 1,000 | 14.00 | 14,000 |
| 2017-07-14 | Berkley Capital Investors, L.p. | Sale | 72,791 | 51.41 | 3,742,112 |
| 2017-07-14 | Medici Frank | Sale | 72,791 | 51.41 | 3,742,112 |
| 2017-07-13 | Berkley Capital Investors, L.p. | Sale | 131,800 | 51.42 | 6,777,156 |
| 2017-07-13 | Medici Frank | Sale | 131,800 | 51.42 | 6,777,156 |
| 2017-07-12 | Berkley Capital Investors, L.p. | Sale | 332,511 | 51.12 | 16,999,624 |
| 2017-07-12 | Medici Frank | Sale | 332,511 | 51.12 | 16,999,624 |
| 2017-07-07 | Berkley Capital Investors, L.p. (10% Owner) | Sale | 186,749 | 50.26 | 9,386,564 |
| 2017-07-07 | Medici Frank (Director) | Sale | 186,749 | 50.26 | 9,386,564 |
| 2017-07-05 | Berkley Capital Investors, L.p. (10% Owner) | Sale | 23,649 | 50.27 | 1,188,906 |
| 2017-07-05 | Medici Frank (Director) | Sale | 23,649 | 50.27 | 1,188,906 |
| 2017-06-29 | Rana Manu S (Director) | Option Ex | 1,225 | .00 | 0 |
| 2017-06-26 | Berkley Capital Investors, L.p. | Sale | 1,100 | 52.29 | 57,517 |
| 2017-06-26 | Medici Frank | Sale | 1,100 | 52.29 | 57,517 |
| 2017-06-23 | Berkley Capital Investors, L.p. | Sale | 54,967 | 51.78 | 2,846,136 |
| 2017-06-23 | Medici Frank | Sale | 54,967 | 51.78 | 2,846,136 |
| 2017-06-21 | Berkley Capital Investors, L.p. | Sale | 129,263 | 51.95 | 6,714,695 |
| 2017-06-21 | Medici Frank | Sale | 129,263 | 51.95 | 6,714,695 |
| 2017-06-20 | Berkley Capital Investors, L.p. | Sale | 21,000 | 51.87 | 1,089,165 |
| 2017-06-20 | Medici Frank | Sale | 21,000 | 51.87 | 1,089,165 |
Insider trading activities including stock purchases, stock sales, and option exercises of HQY listed in the above tables cannot be completely guaranteed as to their accuracy. For more insider trading information of Healthequity, Inc. (symbol HQY, CIK number 1428336) see the Securities and Exchange Commission (SEC) website.