HealthEquity, Inc.

HQY US42226A1079

πŸ†”
Registration No.
3571081
πŸ’°
Capitalization
Mid-cap

HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits.Β It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.

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Founded
2002
Annual Performance 1
2021 2022 2023 2024 2025
-36% 32% 9% 45% 1%
Annual Insiders Turnover, USD 2

1 annual and historical performance metrics are recalculated on a daily basis;
2 represents the total value of insider transactions (both buying and selling);

Insider Activity
πŸ“Š
Transactions
78
πŸ™
Insiders
12
Person Price Shares Total Published Completed
Fiore Michael Henry
EX VP
88.21
USD
1,781
Sold
157,102
USD
06/10/2025 07/10/2025
Ladd Delano
EX VP
95.06
USD
971
Sold
92,304
USD
19/09/2025 19/09/2025
Ladd Delano
EX VP
93.91
USD
5,000
Sold
469,569
USD
19/09/2025 19/09/2025
Ladd Delano
EX VP
95.70
USD
29
Sold
2,775
USD
19/09/2025 19/09/2025
Dilsaver Evelyn S
O
93.30
USD
3,461
Sold
322,916
USD
05/09/2025 05/09/2025
Fiore Michael Henry
EX VP
102.09
USD
700
Sold
71,461
USD
03/07/2025 07/07/2025
Fiore Michael Henry
EX VP
101.50
USD
1,094
Sold
111,038
USD
03/07/2025 07/07/2025
Rosner Elimelech
EX VP
111.37
USD
13,000
Sold
1,447,866
USD
06/06/2025 09/06/2025
Rosner Elimelech
EX VP
111.37
USD
13,000
Sold
1,447,866
USD
06/06/2025 09/06/2025
Kessler Jon
O
112.70
USD
15,427
Sold
1,738,623
USD
06/06/2025 06/06/2025

Integrated EOD Stock Data and Insider Transactions Chart

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The visibility of insider buy and sell transactions on this chart should not be the sole factor in your decision to buy or sell a particular stock. Always consider the following dynamic reports for a broader understanding of stock market activities:

 

Historical Performance
1M 3M 6M 1Y 3Y 5Y All Time
11% 22% 17% 63% 81% 131% 290%
Last 52W Low 52W High All-Time Low All-Time High β
88.59 76.77 114.51 15.87 114.51
Company Insiders
Person / Entity Transactions Turnover, USD Average, USD First Last
Kessler Jon 29 61,592,256.23 2,123,870.90 22/03/2024 06/06/2025
Rosner Elimelech 7 17,319,687.90 2,474,241.13 11/12/2023 09/06/2025
Neeleman Stephen 9 10,571,930.21 1,174,658.91 08/12/2023 25/07/2024
Dilsaver Evelyn S 2 2,899,762.80 1,449,881.40 26/03/2024 05/09/2025
Sacks Ian 1 2,857,720.50 2,857,720.50 19/12/2023 19/12/2023
Selander Robert W 12 2,608,876.81 217,406.40 09/10/2024 09/04/2025
Parker Stuart B. 2 2,417,900.17 1,208,950.08 12/12/2024 12/12/2024
Ladd Delano 6 1,156,852.57 192,808.76 08/01/2024 19/09/2025
Fiore Michael Henry 4 1,034,646.63 258,661.66 04/04/2025 07/10/2025
Corvino Frank 4 830,870.08 207,717.52 08/07/2024 06/11/2024
Mccowan Debra Charlotte 1 477,800.00 477,800.00 12/12/2024 12/12/2024
Wellborn Gayle Furgurson 1 430,857.98 430,857.98 09/07/2024 09/07/2024

Insiders marked in yellow represent long-term insiders. These are individuals who have engaged in transactions for over 3 years and have conducted at least 10 transactions or reached a cumulative turnover of $1M USD. When examining transaction clusters, we prioritize those conducted by long-term insiders for analysis.

Connected Companies 3
Name ISIN Ticker
Somnigroup International Inc. US88023U1016 TPX

3 the firms where the current insiders have executed transactions.

Stock Advanced Metrics
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Upper Bound of Standardized Transaction Amount (ubsta), USD 4 subscribe 🔒

4 represents the maximum expected transaction amount for a company's insiders, calculated based on historical data. It provides insight into the typical range of insider transaction amounts and helps in identifying unusually large transactions.

5 a proprietary metric reflecting the consistency of insider trading behavior within a company. A higher discipline index suggests more regular and predictable insider transactions.