🕵️ Healthequity, Inc. ($HQY)
SEC insider & ownership activity, last 12 months · CIK 1428336 · every row links its SEC filing
Over the last 12 months insiders sold $4.6M with no open-market buying against it. Delano Ladd sold $1.7M through a program of 8 sale notices averaging $381K (Sep–May). 5 planned sales are pending, the largest $270K (James M. Lucania). No red-flag 8-Ks in the window.
🚨 19 signals active —
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Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) · 5 sellers, $4.6M (15 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Delano Ladd | 0 | – | 7 | $1.7M | May 28, 2026 |
| Elimelech Rosner | 0 | – | 1 | $1.0M | Dec 18, 2025 |
| Michael Fiore | 0 | – | 4 | $914K | Jul 10, 2026 |
| Wellborn Gayle Furgurson | 0 | – | 2 | $645K | May 28, 2026 |
| Evelyn S. Dilsaver | 0 | – | 1 | $323K | Sep 5, 2025 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Wasatch Advisors LP | 9.5% | 13G | Jul 15, 2026 | filing ↗ | |
| Vanguard Capital Management | 5.3% | 13G | Apr 30, 2026 | filing ↗ | |
| Vanguard Portfolio Management | 5.0% | 13G | Apr 29, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Michael Fiore | $223K | Jul 10, 2026 | filing ↗ |
| Michael Gathright | $211K | Jul 9, 2026 | filing ↗ |
| Michael Henry Fiore | $194K | Jul 8, 2026 | filing ↗ |
| Scott Cutler | $118K | Jul 8, 2026 | filing ↗ |
| Delano Ladd | $103K | Jul 8, 2026 | filing ↗ |
| James M. Lucania | $270K | Jul 8, 2026 | filing ↗ |
| Stephen Neeleman | $105K | Jul 8, 2026 | filing ↗ |
| Michael Fiore | $228K | Jul 2, 2026 | filing ↗ |
| Michael Fiore | $284K | May 29, 2026 | filing ↗ |
| Gayle Wellborn | $211K | May 28, 2026 | filing ↗ |
| Delano Ladd | $649K | May 28, 2026 | filing ↗ |
| Michael Henry Fiore | $283K | Apr 6, 2026 | filing ↗ |
| Elimelech Rosner | $400K | Apr 6, 2026 | filing ↗ |
| Scott Cutler | $413K | Apr 6, 2026 | filing ↗ |
| Delano Ladd | $208K | Apr 6, 2026 | filing ↗ |
| James M. Lucania | $368K | Apr 6, 2026 | filing ↗ |
| Stephen Neeleman | $215K | Apr 6, 2026 | filing ↗ |
| Elimelech Rosner | $1.5M | Mar 31, 2026 | filing ↗ |
| Delano Ladd | $638K | Mar 31, 2026 | filing ↗ |
| Stephen Neeleman | $767K | Mar 31, 2026 | filing ↗ |
| Scott Cutler | $1.1M | Jan 12, 2026 | filing ↗ |
| Michael Henry Fiore | $166K | Jan 9, 2026 | filing ↗ |
| Elimelech Rosner | $198K | Jan 9, 2026 | filing ↗ |
| Delano Ladd | $70K | Jan 9, 2026 | filing ↗ |
| James M. Lucania | $235K | Jan 9, 2026 | filing ↗ |
| Stephen Neeleman | $75K | Jan 9, 2026 | filing ↗ |
| Delano Ladd | $430K | Dec 19, 2025 | filing ↗ |
| Elimelech Rosner | $1.0M | Dec 18, 2025 | filing ↗ |
| Gayle F Wellborn | $425K | Dec 12, 2025 | filing ↗ |
| Michael Fiore | $156K | Oct 7, 2025 | filing ↗ |
| Michael Henry Fiore | $146K | Oct 6, 2025 | filing ↗ |
| Elimelech Rosner | $266K | Oct 6, 2025 | filing ↗ |
| Delano Ladd | $87K | Oct 6, 2025 | filing ↗ |
| James M. Lucania | $212K | Oct 6, 2025 | filing ↗ |
| Stephen Neeleman | $94K | Oct 6, 2025 | filing ↗ |
| Delano Ladd | $860K | Sep 19, 2025 | filing ↗ |
| Evelyn Dilsaver | $323K | Sep 5, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Shareholder vote (5.07) | Jun 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 25, 2026 | filing ↗ |
| Earnings (2.02) | May 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 28, 2026 | filing ↗ |
| Officer/director changes (5.02) | May 5, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 5, 2026 | filing ↗ |
| Officer/director changes (5.02) | Apr 6, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 6, 2026 | filing ↗ |
| Officer/director changes (5.02) | Mar 26, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 26, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 26, 2026 | filing ↗ |
| Earnings (2.02) | Mar 17, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 17, 2026 | filing ↗ |
| Earnings (2.02) | Feb 17, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Feb 17, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jan 12, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 12, 2026 | filing ↗ |
| Earnings (2.02) | Dec 3, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 3, 2025 | filing ↗ |
| Earnings (2.02) | Sep 2, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Sep 2, 2025 | filing ↗ |