HQY Insider Trading
HEALTHEQUITY, INC. | Services-Business Services, NEC
Comprehensive Trading Performance Summary
The investment history of corporate insiders at HEALTHEQUITY, INC. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Services-Business Services, NEC sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2016-06-28 04:24 | 2016-06-23 | LEAVITT MICHAEL O | Director | SELL | $29.17 | 6,250 | $182,288 | 16,667 | -27.3% |
| 2016-06-24 01:20 | 2016-06-21 | LEAVITT MICHAEL O | Director | SELL | $29.16 | 28,083 | $818,951 | 22,917 | -55.1% |
| 2016-06-22 18:25 | 2016-06-20 | MOTT DARCY G | Officer - Executive VP and CFO | OPT+S | $29.30 | 10,000 | $293,038 | 62,000 | 0.0% |
| 2016-06-16 01:37 | 2016-06-13 | Neeleman Stephen | Director, Officer - Founder and Vice Chairman | OPT+S | $28.87 | 20,000 | $577,442 | 0 | 0.0% |
| 2016-06-16 01:36 | 2016-06-13 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $29.17 | 110,000 | $3,208,260 | 420,000 | 0.0% |
| 2016-06-11 00:15 | 2016-06-08 | Neeleman Stephen | Director, Officer - Founder and Vice Chairman | OPT+S | $30.12 | 2,033 | $61,226 | 0 | 0.0% |
| 2016-06-11 00:18 | 2016-06-09 | Rana Manu S | Director | SELL | $28.30 | 500,000 | $14,147,500 | 676,468 | -42.5% |
| 2016-05-28 00:41 | 2016-05-25 | Neeleman Stephen | Director, Officer - Founder and Vice Chairman | OPT+S | $25.03 | 19,900 | $498,045 | 0 | 0.0% |
| 2016-05-27 23:13 | 2016-05-25 | MOTT DARCY G | Officer - Executive VP and CFO | OPT+S | $25.00 | 10,000 | $250,000 | 58,000 | 0.0% |
| 2016-05-17 19:50 | 2016-05-13 | Neeleman Stephen | Director, Officer - Founder and Vice Chairman | OPT+S | $25.00 | 100 | $2,500 | 0 | 0.0% |
| 2016-05-13 23:15 | 2016-05-11 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $25.21 | 52,000 | $1,310,712 | 420,000 | 0.0% |
| 2016-04-23 00:16 | 2016-04-20 | MOTT DARCY G | Officer - Executive VP and CFO | OPT+S | $25.52 | 10,000 | $255,191 | 54,000 | 0.0% |
| 2016-04-14 00:12 | 2016-04-11 | Rana Manu S | Director | SELL | $23.48 | 500,000 | $11,740,000 | 1,176,468 | -29.8% |
| 2016-04-06 00:26 | 2016-04-01 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $25.06 | 93,000 | $2,331,008 | 420,000 | 0.0% |
| 2016-04-06 00:28 | 2016-04-01 | MOTT DARCY G | Officer - Executive VP and CFO | OPT+S | $25.00 | 30,000 | $750,000 | 50,000 | 0.0% |
| 2016-01-06 01:48 | 2016-01-04 | Neeleman Stephen | Director, Officer - Founder and Vice Chairman | OPT+S | $25.03 | 11,346 | $284,021 | 796,814 | 0.0% |
| 2015-12-22 23:51 | 2015-12-21 | MOTT DARCY G | Officer - Executive VP and CFO | OPT+S | $25.70 | 10,000 | $256,982 | 38,000 | 0.0% |
| 2015-12-04 00:35 | 2015-12-01 | Dreier Ashley | Officer - Executive VP, CTO and CIO | OPT+S | $32.32 | 3,125 | $101,008 | 0 | 0.0% |
| 2015-12-03 22:51 | 2015-12-01 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $32.59 | 20,000 | $651,708 | 400,000 | 0.0% |
| 2015-12-03 22:49 | 2015-12-01 | Neeleman Stephen | Director, Officer - Founder and Vice Chairman | OPT+S | $32.75 | 37,500 | $1,227,975 | 796,814 | 0.0% |
| 2015-11-24 03:16 | 2015-11-20 | MOTT DARCY G | Officer - Executive VP and CFO | OPT+S | $33.64 | 10,000 | $336,360 | 34,000 | 0.0% |
| 2015-11-14 03:18 | 2015-11-11 | Sydney Matthew | Officer - Exec VP, Sales & Marketing | SELL | $35.00 | 35,000 | $1,225,000 | 100 | -99.7% |
| 2015-11-12 19:00 | 2015-11-09 | Neeleman Stephen | Director, Officer - Founder and Vice Chairman | OPT+S | $33.02 | 37,500 | $1,238,201 | 796,814 | 0.0% |
| 2015-11-05 01:33 | 2015-11-02 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $32.80 | 45,000 | $1,475,964 | 400,000 | 0.0% |
| 2015-10-30 17:58 | 2015-10-28 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $32.00 | 20,000 | $640,000 | 400,000 | 0.0% |
| 2015-10-22 00:13 | 2015-10-20 | MOTT DARCY G | Officer - Executive VP and CFO | OPT+S | $30.28 | 10,000 | $302,751 | 30,000 | 0.0% |
| 2015-10-06 03:11 | 2015-10-01 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $28.92 | 35,000 | $1,012,081 | 400,000 | 0.0% |
| 2015-09-30 03:34 | 2015-09-25 | Berkley Capital, LLC | 10% owner | SELL | $29.50 | 2,300,000 | $67,850,000 | 11,969,150 | -16.1% |
| 2015-09-30 03:31 | 2015-09-25 | Medici Frank | Director, 10% owner | SELL | $29.50 | 2,300,000 | $67,850,000 | 11,969,150 | -16.1% |
| 2015-09-30 03:37 | 2015-09-25 | Rana Manu S | Director | SELL | $29.50 | 1,150,000 | $33,925,000 | 1,676,468 | -40.7% |
| 2015-09-24 21:13 | 2015-09-22 | Medici Frank | Director | SELL | $29.56 | 12,500 | $369,535 | 0 | -100.0% |
| 2015-09-24 03:05 | 2015-09-21 | MOTT DARCY G | Officer - Executive VP and CFO | OPT+S | $30.50 | 10,000 | $304,987 | 26,000 | 0.0% |
| 2015-09-19 02:56 | 2015-09-16 | LEAVITT MICHAEL O | Director | SELL | $29.82 | 93,703 | $2,794,289 | 66,000 | -58.7% |
| 2015-09-17 03:46 | 2015-09-14 | LEAVITT MICHAEL O | Director | SELL | $30.57 | 41,297 | $1,262,495 | 159,703 | -20.5% |
| 2015-09-17 03:42 | 2015-09-14 | Sacks Ian | Director | SELL | $29.93 | 150,000 | $4,488,945 | 273,417 | -35.4% |
| 2015-09-16 01:10 | 2015-09-11 | Neeleman Stephen | Director, Officer - Founder and Vice Chairman | OPT+S | $30.06 | 50,000 | $1,503,080 | 878,814 | 0.0% |
| 2015-09-04 23:30 | 2015-09-03 | Dreier Ashley | Officer - Executive VP, CTO and CIO | OPT+S | $30.00 | 3,125 | $93,750 | 0 | 0.0% |
| 2015-09-03 03:14 | 2015-09-01 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $28.97 | 35,000 | $1,013,845 | 400,000 | 0.0% |
| 2015-08-07 01:26 | 2015-08-04 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $33.69 | 45,000 | $1,516,266 | 400,000 | 0.0% |
| 2015-06-16 23:05 | 2015-06-15 | Dreier Ashley | Officer - Executive VP, CTO and CIO | OPT+S | $28.50 | 3,125 | $89,063 | 0 | 0.0% |
| 2015-05-12 19:26 | 2015-05-11 | Kessler Jon | Director, Officer - President and CEO | OPT+S | $24.86 | 100,000 | $2,486,400 | 425,000 | 0.0% |
| 2015-05-12 04:16 | 2015-05-11 | Berkley Capital Investors, L.P. | 10% owner | SELL | $24.86 | 2,250,000 | $55,944,000 | 14,269,150 | -13.6% |
| 2015-05-12 04:09 | 2015-05-11 | Neeleman Stephen | Director, Officer - Founder and Vice Chairman | SELL | $24.86 | 120,000 | $2,983,680 | 450,000 | -21.1% |
| 2015-05-12 04:04 | 2015-05-11 | Medici Frank | Director | SELL | $24.86 | 1,125,000 | $27,972,000 | 14,269,150 | -7.3% |
| 2015-05-12 04:06 | 2015-05-11 | Rana Manu S | Director | SELL | $24.86 | 1,205,000 | $29,961,120 | 2,826,468 | -29.9% |
| 2015-05-12 04:13 | 2015-05-11 | MOTT DARCY G | Officer - Executive VP and CFO | OPT+S | $24.86 | 120,000 | $2,983,680 | 22,000 | 0.0% |
| 2015-04-30 22:02 | 2015-04-28 | Dreier Ashley | Officer - Executive VP, CTO and CIO | OPT+S | $27.00 | 3,125 | $84,375 | 0 | 0.0% |
| 2014-08-07 23:37 | 2014-08-05 | Sacks Ian | Director | BUY | $14.00 | 50,000 | $700,000 | 498,417 | +11.2% |
| 2014-08-07 23:36 | 2014-08-05 | Jensen Frode | Officer - Executive VP, GC & Corp. Secy. | BUY | $14.00 | 3,000 | $42,000 | 3,000 | +100.0% |
| 2014-08-07 23:34 | 2014-08-05 | Dilsaver Evelyn S | Director | BUY | $14.00 | 8,000 | $112,000 | 8,000 | +100.0% |
How to Interpret $HQY Trades
Not every insider transaction in HEALTHEQUITY, INC. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $HQY shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for HQY
Insider activity data for HEALTHEQUITY, INC. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $HQY, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.