LYTIR

Company · HQY

HealthEquity, Inc.

Name as listed on its exchange; filed with the SEC as HEALTHEQUITY, INC.

Nasdaq's symbol directory lists HQY on Nasdaq as “HealthEquity, Inc. - Common Stock”.

In the 12 months to Nov 8, 2026: insiders bought on 2 occasions ($12K); insiders sold on 5 occasions ($1.3M); 6 planned-sale notices; 3 filings by holders of 5% or more; 3 congressional trade disclosures; 2 company reports (Form 8-K, since May 26, 2026).

All insider filings at the SEC

Insider purchases and sales, by month (last 12 months)Insider purchases: $12K in total; Insider sales: $1.3M in total.Apr: Insider sales $2KJul: Insider purchases $2KJul: Insider sales $458KAug: Insider sales $810KOct: Insider purchases $10KDecJanFebMarAprMayJunJulAugSepOctNov
Insider purchases above the line: $12KInsider sales below: $1.3M
Dollar value of open-market purchases and sales reported on SEC Form 4, by the month traded. Sales include pre-arranged 10b5-1 plan sales.

Insider trades · SEC Form 4

Those inside the hall

Open-market purchases and sales only. Legs one person filed for one day are combined.

Who traded

  1. DILLON ADRIAN T sold on 1 day all under a 10b5-1 plan latest Aug 25, 2026 sold $798K
  2. Fiore Michael Henry, EVP, CHIEF COMMERCIAL OFFICER sold on 2 days all under a 10b5-1 plan latest Jul 10, 2026 sold $458K
  3. Rajasekar Sunil, EVP Chief Prod & Strat Officer sold on 2 days bought on 2 days latest Oct 15, 2026 sold $13K · bought $12K
Every trade (7)
  1. BUYRajasekar Sunil, EVP Chief Prod & Strat Officer bought Oct 15, 2026 108 shares filing $10K
  2. SELLDILLON ADRIAN T sold Aug 25, 2026 7,632 shares 2 legs combined 10b5-1 plan (scheduled) filing $798K
  3. SELLRajasekar Sunil, EVP Chief Prod & Strat Officer sold Aug 24, 2026 108 shares filing $11K
  4. SELLFiore Michael Henry, EVP, CHIEF COMMERCIAL OFFICER sold Jul 10, 2026 2,354 shares 10b5-1 plan (scheduled) filing $224K
  5. BUYRajasekar Sunil, EVP Chief Prod & Strat Officer bought Jul 8, 2026 23 shares filing $2K
  6. SELLFiore Michael Henry, EVP, CHIEF COMMERCIAL OFFICER sold Jul 2, 2026 2,470 shares 10b5-1 plan (scheduled) filing $235K
  7. SELLRajasekar Sunil, EVP Chief Prod & Strat Officer sold Apr 22, 2026 23 shares filing $2K

Planned sales · SEC Form 144

Notice given

A Form 144 is filed before an insider sells restricted stock. It states an intent; the sale, if it happens, appears later on a Form 4. Every recent notice

  1. James M. Lucania filed Oct 8, 2026 Officer 2,822 shares planned sale date 10/06/2026 filing $257K
  2. Michael Henry Fiore filed Oct 8, 2026 Former EVP, CCO 2,032 shares planned sale date 10/06/2026 filing $185K
  3. Scott Cutler filed Oct 8, 2026 Officer 1,230 shares planned sale date 10/06/2026 filing $112K
  4. Stephen Neeleman filed Oct 8, 2026 Officer 1,095 shares planned sale date 10/06/2026 filing $100K
  5. Delano Ladd filed Oct 8, 2026 Officer 1,080 shares planned sale date 10/06/2026 filing $98K
  6. Michael Gathright filed Oct 8, 2026 Officer 662 shares planned sale date 10/06/2026 filing $60K

Large holders · SEC Schedules 13D and 13G

Five percent and over

Anyone who comes to hold more than 5% of a company's voting shares must tell the SEC. A Schedule 13D is filed by a holder who may seek to influence the company; a 13G by one who states it is a passive investor. An amendment updates an earlier filing, and a stake reported as 0% means the holder says it has sold all, or nearly all, of its shares. Every recent 13D and 13G

  1. Wasatch Advisors LP filed Oct 9, 2026 Schedule 13G/A passive 7,011,469 shares filing 8.5%
  2. Vanguard Portfolio Management filed Jul 31, 2026 Schedule 13G/A passive 4,137,941 shares filing 4.94%
  3. WASATCH ADVISORS LP filed Jul 15, 2026 Schedule 13G/A passive 7,960,735 shares filing 9.5%

Congress · STOCK Act

The Althing

Periodic transaction reports. Amounts are the ranges members report; the trade date is when it happened, the report can come up to 45 days later.

  1. Gilbert Cisneros (D-CA31): Purchase Jul 10, 2026 reported Sep 4, 2026 one of 66 trades the member reported that day House Stocks (including ADRs) $1,001 - $15,000
  2. Gilbert Cisneros (D-CA31): Purchase Jun 30, 2026 reported Jul 2, 2026 one of 66 trades the member reported that day House Stocks (including ADRs) $1,001 - $15,000
  3. Gilbert Cisneros (D-CA31): Purchase May 29, 2026 reported Jun 8, 2026 one of 103 trades the member reported that day House Stocks (including ADRs) $1,001 - $15,000

Company reports · SEC Form 8-K

In its own words

Current reports the company filed with the SEC; most items are due within four business days of the event. Each line lists the report's items by the SEC's own titles; the filing says what happened. Reports collected since May 26, 2026; every 8-K at the SEC.

  1. Departure or appointment of directors or officers filing Oct 9, 2026
  2. Departure or appointment of directors or officers; Regulation FD disclosure filing Sep 30, 2026

Sources: SEC EDGAR (Forms 4, 144 and 8-K) and STOCK Act periodic transaction reports. Filings can be late, amended or wrong at the source; see methodology.