undamentalytics Newsletter

Healthequity, Inc. insider trading

Every open-market purchase and sale by Healthequity, Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Healthequity, Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Healthequity, Inc.’s insiders pay?

From May 11, 2015 to October 19, 2026, 25 insiders reported 9 open-market purchases and 94 sales not made under a pre-set plan in Healthequity, Inc. Twelve months after each purchase was reported, the shares were +16.9% against the S&P 500 on average (median +4.6%), over 8 purchases with a full year of prices; 50% beat the index. After sales, the shares moved +8.2% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on April 4, 2017 into $22,488 by November 2, 2026, +8.8% a year. It held shares 32% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $12,625 (+2.5% a year), and held throughout $37,235 (+14.8%).

$0$20.0k$40.0k 20172019202120232025 $37.2k$22.5k$12.6k
Copying Healthequity, Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Healthequity, Inc.'s insiders from April 4, 2017, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 32% of the time.
Healthequity, Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Medici Frank Director 0 — — 24 +32.8% (24) November 20, 2020
Corvino Frank Other 0 — — 10 −17.7% (10) November 8, 2024
Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER 0 — — 7 −10.2% (6) December 19, 2025
Rana Manu S Director 0 — — 6 +24.6% (6) December 20, 2016
Robinson Gary D EVP, Chief Marketing Officer 0 — — 5 +0.5% (5) June 11, 2018
Sacks Ian Other 0 — — 5 +6.9% (5) December 21, 2023
Dilsaver Evelyn S Director 1 +69.1% (1) 100% 3 −13.1% (3) September 9, 2025
Hill Angelique Christine Exec VP, Operations 0 — — 4 +2.5% (4) December 13, 2021
Kessler Jon PRESIDENT AND CEO 1 −26.3% (1) 0% 3 −13.6% (3) June 10, 2025
Leavitt Michael O Director 0 — — 4 +29.1% (4) June 27, 2016
Neeleman Stephen FOUNDER AND VICE CHAIRMAN 1 −26.3% (1) 0% 3 +3.1% (3) December 12, 2023
Dillon Adrian T Director 3 +25.6% (3) 67% 0 — December 15, 2021
Ladd Delano EVP, Counsel & Secretary 0 — — 3 +19.1% (3) April 16, 2018
Mccowan Debra Charlotte Director 0 — — 3 −0.3% (3) December 13, 2024
Wellborn Gayle Furgurson Director 0 — — 3 −3.0% (2) December 16, 2025
Mott Darcy G Executive VP and CFO 0 — — 2 −9.4% (2) December 12, 2016
Parker Stuart B. Director 1 +68.2% (1) 100% 1 −10.3% (1) December 13, 2024
Rajasekar Sunil EVP Chief Prod & Strat Officer 1 — — 1 — October 19, 2026
Soldan Jon Exec VP, Operations 0 — — 2 +13.2% (2) March 29, 2018
Berkley Capital Investors, L.P. Other 0 — — 1 +36.9% (1) February 12, 2018
Berkley Capital, LLC 10% owner 0 — — 1 −5.8% (1) May 11, 2015
Bloomberg Edward CHIEF OPERATING OFFICER 0 — — 1 −29.2% (1) June 13, 2022
Otten William Robert Executive VP of Sales 0 — — 1 −67.9% (1) December 11, 2020
Selander Robert W Director 1 −26.3% (1) 0% 0 — July 15, 2019
Trittschuh Larry L Other 0 — — 1 −29.9% (1) September 25, 2023

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Healthequity, Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Healthequity, Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 2 buying crowds with six months of prices, it averaged +12.4% against the index. After 9 selling crowds, +3.0%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
December 31, 20244 selling−5.4%−0.4%−21.3%
September 30, 20243 selling+15.4%+9.4%−8.5%
September 29, 20233 selling−20.9%−8.9%−24.9%
December 31, 20213 buying+56.6%+52.0%+55.7%
January 29, 20213 selling−22.2%−30.7%−59.6%
July 31, 20194 buying−29.3%−27.2%−46.1%
June 30, 20174 selling−2.9%−17.8%+40.1%
October 31, 20164 selling+31.9%+21.8%+27.7%
July 29, 20163 selling+14.8%+50.1%+39.4%
September 30, 20156 selling−19.7%−24.6%+11.9%
May 29, 20156 selling+15.9%+27.9%−5.3%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

← Back to Healthequity, Inc. · Funds · Politicians