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.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
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%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest 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 |
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.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| December 31, 2024 | 4 selling | −5.4% | −0.4% | −21.3% |
| September 30, 2024 | 3 selling | +15.4% | +9.4% | −8.5% |
| September 29, 2023 | 3 selling | −20.9% | −8.9% | −24.9% |
| December 31, 2021 | 3 buying | +56.6% | +52.0% | +55.7% |
| January 29, 2021 | 3 selling | −22.2% | −30.7% | −59.6% |
| July 31, 2019 | 4 buying | −29.3% | −27.2% | −46.1% |
| June 30, 2017 | 4 selling | −2.9% | −17.8% | +40.1% |
| October 31, 2016 | 4 selling | +31.9% | +21.8% | +27.7% |
| July 29, 2016 | 3 selling | +14.8% | +50.1% | +39.4% |
| September 30, 2015 | 6 selling | −19.7% | −24.6% | +11.9% |
| May 29, 2015 | 6 selling | +15.9% | +27.9% | −5.3% |