Stephen Neeleman

Insider Reports History

Location
Draper, UT
Signature
/s/ Stephen Neeleman
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Stephen Neeleman:

Stock Role Class Num Shares Value Price $ Report Date Ownership
HEALTHEQUITY, INC. FOUNDER AND VICE CHAIRMAN, Director Common Stock 203K $19.2M $94.77 06 Oct 2025 Indirect
HEALTHEQUITY, INC. FOUNDER AND VICE CHAIRMAN, Director Common Stock 112K $9.88M $88.57 06 Oct 2025 Direct
HEALTHEQUITY, INC. FOUNDER AND VICE CHAIRMAN, Director Stock Option (right to buy) 19.9K $1.89M $94.77 06 Oct 2025 Direct
HEALTHEQUITY, INC. FOUNDER AND VICE CHAIRMAN, Director Stock Options (right to buy) 15.3K $1.45M $94.77 06 Oct 2025 Direct

Insider Reports Filed by Stephen Neeleman

Symbol Company Period Transactions Value $ Form Type Date Filed Role
HQY HEALTHEQUITY, INC. 06 Oct 2025 1 -$93.7K 4 08 Oct 2025 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 28 Jul 2025 1 $0 4 31 Jul 2025 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 03 Jul 2025 1 -$106K 4 08 Jul 2025 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 08 Apr 2025 1 -$720K 4 10 Apr 2025 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 02 Apr 2025 3 -$110K 4 04 Apr 2025 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 01 Apr 2025 1 -$47.3K 4 03 Apr 2025 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 07 Jan 2025 1 -$55.6K 4 10 Jan 2025 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 11 Oct 2024 1 $0 4 11 Oct 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 03 Oct 2024 1 -$57.8K 4 07 Oct 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 25 Jul 2024 6 -$2.31M 4 29 Jul 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 03 Jul 2024 2 -$62.4K 4 08 Jul 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 06 Jun 2024 6 -$679K 4 10 Jun 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 05 Jun 2024 3 -$1.78M 4 07 Jun 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 04 Jun 2024 3 -$28.4K 4 06 Jun 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 03 Apr 2024 1 -$160K 4 05 Apr 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 01 Apr 2024 2 -$574K 4 03 Apr 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 27 Mar 2024 2 $0 4 29 Mar 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 05 Jan 2024 1 -$15.9K 4 09 Jan 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 28 Dec 2023 1 $0 4 02 Jan 2024 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 08 Dec 2023 5 -$3.82M 4 12 Dec 2023 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 02 Oct 2023 2 -$22.5K 4 06 Oct 2023 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 05 Jul 2023 1 -$19.7K 4 07 Jul 2023 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 03 Apr 2023 2 -$361K 4 05 Apr 2023 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 29 Mar 2023 2 $0 4 31 Mar 2023 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 30 Jun 2022 2 $0 4 29 Dec 2022 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 19 Apr 2022 1 $0 4 09 May 2022 FOUNDER AND VICE CHAIRMAN, Director
HQY HEALTHEQUITY, INC. 01 Apr 2022 1 -$232K 4 05 Apr 2022 Founder and Vice Chairman, Director
HQY HEALTHEQUITY, INC. 30 Mar 2022 3 -$39.4K 4 01 Apr 2022 Founder and Vice Chairman, Director