FOUNDER AND VICE CHAIRMAN

Director

EVP, CHIEF COMMERCIAL OFFICER

HealthEquity Inc provides solutions that allow consumers to make healthcare saving and spending decisions. It provides payment processing services, personalized benefit information, the ability to earn wellness incentives, and investment advice to grow their tax-advantaged healthcare savings. It manages consumers' tax-advantaged health savings accounts (HSAs) and other consumer-directed benefits (CDBs) offered by employers, including flexible spending accounts and health reimbursement arrangements (FSAs and HRAs), and administers Consolidated Omnibus Budget Reconciliation Act (COBRA), commuter and other benefits. It also provides investment advisory services to customers whose account balances exceed a certain threshold. HealthEquity generates its revenue in the United States.

Institution	Shares	Value	Change
BlackRock	11,277,914	$1.0B	INCREASED
Vanguard	8,450,950	$763M	DECREASED
Wasatch Advisors	7,960,735	$719M	INCREASED
Morgan Stanley	4,547,219	$411M	INCREASED
State Street	3,241,046	$293M	INCREASED

Insider	Type	Shares	Value	Date
Stephen Neeleman (FOUNDER AND VICE CHAIRMAN)	GIFT	1,500		2026-09-17
Adrian T Dillon (Director)	EXERCISE	7,632	$248K	2026-08-25
Adrian T Dillon (Director)	SELL	1,332	$140K	2026-08-25
Adrian T Dillon (Director)	SELL	6,300	$658K	2026-08-25
Michael Henry Fiore (EVP, CHIEF COMMERCIAL OFFICER)	SELL	2,354	$224K	2026-07-10

Member	Type	Amount	Date
Gilbert Cisneros (Democrat)	PURCHASE	$1,001 - $15,000	2026-07-10
Gilbert Cisneros (Democrat)	PURCHASE	$1,001 - $15,000	2026-07-09
Gilbert Cisneros (Democrat)	PURCHASE	$1,001 - $15,000	2026-06-30

HealthEquity, Inc (HQY) Ownership & Trading Activity

Top Institutional Holders

Recent Insider Trades

Recent Congressional Trades