Insider · CIK 0001614838

Neeleman Stephen

Reports to the SEC for 1 company · DRAPER, UT

sec.gov

Transactions

Companies

Filings

CIK

0001614838

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-10-06	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−1,095 sh	$91.16	−$99.8K	136,470
2026-09-17	HQYHEALTHEQUITY, INC.G Gift	Director, FOUNDER AND VICE CHAIRMAN	GGift	−1,500 sh	—	—	408,235
2026-07-08	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−1,103 sh	$95.08	−$105K	137,565
2026-04-06	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−2,559 sh	$83.84	−$215K	138,668
2026-03-31	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−9,292 sh	$82.53	−$767K	141,227
2026-03-25	HQYHEALTHEQUITY, INC.A Award	Director, FOUNDER AND VICE CHAIRMAN	AAward	+15.9K sh	—	—	126,659
2026-03-25	HQYHEALTHEQUITY, INC.A Award	Director, FOUNDER AND VICE CHAIRMAN	AAward	+23.9K sh	—	—	150,519
2026-01-09	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−791 sh	$95.24	−$75.3K	110,744
2025-12-19	HQYHEALTHEQUITY, INC.G Gift	Director, FOUNDER AND VICE CHAIRMAN	GGift	−140K sh	—	—	409,735
2025-12-19	HQYHEALTHEQUITY, INC.G Gift	Director, FOUNDER AND VICE CHAIRMAN	GGift	+140K sh	—	—	140,000
2025-12-17	HQYHEALTHEQUITY, INC.G Gift	Director, FOUNDER AND VICE CHAIRMAN	GGift	−500 sh	—	—	549,735
2025-10-06	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−1,058 sh	$88.57	−$93.7K	111,535
2025-07-28	HQYHEALTHEQUITY, INC.G Gift	Director, FOUNDER AND VICE CHAIRMAN	GGift	−3,000 sh	—	—	550,235
2025-07-03	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−1,049 sh	$100.87	−$106K	112,593
2025-04-08	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−9,019 sh	$79.88	−$720K	113,642
2025-04-03	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−1,316 sh	$83.88	−$110K	122,661
2025-04-02	HQYHEALTHEQUITY, INC.A Award	Director, FOUNDER AND VICE CHAIRMAN	AAward	+14.1K sh	—	—	102,008
2025-04-02	HQYHEALTHEQUITY, INC.A Award	Director, FOUNDER AND VICE CHAIRMAN	AAward	+22K sh	—	—	123,977
2025-04-01	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−538 sh	$87.93	−$47.3K	87,922
2025-01-07	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−570 sh	$97.54	−$55.6K	88,460
2024-10-11	HQYHEALTHEQUITY, INC.G Gift	Director, FOUNDER AND VICE CHAIRMAN	GGift	−6,000 sh	—	—	553,235
2024-10-03	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−739 sh	$78.25	−$57.8K	89,030
2024-07-25	HQYHEALTHEQUITY, INC.M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	+24.2K sh	$14.00	+$339K	113,957
2024-07-25	HQYHEALTHEQUITY, INC.S Sale	Director, FOUNDER AND VICE CHAIRMAN	SSale	−24.2K sh	$79.73	−$1.93M	89,769
2024-07-25	HQYHEALTHEQUITY, INC.M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	+10.8K sh	$14.00	+$151K	100,581
2024-07-25	HQYHEALTHEQUITY, INC.S Sale	Director, FOUNDER AND VICE CHAIRMAN	SSale	−10.8K sh	$80.15	−$867K	89,769
2024-07-25	HQYHEALTHEQUITY, INC. · Stock Option (right to buy)M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	−24.2K sh	—	—	10,812
2024-07-25	HQYHEALTHEQUITY, INC. · Stock Option (right to buy)M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	−10.8K sh	—	—	0
2024-07-03	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−318 sh	$83.68	−$26.6K	90,197
2024-07-03	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−428 sh	$83.68	−$35.8K	89,769
2024-06-07	HQYHEALTHEQUITY, INC.M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	+2,080 sh	$14.00	+$29.1K	92,595
2024-06-07	HQYHEALTHEQUITY, INC.S Sale	Director, FOUNDER AND VICE CHAIRMAN	SSale	−2,080 sh	$85.01	−$177K	90,515
2024-06-07	HQYHEALTHEQUITY, INC. · Stock Option (right to buy)M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	−2,080 sh	—	—	35,000
2024-06-06	HQYHEALTHEQUITY, INC.M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	+7,484 sh	$14.00	+$105K	97,999
2024-06-06	HQYHEALTHEQUITY, INC.S Sale	Director, FOUNDER AND VICE CHAIRMAN	SSale	−7,484 sh	$85.05	−$636K	90,515
2024-06-06	HQYHEALTHEQUITY, INC. · Stock Option (right to buy)M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	−7,484 sh	—	—	37,080
2024-06-05	HQYHEALTHEQUITY, INC.M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	+25K sh	$14.00	+$351K	115,551
2024-06-05	HQYHEALTHEQUITY, INC.S Sale	Director, FOUNDER AND VICE CHAIRMAN	SSale	−25K sh	$85.06	−$2.13M	90,515
2024-06-05	HQYHEALTHEQUITY, INC. · Stock Option (right to buy)M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	−25K sh	—	—	44,564
2024-06-04	HQYHEALTHEQUITY, INC.M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	+400 sh	$14.00	+$5,600	90,915
2024-06-04	HQYHEALTHEQUITY, INC.S Sale	Director, FOUNDER AND VICE CHAIRMAN	SSale	−400 sh	$85.00	−$34K	90,515
2024-06-04	HQYHEALTHEQUITY, INC. · Stock Option (right to buy)M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	−400 sh	—	—	69,600
2024-04-03	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−1,984 sh	$80.60	−$160K	90,515
2024-04-02	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−1,751 sh	$81.86	−$143K	92,499
2024-04-01	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−5,348 sh	$80.62	−$431K	94,250
2024-03-27	HQYHEALTHEQUITY, INC.A Award	Director, FOUNDER AND VICE CHAIRMAN	AAward	+11K sh	—	—	83,628
2024-03-27	HQYHEALTHEQUITY, INC.A Award	Director, FOUNDER AND VICE CHAIRMAN	AAward	+16K sh	—	—	99,598
2024-01-05	HQYHEALTHEQUITY, INC.F Tax Payment	Director, FOUNDER AND VICE CHAIRMAN	FTax Payment	−235 sh	$67.64	−$15.9K	72,652
2023-12-28	HQYHEALTHEQUITY, INC.G Gift	Director, FOUNDER AND VICE CHAIRMAN	GGift	−5,000 sh	—	—	559,235
2023-12-08	HQYHEALTHEQUITY, INC.M Exercise/Conversion	Director, FOUNDER AND VICE CHAIRMAN	MExercise/Conversion	+70K sh	$14.00	+$980K	142,887

Recent filings

Accepted (ET)
Oct 84
Neeleman Stephen0001614838-26-000024
SEC(opens sec.gov)
Sep 184
Neeleman Stephen0001614838-26-000020
SEC(opens sec.gov)
Jul 104
Neeleman Stephen0001614838-26-000018
SEC(opens sec.gov)
Apr 84
Neeleman Stephen0001614838-26-000014
SEC(opens sec.gov)
Apr 24
Neeleman Stephen0001614838-26-000010
SEC(opens sec.gov)
Mar 274
Neeleman Stephen0001614838-26-000006
SEC(opens sec.gov)
Jan 134
Neeleman Stephen0001614838-26-000004
SEC(opens sec.gov)
Dec 234
Neeleman Stephen0001614838-25-000009
SEC(opens sec.gov)
Dec 184
Neeleman Stephen0001614838-25-000007
SEC(opens sec.gov)
Oct 84
Neeleman Stephen0001614838-25-000005
SEC(opens sec.gov)
Jul 314
Neeleman Stephen0001415889-25-020724
SEC(opens sec.gov)
Jul 84
Neeleman Stephen0001415889-25-019495
SEC(opens sec.gov)
Apr 104
Neeleman Stephen0001415889-25-010556
SEC(opens sec.gov)
Apr 44
Neeleman Stephen0001415889-25-010258
SEC(opens sec.gov)
Apr 34
Neeleman Stephen0001415889-25-009898
SEC(opens sec.gov)
Jan 104
Neeleman Stephen0001415889-25-001211
SEC(opens sec.gov)

Companies

HEALTHEQUITY, INC.Director, FOUNDER AND VICE CHAIRMANHQY

Address

C/O HEALTHEQUITY, INC. 15 W. SCENIC POINTE DR., STE. 100

DRAPER, UT, 84020