Transactions
12
Insider / HEALTHEQUITY, INC.
Ladd Delano
EVP, General Counsel at HEALTHEQUITY, INC.
- Company
- HEALTHEQUITY, INC.
- Ticker
- HQY
- First filing on record
- October 8, 2025
- Latest trade on record
- October 6, 2026
- SEC filings
- EDGAR ↗
Ladd Delano, EVP, General Counsel at HEALTHEQUITY, INC., has disclosed 12 transactions in HQY since October 8, 2025: 0 purchases (0 open-market buys) and 10 sales, worth about $2.3M at the reported prices. The latest was filed October 8, 2026, 2 days after the trade.
Open-market buys
0
Sales
10
Avg. disclosure lag
2.7d
Trading in charts
Trade timeline
When does this person trade, how big, and in which direction? Every trade in the last 12 months.
Bought (above the line)Sold (below the line)Other transaction
In the last 12 months Ladd Delano made no purchases and 8 sales worth $2.1M, plus 2 other transactions. Dot size is the dollar amount.
Portfolio mix
Which stocks does this person trade most? Tile size is dollars traded, all time on record.
Ladd Delano has traded 1 stock on record; the largest by dollars is HQY.
Reporting lag
Does this person report on time? One bar per filing against the Form 4 deadline.
On timeLate
0 of 11 filings on record were reported after the Form 4 deadline (two business days, counted here as 4 calendar days).
What kind of transactions
Most Form 4 rows are pay arriving or tax being withheld, not a decision to buy or sell. Only code P is an open-market purchase and code S an open-market sale. What each code means: Form 4 transaction codes.
| Code | Meaning | Rows | Shares | Value |
|---|---|---|---|---|
| F | Shares withheld for tax | 6 | 14,090 | $1.2M |
| S | Open-market sale | 4 | 12,000 | $1.1M |
| A | Grant or award | 2 | 35,608 | — |
| Year | Rows | Bought | Sold |
|---|---|---|---|
| 2026 | 8 | 0 | 6 · $1.8M |
| 2025 | 4 | 0 | 4 · $524K |
Transactions
| Security | Side | Trade date | Disclosed | Lag | Shares | Price | Value | Flags | Source | Share |
|---|---|---|---|---|---|---|---|---|---|---|
| HQY | Sell F | October 6, 2026 | October 8, 2026 | 2d | 1,080 | $91 | $98K | Form 4 ↗ | ||
| HQY | Sell F | July 8, 2026 | July 10, 2026 | 2d | 1,087 | $95 | $103K | Form 4 ↗ | ||
| HQY | Sell S | May 28, 2026 | June 1, 2026 | 4d | 7,500 | $90 | $675K | 10b5-1 plan | Form 4 ↗ | |
| HQY | Sell F | April 6, 2026 | April 8, 2026 | 2d | 2,481 | $84 | $208K | Form 4 ↗ | ||
| HQY | Sell F | March 31, 2026 | April 2, 2026 | 2d | 7,726 | $83 | $638K | Form 4 ↗ | ||
| HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 20,451 | — | — | Form 4 ↗ | ||
| HQY | Other A | March 25, 2026 | March 27, 2026 | 2d | 15,157 | — | — | Form 4 ↗ | ||
| HQY | Sell F | January 9, 2026 | January 13, 2026 | 4d | 739 | $95 | $70K | Form 4 ↗ | ||
| HQY | Sell S | December 19, 2025 | December 23, 2025 | 4d | 1,500 | $95 | $142K | 10b5-1 plan | Form 4 ↗ | |
| HQY | Sell S | November 20, 2025 | November 24, 2025 | 4d | 1,500 | $105 | $157K | 10b5-1 plan | Form 4 ↗ | |
| HQY | Sell S | October 20, 2025 | October 22, 2025 | 2d | 1,500 | $92 | $138K | 10b5-1 plan | Form 4 ↗ | |
| HQY | Sell F | October 6, 2025 | October 8, 2025 | 2d | 977 | $89 | $87K | Form 4 ↗ |
Filings
| Filed | Form | Accession | Rows | Status | Source |
|---|---|---|---|---|---|
| October 8, 2026 | Form 4 | 0001683056-26-000024 | 1 | published | EDGAR ↗ |
| July 10, 2026 | Form 4 | 0001683056-26-000020 | 1 | published | EDGAR ↗ |
| June 1, 2026 | Form 4 | 0001683056-26-000016 | 1 | published | EDGAR ↗ |
| April 8, 2026 | Form 4 | 0001683056-26-000014 | 1 | published | EDGAR ↗ |
| April 2, 2026 | Form 4 | 0001683056-26-000010 | 1 | published | EDGAR ↗ |
| March 27, 2026 | Form 4 | 0001683056-26-000006 | 2 | published | EDGAR ↗ |
| January 13, 2026 | Form 4 | 0001683056-26-000004 | 1 | published | EDGAR ↗ |
| December 23, 2025 | Form 4 | 0001683056-25-000013 | 1 | published | EDGAR ↗ |
| November 24, 2025 | Form 4 | 0001683056-25-000011 | 1 | published | EDGAR ↗ |
| October 22, 2025 | Form 4 | 0001683056-25-000009 | 1 | published | EDGAR ↗ |
| October 8, 2025 | Form 4 | 0001683056-25-000007 | 1 | published | EDGAR ↗ |
Other insiders at HEALTHEQUITY, INC.
- Neeleman Stephen FOUNDER AND VICE CHAIRMAN 12 rows
- Fiore Michael Henry EVP, CHIEF COMMERCIAL OFFICER 10 rows
- Rosner Elimelech EVP, CHIEF TECHNOLOGY OFFICER 7 rows
- Wellborn Gayle Furgurson Director 7 rows
- Lucania James M EVP & CFO 6 rows
- Cutler Scott President and CEO 5 rows
- DILLON ADRIAN T Director 5 rows
- Rajasekar Sunil EVP Chief Prod & Strat Officer 4 rows
- Gathright Michael Chief Customer Officer 3 rows
- Dilsaver Evelyn S Director 2 rows
Everyone on file, with contracts and lobbying under the company's name: HEALTHEQUITY, INC..
Guides for this page
- What is SEC Form 4? Who files: officers, directors and owners of more than 10% of a class of the company's shares.
- Form 4 transaction codes P = purchase. S = sale. These are the two market trades.
- Insider buying vs insider selling Selling outweighs buying by a wide margin in normal times.
- Rule 10b5-1 trading plans The plan must be set up when the insider has no important non-public information.
- What disclosure data cannot tell you Filings are late by design: up to 45 days for Congress, two business days for insiders.
Sources and method
| Source | Filings | Rows | First filed | Newest filed | Read the originals |
|---|---|---|---|---|---|
| SEC EDGAR, Form 4 | 11 | 12 | October 8, 2025 | October 8, 2026 | Form 4 list on EDGAR |
Site built October 27, 2026. Every row in the tables above links to its own filing. To quote a figure, use the Cite button at the top of the page; see how to cite and reuse.
Every row comes from the reporting owner's Form 4 as filed with the SEC (EDGAR ownership XML), read daily. "Value" is shares × the reported price; code P is an open-market purchase, S a sale, M an option exercise, A a grant. The lag is the filing date minus the trade date; Form 4 is due within two business days. Amendments (4/A) are not merged. Details on the methodology page; report an error on corrections.
Not investment advice. Figures are public disclosures shown as filed; they may lag the trade and may be amended later. No recommendation is made or implied.