HealthEquity Company Insiders

HQY Stock  USD 97.70  2.42  2.42%   
HealthEquity's insiders are aggressively selling. The analysis of insiders' sentiment of trading HealthEquity stock suggests that vertually all insiders are panicking at this time. HealthEquity employs about 3.1 K people. The company is managed by 20 executives with a total tenure of roughly 72 years, averaging almost 3.0 years of service per executive, having 155.25 employees per reported executive.
Jon Kessler  CEO
CEO and President and Director
Stephen Neeleman  Chairman
Vice Chairman of the Board, Founder

Insider Sentiment 0

 Mostly Selling

 
Selling
 
Buying

Latest Trades

2025-07-07Michael Henry FioreDisposed 1794 @ 101.73View
2025-06-16Gilbert Ray Cisneros, Jr.Disposed @ 101.08
2025-06-06Jon KesslerDisposed 97767 @ 112.05View
2025-04-09Robert W SelanderDisposed 5750 @ 77.65View
2025-04-04Michael Henry FioreDisposed 8881 @ 78.26View
2025-02-10Robert W SelanderDisposed 5750 @ 111.29View
2025-01-13Robert Bresnahan, Jr.Disposed @ 101.82
2024-12-12Stuart B ParkerDisposed 25000 @ 96.72View
2024-12-09Robert W SelanderDisposed 8250 @ 101.56View
2024-11-07Josh GottheimerDisposed @ 97.2
2024-11-06Frank CorvinoDisposed 1039 @ 96.1View
2024-10-09Robert W SelanderDisposed 8250 @ 82.98View
2024-10-01Frank CorvinoDisposed 1247 @ 80.26View
2024-07-25Stephen NeelemanDisposed 35000 @ 79.86View
Monitoring HealthEquity's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in HealthEquity. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in producer price index.
For more information on how to buy HealthEquity Stock please use our How to Invest in HealthEquity guide.

HealthEquity's Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with HealthEquity's future performance. Based on our forecasts, it is anticipated that HealthEquity will maintain a workforce of slightly above 3110 employees by August 2025.
 
Yuan Drop
 
Covid

HealthEquity's latest congressional trading

Congressional trading in companies like HealthEquity, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in HealthEquity by those in governmental positions are based on the same information available to the general public.
2025-07-11Representative Gilbert CisnerosAcquired Under $15KVerify
2025-02-14Representative Rob BresnahanAcquired Under $15KVerify

HealthEquity Management Team Effectiveness

The company has Return on Asset of 0.0457 % which means that on every $100 spent on assets, it made $0.0457 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0577 %, implying that it generated $0.0577 on every 100 dollars invested. HealthEquity's management efficiency ratios could be used to measure how well HealthEquity manages its routine affairs as well as how well it operates its assets and liabilities. Return On Equity is likely to rise to 0.08 in 2025, whereas Return On Tangible Assets are likely to drop 0.13 in 2025. At this time, HealthEquity's Total Assets are fairly stable compared to the past year. Non Current Assets Total is likely to rise to about 3.1 B in 2025, whereas Other Assets are likely to drop 1.09 in 2025.
Common Stock Shares Outstanding is likely to drop to about 74 M in 2025. Net Loss is likely to rise to about (22.4 M) in 2025

HealthEquity Workforce Comparison

HealthEquity is rated below average in number of employees category among its peers. The total workforce of Health Care industry is currently estimated at about 31,726. HealthEquity holds roughly 3,105 in number of employees claiming about 10% of equities under Health Care industry.

HealthEquity Profit Margins

The company has Net Profit Margin of 0.1 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.26 %, which entails that for every 100 dollars of revenue, it generated $0.26 of operating income.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.460.6478
Way Down
Slightly volatile
Operating Profit Margin0.180.1353
Significantly Up
Slightly volatile

HealthEquity Insider Trading History

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific HealthEquity insiders, such as employees or executives, is commonly permitted as long as it does not rely on HealthEquity's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, HealthEquity insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Yuan Drop
 
Covid
Buy/Sell Ratio# Purchases Trades# Sales TradesTotal Shares PurchasedTotal Shares Sold
2025-06-01
0.8
24
30
 664,877 
 587,698 
2025-03-01
0.4286
3
7
 14,042 
 22,850 
2024-12-01
0.1818
4
22
 40,000 
 103,239 
2024-09-01
0.5714
12
21
 67,123 
 147,593 
2024-06-01
0.1818
4
22
 35,000 
 197,315 
2024-03-01
1.2727
14
11
 329,544 
 160,546 
2023-12-01
0.2222
4
18
 115,000 
 249,232 
2023-09-01
0.0909
2
22
 10,027 
 76,419 
2023-06-01
0.45
9
20
 28,476 
 123,709 
2023-03-01
4.6667
14
3
 223,185 
 1,002 
2022-12-01
0.125
1
8
 6,419 
 49,849 
2022-06-01
0.9
9
10
 26,964 
 34,227 
2022-03-01
3.6667
33
9
 193,578 
 8,574 
2021-12-01
0.8
8
10
 291,829 
 268,338 
2021-09-01
0.2
3
15
 30,000 
 63,483 
2021-06-01
0.1379
4
29
 34,762 
 105,477 
2021-03-01
0.7692
30
39
 192,491 
 313,876 
2020-12-01
0.4545
5
11
 38,910 
 56,294 
2020-09-01
0.3333
1
3
 16,250 
 33,276 
2020-06-01
0.3
6
20
 150,808 
 336,501 
2020-03-01
1.8462
48
26
 539,835 
 258,405 
2019-09-01
0.5714
8
14
 62,825 
 61,619 
2019-06-01
0.1429
1
7
 16,082 
 14,460 
2019-03-01
2.0714
29
14
 461,044 
 28,335 
2018-12-01
0.3333
4
12
 55,637 
 35,324 
2018-09-01
0.5
5
10
 73,787 
 83,000 
2018-06-01
0.4118
21
51
 415,240 
 640,769 
2018-03-01
0.8431
43
51
 635,214 
 7,389,222 
2017-12-01
0.1091
6
55
 73,905 
 2,029,042 
2017-09-01
0.4524
19
42
 225,880 
 1,662,508 
2017-06-01
0.2727
18
66
 329,084 
 1,992,706 
2017-03-01
0.9773
43
44
 588,001 
 2,491,443 
2016-12-01
0.3929
11
28
 116,308 
 5,660,843 
2016-09-01
0.6939
34
49
 602,683 
 1,110,117 
2016-06-01
1.0571
37
35
 581,952 
 1,738,333 
2016-03-01
1.25
10
8
 997,631 
 181,163 
2015-12-01
0.4074
11
27
 240,125 
 503,250 
2015-09-01
0.2333
7
30
 197,125 
 6,544,750 
2015-06-01
0.2857
4
14
 246,250 
 4,201,500 
2015-03-01
7.0
7
1
 115,000 
 1,620,000 
2014-12-01
1.0
2
2
 100,000 
 5,000 
2014-09-01
0.4648
33
71
 43,254,054 
 51,102,504 

HealthEquity Notable Stakeholders

A HealthEquity stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as HealthEquity often face trade-offs trying to please all of them. HealthEquity's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting HealthEquity's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Jon KesslerCEO and President and DirectorProfile
Scott JDPresident CEOProfile
Stephen MDFounder ChairmanProfile
Stephen NeelemanVice Chairman of the Board, FounderProfile
Larry TrittschuhExecutive Vice President Chief Security OfficerProfile
Angelique HillExecutive Vice President - OperationsProfile
Delano LaddExecutive Vice President General Counsel and Corporate SecretaryProfile
James LucaniaCFO VPProfile
Darcy MottCFO, Executive VP and TreasurerProfile
Elimelech RosnerExecutive CTOProfile
Delano JDGeneral VPProfile
Cheryl KingExecutive OfficerProfile
Tia PadiaExecutive OfficerProfile
Richard PutnamIR Contact OfficerProfile
Jeff VenutiNew ConsultantProfile
Brad BennionSenior DevelopmentProfile
Tyson MurdockEx CFOProfile
Steve LindsayExecutive ManagementProfile
Kamesh TumsiSenior ProductProfile
Michael FioreExecutive OfficerProfile

About HealthEquity Management Performance

The success or failure of an entity such as HealthEquity often depends on how effective the management is. HealthEquity management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of HealthEquity management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the HealthEquity management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.16  0.13 
Return On Capital Employed 0.05  0.05 
Return On Assets 0.03  0.03 
Return On Equity 0.05  0.08 
Please note, the imprecision that can be found in HealthEquity's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of HealthEquity. Check HealthEquity's Beneish M Score to see the likelihood of HealthEquity's management manipulating its earnings.

HealthEquity Workforce Analysis

Traditionally, organizations such as HealthEquity use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare HealthEquity within its industry.

HealthEquity Manpower Efficiency

Return on HealthEquity Manpower

Revenue Per Employee386.4K
Revenue Per Executive60M
Net Income Per Employee31.1K
Net Income Per Executive4.8M
Working Capital Per Employee103.5K
Working Capital Per Executive16.1M

Additional Tools for HealthEquity Stock Analysis

When running HealthEquity's price analysis, check to measure HealthEquity's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy HealthEquity is operating at the current time. Most of HealthEquity's value examination focuses on studying past and present price action to predict the probability of HealthEquity's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move HealthEquity's price. Additionally, you may evaluate how the addition of HealthEquity to your portfolios can decrease your overall portfolio volatility.