헬스에퀴티, Inc.
US ˙ NasdaqGS ˙ US42226A1079

SecurityHQY / HealthEquity, Inc.
InsiderDelano Ladd
This page shows the track record and history of Ladd Delano insider trades in HealthEquity, Inc.. The SEC defines Insiders as officers, directors, or significant investors (greater than 10% ownership) in a company. It is illegal for insiders to make trades in their companies based on material, non-public information ("MNPI"). This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4.
Insider Purchases - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made by Delano Ladd in HQY / HealthEquity, Inc.. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HQY / HealthEquity, Inc. Insider Trades
Insider Sales - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made by Delano Ladd in HQY / HealthEquity, Inc.. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2018-04-12 13,750 63.9771 13,750 63.9771 879,685 271 52.8600 -152,860 -17.38
2017-12-12 26,405 43.3211 26,405 43.3211 1,143,894
2017-04-13 1,095 43.6000 1,095 43.6000 47,742

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HQY / HealthEquity, Inc. Insider Trades
Insider Transaction History
File
Date
Trade
Date
Form Insider Ticker Security Title Code 10b5-1 Direct Exercise
Price
Unit
Price
Units
Changed
Value
Changed (1K)
Remaining
Options
Remaining
Shares
2026-06-01 2026-05-28 4 Ladd Delano HQY Common Stock S - Sale D 90.0000 -7,500 -675 91,141
2026-04-08 2026-04-06 4 Ladd Delano HQY Common Stock F - Taxes D 83.8363 -2,481 -208 98,641
2026-04-02 2026-03-31 4 Ladd Delano HQY Common Stock F - Taxes D 82.5264 -7,726 -638
2026-03-27 2026-03-25 4 Ladd Delano HQY Common Stock A - Award D 20,451 108,848
2026-03-27 2026-03-25 4 Ladd Delano HQY Common Stock A - Award D 15,157 88,397
2026-01-13 2026-01-09 4 Ladd Delano HQY Common Stock F - Taxes D 95.2370 -739 -70 73,240
2025-12-23 2025-12-19 4 Ladd Delano HQY Common Stock S - Sale D 94.7200 -1,500 -142 73,979
2025-11-24 2025-11-20 4 Ladd Delano HQY Common Stock S - Sale D 104.5600 -1,500 -157 75,479
2025-10-22 2025-10-20 4 Ladd Delano HQY Common Stock S - Sale D 92.0700 -1,500 -138 76,979
2025-10-08 2025-10-06 4 Ladd Delano HQY Common Stock F - Taxes D 88.5674 -977 -87 78,479
2025-09-22 2025-09-19 4 Ladd Delano HQY Common Stock S - Sale D 95.7000 -29 -3 79,456
2025-09-22 2025-09-19 4 Ladd Delano HQY Common Stock S - Sale D 95.0603 -971 -92 79,485
2025-09-22 2025-09-19 4 Ladd Delano HQY Common Stock S - Sale D 93.9137 -5,000 -470 80,456
2025-07-08 2025-07-03 4 Ladd Delano HQY Common Stock F - Taxes D 100.8721 -970 -98 85,456
2025-04-10 2025-04-08 4 Ladd Delano HQY Common Stock F - Taxes D 79.8795 -6,991 -558 86,426
2025-04-04 2025-04-03 4 Ladd Delano HQY Common Stock F - Taxes D 83.8770 -1,352 -113 93,417
2025-04-04 2025-04-02 4 Ladd Delano HQY Common Stock A - Award D 17,576 94,769
2025-04-04 2025-04-02 4 Ladd Delano HQY Common Stock A - Award D 14,086 77,193
2025-04-03 2025-04-01 4 Ladd Delano HQY Common Stock F - Taxes D 87.9319 -395 -35 63,107
2025-01-10 2025-01-07 4 Ladd Delano HQY Common Stock F - Taxes D 97.5445 -475 -46 63,502
2024-10-07 2024-10-03 4 Ladd Delano HQY Common Stock F - Taxes D 78.2462 -617 -48 63,977
2024-07-08 2024-07-03 4 Ladd Delano HQY Common Stock F - Taxes D 83.6770 -367 -31 64,594
2024-07-08 2024-07-03 4 Ladd Delano HQY Common Stock F - Taxes D 83.6766 -255 -21 64,961
2024-04-05 2024-04-03 4 Ladd Delano HQY Common Stock F - Taxes D 80.5956 -1,684 -136 65,216
2024-04-03 2024-04-02 4 Ladd Delano HQY Common Stock F - Taxes D 81.8630 -1,332 -109 66,900
2024-04-03 2024-04-01 4 Ladd Delano HQY Common Stock F - Taxes D 80.6151 -3,461 -279 68,232
2024-03-29 2024-03-27 4 Ladd Delano HQY Common Stock A - Award D 11,711 71,693
2024-03-29 2024-03-27 4 Ladd Delano HQY Common Stock A - Award D 12,544 59,982
2024-03-05 2024-03-01 4 Ladd Delano HQY Common Stock S - Sale D 82.5900 -2,558 -211 47,438
2024-02-09 2024-02-09 4 Ladd Delano HQY Common Stock S - Sale D 80.0000 -2,499 -200 49,996
2024-01-09 2024-01-08 4 Ladd Delano HQY Common Stock S - Sale D 70.0000 -2,586 -181 52,495
2024-01-09 2024-01-05 4 Ladd Delano HQY Common Stock F - Taxes D 67.6367 -188 -13 55,081
2023-10-06 2023-10-04 4 Ladd Delano HQY Common Stock F - Taxes D 72.0613 -250 -18 55,269
2023-07-07 2023-07-05 4 Ladd Delano HQY Common Stock F - Taxes D 62.1782 -254 -16 55,519
2023-04-05 2023-04-04 4 Ladd Delano HQY Common Stock F - Taxes D 55.9864 -1,189 -67 55,773
2023-04-05 2023-04-03 4 Ladd Delano HQY Common Stock F - Taxes D 57.6991 -3,472 -200 56,962
2023-03-31 2023-03-29 4 Ladd Delano HQY Common Stock A - Award D 10,446 60,434
2023-03-31 2023-03-29 4 Ladd Delano HQY Common Stock A - Award D 12,862 49,988
2023-03-30 2023-03-28 4 Ladd Delano HQY Common Stock F - Taxes D 57.2702 -345 -20 37,126
2022-10-25 2022-10-21 4 Ladd Delano HQY Common Stock S - Sale D 75.0000 -5,897 -442 37,471
2022-04-05 2022-04-01 4 Ladd Delano HQY Common Stock F - Taxes D 67.6304 -2,607 -176 43,368
2022-04-01 2022-03-31 4 Ladd Delano HQY Common Stock F - Taxes D 67.4822 -405 -27 48,692
2022-04-01 2022-03-30 4 Ladd Delano HQY Common Stock A - Award D 8,922 49,097
2022-04-01 2022-03-30 4 Ladd Delano HQY Common Stock A - Award D 7,152 40,175
2022-03-31 2022-03-29 4 Ladd Delano HQY Common Stock F - Taxes D 66.3323 -353 -23 33,023
2022-03-31 2022-03-29 4 Ladd Delano HQY Common Stock F - Taxes D 66.3323 -275 -18 33,376
2021-04-07 2021-04-05 4 Ladd Delano HQY Common Stock F - Taxes D 67.2925 -2,233 -150 33,651
2021-04-07 2021-04-05 4 Ladd Delano HQY Common Stock F - Taxes D 67.2925 -1,822 -123 35,884
2021-04-01 2021-03-31 4 Ladd Delano HQY Common Stock F - Taxes D 67.5022 -740 -50 37,706
2021-04-01 2021-03-30 4 Ladd Delano HQY Common Stock A - Award D 4,113 38,446
2021-04-01 2021-03-30 4 Ladd Delano HQY Common Stock A - Award D 5,473 34,333
2021-03-31 2021-03-29 4 Ladd Delano HQY Common Stock F - Taxes D 68.3095 -462 -32 28,860
2021-03-31 2021-03-29 4 Ladd Delano HQY Common Stock F - Taxes D 68.3083 -430 -29 29,322
2021-03-31 2021-03-29 4 Ladd Delano HQY Common Stock F - Taxes D 68.3095 -459 -31 29,752
2021-01-26 2021-01-25 4 Ladd Delano HQY Stock Option (right to buy) M - Exercise D 30.57 -34,375 0
2021-01-26 2021-01-25 4 Ladd Delano HQY Stock Option (right to buy) M - Exercise D 24.36 -20,625 0
2021-01-26 2021-01-25 4 Ladd Delano HQY Common Stock S - Sale D 85.7715 -36,235 -3,108 30,211
2021-01-26 2021-01-25 4 Ladd Delano HQY Common Stock S - Sale D 84.8186 -7,261 -616 66,446
2021-01-26 2021-01-25 4 Ladd Delano HQY Common Stock S - Sale D 84.1425 -11,504 -968 73,707
2021-01-26 2021-01-25 4 Ladd Delano HQY Common Stock M - Exercise D 30.5700 34,375 1,051 85,211
2021-01-26 2021-01-25 4 Ladd Delano HQY Common Stock M - Exercise D 24.3600 20,625 502 50,836
2020-04-07 2020-04-06 4 Ladd Delano HQY Common Stock F - Taxes D 43.9652 -3,639 -160 30,211
2020-04-02 2020-03-31 4 Ladd Delano HQY Common Stock A - Award D 6,589 33,850
2020-04-02 2020-03-31 4 Ladd Delano HQY Common Stock A - Award D 9,536 27,261
2020-04-02 2020-03-31 4 Ladd Delano HQY Common Stock A - Award D 2,717 17,725
2020-04-02 2020-03-31 4 Ladd Delano HQY Common Stock A - Award D 5,041 15,008
2020-03-30 2020-03-27 4 Ladd Delano HQY Common Stock F - Taxes D 52.2209 -295 -15 9,967
2020-03-30 2020-03-27 4 Ladd Delano HQY Common Stock F - Taxes D 52.2211 -338 -18 10,262
2020-03-30 2020-03-26 4 Ladd Delano HQY Common Stock F - Taxes D 55.3308 -358 -20 10,600
2019-07-23 2019-07-22 4 Ladd Delano HQY Stock Option (right to buy) M - Exercise D 24.36 -6,875 20,625
2019-07-23 2019-07-22 4 Ladd Delano HQY Common Stock S - Sale D 80.0000 -6,875 -550 10,958
2019-07-23 2019-07-22 4 Ladd Delano HQY Common Stock M - Exercise D 24.3600 6,875 167 17,833
2019-03-28 2019-03-27 4 Ladd Delano HQY Common Stock F - Taxes D 73.6100 -301 -22 10,958
2019-03-28 2019-03-27 4 Ladd Delano HQY Common Stock F - Taxes D 73.6100 -282 -21 11,259
2019-03-28 2019-03-26 4 Ladd Delano HQY Common Stock A - Award D 4,076 11,541
2019-02-21 2019-02-20 4 Ladd Delano HQY Stock Option (right to buy) M - Exercise D 30.57 -6,875 34,375
2019-02-21 2019-02-20 4 Ladd Delano HQY Common Stock S - Sale D 78.0000 -6,875 -536 7,465
2019-02-21 2019-02-20 4 Ladd Delano HQY Common Stock M - Exercise D 30.5700 6,875 210 14,340
2018-04-16 2018-04-12 4 Ladd Delano HQY Stock Option (right to buy) M - Exercise D 24.36 -13,750 27,500
2018-04-16 2018-04-12 4 Ladd Delano HQY Common Stock S - Sale D 63.9771 -13,750 -880 7,465
2018-04-16 2018-04-12 4 Ladd Delano HQY Common Stock M - Exercise D 24.3600 13,750 335 21,215
2018-03-29 2018-03-27 4 Ladd Delano HQY Common Stock F - Taxes D 63.5000 -353 -22 7,465
2018-03-29 2018-03-27 4 Ladd Delano HQY Common Stock A - Award D 3,781 7,818
2017-12-14 2017-12-12 4 Ladd Delano HQY Stock Option (right to buy) M - Exercise D 30.57 -13,750 41,250
2017-12-14 2017-12-12 4 Ladd Delano HQY Stock Option (right to buy) M - Exercise D 24.36 -12,655 41,250
2017-12-14 2017-12-12 4 Ladd Delano HQY Common Stock S - Sale D 43.3211 -26,405 -1,144 4,037
2017-12-14 2017-12-12 4 Ladd Delano HQY Common Stock M - Exercise D 30.5700 13,750 420 30,442
2017-12-14 2017-12-12 4 Ladd Delano HQY Common Stock M - Exercise D 24.3600 12,655 308 16,692
2017-04-14 2017-04-13 4 Ladd Delano HQY Stock Option (right to buy) M - Exercise D 24.36 -1,095 53,905
2017-04-14 2017-04-13 4 Ladd Delano HQY Common Stock S - Sale D 43.6000 -1,095 -48 4,037
2017-04-14 2017-04-13 4 Ladd Delano HQY Common Stock M - Exercise D 24.3600 1,095 27 5,132
2017-03-29 2017-03-27 4 Ladd Delano HQY Common Stock A - Award D 4,037 4,037
P
공개 시장에서 또는 사적으로 비파생증권 또는 파생증권 매입
S
공개 시장에서 또는 사적으로 비파생증권 또는 파생증권 매각
A
자사로부터 유가증권(옵션 등)을 보조, 지급 또는 기타 취득
C
파생상품 전환
D
자사에게 유가증권을 매각 또는 양도
F
기업으로부터 인도 받은 유가증권의 일부를 사용한 행사 가격 또는 조세 채무의 지급
G
내부자에 의한 또는 내부자에게 증권 증여
K
지분스왑 및 유사 위험 회피거래
M
자사로부터 인도 받은 파생증권(옵션 등)의 행사 또는 전환
V
보고서 양식 4에 자진 신고된 거래
J
기타 (거래 내용을 설명하는 각주와 동반)