Stephen Neeleman
CIK 1614838 · View on SEC EDGAR ↗
First SEC filing: Aug. 6, 2014 · Latest: Aug. 6, 2014
On this page
- Insider at Companies where this person is a reporting insider.
- Insider transactions Every share this person bought or sold, from Form 4 filings.
- Derivatives Options and other derivative holdings reported by this person.
- Initial holdings The stakes this person held when they first started reporting.
- Compensation Executive pay disclosed in company proxy statements.
Insider at
Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 12, 2019 | HQY | P | 10,000 | $61.00 | $610,000 | 576,285 Indirect | +1.77% | Acquired | 73.1% (price as of 2026-08-20) |
| May 10, 2018 | HQY | S 10b5-1 | 10,934 | $70.21 | $767,676 | 203,000 Indirect | -5.11% | Disposed | 50.4% (price as of 2026-08-20) |
| May 10, 2018 | HQY | S 10b5-1 | 32,802 | $70.21 | $2,303,028 | 583,285 Indirect | -5.32% | Disposed | 50.4% (price as of 2026-08-20) |
| May 10, 2018 | HQY | S 10b5-1 | 8,889 | $70.21 | $624,097 | 0 Direct | -100.00% | Disposed | 50.4% (price as of 2026-08-20) |
| May 9, 2018 | HQY | S 10b5-1 | 3,809 | $70.66 | $269,144 | 213,934 Indirect | -1.75% | Disposed | 49.4% (price as of 2026-08-20) |
| May 9, 2018 | HQY | S 10b5-1 | 13,318 | $70.15 | $934,258 | 217,743 Indirect | -5.76% | Disposed | 50.5% (price as of 2026-08-20) |
| May 9, 2018 | HQY | S 10b5-1 | 11,426 | $70.66 | $807,361 | 616,087 Indirect | -1.82% | Disposed | 49.4% (price as of 2026-08-20) |
| May 9, 2018 | HQY | S 10b5-1 | 39,954 | $70.15 | $2,802,773 | 627,513 Indirect | -5.99% | Disposed | 50.5% (price as of 2026-08-20) |
| May 9, 2018 | HQY | S 10b5-1 | 3,097 | $70.66 | $218,834 | 0 Direct | -100.00% | Disposed | 49.4% (price as of 2026-08-20) |
| May 9, 2018 | HQY | S 10b5-1 | 10,829 | $70.15 | $759,654 | 3,097 Direct | -77.76% | Disposed | 50.5% (price as of 2026-08-20) |
| May 8, 2018 | HQY | S 10b5-1 | 24 | $70.25 | $1,686 | 231,061 Indirect | -0.01% | Disposed | 50.3% (price as of 2026-08-20) |
| May 8, 2018 | HQY | S 10b5-1 | 21,915 | $69.59 | $1,525,065 | 231,085 Indirect | -8.66% | Disposed | 51.7% (price as of 2026-08-20) |
| May 8, 2018 | HQY | S 10b5-1 | 74 | $70.25 | $5,198 | 667,467 Indirect | -0.01% | Disposed | 50.3% (price as of 2026-08-20) |
| May 8, 2018 | HQY | S 10b5-1 | 65,744 | $69.59 | $4,575,125 | 667,541 Indirect | -8.97% | Disposed | 51.7% (price as of 2026-08-20) |
| May 8, 2018 | HQY | S 10b5-1 | 21 | $70.25 | $1,475 | 0 Direct | -100.00% | Disposed | 50.3% (price as of 2026-08-20) |
| May 8, 2018 | HQY | S 10b5-1 | 17,818 | $69.59 | $1,239,955 | 21 Direct | -99.88% | Disposed | 51.7% (price as of 2026-08-20) |
| Sept. 15, 2017 | HQY | S 10b5-1 | 275 | $45.98 | $12,644 | 253,000 Indirect | -0.11% | Disposed | 129.6% (price as of 2026-08-20) |
| Sept. 15, 2017 | HQY | S 10b5-1 | 4,725 | $45.21 | $213,617 | 253,275 Indirect | -1.83% | Disposed | 133.5% (price as of 2026-08-20) |
| Sept. 15, 2017 | HQY | S 10b5-1 | 100 | $45.98 | $4,598 | 740,285 Indirect | -0.01% | Disposed | 129.6% (price as of 2026-08-20) |
| Sept. 15, 2017 | HQY | S 10b5-1 | 2,400 | $45.22 | $108,528 | 740,385 Indirect | -0.32% | Disposed | 133.4% (price as of 2026-08-20) |
| Sept. 15, 2017 | HQY | S 10b5-1 | 1,000 | $45.15 | $45,150 | 0 Direct | -100.00% | Disposed | 133.8% (price as of 2026-08-20) |
| Aug. 15, 2017 | HQY | S 10b5-1 | 5,000 | $46.65 | $233,250 | 258,000 Indirect | -1.90% | Disposed | 126.3% (price as of 2026-08-20) |
| Aug. 15, 2017 | HQY | S 10b5-1 | 2,500 | $46.65 | $116,625 | 742,785 Indirect | -0.34% | Disposed | 126.3% (price as of 2026-08-20) |
| Aug. 15, 2017 | HQY | S 10b5-1 | 1,000 | $46.69 | $46,690 | 0 Direct | -100.00% | Disposed | 126.1% (price as of 2026-08-20) |
| July 17, 2017 | HQY | S 10b5-1 | 200 | $51.26 | $10,252 | 263,000 Indirect | -0.08% | Disposed | 105.9% (price as of 2026-08-20) |
| July 17, 2017 | HQY | S 10b5-1 | 4,800 | $50.83 | $243,984 | 263,200 Indirect | -1.79% | Disposed | 107.7% (price as of 2026-08-20) |
| July 17, 2017 | HQY | S 10b5-1 | 2,500 | $50.82 | $127,050 | 745,285 Indirect | -0.33% | Disposed | 107.7% (price as of 2026-08-20) |
| July 17, 2017 | HQY | S 10b5-1 | 1,000 | $50.76 | $50,760 | 0 Direct | -100.00% | Disposed | 108.0% (price as of 2026-08-20) |
| June 15, 2017 | HQY | S 10b5-1 | 1,264 | $50.81 | $64,224 | 268,000 Indirect | -0.47% | Disposed | 107.8% (price as of 2026-08-20) |
| June 15, 2017 | HQY | S 10b5-1 | 3,736 | $50.26 | $187,771 | 269,264 Indirect | -1.37% | Disposed | 110.0% (price as of 2026-08-20) |
| June 15, 2017 | HQY | S 10b5-1 | 575 | $50.81 | $29,216 | 747,785 Indirect | -0.08% | Disposed | 107.8% (price as of 2026-08-20) |
| June 15, 2017 | HQY | S 10b5-1 | 1,925 | $50.28 | $96,789 | 748,360 Indirect | -0.26% | Disposed | 110.0% (price as of 2026-08-20) |
| June 15, 2017 | HQY | S 10b5-1 | 1,000 | $50.39 | $50,390 | 0 Direct | -100.00% | Disposed | 109.5% (price as of 2026-08-20) |
| June 7, 2017 | HQY | S 10b5-1 | 11,745 | $52.45 | $616,025 | 750,285 Indirect | -1.54% | Disposed | 101.3% (price as of 2026-08-20) |
| June 7, 2017 | HQY | S 10b5-1 | 6,344 | $51.64 | $327,604 | 762,030 Indirect | -0.83% | Disposed | 104.4% (price as of 2026-08-20) |
| June 7, 2017 | HQY | S 10b5-1 | 21,911 | $50.26 | $1,101,247 | 768,374 Indirect | -2.77% | Disposed | 110.0% (price as of 2026-08-20) |
| June 2, 2017 | HQY | S 10b5-1 | 40,000 | $48.36 | $1,934,400 | 790,285 Indirect | -4.82% | Disposed | 118.3% (price as of 2026-08-20) |
| May 15, 2017 | HQY | S 10b5-1 | 5,000 | $45.77 | $228,850 | 273,000 Indirect | -1.80% | Disposed | 130.6% (price as of 2026-08-20) |
| May 15, 2017 | HQY | S 10b5-1 | 2,500 | $45.77 | $114,425 | 830,285 Indirect | -0.30% | Disposed | 130.6% (price as of 2026-08-20) |
| May 15, 2017 | HQY | S 10b5-1 | 1,000 | $45.72 | $45,720 | 0 Direct | -100.00% | Disposed | 130.9% (price as of 2026-08-20) |
| May 1, 2017 | HQY | S 10b5-1 | 8,613 | $46.12 | $397,232 | 278,000 Indirect | -3.01% | Disposed | 128.9% (price as of 2026-08-20) |
| April 17, 2017 | HQY | S 10b5-1 | 5,000 | $43.44 | $217,200 | 286,613 Indirect | -1.71% | Disposed | 143.0% (price as of 2026-08-20) |
| April 17, 2017 | HQY | S 10b5-1 | 2,500 | $43.46 | $108,650 | 832,785 Indirect | -0.30% | Disposed | 142.9% (price as of 2026-08-20) |
| April 17, 2017 | HQY | S 10b5-1 | 1,000 | $43.46 | $43,460 | 0 Direct | -100.00% | Disposed | 142.9% (price as of 2026-08-20) |
| March 22, 2017 | HQY | S 10b5-1 | 900 | $46.22 | $41,598 | 291,613 Indirect | -0.31% | Disposed | 128.4% (price as of 2026-08-20) |
| March 21, 2017 | HQY | S 10b5-1 | 300 | $46.06 | $13,818 | 292,513 Indirect | -0.10% | Disposed | 129.2% (price as of 2026-08-20) |
| March 20, 2017 | HQY | S 10b5-1 | 2,300 | $46.00 | $105,800 | 292,813 Indirect | -0.78% | Disposed | 129.5% (price as of 2026-08-20) |
| March 17, 2017 | HQY | S 10b5-1 | 53,218 | $46.20 | $2,458,672 | 295,113 Indirect | -15.28% | Disposed | 128.5% (price as of 2026-08-20) |
| March 16, 2017 | HQY | S 10b5-1 | 1,316 | $46.24 | $60,852 | 348,331 Indirect | -0.38% | Disposed | 128.3% (price as of 2026-08-20) |
| March 15, 2017 | HQY | S 10b5-1 | 31,453 | $46.03 | $1,447,782 | 349,647 Indirect | -8.25% | Disposed | 129.3% (price as of 2026-08-20) |
| March 15, 2017 | HQY | S 10b5-1 | 3,900 | $45.61 | $177,879 | 381,100 Indirect | -1.01% | Disposed | 131.5% (price as of 2026-08-20) |
| March 15, 2017 | HQY | S 10b5-1 | 500 | $45.99 | $22,995 | 845,285 Indirect | -0.06% | Disposed | 129.5% (price as of 2026-08-20) |
| March 15, 2017 | HQY | S 10b5-1 | 2,000 | $45.60 | $91,200 | 845,785 Indirect | -0.24% | Disposed | 131.5% (price as of 2026-08-20) |
Showing latest 100 of 184 transactions
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 26, 2019 | HQY | Stock Option (right to buy) | Common Stock (15,337) | $73.61 | March 26, 2029 | 15,337 | Acquired |
| March 26, 2019 | HQY | Stock Option (right to buy) | Common Stock (80,000) | $14.00 | July 30, 2024 | 80,000 | Acquired |
| May 10, 2018 | HQY | Stock Option (right to buy) | Common Stock (8,889) | $14.00 | July 30, 2024 | 8,889 | Disposed |
| May 9, 2018 | HQY | Stock Option (Right to Buy) | Common Stock (13,926) | $14.00 | July 30, 2024 | 13,926 | Disposed |
| May 8, 2018 | HQY | Stock Option (right to buy) | Common Stock (17,185) | $14.00 | July 30, 2024 | 17,185 | Disposed |
| May 8, 2018 | HQY | Stock Option (right to buy) | Common Stock (654) | $1.25 | Aug. 8, 2021 | 654 | Disposed |
| March 27, 2018 | HQY | Stock Option (right to buy) | Common Stock (14,228) | $61.72 | March 27, 2028 | 14,228 | Acquired |
| March 27, 2018 | HQY | Stock Option (right to buy) | Common Stock (60,000) | $14.00 | July 30, 2024 | 60,000 | Acquired |
| Sept. 15, 2017 | HQY | Stock Option (right to buy) | Common Stock (1,000) | $14.00 | July 30, 2024 | 1,000 | Disposed |
| Aug. 15, 2017 | HQY | Stock Option (right to buy) | Common Stock (1,000) | $14.00 | July 30, 2024 | 1,000 | Disposed |
| July 17, 2017 | HQY | Stock Option (right to buy) | Common Stock (1,000) | $14.00 | July 30, 2024 | 1,000 | Disposed |
| June 15, 2017 | HQY | Stock Option (right to buy) | Common Stock (1,000) | $14.00 | July 30, 2024 | 1,000 | Acquired |
| May 15, 2017 | HQY | Stock Option (right to buy) | Common Stock (1,000) | $14.00 | July 30, 2024 | 1,000 | Disposed |
| April 17, 2017 | HQY | Stock Option (right to buy) | Common Stock (1,000) | $14.00 | July 30, 2024 | 1,000 | Disposed |
| March 27, 2017 | HQY | Stock Option (right to buy) | Common Stock (40,000) | $14.00 | July 30, 2024 | 40,000 | Acquired |
| March 27, 2017 | HQY | Stock Option (right to buy) | Common Stock (19,897) | $41.28 | March 27, 2027 | 19,897 | Acquired |
| March 15, 2017 | HQY | Stock Option (right to buy) | Common Stock (1,000) | $14.00 | July 30, 2024 | 1,000 | Disposed |
| Feb. 15, 2017 | HQY | Stock Option (right to buy) | Common Stock (13,000) | $14.00 | July 30, 2024 | 13,000 | Disposed |
| Feb. 15, 2017 | HQY | Stock Option (right to buy) | Common Stock (33,000) | $1.25 | Aug. 8, 2021 | 33,000 | Disposed |
| Oct. 13, 2016 | HQY | Stock Option (right to buy) | Common Stock (30,000) | $1.25 | Aug. 8, 2021 | 30,000 | Disposed |
| Sept. 13, 2016 | HQY | Stock Option (right to buy) | Common Stock (30,000) | $1.25 | Aug. 8, 2021 | 30,000 | Disposed |
| Aug. 23, 2016 | HQY | Stock Option (right to buy) | Common Stock (9,898) | $1.25 | Aug. 8, 2021 | 9,898 | Acquired |
| Aug. 18, 2016 | HQY | Stock Option (right to buy) | Common Stock (102) | $1.25 | Aug. 8, 2021 | 102 | Acquired |
| Aug. 15, 2016 | HQY | Stock Option (right to buy) | Common Stock (20,000) | $1.25 | Aug. 8, 2021 | 20,000 | Acquired |
| July 13, 2016 | HQY | Stock Option (right to buy) | Common Stock (30,000) | $1.25 | Aug. 8, 2021 | 30,000 | Acquired |
| June 30, 2016 | HQY | Stock Option (right to buy) | Common Stock (17,967) | $1.25 | Aug. 8, 2021 | 17,967 | Acquired |
| June 13, 2016 | HQY | Stock Option (right to buy) | Common Stock (20,000) | $1.25 | Aug. 8, 2021 | 20,000 | Acquired |
| June 8, 2016 | HQY | Stock Option (right to buy) | Common Stock (2,033) | $1.25 | Aug. 8, 2021 | 2,033 | Acquired |
| May 26, 2016 | HQY | Stock Option (right to buy) | Common Stock (6,251) | $1.25 | Aug. 8, 2021 | 6,251 | Acquired |
| May 25, 2016 | HQY | Stock Option (right to buy) | Common Stock (13,649) | $1.25 | Aug. 8, 2021 | 13,649 | Acquired |
| May 13, 2016 | HQY | Stock Option (right to buy) | Common Stock (100) | $1.25 | Aug. 8, 2021 | 100 | Acquired |
| March 23, 2016 | HQY | Stock Option (right to buy) | Common Stock (20,000) | $14.00 | July 30, 2024 | 20,000 | Disposed |
| Jan. 4, 2016 | HQY | Stock Option (right to buy) | Common Stock (11,346) | $1.25 | Aug. 8, 2021 | 11,346 | Disposed |
| Dec. 2, 2015 | HQY | Stock Option (right to buy) | Common Stock (10,909) | $1.25 | Aug. 8, 2021 | 10,909 | Disposed |
| Dec. 1, 2015 | HQY | Stock Option (right to buy) | Common Stock (26,591) | $1.25 | Aug. 8, 2021 | 26,591 | Disposed |
| Nov. 9, 2015 | HQY | Stock Option (right to buy) | Common Stock (37,500) | $1.25 | Aug. 8, 2021 | 37,500 | Disposed |
| Sept. 11, 2015 | HQY | Stock Option (right to buy) | Common Stock (50,000) | — | Aug. 8, 2021 | 50,000 | Disposed |
| Aug. 4, 2014 | HQY | Series B Preferred Stock | Common Stock (53,334) | — | — | 53,334 | Disposed |
| Aug. 4, 2014 | HQY | Series D-1 Preferred Stock | Common Stock (233,812) | — | — | 116,906 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 8 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| Aug. 6, 2014 | HQY | Common Stock | 715,002 | Direct |
| Aug. 6, 2014 | HQY | Common Stock | 15,137 | Indirect |
| Aug. 6, 2014 | HQY | Series B Preferred Stock→ Common Stock | — | Indirect |
| July 30, 2014 | HQY | Common Stock | 730,139 | Direct |
| July 30, 2014 | HQY | Common Stock | 2,120,000 | Indirect |
| July 30, 2014 | HQY | Series B Preferred Stock→ Common Stock (53,334) | 53,334 | Direct |
| July 30, 2014 | HQY | Series D-1 Preferred Stock→ Common Stock (233,812) | 233,812 | Direct |
| July 30, 2014 | HQY | Stock Option (right to buy)→ Common Stock (350,000) | 350,000 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
HQY
M.D. Founder and Vice Chairman| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2021 | $400,000 | — | $1,630,645 | — | $291,000 | — | $44,030 | $2,365,675 |
| 2020 | $400,000 | $450,000 | $800,000 | $400,000 | — | — | $13,540 | $2,063,540 |
| 2019 | $383,334 | $374,612 | $733,333 | $366,667 | — | — | $11,110 | $1,869,056 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.