Stephen Neeleman

CIK 1614838 · View on SEC EDGAR ↗

Insider

First SEC filing: Aug. 6, 2014 · Latest: Aug. 6, 2014

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 47 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

47 other filings hidden
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.