HealthEquity Company Insiders
HQY Stock | USD 96.91 0.50 0.51% |
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
2025-07-07 | Michael Henry Fiore | Disposed 1794 @ 101.73 | View | ||
2025-06-16 | Gilbert Ray Cisneros, Jr. | Disposed @ 101.08 | |||
2025-06-06 | Jon Kessler | Disposed 97767 @ 112.05 | View | ||
2025-04-09 | Robert W Selander | Disposed 5750 @ 77.65 | View | ||
2025-04-04 | Michael Henry Fiore | Disposed 8881 @ 78.26 | View | ||
2025-02-10 | Robert W Selander | Disposed 5750 @ 111.29 | View | ||
2025-01-13 | Robert Bresnahan, Jr. | Disposed @ 101.82 | |||
2024-12-12 | Stuart B Parker | Disposed 25000 @ 96.72 | View | ||
2024-12-09 | Robert W Selander | Disposed 8250 @ 101.56 | View | ||
2024-11-07 | Josh Gottheimer | Disposed @ 97.2 | |||
2024-11-06 | Frank Corvino | Disposed 1039 @ 96.1 | View | ||
2024-10-09 | Robert W Selander | Disposed 8250 @ 82.98 | View | ||
2024-10-01 | Frank Corvino | Disposed 1247 @ 80.26 | View | ||
2024-07-25 | Stephen Neeleman | Disposed 35000 @ 79.86 | View |
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.
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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.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.
2025-07-11 | Representative Gilbert Cisneros | Acquired Under $15K | Verify |
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 Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Gross Profit Margin | 0.46 | 0.6478 |
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Operating Profit Margin | 0.18 | 0.1353 |
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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.
Buy/Sell Ratio | # Purchases Trades | # Sales Trades | Total Shares Purchased | Total 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 Kessler | CEO and President and Director | Profile | |
Scott JD | President CEO | Profile | |
Stephen MD | Founder Chairman | Profile | |
Stephen Neeleman | Vice Chairman of the Board, Founder | Profile | |
Larry Trittschuh | Executive Vice President Chief Security Officer | Profile | |
Angelique Hill | Executive Vice President - Operations | Profile | |
Delano Ladd | Executive Vice President General Counsel and Corporate Secretary | Profile | |
James Lucania | CFO VP | Profile | |
Darcy Mott | CFO, Executive VP and Treasurer | Profile | |
Elimelech Rosner | Executive CTO | Profile | |
Delano JD | General VP | Profile | |
Cheryl King | Executive Officer | Profile | |
Tia Padia | Executive Officer | Profile | |
Richard Putnam | IR Contact Officer | Profile | |
Jeff Venuti | New Consultant | Profile | |
Brad Bennion | Senior Development | Profile | |
Tyson Murdock | Ex CFO | Profile | |
Steve Lindsay | Executive Management | Profile | |
Kamesh Tumsi | Senior Product | Profile | |
Michael Fiore | Executive Officer | Profile |
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 Reported | Projected 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 Employee | 386.4K | |
Revenue Per Executive | 60M | |
Net Income Per Employee | 31.1K | |
Net Income Per Executive | 4.8M | |
Working Capital Per Employee | 103.5K | |
Working Capital Per Executive | 16.1M |
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.