| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| Scott Cutler | President and CEO | 2026-04-06 | 4,931 | $83.84 | $413.40kSell |
| Elimelech Rosner | EVP CHIEF TECHNOLOGY OFFICER | 2026-04-06 | 4,768 | $83.84 | $399.73kSell |
| Michael Henry Fiore | EVP CHIEF COMMERCIAL OFFICER | 2026-04-06 | 3,378 | $83.84 | $283.20kSell |
| Stephen Neeleman | FOUNDER AND VICE CHAIRMAN | 2026-04-06 | 2,559 | $83.84 | $214.54kSell |
| James M. Lucania | EVP CFO | 2026-04-06 | 4,393 | $83.84 | $368.29kSell |
| Delano Ladd | EVP General Counsel | 2026-04-06 | 2,481 | $83.84 | $208.00kSell |
| Delano Ladd | EVP General Counsel | 2026-03-31 | 7,726 | $82.53 | $637.60kSell |
| Stephen Neeleman | FOUNDER AND VICE CHAIRMAN | 2026-03-31 | 9,292 | $82.53 | $766.83kSell |
| Elimelech Rosner | EVP CHIEF TECHNOLOGY OFFICER | 2026-03-31 | 18,010 | $82.53 | $1.49MSell |
| Scott Cutler | President and CEO | 2026-01-12 | 12,496 | $89.83 | $1.12MSell |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Berkley Capital Investors LP | 33.78% | 28,538,300 | $2.42B | Insider |
| Blackrock Inc | 13.28% | 11,215,829 | $951.55M | Institution |
| Vanguard Group Inc | 10.26% | 8,668,534 | $735.44M | Institution |
| Financial Partners Fund I LP | 9.54% | 8,062,936 | $684.06M | Insider |
| Wasatch Advisors LP | 7.80% | 6,589,646 | $559.07M | Institution |
| Berkley Capital LLC | 7.11% | 6,004,661 | $509.44M | Insider |
| State Street Corp | 3.66% | 3,091,052 | $262.24M | Institution |
| David Neeleman | 2.83% | 2,391,269 | $202.88M | Insider |
| Geode Capital Management LLC | 2.61% | 2,201,232 | $186.75M | Institution |
| Healthequity Founder Holdings LLC | 2.51% | 2,120,000 | $179.86M | Insider |