| Name | Role | Date | Shares | Price | Value |
|---|---|---|---|---|---|
| Scott Cutler | President and CEO | 2026-01-12 | 12,496 | $89.83 | $1.12MSell |
| James M. Lucania | EVP CFO | 2026-01-09 | 2,470 | $95.24 | $235.23kSell |
| Elimelech Rosner | EVP CHIEF TECHNOLOGY OFFICER | 2026-01-09 | 2,074 | $95.24 | $197.52kSell |
| Stephen Neeleman | FOUNDER AND VICE CHAIRMAN | 2026-01-09 | 791 | $95.24 | $75.33kSell |
| Michael Henry Fiore | EVP CHIEF COMMERCIAL OFFICER | 2026-01-09 | 1,744 | $95.24 | $166.09kSell |
| Delano Ladd | EVP General Counsel | 2026-01-09 | 739 | $95.24 | $70.38kSell |
| Delano Ladd | EVP General Counsel | 2025-12-19 | 1,500 | $94.72 | $142.08kSell |
| Elimelech Rosner | EVP CHIEF TECHNOLOGY OFFICER | 2025-12-18 | 10,959 | $95.46 | $1.05MSell |
| Gayle Furgurson Wellborn | Director | 2025-12-12 | 4,339 | $98.03 | $425.33kSell |
| Gayle Furgurson Wellborn | Director | 2025-12-12 | 4,339 | $50.41 | $218.73kBuy |
| Name | Hold | Shares | Value | Type |
|---|---|---|---|---|
| Berkley Capital Investors LP | 33.78% | 28,538,300 | $2.35B | Insider |
| Blackrock Inc | 13.28% | 11,215,829 | $924.97M | Institution |
| Vanguard Group Inc | 10.26% | 8,668,534 | $714.89M | Institution |
| Financial Partners Fund I LP | 9.54% | 8,062,936 | $664.95M | Insider |
| Wasatch Advisors LP | 7.80% | 6,589,646 | $543.45M | Institution |
| Berkley Capital LLC | 7.11% | 6,004,661 | $495.20M | Insider |
| State Street Corp | 3.66% | 3,091,052 | $254.92M | Institution |
| David Neeleman | 2.83% | 2,391,269 | $197.21M | Insider |
| Geode Capital Management LLC | 2.61% | 2,201,232 | $181.54M | Institution |
| Healthequity Founder Holdings LLC | 2.51% | 2,120,000 | $174.84M | Insider |