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Nasdaq · USD

HQY

HEALTHEQUITY, INC.

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Tapewire entity
3639
SEC CIK
0001428336
Parsed reports
607

Last 12 months

Inside the activity.

0 purchase rows · 11 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202503
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202603
Jun 202600
Jul 202602
Aug 202602
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 06, 2026 Filed Oct 8, 2026 23:55 UTC
Ladd DelanoEVP, General Counsel
Tax withholdingCommon Stock 1,080 $91.16 $98,447.72
Disclosure

SEC source: 0001683056-26-000024 · form4-10082026_111023.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,974

Read SEC document
October 06, 2026 Filed Oct 8, 2026 23:51 UTC
Fiore Michael HenryFormer EVP, CCO
Tax withholdingCommon Stock 2,032 $91.16 $185,227.57
Disclosure

SEC source: 0002016116-26-000024 · form4-10082026_111005.xml · nonDerivative · entry 1

Fiore Michael Henry · CIK 0002016116 · Former EVP, CCO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,212

Read SEC document
October 06, 2026 Filed Oct 8, 2026 22:08 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Tax withholdingCommon Stock 1,095 $91.16 $99,815.05
Disclosure

SEC source: 0001614838-26-000024 · form4-10082026_101055.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 136,470

Read SEC document
October 06, 2026 Filed Oct 8, 2026 22:03 UTC
Gathright MichaelChief Customer Officer
Tax withholdingCommon Stock 662 $91.16 $60,344.81
Disclosure

SEC source: 0002076763-26-000011 · form4-10082026_101011.xml · nonDerivative · entry 1

Gathright Michael · CIK 0002076763 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,231

Read SEC document
October 06, 2026 Filed Oct 8, 2026 21:56 UTC Tax withholdingCommon Stock 2,822 $91.16 $257,240.26
Disclosure

SEC source: 0001638683-26-000020 · form4-10082026_091031.xml · nonDerivative · entry 1

Lucania James M · CIK 0001638683 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,795

Read SEC document
October 06, 2026 Filed Oct 8, 2026 21:48 UTC
Cutler ScottDirector · President and CEO
Tax withholdingCommon Stock 1,230 $91.16 $112,121.02
Disclosure

SEC source: 0001715537-26-000018 · form4-10082026_091040.xml · nonDerivative · entry 1

Cutler Scott · CIK 0001715537 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 175,175

Read SEC document
September 17, 2026 Filed Sep 18, 2026 21:30 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
GiftCommon Stock 1,500 $0.00 $0.00
Disclosure

SEC source: 0001614838-26-000020 · form4-09182026_090918.xml · nonDerivative · entry 2

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Indirect · See footnote

Disclosed balance after: 408,235

F1 · ownership.nature: Shares held of record by the Stephen and Christine Neeleman Trust.

Read SEC document
August 25, 2026 Filed Aug 27, 2026 21:04 UTC Exercise / conversionStock Option (right to buy) · Derivative 7,632 $0.00 Strike: $32.50 $0.00
Disclosure

SEC source: 0001163402-26-000004 · form4-08272026_090857.xml · derivative · entry 4

DILLON ADRIAN T · CIK 0001163402 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,632 shares

Expires 2026-09-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025.

F4 · derivative.exercise_date: The option is immediately exercisable.

Read SEC document
August 25, 2026 Filed Aug 27, 2026 21:04 UTC SaleCommon Stock 1,332 $105.26 $140,200.59
Disclosure

SEC source: 0001163402-26-000004 · form4-08272026_090857.xml · nonDerivative · entry 3

DILLON ADRIAN T · CIK 0001163402 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,395

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025.

F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $105.10 to $105.53, inclusive.

Read SEC document
August 25, 2026 Filed Aug 27, 2026 21:04 UTC SaleCommon Stock 6,300 $104.47 $658,172.34
Disclosure

SEC source: 0001163402-26-000004 · form4-08272026_090857.xml · nonDerivative · entry 2

DILLON ADRIAN T · CIK 0001163402 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 63,727

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025.

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $104.10 to $105.07, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnotes 2 and 3 of this Form 4.

Read SEC document
August 25, 2026 Filed Aug 27, 2026 21:04 UTC Exercise / conversionCommon Stock 7,632 $32.50 $248,040.00
Disclosure

SEC source: 0001163402-26-000004 · form4-08272026_090857.xml · nonDerivative · entry 1

DILLON ADRIAN T · CIK 0001163402 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 70,027

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on December 20, 2025.

Read SEC document
July 10, 2026 Filed Jul 14, 2026 20:23 UTC
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER
SaleCommon Stock 2,354 $95.00 $223,630.00
Disclosure

SEC source: 0002016116-26-000020 · form4-07142026_080752.xml · nonDerivative · entry 1

Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,244

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025.

Read SEC document
July 09, 2026 Filed Jul 13, 2026 21:15 UTC
Gathright MichaelChief Customer Officer
Tax withholdingCommon Stock 2,270 $93.07 $211,260.05
Disclosure

SEC source: 0002076763-26-000006 · form4-07132026_090730.xml · nonDerivative · entry 1

Gathright Michael · CIK 0002076763 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,893

Read SEC document
July 08, 2026 Filed Jul 10, 2026 20:16 UTC
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER
Tax withholdingCommon Stock 2,045 $95.08 $194,444.94
Disclosure

SEC source: 0002016116-26-000018 · form4-07102026_080700.xml · nonDerivative · entry 1

Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,598

Read SEC document
July 08, 2026 Filed Jul 10, 2026 16:32 UTC Tax withholdingCommon Stock 2,839 $95.08 $269,940.92
Disclosure

SEC source: 0001638683-26-000014 · form4-07102026_080745.xml · nonDerivative · entry 1

Lucania James M · CIK 0001638683 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,617

Read SEC document
July 08, 2026 Filed Jul 10, 2026 20:27 UTC
Ladd DelanoEVP, General Counsel
Tax withholdingCommon Stock 1,087 $95.08 $103,355.33
Disclosure

SEC source: 0001683056-26-000020 · form4-07102026_080705.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 90,054

Read SEC document
July 08, 2026 Filed Jul 10, 2026 20:37 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Tax withholdingCommon Stock 1,103 $95.08 $104,876.66
Disclosure

SEC source: 0001614838-26-000018 · form4-07102026_080751.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 137,565

Read SEC document
July 08, 2026 Filed Jul 10, 2026 20:21 UTC
Cutler ScottDirector · President and CEO
Tax withholdingCommon Stock 1,238 $95.08 $117,712.88
Disclosure

SEC source: 0001715537-26-000014 · form4-07102026_080755.xml · nonDerivative · entry 1

Cutler Scott · CIK 0001715537 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,405

Read SEC document
July 02, 2026 Filed Jul 7, 2026 20:36 UTC
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER
SaleCommon Stock 2,470 $95.00 $234,650.00
Disclosure

SEC source: 0002016116-26-000014 · form4-07072026_080705.xml · nonDerivative · entry 1

Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 56,643

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025.

Read SEC document
June 25, 2026 Filed Jun 29, 2026 20:22 UTC GrantCommon Stock 2,877 $0.00 $0.00
Disclosure

SEC source: 0001163402-26-000002 · form4-06292026_080627.xml · nonDerivative · entry 1

DILLON ADRIAN T · CIK 0001163402 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,395

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 25, 2026 Filed Jun 29, 2026 20:17 UTC GrantCommon Stock 2,877 $0.00 $0.00
Disclosure

SEC source: 0001160228-26-000002 · form4-06292026_080633.xml · nonDerivative · entry 1

SELANDER ROBERT W · CIK 0001160228 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 89,849

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 25, 2026 Filed Jun 29, 2026 20:33 UTC GrantCommon Stock 2,877 $0.00 $0.00
Disclosure

SEC source: 0001812674-26-000006 · form4-06292026_080634.xml · nonDerivative · entry 1

Natarajan Rajesh · CIK 0001812674 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,130

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person on the earlier of February 1, 2033, a change of control of the issuer (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's termination of service (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's death.

Read SEC document
June 25, 2026 Filed Jun 29, 2026 20:24 UTC GrantCommon Stock 2,877 $0.00 $0.00
Disclosure

SEC source: 0001712960-26-000004 · form4-06292026_080645.xml · nonDerivative · entry 1

Wellborn Gayle Furgurson · CIK 0001712960 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,610

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 25, 2026 Filed Jun 29, 2026 20:29 UTC GrantCommon Stock 2,877 $0.00 $0.00
Disclosure

SEC source: 0001735093-26-000002 · form4-06292026_080643.xml · nonDerivative · entry 1

McCowan Debra Charlotte · CIK 0001735093 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,659

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 25, 2026 Filed Jun 29, 2026 20:37 UTC GrantCommon Stock 2,877 $0.00 $0.00
Disclosure

SEC source: 0001954883-26-000011 · form4-06292026_080605.xml · nonDerivative · entry 1

Gassen William · CIK 0001954883 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,611

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
June 25, 2026 Filed Jun 29, 2026 20:27 UTC GrantCommon Stock 2,877 $0.00 $0.00
Disclosure

SEC source: 0001831511-26-000006 · form4-06292026_080615.xml · nonDerivative · entry 1

Parker Stuart B. · CIK 0001831511 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,975

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon the earlier of a change of control of the issuer (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's termination of service (as defined in the issuer's Amended and Restated 2024 Equity Incentive Plan), or the reporting person's death.

Read SEC document
June 25, 2026 Filed Jun 29, 2026 20:19 UTC GrantCommon Stock 2,877 $0.00 $0.00
Disclosure

SEC source: 0001391387-26-000009 · form4-06292026_080635.xml · nonDerivative · entry 1

Dilsaver Evelyn S · CIK 0001391387 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,085

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vest in full on the earlier of; (i) June 25, 2027, or (ii) the date of the issuer's next annual stockholder meeting in June 2027. Vested shares will be delivered to the reporting person upon vesting.

Read SEC document
May 29, 2026 Filed Jun 2, 2026 21:03 UTC
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER
SaleCommon Stock 3,142 $95.00 $298,490.00
Disclosure

SEC source: 0002016116-26-000012 · form4-06022026_090621.xml · nonDerivative · entry 1

Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 59,113

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on October 14, 2025.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 22:04 UTC Exercise / conversionStock Option (right to buy) · Derivative 2,439 $0.00 Strike: $47.21 $0.00
Disclosure

SEC source: 0001712960-26-000002 · form4-06012026_100635.xml · derivative · entry 3

Wellborn Gayle Furgurson · CIK 0001712960 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,439 shares

Expires 2027-08-01

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.

F2 · derivative.exercise_date: The option is immediately exercisable.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 22:04 UTC SaleCommon Stock 2,439 $90.00 $219,510.00
Disclosure

SEC source: 0001712960-26-000002 · form4-06012026_100635.xml · nonDerivative · entry 2

Wellborn Gayle Furgurson · CIK 0001712960 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 19,733

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 22:04 UTC Exercise / conversionCommon Stock 2,439 $47.21 $115,145.19
Disclosure

SEC source: 0001712960-26-000002 · form4-06012026_100635.xml · nonDerivative · entry 1

Wellborn Gayle Furgurson · CIK 0001712960 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 22,172

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on January 14, 2026.

Read SEC document
May 28, 2026 Filed Jun 1, 2026 22:02 UTC
Ladd DelanoEVP, General Counsel
SaleCommon Stock 7,500 $90.00 $675,000.00
Disclosure

SEC source: 0001683056-26-000016 · form4-06012026_100605.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 91,141

F1 · kind: The transactions reported in this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 12, 2025.

Read SEC document
April 06, 2026 Filed Apr 8, 2026 21:22 UTC
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER
Tax withholdingCommon Stock 3,378 $83.84 $283,199.02
Disclosure

SEC source: 0002016116-26-000010 · form4-04082026_090440.xml · nonDerivative · entry 1

Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,255

Read SEC document
April 06, 2026 Filed Apr 8, 2026 21:12 UTC Tax withholdingCommon Stock 4,393 $83.84 $368,292.87
Disclosure

SEC source: 0001638683-26-000010 · form4-04082026_090458.xml · nonDerivative · entry 1

Lucania James M · CIK 0001638683 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,456

Read SEC document
April 06, 2026 Filed Apr 8, 2026 21:33 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Tax withholdingCommon Stock 2,559 $83.84 $214,537.09
Disclosure

SEC source: 0001614838-26-000014 · form4-04082026_090416.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,668

Read SEC document
April 06, 2026 Filed Apr 8, 2026 21:27 UTC
Ladd DelanoEVP, General Counsel
Tax withholdingCommon Stock 2,481 $83.84 $207,997.86
Disclosure

SEC source: 0001683056-26-000014 · form4-04082026_090457.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 98,641

Read SEC document
April 06, 2026 Filed Apr 8, 2026 21:17 UTC
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER
Tax withholdingCommon Stock 4,768 $83.84 $399,731.48
Disclosure

SEC source: 0001916312-26-000014 · form4-04082026_090427.xml · nonDerivative · entry 1

Rosner Elimelech · CIK 0001916312 · EVP, CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 81,497

Read SEC document
April 06, 2026 Filed Apr 8, 2026 21:07 UTC
Cutler ScottDirector · President and CEO
Tax withholdingCommon Stock 4,931 $83.84 $413,396.80
Disclosure

SEC source: 0001715537-26-000010 · form4-04082026_090412.xml · nonDerivative · entry 1

Cutler Scott · CIK 0001715537 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,643

Read SEC document
March 31, 2026 Filed Apr 2, 2026 22:12 UTC
Ladd DelanoEVP, General Counsel
Tax withholdingCommon Stock 7,726 $82.53 $637,598.97
Disclosure

SEC source: 0001683056-26-000010 · form4-04022026_100408.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: Not disclosed

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:16 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
Tax withholdingCommon Stock 9,292 $82.53 $766,835.31
Disclosure

SEC source: 0001614838-26-000010 · form4-04022026_090404.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,227

Read SEC document
March 31, 2026 Filed Apr 2, 2026 21:11 UTC
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER
Tax withholdingCommon Stock 18,010 $82.53 $1,486,300.46
Disclosure

SEC source: 0001916312-26-000010 · form4-04022026_090438.xml · nonDerivative · entry 1

Rosner Elimelech · CIK 0001916312 · EVP, CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,265

Read SEC document
March 25, 2026 Filed Mar 27, 2026 22:22 UTC
Gathright MichaelChief Customer Officer
GrantCommon Stock 15,157 $0.00 $0.00
Disclosure

SEC source: 0002076763-26-000002 · form4-03272026_100348.xml · nonDerivative · entry 1

Gathright Michael · CIK 0002076763 · Chief Customer Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,163

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 21:20 UTC
Fiore Michael HenryEVP, CHIEF COMMERCIAL OFFICER
GrantCommon Stock 17,582 $0.00 $0.00
Disclosure

SEC source: 0002016116-26-000006 · form4-03272026_090355.xml · nonDerivative · entry 1

Fiore Michael Henry · CIK 0002016116 · EVP, CHIEF COMMERCIAL OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,633

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 21:14 UTC GrantCommon Stock 27,283 $0.00 $0.00
Disclosure

SEC source: 0001638683-26-000006 · form4-03272026_090320.xml · nonDerivative · entry 1

Lucania James M · CIK 0001638683 · EVP & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 111,849

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027.

Read SEC document
March 25, 2026 Filed Mar 27, 2026 22:43 UTC
Ladd DelanoEVP, General Counsel
GrantCommon Stock 20,451 $0.00 $0.00
Disclosure

SEC source: 0001683056-26-000006 · form4-03272026_100330.xml · nonDerivative · entry 2

Ladd Delano · CIK 0001683056 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,848

F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 20,451 shares on March 25, 2026.

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March 25, 2026 Filed Mar 27, 2026 22:43 UTC
Ladd DelanoEVP, General Counsel
GrantCommon Stock 15,157 $0.00 $0.00
Disclosure

SEC source: 0001683056-26-000006 · form4-03272026_100330.xml · nonDerivative · entry 1

Ladd Delano · CIK 0001683056 · EVP, General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,397

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027.

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March 25, 2026 Filed Mar 27, 2026 21:26 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
GrantCommon Stock 23,860 $0.00 $0.00
Disclosure

SEC source: 0001614838-26-000006 · form4-03272026_090350.xml · nonDerivative · entry 2

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 150,519

F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 23,860 shares on March 25, 2026.

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March 25, 2026 Filed Mar 27, 2026 21:26 UTC
Neeleman StephenDirector · FOUNDER AND VICE CHAIRMAN
GrantCommon Stock 15,915 $0.00 $0.00
Disclosure

SEC source: 0001614838-26-000006 · form4-03272026_090350.xml · nonDerivative · entry 1

Neeleman Stephen · CIK 0001614838 · Director · FOUNDER AND VICE CHAIRMAN

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 126,659

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027.

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March 25, 2026 Filed Mar 27, 2026 21:17 UTC
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER
GrantCommon Stock 40,903 $0.00 $0.00
Disclosure

SEC source: 0001916312-26-000006 · form4-03272026_090323.xml · nonDerivative · entry 2

Rosner Elimelech · CIK 0001916312 · EVP, CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 104,275

F2 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. The restricted stock units vested as to 40,903 shares on March 25, 2026.

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March 25, 2026 Filed Mar 27, 2026 21:17 UTC
Rosner ElimelechEVP, CHIEF TECHNOLOGY OFFICER
GrantCommon Stock 19,704 $0.00 $0.00
Disclosure

SEC source: 0001916312-26-000006 · form4-03272026_090323.xml · nonDerivative · entry 1

Rosner Elimelech · CIK 0001916312 · EVP, CHIEF TECHNOLOGY OFFICER

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,372

F1 · shares: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. Shares vest as to 25% of the initial award on April 1, 2027. Shares shall vest as to 6.25% thereafter on the first day of each calendar quarter for the twelve calendar quarters following April 1, 2027.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.