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HealthEquity, Inc. (HQY)

USD94.57 -1.09 (-1.14%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 15 West Scenic Pointe Drive 84020
Draper, UT, US
CEO Scott R. Cutler
IPO 2014-07-31
CIK 1428336 ISIN US42226A1079

Explore sections of this company profile

Description

Headquartered in Draper, Utah, and established in 2002, HealthEquity, Inc. furnishes technology-powered service platforms to both individual consumers and employers across the United States. The company provides cloud-based solutions designed to assist individuals in overseeing their healthcare expenditures and savings. These platforms enable users to make informed decisions about their health finances, pay medical bills, compare treatment options and costs, access personalized benefits and clinical data, earn incentives for wellness, and grow their savings through various investment avenues, including specific investment choices. In addition to these personal financial management tools, HealthEquity administers a range of health-related accounts, such as Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs), and Health Reimbursement Arrangements (HRAs). Its offerings also encompass a mutual fund investment platform, an automated online advisory service known as Advisor, COBRA continuation services, and the management of pre-tax commuter benefits programs. HealthEquity markets its services through a dedicated direct sales team, collaborates with benefits brokers and advisors, and leverages a comprehensive network comprising health plans, benefits administrators, consultants, and retirement plan record-keepers.

News Sentiment (7d)
73 Positive

Based on only 2 articles — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD94.57 -1.09 (-1.14%)
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Volume Profile
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Liquidity & share structure
Average Volume
996.0K
Beta
0.21
Float Shares
82.82M
Free Float %
98.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.57% +4.73% +11.51% +18.34% -13.94% -1.19% -10.80% +63.75% +8.90% +250.72% +414.32%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (27 ratings, all time) Buy
Price Targets & DCF
Current price
94.57
Low 89.00 -5.9%
Consensus 109.89 +16.2%
Median 110.00 +16.3%
High 125.00 +32.2%
DCF (Unlevered) 738.43 +680.8%
DCF (Levered) 777.14 +721.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 93% Bullish
Rating 2026-05 Change
Strong Buy 5 0
Buy 9 0
Hold 0 -1
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
105.00
+11.0%
Last Year 14
111.07
+17.4%
All Time 36
102.44
+8.3%
Quality scores
Altman Z-Score
4.92
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +9.5% Q2'26: +7.2% (vs Q2'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    +125.7% Q2'26: +34.4% (vs Q2'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +13.4% Q2'26: +27.4% (vs Q2'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    +24.6% Q2'26: +0.0% (vs Q2'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    +9.0% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    -1.5% Q2'26: -3.9% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    3.11× Q2'26: 0.10× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.19) × ERP
WACC = 89% × Ke + 11% × Kd (5.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 748.80 Current price: 94.57
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jan 2015
actual
Jan 2016
actual
Jan 2017
actual
Jan 2018
actual
Jan 2019
actual
Jan 2020
actual
Jan 2021
actual
Jan 2022
actual
Jan 2023
actual
Jan 2024
actual
Jan 2025
actual
Jan 2026
12 Rev. Ana.
11 EPS Ana.
Jan 2027
11 Rev. Ana.
11 EPS Ana.
Jan 2028
10 Rev. Ana.
10 EPS Ana.
Jan 2029
3 Rev. Ana.
1 EPS Ana.
Revenue
87.86M
est: 86.60M (+1.5%)
126.79M
est: 125.72M (+0.9%)
178.37M
est: 177.16M (+0.7%)
229.53M
est: 227.35M (+1.0%)
287.24M
est: 285.59M (+0.6%)
531.99M
est: 529.78M (+0.4%)
733.57M
est: 731.18M (+0.3%)
756.56M
est: 753.12M (+0.5%)
861.75M
est: 858.80M (+0.3%)
999.59M
est: 1.10B (-9.1%)
1.20B
est: 1.19B (+0.5%)
1.31B
1.29B – 1.32B
+9.9% YoY
1.41B
1.40B – 1.42B
+7.6% YoY
1.53B
1.51B – 1.55B
+8.3% YoY
1.64B
1.64B – 1.64B
+7.0% YoY
EBITDA
22.76M
est: 19.23M (+18.4%)
34.74M
est: 26.01M (+33.6%)
54.40M
est: 46.48M (+17.0%)
68.14M
est: 48.57M (+40.3%)
94.00M
est: 71.06M (+32.3%)
123.28M
est: 77.88M (+58.3%)
154.93M
est: 162.35M (-4.6%)
102.97M
est: 132.02M (-22.0%)
171.53M
est: 115.82M (+48.1%)
282.42M
est: 413.08M (-31.6%)
337.54M
est: 448.68M (-24.8%)
492.92M
486.68M – 496.68M
+9.9% YoY
530.58M
526.82M – 534.34M
+7.6% YoY
574.66M
567.05M – 582.27M
+8.3% YoY
614.79M
614.76M – 614.81M
+7.0% YoY
EBIT
15.76M
est: 5.11M (+208.2%)
25.55M
est: 20.41M (+25.2%)
40.12M
est: 36.05M (+11.3%)
52.46M
est: 37.93M (+38.3%)
76.09M
est: 58.55M (+30.0%)
67.93M
est: 58.32M (+16.5%)
39.02M
est: 43.18M (-9.6%)
-34.22M
est: 630.8K (-5,524.3%)
10.33M
est: -38.18M (+127.0%)
129.34M
est: 542.57M (-76.2%)
175.09M
est: 589.34M (-70.3%)
647.44M
639.24M – 652.38M
+9.9% YoY
696.91M
691.96M – 701.85M
+7.6% YoY
754.80M
744.81M – 764.80M
+8.3% YoY
807.51M
807.48M – 807.54M
+7.0% YoY
Net Income
10.17M
est: 18.13M (-43.9%)
16.61M
est: 12.71M (+30.7%)
26.38M
est: 23.28M (+13.3%)
47.36M
est: 32.57M (+45.4%)
73.90M
est: 56.25M (+31.4%)
39.66M
est: 41.08M (-3.4%)
8.83M
est: 147.92M (-94.0%)
-44.29M
est: -6.21M (-612.7%)
-26.14M
est: 12.83M (-303.8%)
55.71M
est: 105.67M (-47.3%)
96.70M
est: 274.96M (-64.8%)
345.60M
343.41M – 347.79M
+25.7% YoY
404.40M
400.44M – 408.36M
+17.0% YoY
466.56M
453.44M – 479.68M
+15.4% YoY
535.32M
525.87M – 544.77M
+14.7% YoY
SGA
18.96M
est: 16.14M (+17.5%)
27.42M
est: 21.37M (+28.3%)
38.47M
est: 33.13M (+16.1%)
48.25M
est: 33.40M (+44.5%)
62.54M
est: 50.42M (+24.0%)
104.51M
est: 60.43M (+73.0%)
134.46M
est: 136.29M (-1.3%)
142.98M
est: 137.15M (+4.3%)
164.48M
est: 161.09M (+2.1%)
182.93M
est: 219.51M (-16.7%)
223.00M
est: 238.43M (-6.5%)
261.94M
258.62M – 263.94M
+9.9% YoY
281.95M
279.95M – 283.95M
+7.6% YoY
305.38M
301.33M – 309.42M
+8.3% YoY
326.70M
326.69M – 326.71M
+7.0% YoY
EPS
0.39
est: 0.20 (+91.1%)
0.29
est: 0.32 (-8.3%)
0.45
est: 0.42 (+7.4%)
0.79
est: 0.73 (+8.5%)
1.20
est: 1.16 (+3.6%)
0.59
est: 1.68 (-64.9%)
0.12
est: 1.67 (-92.8%)
-0.53
est: 1.33 (-139.8%)
-0.31
est: 1.33 (-123.2%)
0.65
est: 1.22 (-46.9%)
1.11
est: 3.15 (-64.8%)
3.96
3.93 – 3.98
+25.4% YoY
4.63
4.58 – 4.67
+17.0% YoY
5.35
5.18 – 5.48
+15.6% YoY
6.11
6.01 – 6.23
+14.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-22 Barrington Research Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-27 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-26 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-22 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-21 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-20 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-19 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-18 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-15 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-14 B+ 3/5 5/5 4/5 5/5 2/5 1/5 2/5
2026-05-13 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-12 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-11 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-08 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-07 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-06 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-05 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-04 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-01 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-30 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-29 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-28 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-27 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-24 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-23 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-22 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-21 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-20 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-17 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-16 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5
2026-04-15 B+ 3/5 5/5 3/5 5/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
495.47M
OE per share TTM
5.71
Owner's Yield
6.48%
Maintenance CapEx ratio
2.33%
Maint CapEx / Avg PPE
8.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
488
Total invested
7.20B
Insider transactions (90d)
1
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Frank Medici 15.43M 28.20% 35.0K 15.39M 35.0K IN United States of America 2015-02-10
2 Berkley Capital Investors, L.P. 15.39M 28.10% 15.39M PN Delaware 2015-02-10
3 Berkley Capital, LLC 15.39M 28.10% 15.39M OO Delaware 2015-02-10
4 (1) BlackRock, Inc. 9.06M 10.80% 8.96M 9.06M HC Delaware 2022-02-07
5 Wasatch Advisors, Inc. 87-0319391 7.40M 8.80% 7.40M 7.40M IA 2022-02-10
6 10. 4.08M 7.50% 52.5K 4.03M 52.5K 4.03M IN United States of America 2015-01-26
7 Jackson Square Partners, LLC 3.57M 5.04% 1.83M 256.8K 3.57M IA Delaware 2020-02-14
8 Wells Fargo & Company 3.25M 5.64% 44.0K 2.50M 44.0K HC Delaware 2016-01-29
9 Morgan Stanley 1.08M 1.70% 1.08M 1.08M HC, CO Delaware. 2019-07-09
10 Morgan Stanley Investment Management Inc. 1.08M 1.70% 1.08M 1.08M IA, CO Delaware. 2019-07-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
488
-31 vs prev Q
New positions
80
Closed positions
108
Increased
258
Reduced
181
Put/Call ratio
0.97
Calls held
168.6K
Puts held
164.1K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 634.2K +634.2K (+100.0%) 58.10B +58.1B (+100.0%) 0.74% +0.738 pp 0.09% +0.088 pp USD91.61 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 11.22M +50.0K (+0.4%) 1.03B -30.7M (-2.9%) 13.04% +0.141 pp 0.02% -0.001 pp USD82.45 +11.1% 6 qtrs
3 VANGUARD GROUP INC 8.67M -77.7K (-0.9%) 794.12M -34.8M (-4.2%) 10.08% -0.025 pp 0.01% -0.001 pp USD50.39 +81.8% 46 qtrs
4 WASATCH ADVISORS LP 6.59M +282.0K (+4.5%) 603.68M +5.9M (+1.0%) 7.66% +0.375 pp 3.59% +0.371 pp USD61.59 +48.7% 46 qtrs
5 STATE STREET CORP 3.09M -59.1K (-1.9%) 283.17M -15.4M (-5.1%) 3.59% -0.045 pp 0.01% -0.001 pp USD58.55 +56.5% 46 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 2.20M +5.7K (+0.3%) 201.69M -6.4M (-3.1%) 2.56% +0.023 pp 0.01% -0.001 pp USD62.36 +46.9% 46 qtrs
7 FMR LLC 2.05M -1.4M (-41.2%) 188.04M -142.7M (-43.1%) 2.39% -1.645 pp 0.01% -0.008 pp USD62.86 +45.7% 43 qtrs
8 WESTFIELD CAPITAL MANAGEMENT CO LP 1.95M +235.8K (+13.7%) 178.86M +16.2M (+9.9%) 2.27% +0.287 pp 0.75% +0.063 pp USD96.13 -4.7% 4 qtrs
9 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.86M +1.9M (+100.0%) 169.96M +170.0M (+100.0%) 2.16% +2.157 pp 0.47% +0.474 pp USD91.61 +0.0% 1 qtrs NEW
10 AQR CAPITAL MANAGEMENT LLC 1.76M -1.9K (-0.1%) 161.45M -5.8M (-3.4%) 2.05% +0.011 pp 0.08% -0.023 pp USD95.86 -4.4% 13 qtrs
11 DIMENSIONAL FUND ADVISORS LP 1.58M +22.7K (+1.5%) 144.91M -2.8M (-1.9%) 1.84% +0.038 pp 0.03% -0.001 pp USD69.48 +31.9% 38 qtrs
12 BROWN ADVISORY INC 1.52M -90.0K (-5.6%) 138.81M -13.3M (-8.8%) 1.76% -0.093 pp 0.19% -0.004 pp USD68.26 +34.2% 32 qtrs
13 MORGAN STANLEY 1.49M +183.6K (+14.1%) 136.14M +12.7M (+10.3%) 1.73% +0.223 pp 0.01% +0.001 pp USD79.42 +15.3% 46 qtrs
14 CLEARBRIDGE INVESTMENTS, LLC 1.36M -899.0 (-0.1%) 124.49M -4.4M (-3.4%) 1.58% +0.009 pp 0.10% +0.003 pp USD65.25 +40.4% 38 qtrs
15 PRICE T ROWE ASSOCIATES INC /MD/ 1.32M -216.0K (-14.1%) 120.72M -24.6M (-16.9%) 1.53% -0.240 pp 0.01% -0.003 pp USD91.47 +0.2% 46 qtrs
16 MACKENZIE FINANCIAL CORP 1.17M -95.9K (-7.6%) 108.18M -12.0M (-10.0%) 1.36% -0.102 pp 0.13% -0.017 pp USD69.87 +31.1% 21 qtrs
17 JPMORGAN CHASE & CO 1.17M -39.8K (-3.3%) 106.75M -7.5M (-6.5%) 1.36% -0.037 pp 0.01% 0.000 pp USD62.45 +46.7% 46 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.13M -9.2K (-0.8%) 103.77M -4.5M (-4.1%) 1.32% -0.002 pp 0.02% -0.001 pp USD64.24 +42.6% 45 qtrs
19 GENEVA CAPITAL MANAGEMENT LLC 1.12M +21.0K (+1.9%) 102.47M -1.5M (-1.5%) 1.30% +0.033 pp 1.93% +0.141 pp USD63.83 +43.5% 24 qtrs
20 GREENHOUSE FUNDS LLLP 1.08M +10.8K (+1.0%) 98.91M -2.4M (-2.4%) 1.26% +0.021 pp 3.57% -0.133 pp USD88.84 +3.1% 8 qtrs
21 NORTHERN TRUST CORP 1.02M -61.9K (-5.7%) 93.28M -9.1M (-8.9%) 1.18% -0.064 pp 0.01% -0.001 pp USD57.80 +58.5% 46 qtrs
22 LOOMIS SAYLES & CO L P 953.1K -32.0K (-3.3%) 87.31M -6.0M (-6.5%) 1.11% -0.030 pp 0.11% -0.006 pp USD70.66 +29.6% 11 qtrs
23 MILLENNIUM MANAGEMENT LLC 951.6K +573.3K (+151.5%) 87.17M +51.3M (+143.2%) 1.11% +0.670 pp 0.04% +0.021 pp USD87.70 +4.5% 44 qtrs
24 GOLDMAN SACHS GROUP INC 924.2K +48.8K (+5.6%) 84.67M +1.7M (+2.1%) 1.07% +0.063 pp 0.01% +0.000 pp USD79.25 +15.6% 46 qtrs
25 ATALAN CAPITAL PARTNERS, LP 915.2K +3.6K (+0.4%) 83.84M -2.6M (-3.0%) 1.06% +0.011 pp 5.97% -0.065 pp USD102.40 -10.5% 3 qtrs
26 INVESCO LTD. 871.8K -1.3M (-59.1%) 79.87M -121.9M (-60.4%) 1.01% -1.446 pp 0.01% -0.020 pp USD80.85 +13.3% 43 qtrs
27 JANUS HENDERSON GROUP PLC 820.2K -19.3K (-2.3%) 75.14M -4.4M (-5.6%) 0.95% -0.016 pp 0.03% -0.003 pp USD58.50 +56.6% 36 qtrs
28 WELLINGTON MANAGEMENT GROUP LLP 767.4K -28.9K (-3.6%) 70.30M -5.2M (-6.8%) 0.89% -0.028 pp 0.01% -0.001 pp USD71.40 +28.3% 15 qtrs
29 BAMCO INC /NY/ 756.0K -3.5K (-0.5%) 69.26M -2.7M (-3.8%) 0.88% +0.002 pp 0.19% -0.003 pp USD28.16 +225.3% 46 qtrs
30 AMERICAN CENTURY COMPANIES INC 747.4K -23.8K (-3.1%) 68.47M -4.6M (-6.3%) 0.87% -0.022 pp 0.03% -0.003 pp USD75.05 +22.1% 41 qtrs
31 NORGES BANK 730.6K +730.6K (+100.0%) 66.93M +66.9M (+100.0%) 0.85% +0.850 pp 0.01% +0.007 pp USD91.61 +0.0% 1 qtrs NEW
32 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 726.2K +1.9K (+0.3%) 66.53M -2.1M (-3.1%) 0.84% +0.008 pp 0.87% -0.023 pp USD58.44 +56.8% 46 qtrs
33 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 729.5K -34.7K (-4.5%) 66.44M -2.9M (-4.2%) 0.85% -0.035 pp 0.11% -0.004 pp USD58.71 +56.0% 17 qtrs
34 NUVEEN, LLC 674.1K +124.1K (+22.6%) 61.75M +9.6M (+18.5%) 0.78% +0.148 pp 0.02% +0.002 pp USD89.01 +2.9% 4 qtrs
35 AMERIPRISE FINANCIAL INC 673.2K -17.4K (-2.5%) 61.67M -3.8M (-5.8%) 0.78% -0.015 pp 0.01% -0.001 pp USD84.59 +8.3% 46 qtrs
36 SEI INVESTMENTS CO 668.9K +44.7K (+7.2%) 61.28M +2.1M (+3.6%) 0.78% +0.057 pp 0.06% -0.003 pp USD68.46 +33.8% 37 qtrs
37 BANK OF NEW YORK MELLON CORP 621.9K -24.0K (-3.7%) 56.97M -4.2M (-6.9%) 0.72% -0.023 pp 0.01% -0.002 pp USD58.35 +57.0% 46 qtrs
38 UBS GROUP AG 617.7K +68.5K (+12.5%) 56.59M +4.5M (+8.7%) 0.72% +0.084 pp 0.01% +0.001 pp USD87.37 +4.9% 45 qtrs
39 BANK OF AMERICA CORP /DE/ 600.9K -74.7K (-11.1%) 55.04M -9.0M (-14.0%) 0.70% -0.082 pp 0.00% 0.000 pp USD71.86 +27.5% 45 qtrs
40 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 580.1K -72.2K (-11.1%) 53.14M -8.7M (-14.0%) 0.67% -0.079 pp 0.14% -0.008 pp USD71.29 +28.5% 40 qtrs
41 CADIAN CAPITAL MANAGEMENT, LP 566.7K +566.7K (+100.0%) 51.92M +51.9M (+100.0%) 0.66% +0.659 pp 3.75% +3.750 pp USD91.61 +0.0% 1 qtrs NEW
42 ARTISAN PARTNERS LIMITED PARTNERSHIP 542.2K -55.2K (-9.2%) 49.67M -6.9M (-12.3%) 0.63% -0.060 pp 0.07% -0.006 pp USD96.56 -5.1% 5 qtrs
43 GW&K INVESTMENT MANAGEMENT, LLC 462.9K +15.9K (+3.6%) 42.41M +44.0K (+0.1%) 0.54% +0.022 pp 0.37% -0.008 pp USD55.47 +65.2% 24 qtrs
44 MARSHALL WACE, LLP 450.3K +157.1K (+53.6%) 41.25M +13.5M (+48.5%) 0.52% +0.185 pp 0.04% +0.009 pp USD94.83 -3.4% 3 qtrs
45 SWEDBANK AB 437.3K +437.3K (+100.0%) 40.06M +40.1M (+100.0%) 0.51% +0.509 pp 0.04% +0.039 pp USD91.61 +0.0% 1 qtrs NEW
46 ARISTOTLE CAPITAL BOSTON, LLC 432.9K -3.1K (-0.7%) 39.66M -1.7M (-4.0%) 0.50% 0.000 pp 2.18% +0.048 pp USD59.02 +55.2% 22 qtrs
47 RAYMOND JAMES FINANCIAL INC 410.8K -2.4K (-0.6%) 37.75M -1.4M (-3.6%) 0.48% +0.000 pp 0.01% -0.001 pp USD95.95 -4.5% 5 qtrs
48 DAVENPORT & CO LLC 394.4K +8.0K (+2.1%) 36.38M -394.6K (-1.1%) 0.46% +0.012 pp 0.19% -0.002 pp USD71.52 +28.1% 24 qtrs
49 BESSEMER GROUP INC 373.4K +24.0K (+6.9%) 34.21M +1.1M (+3.3%) 0.43% +0.031 pp 0.05% +0.002 pp USD88.93 +3.0% 15 qtrs
50 LAZARD ASSET MANAGEMENT LLC 351.3K -19.6K (-5.3%) 32.18M -3.0M (-8.5%) 0.41% -0.020 pp 0.05% +0.007 pp USD88.47 +3.5% 11 qtrs
51 FRANKLIN RESOURCES INC 341.7K -498.5K (-59.3%) 31.30M -48.3M (-60.7%) 0.40% -0.574 pp 0.01% -0.012 pp USD60.18 +52.2% 46 qtrs
52 ROYAL BANK OF CANADA 338.5K -12.6K (-3.6%) 31.01M -2.3M (-6.8%) 0.39% -0.012 pp 0.01% 0.000 pp USD68.02 +34.7% 38 qtrs
53 PREMIER FUND MANAGERS LTD 309.2K -300.9K (-49.3%) 28.61M -29.6M (-50.8%) 0.36% -0.345 pp 1.65% -0.742 pp USD93.60 -2.1% 10 qtrs
54 BALYASNY ASSET MANAGEMENT L.P. 281.6K +281.6K (+100.0%) 25.80M +25.8M (+100.0%) 0.33% +0.328 pp 0.03% +0.033 pp USD91.61 +0.0% 5 qtrs
55 PRINCIPAL FINANCIAL GROUP INC 277.4K +23.6K (+9.3%) 25.41M +1.4M (+5.7%) 0.32% +0.029 pp 0.01% +0.001 pp USD60.90 +50.4% 43 qtrs
56 THRIVENT FINANCIAL FOR LUTHERANS 277.3K -9.9K (-3.5%) 25.41M -1.8M (-6.7%) 0.32% -0.009 pp 0.05% -0.009 pp USD85.03 +7.7% 41 qtrs
57 CIBC PRIVATE WEALTH GROUP, LLC 276.7K +63.3K (+29.7%) 25.35M +5.1M (+25.3%) 0.32% +0.075 pp 0.04% +0.008 pp USD88.67 +3.3% 46 qtrs
58 MAN GROUP PLC 276.4K -30.8K (-10.0%) 25.33M -3.8M (-13.0%) 0.32% -0.034 pp 0.04% -0.008 pp USD101.58 -9.8% 11 qtrs
59 RANGER INVESTMENT MANAGEMENT, L.P. 273.3K -842.0 (-0.3%) 25.04M -943.4K (-3.6%) 0.32% +0.001 pp 1.72% -0.094 pp USD87.98 +4.1% 7 qtrs
60 ASHFORD CAPITAL MANAGEMENT INC 271.7K -240.0 (-0.1%) 24.89M -881.4K (-3.4%) 0.32% +0.002 pp 2.77% -0.098 pp USD64.73 +41.5% 31 qtrs
61 12TH STREET ASSET MANAGEMENT COMPANY, LLC 259.1K -12.9K (-4.8%) 23.74M -2.0M (-7.9%) 0.30% -0.013 pp 3.91% -0.450 pp USD99.43 -7.9% 3 qtrs
62 RHUMBLINE ADVISERS 248.0K -24.4K (-8.9%) 22.72M -3.1M (-12.0%) 0.29% -0.026 pp 0.02% -0.002 pp USD57.66 +58.9% 43 qtrs
63 WCM INVESTMENT MANAGEMENT, LLC 234.0K -14.4K (-5.8%) 21.64M -2.0M (-8.6%) 0.27% -0.015 pp 0.04% -0.005 pp USD89.44 +2.4% 4 qtrs
64 ALLIANCEBERNSTEIN L.P. 226.2K -1.1K (-0.5%) 20.72M -817.4K (-3.8%) 0.26% +0.000 pp 0.01% 0.000 pp USD64.66 +41.7% 45 qtrs
65 AUREUS ASSET MANAGEMENT, LLC 219.7K -72.0K (-24.7%) 20.12M -7.5M (-27.2%) 0.26% -0.082 pp 1.28% -0.518 pp USD58.72 +56.0% 44 qtrs
66 WELLS FARGO & COMPANY/MN 216.0K +37.7K (+21.2%) 19.79M +2.9M (+17.1%) 0.25% +0.045 pp 0.00% +0.000 pp USD80.61 +13.6% 46 qtrs
67 CITADEL ADVISORS LLC 215.3K -211.5K (-49.6%) 19.72M -20.7M (-51.2%) 0.25% -0.243 pp 0.00% -0.003 pp USD99.51 -7.9% 37 qtrs
68 BOONE CAPITAL MANAGEMENT LLC 212.9K +212.9K (+100.0%) 19.50M +19.5M (+100.0%) 0.25% +0.248 pp 6.12% +6.120 pp USD91.61 +0.0% 1 qtrs NEW
69 RETIREMENT SYSTEMS OF ALABAMA 212.3K -1.2K (-0.5%) 19.45M -780.1K (-3.9%) 0.25% +0.000 pp 0.06% -0.004 pp USD82.52 +11.0% 30 qtrs
70 QUBE RESEARCH & TECHNOLOGIES LTD 202.4K +85.3K (+72.9%) 18.54M +7.4M (+67.1%) 0.24% +0.100 pp 0.02% +0.007 pp USD97.15 -5.7% 3 qtrs
71 GLENMEDE TRUST CO NA 198.9K +198.9K (+100.0%) 18.22M +18.2M (+100.0%) 0.23% +0.231 pp 0.09% +0.086 pp USD91.61 +0.0% 1 qtrs NEW
72 TREXQUANT INVESTMENT LP 197.9K +197.9K (+100.0%) 18.13M +18.1M (+100.0%) 0.23% +0.230 pp 0.16% +0.162 pp USD91.61 +0.0% 1 qtrs NEW
73 ENGINEERS GATE MANAGER LP 194.4K +120.0K (+161.3%) 17.81M +10.8M (+152.6%) 0.23% +0.140 pp 0.21% +0.131 pp USD93.49 -2.0% 3 qtrs
74 UBS ASSET MANAGEMENT AMERICAS INC 190.2K -3.4K (-1.7%) 17.42M -921.4K (-5.0%) 0.22% -0.003 pp 0.00% 0.000 pp USD83.13 +10.2% 43 qtrs
75 EVERSEPT PARTNERS, LP 185.7K +133.4K (+254.5%) 17.02M +12.1M (+242.7%) 0.22% +0.156 pp 0.86% +0.515 pp USD87.01 +5.3% 10 qtrs
76 BARCLAYS PLC 185.1K +18.6K (+11.2%) 16.96M +3.3M (+24.4%) 0.22% +0.023 pp 0.00% +0.001 pp USD88.79 +3.2% 38 qtrs
77 SUMMIT CREEK ADVISORS LLC 184.8K -7.7K (-4.0%) 16.93M -1.3M (-7.2%) 0.21% -0.008 pp 2.66% +0.005 pp USD63.39 +44.5% 26 qtrs
78 POINT72 ASSET MANAGEMENT, L.P. 182.0K -379.0K (-67.6%) 16.67M -36.5M (-68.6%) 0.21% -0.437 pp 0.02% -0.070 pp USD94.77 -3.3% 2 qtrs
79 NEW YORK STATE COMMON RETIREMENT FUND 178.8K +1.7K (+1.0%) 16.38M -402.2K (-2.4%) 0.21% +0.003 pp 0.02% +0.000 pp USD91.22 +0.4% 43 qtrs
80 SEGALL BRYANT & HAMILL, LLC 177.8K +8.0K (+4.7%) 16.29M +192.4K (+1.2%) 0.21% +0.011 pp 0.22% +0.006 pp USD94.01 -2.6% 7 qtrs
81 SWISS NATIONAL BANK 170.0K +2.4K (+1.4%) 15.57M -309.8K (-2.0%) 0.20% +0.004 pp 0.01% +0.000 pp USD53.25 +72.0% 45 qtrs
82 ARROWMARK COLORADO HOLDINGS LLC 169.8K -62.1K (-26.8%) 15.55M -6.4M (-29.2%) 0.20% -0.071 pp 0.34% -0.066 pp USD53.31 +71.8% 24 qtrs
83 AXIOM INVESTORS LLC /DE 168.2K +16.8K (+11.1%) 15.41M +1.1M (+7.4%) 0.20% +0.021 pp 0.14% +0.030 pp USD92.71 -1.2% 4 qtrs
84 OPPENHEIMER ASSET MANAGEMENT INC. 161.7K +6.2K (+4.0%) 14.81M +72.7K (+0.5%) 0.19% +0.008 pp 0.18% +0.020 pp USD85.20 +7.5% 36 qtrs
85 RUSSELL INVESTMENTS GROUP, LTD. 161.6K +10.5K (+6.9%) 14.80M +480.6K (+3.4%) 0.19% +0.013 pp 0.02% 0.000 pp USD88.44 +3.6% 37 qtrs
86 ENSIGN PEAK ADVISORS, INC 155.0K -21.6K (-12.2%) 14.20M -2.5M (-15.1%) 0.18% -0.024 pp 0.03% -0.002 pp USD77.20 +18.7% 25 qtrs
87 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 152.8K -1.9K (-1.2%) 13.99M -659.9K (-4.5%) 0.18% -0.001 pp 0.01% -0.001 pp USD77.01 +19.0% 43 qtrs
88 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 149.1K -166.2K (-52.7%) 13.66M -16.2M (-54.3%) 0.17% -0.191 pp 0.00% -0.005 pp USD69.93 +31.0% 29 qtrs
89 LPL FINANCIAL LLC 143.8K -1.5K (-1.0%) 13.18M -594.5K (-4.3%) 0.17% -0.001 pp 0.00% 0.000 pp USD86.77 +5.6% 43 qtrs
90 OBERWEIS ASSET MANAGEMENT INC/ 141.6K +1.5K (+1.1%) 12.97M -305.2K (-2.3%) 0.16% +0.003 pp 0.47% -0.034 pp USD83.18 +10.1% 9 qtrs
91 DF DENT & CO INC 140.2K -65.7K (-31.9%) 12.84M -6.7M (-34.2%) 0.16% -0.075 pp 0.18% -0.067 pp USD67.82 +35.1% 23 qtrs
92 SUSQUEHANNA INTERNATIONAL GROUP, LLP 138.4K +83.5K (+152.1%) 12.68M +7.5M (+143.7%) 0.16% +0.098 pp 0.00% +0.001 pp USD96.28 -4.9% 43 qtrs
93 LEGAL & GENERAL GROUP PLC 135.4K -22.3K (-14.2%) 12.40M -2.5M (-17.0%) 0.16% -0.025 pp 0.00% -0.001 pp USD64.30 +42.5% 43 qtrs
94 FRONTIER CAPITAL MANAGEMENT CO LLC 127.6K +12.9K (+11.2%) 11.69M +818.8K (+7.5%) 0.15% +0.016 pp 0.12% +0.027 pp USD94.28 -2.8% 5 qtrs
95 STATE OF WISCONSIN INVESTMENT BOARD 118.1K -877.0 (-0.7%) 10.82M -456.4K (-4.0%) 0.14% 0.000 pp 0.02% -0.002 pp USD68.36 +34.0% 35 qtrs
96 DEUTSCHE BANK AG\ 112.3K +2.4K (+2.2%) 10.29M -123.9K (-1.2%) 0.13% +0.004 pp 0.00% 0.000 pp USD75.43 +21.5% 46 qtrs
97 GDS WEALTH MANAGEMENT 110.1K +9.2K (+9.1%) 10.09M +519.4K (+5.4%) 0.13% +0.011 pp 0.63% -0.001 pp USD91.47 +0.2% 6 qtrs
98 PEREGRINE CAPITAL MANAGEMENT LLC 108.8K +6.1K (+5.9%) 9.96M +230.8K (+2.4%) 0.13% +0.008 pp 0.31% +0.013 pp USD57.87 +58.3% 38 qtrs
99 VOYA INVESTMENT MANAGEMENT LLC 108.1K -11.7K (-9.8%) 9.91M -1.5M (-12.8%) 0.13% -0.013 pp 0.01% -0.002 pp USD92.65 -1.1% 43 qtrs
100 ENVESTNET ASSET MANAGEMENT INC 107.8K -31.2K (-22.4%) 9.87M -3.3M (-25.0%) 0.13% -0.035 pp 0.00% -0.001 pp USD76.76 +19.3% 34 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.33
Neutral
Ratio by volume
3.00
Bullish
Buys
12
Sells
9
Shares acquired
271.0K
Shares disposed
55.3K
Cash buys
Cash sales
Net activity
+215,663
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-17 Rajasekar Sunil Officer Common Stock 0 0.00 33,470 D
2026-04-06 Rosner Elimelech Officer F-InKind D Common Stock 4,768 83.84 399.7K 81,497 D
2026-04-06 Neeleman Stephen Director / Officer F-InKind D Common Stock 2,559 83.84 214.5K 138,668 D
2026-04-06 Lucania James M Officer F-InKind D Common Stock 4,393 83.84 368.3K 107,456 D
2026-04-06 Ladd Delano Officer F-InKind D Common Stock 2,481 83.84 208.0K 98,641 D
2026-04-06 Fiore Michael Henry Officer F-InKind D Common Stock 3,378 83.84 283.2K 62,255 D
2026-04-06 Cutler Scott Director / Officer F-InKind D Common Stock 4,931 83.84 413.4K 177,643 D
2026-03-31 Rosner Elimelech Officer F-InKind D Common Stock 18,010 82.53 1.49M 86,265 D
2026-03-31 Neeleman Stephen Director / Officer F-InKind D Common Stock 9,292 82.53 766.8K 141,227 D
2026-03-31 Ladd Delano Officer F-InKind D Common Stock 7,726 82.53 637.6K 0 D
2026-03-26 Gassen William Director Common Stock 0 0.00 734 D
2026-03-25 Rosner Elimelech Officer A-Award A Common Stock 40,903 0.00 104,275 D
2026-03-25 Neeleman Stephen Director / Officer A-Award A Common Stock 23,860 0.00 150,519 D
2026-03-25 Lucania James M Officer A-Award A Common Stock 27,283 0.00 111,849 D
2026-03-25 Ladd Delano Officer A-Award A Common Stock 20,451 0.00 108,848 D
2026-03-25 Gathright Michael Officer A-Award A Common Stock 15,157 0.00 42,163 D
2026-03-25 Fiore Michael Henry Officer A-Award A Common Stock 17,582 0.00 65,633 D
2026-03-25 Cutler Scott Director / Officer A-Award A Common Stock 72,754 0.00 182,574 D
2026-02-02 Parker Stuart B. Director A-Award A Common Stock 1,263 0.00 23,098 D
2026-02-02 Natarajan Rajesh Director A-Award A Common Stock 976 0.00 15,253 D
2026-01-12 Cutler Scott Director / Officer F-InKind D Common Stock 12,496 89.83 1.12M 109,820 D
2026-01-09 Rosner Elimelech Officer F-InKind D Common Stock 2,074 95.24 197.5K 43,668 D
2026-01-09 Neeleman Stephen Director / Officer F-InKind D Common Stock 791 95.24 75.3K 110,744 D
2026-01-09 Lucania James M Officer F-InKind D Common Stock 2,470 95.24 235.2K 84,566 D
2026-01-09 Ladd Delano Officer F-InKind D Common Stock 739 95.24 70.4K 73,240 D
2026-01-09 Fiore Michael Henry Officer F-InKind D Common Stock 1,744 95.24 166.1K 48,051 D
2025-12-19 Neeleman Stephen Director / Officer G-Gift D Common Stock 140,000 0.00 409,735 I
2025-12-19 Ladd Delano Officer S-Sale D Common Stock 1,500 94.72 142.1K 73,979 D
2025-12-18 Rosner Elimelech Officer S-Sale D Common Stock 10,959 95.45 1.05M 45,742 D
2025-12-17 Neeleman Stephen Director / Officer G-Gift D Common Stock 500 0.00 549,735 I
2025-12-12 Wellborn Gayle Furgurson Director M-Exempt D Stock Options (right to buy) 4,339 50.41 218.7K 0 D
2025-11-20 Ladd Delano Officer S-Sale D Common Stock 1,500 104.56 156.8K 75,479 D
2025-10-20 Ladd Delano Officer S-Sale D Common Stock 1,500 92.07 138.1K 76,979 D
2025-10-07 Fiore Michael Henry Officer S-Sale D Common Stock 1,781 88.21 157.1K 49,795 D
2025-10-06 Rosner Elimelech Officer F-InKind D Common Stock 3,006 88.57 266.2K 56,701 D
2025-10-06 Neeleman Stephen Director / Officer F-InKind D Common Stock 1,058 88.57 93.7K 111,535 D
2025-10-06 Lucania James M Officer F-InKind D Common Stock 2,393 88.57 211.9K 87,036 D
2025-10-06 Ladd Delano Officer F-InKind D Common Stock 977 88.57 86.5K 78,479 D
2025-10-06 Fiore Michael Henry Officer F-InKind D Common Stock 1,649 88.57 146.0K 51,576 D
2025-09-19 Ladd Delano Officer S-Sale D Common Stock 29 95.70 2.8K 79,456 D
2025-09-05 Dilsaver Evelyn S Director S-Sale D Common Stock 3,461 93.30 322.9K 48,208 D
2025-07-28 Neeleman Stephen Director / Officer G-Gift D Common Stock 3,000 0.00 550,235 I
2025-07-07 Gathright Michael Officer Common Stock 0 0.00 27,006 D
2025-07-07 Fiore Michael Henry Officer S-Sale D Common Stock 1,094 101.50 111.0K 53,925 D
2025-07-03 Rosner Elimelech Officer F-InKind D Common Stock 2,982 100.87 300.8K 59,707 D
2025-07-03 Neeleman Stephen Director / Officer F-InKind D Common Stock 1,049 100.87 105.8K 112,593 D
2025-07-03 Lucania James M Officer F-InKind D Common Stock 2,375 100.87 239.6K 89,429 D
2025-07-03 Ladd Delano Officer F-InKind D Common Stock 970 100.87 97.8K 85,456 D
2025-07-03 Fiore Michael Henry Officer F-InKind D Common Stock 1,636 100.87 165.0K 55,019 D
2025-06-26 Wellborn Gayle Furgurson Director A-Award A Common Stock 2,003 0.00 19,733 D
2025-06-26 SELANDER ROBERT W Director A-Award A Common Stock 2,003 0.00 86,972 D
2025-06-26 Parker Stuart B. Director A-Award A Common Stock 2,003 0.00 21,835 D
2025-06-26 Natarajan Rajesh Director A-Award A Common Stock 2,003 0.00 14,277 D
2025-06-26 McCowan Debra Charlotte Director A-Award A Common Stock 2,003 0.00 9,782 D
2025-06-26 Dilsaver Evelyn S Director A-Award A Common Stock 2,003 0.00 36,669 D
2025-06-26 DILLON ADRIAN T Director A-Award A Common Stock 2,003 0.00 59,518 D
2025-06-09 Rosner Elimelech Officer S-Sale D Common Stock 13,000 111.37 1.45M 62,689 D
2025-06-06 Rosner Elimelech Officer S-Sale D Common Stock 58,000 112.56 6.53M 75,689 D
2025-06-06 Kessler Jon Director S-Sale D Common Stock 16,547 111.98 1.85M 84,688 I
2025-04-09 SELANDER ROBERT W Director S-Sale D Common Stock 3,283 78.06 256.3K 85,369 D
2025-04-08 Rosner Elimelech Officer F-InKind D Common Stock 52,078 79.88 4.16M 133,689 D
2025-04-08 Neeleman Stephen Director / Officer F-InKind D Common Stock 9,019 79.88 720.4K 113,642 D
2025-04-08 Ladd Delano Officer F-InKind D Common Stock 6,991 79.88 558.4K 86,426 D
2025-04-08 Kessler Jon Director F-InKind D Common Stock 101,545 79.88 8.11M 308,012 D
2025-04-04 Fiore Michael Henry Officer S-Sale D Common Stock 8,881 78.26 695.0K 56,655 D
2025-04-03 Rosner Elimelech Officer F-InKind D Common Stock 3,800 83.88 318.7K 185,767 D
2025-04-03 Neeleman Stephen Director / Officer F-InKind D Common Stock 1,316 83.88 110.4K 122,661 D
2025-04-03 Lucania James M Officer F-InKind D Common Stock 4,212 83.88 353.3K 91,804 D
2025-04-03 Ladd Delano Officer F-InKind D Common Stock 1,352 83.88 113.4K 93,417 D
2025-04-03 Fiore Michael Henry Officer F-InKind D Common Stock 4,839 83.87 405.9K 65,536 D
2025-04-02 Rosner Elimelech Officer A-Award A Common Stock 117,176 0.00 189,567 D
2025-04-02 Neeleman Stephen Director / Officer A-Award A Common Stock 21,969 0.00 123,977 D
2025-04-02 Lucania James M Officer A-Award A Common Stock 19,721 0.00 96,016 D
2025-04-02 Ladd Delano Officer A-Award A Common Stock 14,086 0.00 77,193 D
2025-04-02 Kessler Jon Director A-Award A Common Stock 205,055 0.00 409,557 D
2025-04-02 Fiore Michael Henry Officer A-Award A Common Stock 15,495 0.00 70,375 D
2025-04-02 Cutler Scott Director / Officer A-Award A Common Stock 45,076 0.00 122,316 D
2025-04-01 Neeleman Stephen Director / Officer F-InKind D Common Stock 538 87.93 47.3K 87,922 D
2025-04-01 Ladd Delano Officer F-InKind D Common Stock 395 87.93 34.7K 63,107 D
2025-02-10 SELANDER ROBERT W Director S-Sale D Common Stock 3,752 110.98 416.4K 80,217 D
2025-02-03 Parker Stuart B. Director A-Award A Common Stock 771 0.00 19,832 D
2025-02-03 Natarajan Rajesh Director A-Award A Common Stock 771 0.00 12,274 D
2025-01-07 Rosner Elimelech Officer F-InKind D Common Stock 1,707 97.54 166.5K 55,488 D
2025-01-07 Neeleman Stephen Director / Officer F-InKind D Common Stock 570 97.54 55.6K 88,460 D
2025-01-07 Lucania James M Officer F-InKind D Common Stock 1,848 97.54 180.3K 76,295 D
2025-01-07 Ladd Delano Officer F-InKind D Common Stock 475 97.54 46.3K 63,502 D
2025-01-06 Cutler Scott Director / Officer Common Stock 0 0.00 77,240 D
2024-12-12 Rosner Elimelech Officer S-Sale D Common Stock 2,869 97.12 278.6K 57,195 D
2024-12-12 Parker Stuart B. Director S-Sale D Common Stock 728 97.30 70.8K 19,061 D
2024-12-12 McCowan Debra Charlotte Director S-Sale D Common Stock 5,000 95.56 477.8K 7,779 D
2024-12-09 SELANDER ROBERT W Director M-Exempt A Common Stock 7,500 21.27 159.5K 73,969 D
2024-11-06 Corvino Frank Director S-Sale D Common Stock 1,039 96.10 99.8K 3,784 D
2024-10-11 Neeleman Stephen Director / Officer G-Gift D Common Stock 6,000 0.00 553,235 I
2024-10-09 SELANDER ROBERT W Director S-Sale D Common Stock 4,171 83.27 347.3K 54,794 D
2024-10-03 Rosner Elimelech Officer F-InKind D Common Stock 2,456 78.25 192.2K 60,064 D
2024-10-03 Neeleman Stephen Director / Officer F-InKind D Common Stock 739 78.25 57.8K 89,030 D
2024-10-03 Lucania James M Officer F-InKind D Common Stock 1,772 78.25 138.7K 78,143 D
2024-10-03 Ladd Delano Officer F-InKind D Common Stock 617 78.25 48.3K 63,977 D
2024-10-01 Corvino Frank Director S-Sale D Common Stock 1,247 80.26 100.1K 4,823 D
2024-09-16 Kessler Jon Director / Officer S-Sale D Common Stock 1,511 78.93 119.3K 101,235
2024-09-10 Lucania James M Officer F-InKind D Common Stock 6,925 76.22 527.8K 79,915
2024-09-06 Rosner Elimelech Officer S-Sale D Common Stock 12,296 77.02 947.1K 62,520
2024-07-25 Neeleman Stephen Director / Officer M-Exempt A Common Stock 24,188 14.00 338.6K 113,957
2024-07-09 Wellborn Gayle Furgurson Director M-Exempt A Common Stock 5,297 47.21 250.1K 23,027
2024-07-08 Corvino Frank Director S-Sale D Common Stock 6,482 81.89 530.8K 6,070
2024-07-05 Wellborn Gayle Furgurson Director A-Award A Common Stock 2,543 0.00 17,730
2024-07-05 SELANDER ROBERT W Director A-Award A Common Stock 2,543 0.00 47,969
2024-07-05 Parker Stuart B. Director A-Award A Common Stock 2,543 0.00 44,061
2024-07-05 Natarajan Rajesh Director A-Award A Common Stock 2,543 0.00 11,503
2024-07-05 McCowan Debra Charlotte Director A-Award A Common Stock 2,543 0.00 12,779
2024-07-05 Dilsaver Evelyn S Director A-Award A Common Stock 2,543 0.00 34,666
2024-07-05 DILLON ADRIAN T Director A-Award A Common Stock 2,543 0.00 57,515
2024-07-05 Black Paul Director A-Award A Common Stock 2,543 0.00 9,394
2024-07-03 Rosner Elimelech Officer F-InKind D Common Stock 747 83.68 62.5K 74,816
2024-07-03 Neeleman Stephen Director / Officer F-InKind D Common Stock 428 83.68 35.8K 89,769
2024-07-03 Ladd Delano Officer F-InKind D Common Stock 367 83.68 30.7K 64,594
2024-06-25 Kessler Jon Director / Officer S-Sale D Common Stock 6,675 83.08 554.5K 225,501
2024-06-24 Kessler Jon Director / Officer S-Sale D Common Stock 27,124 82.67 2.24M 237,378
2024-06-07 Neeleman Stephen Director / Officer M-Exempt D Stock Option (right to buy) 2,080 14.00 29.1K 35,000
2024-06-06 Neeleman Stephen Director / Officer M-Exempt D Stock Option (right to buy) 7,484 14.00 104.8K 37,080
2024-06-05 Neeleman Stephen Director / Officer M-Exempt A Common Stock 25,036 14.00 350.5K 115,551
2024-06-04 Neeleman Stephen Director / Officer M-Exempt A Common Stock 400 14.00 5.6K 90,915
2024-04-03 Rosner Elimelech Officer F-InKind D Common Stock 3,209 80.60 258.6K 77,290
2024-04-03 Neeleman Stephen Director / Officer F-InKind D Common Stock 1,984 80.60 159.9K 90,515
2024-04-03 Ladd Delano Officer F-InKind D Common Stock 1,684 80.60 135.7K 65,216
2024-04-02 Neeleman Stephen Director / Officer F-InKind D Common Stock 1,751 81.86 143.3K 92,499
2024-04-02 Ladd Delano Officer F-InKind D Common Stock 1,332 81.86 109.0K 66,900
2024-04-01 Neeleman Stephen Director / Officer F-InKind D Common Stock 5,348 80.62 431.1K 94,250
2024-04-01 Ladd Delano Officer F-InKind D Common Stock 3,461 80.62 279.0K 68,232
2024-04-01 Kessler Jon Director / Officer F-InKind D Common Stock 53,295 80.62 4.30M 264,502
2024-03-27 Rosner Elimelech Officer A-Award A Common Stock 18,816 0.00 80,499
2024-03-27 Neeleman Stephen Director / Officer A-Award A Common Stock 15,970 0.00 99,598
2024-03-27 Lucania James M Officer A-Award A Common Stock 21,952 0.00 86,840
2024-03-27 Ladd Delano Officer A-Award A Common Stock 11,711 0.00 71,693
2024-03-27 Kessler Jon Director / Officer A-Award A Common Stock 103,806 0.00 317,797
2024-03-27 Fiore Michael Henry Officer D Common Stock 0 0.00 54,880
2024-03-27 Aissi Slim Officer A-Award A Common Stock 37,632 0.00 37,632
2024-03-26 Dilsaver Evelyn S Director S-Sale D Common Stock 32,500 79.29 2.58M 32,123
2024-03-22 Kessler Jon Director / Officer M-Exempt A Common Stock 60,000 14.00 840.0K 160,000
2024-03-01 Ladd Delano Officer S-Sale D Common Stock 2,558 82.59 211.3K 47,438
2024-02-09 Ladd Delano Officer S-Sale D Common Stock 2,499 80.00 199.9K 49,996
2024-02-01 Parker Stuart B. Director A-Award A Common Stock 1,058 0.00 41,518
2024-02-01 Natarajan Rajesh Director A-Award A Common Stock 1,124 0.00 8,960
2024-02-01 DILLON ADRIAN T Director A-Award A Common Stock 1,455 0.00 54,972
2024-01-16 Aissi Slim 0 0.00 0
2024-01-08 Ladd Delano Officer S-Sale D Common Stock 2,586 70.00 181.0K 52,495
2024-01-05 Rosner Elimelech Officer F-InKind D Common Stock 1,215 67.64 82.2K 61,683
2024-01-05 Neeleman Stephen Director / Officer F-InKind D Common Stock 235 67.64 15.9K 72,652
2024-01-05 Ladd Delano Officer F-InKind D Common Stock 188 67.64 12.7K 55,081
2023-12-28 Neeleman Stephen Director / Officer G-Gift D Common Stock 5,000 0.00 559,235
2023-12-28 Murdock Tyson D. G-Gift D Common Stock 1,538 0.00 64,937
2023-12-19 Sacks Ian M-Exempt A Common Stock 15,000 25.39 380.9K 154,630
2023-12-11 Rosner Elimelech Officer S-Sale D Common Stock 2,017 70.09 141.4K 62,898
2023-12-11 Murdock Tyson D. G-Gift D Common Stock 2,343 0.00 66,475
2023-12-08 Neeleman Stephen Director / Officer S-Sale D Common Stock 7,122 69.09 492.1K 73,187
2023-10-13 Murdock Tyson D. S-Sale D Common Stock 1,000 76.55 76.6K 68,818
2023-10-04 Rosner Elimelech Officer F-InKind D Common Stock 1,701 72.06 122.6K 64,915
2023-10-04 Neeleman Stephen Director / Officer F-InKind D Common Stock 312 72.06 22.5K 72,887
2023-10-04 Murdock Tyson D. F-InKind D Common Stock 571 72.06 41.1K 69,818
2023-10-04 Ladd Delano Officer F-InKind D Common Stock 250 72.06 18.0K 55,269
2023-10-02 Neeleman Stephen Director / Officer G-Gift D Common Stock 4,500 0.00 564,235
2023-09-27 Kessler Jon Director / Officer S-Sale D Common Stock 6,771 75.72 512.7K 0
2023-09-22 Rosner Elimelech Officer S-Sale D Common Stock 1,998 71.92 143.7K 66,616
2023-09-22 Corvino Frank Director M-Exempt A Common Stock 3,608 14.00 50.5K 12,356
2023-09-21 Trittschuh Larry L M-Exempt D Stock Option (Right to Buy) 6,419 59.63 382.8K 0
2023-09-07 Murdock Tyson D. S-Sale D Common Stock 2,844 71.35 202.9K 70,389
2023-09-06 Lucania James M Officer D Common Stock 0 0.00 64,888
2023-07-05 Trittschuh Larry L Officer F-InKind D Common Stock 379 62.18 23.6K 46,210
2023-07-05 Rosner Elimelech Officer F-InKind D Common Stock 1,720 62.18 106.9K 68,614
2023-07-05 Neeleman Stephen Director / Officer F-InKind D Common Stock 317 62.18 19.7K 73,199
2023-07-05 Murdock Tyson D. Officer F-InKind D Common Stock 580 62.18 36.1K 73,233
2023-07-05 Ladd Delano Officer F-InKind D Common Stock 254 62.18 15.8K 55,519
2023-06-27 Kessler Jon Director / Officer S-Sale D Common Stock 938 61.10 57.3K 3,875
2023-06-26 Kessler Jon Director / Officer S-Sale D Common Stock 7,711 60.12 463.6K 29,149
2023-06-22 Wellborn Gayle Furgurson Director A-Award A Common Stock 3,164 0.00 15,187
2023-06-22 SELANDER ROBERT W Director A-Award A Common Stock 3,164 0.00 45,426
2023-06-22 Parker Stuart B. Director A-Award A Common Stock 3,164 0.00 40,460
2023-06-22 Natarajan Rajesh Director A-Award A Common Stock 3,164 0.00 7,836
2023-06-22 McCowan Debra Charlotte Director A-Award A Common Stock 3,164 0.00 10,236
2023-06-22 Dilsaver Evelyn S Director A-Award A Common Stock 3,164 0.00 32,123
2023-06-22 DILLON ADRIAN T Director A-Award A Common Stock 3,164 0.00 53,517
2023-06-22 Corvino Frank Director A-Award A Common Stock 3,164 0.00 8,748
2023-06-22 Black Paul Director A-Award A Common Stock 3,164 0.00 6,851
2023-06-12 Rosner Elimelech Officer S-Sale D Common Stock 10,156 64.29 652.9K 70,334
2023-04-04 Trittschuh Larry L Officer F-InKind D Common Stock 1,512 55.99 84.7K 46,589
2023-04-04 Rosner Elimelech Officer F-InKind D Common Stock 4,715 55.99 264.0K 80,490
2023-04-04 Neeleman Stephen Director / Officer F-InKind D Common Stock 1,886 55.99 105.6K 73,516
2023-04-04 Murdock Tyson D. Officer F-InKind D Common Stock 3,017 55.99 168.9K 73,813
2023-04-04 Ladd Delano Officer F-InKind D Common Stock 1,189 55.99 66.6K 55,773
2023-04-03 Trittschuh Larry L Officer F-InKind D Common Stock 3,438 57.70 198.4K 48,101
2023-04-03 Neeleman Stephen Director / Officer F-InKind D Common Stock 4,429 57.70 255.5K 75,402
2023-04-03 Murdock Tyson D. Officer F-InKind D Common Stock 2,768 57.70 159.7K 76,830
2023-04-03 Ladd Delano Officer F-InKind D Common Stock 3,472 57.70 200.3K 56,962
2023-04-03 Kessler Jon Director / Officer F-InKind D Common Stock 40,309 57.70 2.33M 221,741
2023-03-29 Trittschuh Larry L Officer A-Award A Common Stock 9,442 0.00 51,539
2023-03-29 Rosner Elimelech Officer A-Award A Common Stock 25,725 0.00 85,205
2023-03-29 Neeleman Stephen Director / Officer A-Award A Common Stock 13,057 0.00 79,831
2023-03-29 Murdock Tyson D. Officer A-Award A Common Stock 23,581 0.00 72,337
2023-03-29 Ladd Delano Officer A-Award A Common Stock 12,862 0.00 49,988
2023-03-29 Kessler Jon Director / Officer A-Award A Common Stock 86,179 0.00 262,050

Executive team

Top executives
EBIT / Employee
103.9K
Shares Outstanding
83.83M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2026 Scott Cutler President and Chief Executive Officer 775.0K 12.04M 767.3K 1.3K 13.58M 88.64%
2 2026 James Lucania Executive Vice President and Chief Financial Officer 575.0K 4.09M 469.6K 17.1K 5.16M 79.41%
3 2026 Elimelech Rosner Former Executive Vice President and Chief Technology Officer 575.0K 3.51M 426.9K 10.0K 4.52M 77.62%
4 2026 Michael Fiore Executive Vice President and Chief Commercial Officer 550.0K 3.22M 408.4K 4.8K 4.18M 76.96%
5 2026 Delano Ladd Executive Vice President and General Counsel 400.0K 2.92M 297.0K 12.9K 3.63M 80.47%
6 2026 Stephen Neeleman, M.D. Founder and Vice Chairman 491.7K 2.64M 365.2K 4.1K 3.50M 75.40%
7 2025 Jon Kessler Former President and Chief Executive Officer 742.6K 10.89M 964.3K 17.5K 12.61M 86.33%
8 2025 Scott Cutler President and Chief Executive Officer 55.1K 650.0K 7.50M 71.6K 450.00 8.28M 90.61%
9 2025 Michael Fiore Executive Vice President and Chief Commercial Officer 470.4K 6.48M 435.7K 16.2K 7.40M 87.54%
10 2025 James Lucania Executive Vice President and Chief Financial Officer 575.0K 4.43M 560.6K 17.5K 5.58M 79.34%
11 2025 Elimelech Rosner Former Executive Vice President and Chief Technology Officer 570.9K 3.80M 556.6K 22.5K 4.95M 76.75%
12 2025 Elimelech Rosner Executive Vice President and Chief Technology Officer 570.9K 3.80M 556.6K 22.5K 4.95M 76.75%
13 2025 Selim Aissi Former Executive Vice President and Chief Security Officer 154.9K 3.00M 116.2K 431.3K 3.70M 81.03%
14 2025 Delano Ladd Executive Vice President and General Counsel 400.0K 2.53M 390.0K 34.0K 3.35M 75.43%
15 2025 Stephen Neeleman, M.D. Founder and Vice Chairman 450.0K 1.98M 438.8K 17.5K 2.89M 68.63%
16 2024 Jon Kessler President Chief Executive Officer 700.0K 11.93M 805.0K 16.5K 13.45M 88.69%
17 2024 Jon Kessler Former President and Chief Executive Officer 700.0K 11.93M 805.0K 16.5K 13.45M 88.69%
18 2024 James Lucania Executive Vice President and Chief Financial Officer 233.2K 4.50M 495.9K 4.9K 5.23M 85.98%
19 2024 Elimelech Rosner Former Executive Vice President and Chief Technology Officer 550.0K 3.76M 474.4K 16.5K 4.81M 78.34%
20 2024 Elimelech Rosner Executive Vice President and Chief Technology Officer 550.0K 3.76M 474.4K 16.5K 4.81M 78.34%
21 2024 Tyson Murdock Former Executive Vice President and Chief Financial Officer 332.1K 3.45M 249.0K 444.0K 4.48M 77.10%
22 2024 Larry Trittschuh Former Executive Vice President and Chief Security Officer 219.5K 2.20M 164.6K 498.2K 3.08M 71.34%
23 2024 Stephen Neeleman, M.D. Founder and Vice Chairman 441.9K 2.20M 381.2K 16.5K 3.04M 72.34%
24 2024 Delano Ladd Executive Vice President, General Counsel and Corporate Secretary 396.0K 1.88M 341.5K 16.5K 2.64M 71.40%
25 2024 Delano Ladd Executive Vice President and General Counsel 396.0K 1.88M 341.5K 16.5K 2.64M 71.40%
26 2023 Jon Kessler Former President and Chief Executive Officer 700.0K 11.85M 840.0K 10.7K 13.40M 88.43%
27 2023 Jon Kessler President Chief Executive Officer 700.0K 11.85M 840.0K 10.7K 13.40M 88.43%
28 2023 Elimelech Rosner Executive Vice President and Chief Technology Officer 486.7K 800.0K 10.77M 438.0K 10.7K 12.51M 86.12%
29 2023 Edward Bloomberg Former Executive Vice President and Chief Operating Officer 394.3K 4.04M 295.7K 513.3K 5.24M 77.05%
30 2023 Tyson Murdock Former Executive Vice President and Chief Financial Officer 391.9K 3.70M 352.7K 10.7K 4.46M 83.06%
31 2023 Tyson Murdock Executive Vice President and Chief Financial Officer 391.9K 3.70M 352.7K 10.7K 4.46M 83.06%
32 2023 Larry Trittschuh Executive Vice President and Chief Security Officer 450.0K 2.36M 225.0K 10.7K 3.04M 77.46%
33 2023 Larry Trittschuh Former Executive Vice President and Chief Security Officer 450.0K 2.36M 225.0K 10.7K 3.04M 77.46%
34 2023 Stephen Neeleman, M.D. Founder and Vice Chairman 400.0K 2.02M 360.0K 10.7K 2.79M 72.38%
35 2022 Jon Kessler President Chief Executive Officer 700.0K 8.71M 525.0K 10.7K 9.95M 87.58%
36 2022 Edward Bloomberg Executive Vice President and Chief Operating Officer 462.5K 3.37M 260.4K 10.7K 4.11M 82.14%
37 2022 Edward Bloomberg Former Executive Vice President and Chief Operating Officer 462.5K 3.37M 260.4K 10.7K 4.11M 82.14%
38 2022 Tyson Murdock Executive Vice President and Chief Financial Officer 350.0K 2.15M 196.9K 10.7K 2.70M 79.38%
39 2022 Tyson Murdock Former Executive Vice President and Chief Financial Officer 350.0K 2.15M 196.9K 10.7K 2.70M 79.38%
40 2022 Stephen Neeleman, M.D. Founder and Vice Chairman 400.0K 1.84M 225.0K 10.7K 2.48M 74.33%
41 2022 Larry Trittschuh Former Executive Vice President and Chief Security Officer 441.7K 1.72M 165.7K 10.7K 2.34M 73.54%
42 2022 Larry Trittschuh Executive Vice President and Chief Security Officer 441.7K 1.72M 165.7K 10.7K 2.34M 73.54%
43 2022 Darcy Mott Former Executive VicePresident and Chief Financial Officer 358.3K 10.7K 369.0K 0.00%
44 2021 Jon Kessler President Chief Executive Officer 666.7K 8.01M 646.7K 73.7K 9.40M 85.24%
45 2021 Edward Bloomberg Former Executive Vice President and Chief Operating Officer 400.0K 2.61M 291.0K 12.5K 3.31M 78.76%
46 2021 Edward Bloomberg Executive Vice President and Chief Operating Officer 400.0K 2.61M 291.0K 12.5K 3.31M 78.76%
47 2021 William Otten Executive Vice President, Sales 383.3K 1.83M 446.6K 10.3K 2.67M 68.49%
48 2021 Stephen Neeleman, M.D. Founder and Vice Chairman 400.0K 1.63M 291.0K 44.0K 2.37M 68.93%
49 2021 Darcy Mott Executive Vice President and Chief Financial Officer 400.0K 1.63M 291.0K 10.0K 2.33M 69.94%
50 2021 Darcy Mott Former Executive VicePresident and Chief Financial Officer 400.0K 1.63M 291.0K 10.0K 2.33M 69.94%
51 2020 Jon Kessler President Chief Executive Officer 500.0K 750.0K 2.67M 1.33M 15.8K 5.27M 75.96%
52 2020 Jon Kessler President Chief Executive Officer 500.0K 750.0K 2.67M 1.33M 15.8K 5.27M 75.96%
53 2020 Edward Bloomberg Executive Vice President and Chief Operating Officer 400.0K 450.0K 1.17M 583.3K 11.9K 2.61M 67.00%
54 2020 Edward Bloomberg Executive Vice President and Chief Operating Officer 400.0K 450.0K 1.17M 583.3K 11.9K 2.61M 67.00%
55 2020 Ashley Dreier Executive Vice President, Chief Technology Officer and Chief Information Officer 400.0K 450.0K 1.50M 11.4K 2.36M 63.52%
56 2020 Darcy Mott Executive Vice President and Chief Financial Officer 400.0K 450.0K 800.0K 400.0K 15.7K 2.07M 58.09%
57 2020 Darcy Mott Executive Vice President and Chief Financial Officer 400.0K 450.0K 800.0K 400.0K 15.7K 2.07M 58.09%
58 2020 Darcy Mott Former Executive VicePresident and Chief Financial Officer 400.0K 450.0K 800.0K 400.0K 15.7K 2.07M 58.09%
59 2020 Stephen D. Neeleman, M.D . Founder and Vice Chairman 400.0K 450.0K 800.0K 400.0K 13.5K 2.06M 58.15%
60 2020 Stephen Neeleman, M.D. Founder and Vice Chairman 400.0K 450.0K 800.0K 400.0K 13.5K 2.06M 58.15%
61 2019 Jon Kessler President Chief Executive Officer 483.3K 610.9K 2.47M 1.23M 14.5K 4.81M 76.94%
62 2019 Jon Kessler President Chief Executive Officer 483.3K 610.9K 2.47M 1.23M 14.5K 4.81M 76.94%
63 2019 Ashley Dreier Executive Vice President, Chief Technology Officer and Chief Information Officer 377.5K 245.9K 2.35M 12.0K 2.99M 78.71%
64 2019 Edward Bloomberg Executive Vice President and Chief Operating Officer 187.9K 383.6K 875.0K 875.0K 133.9K 2.46M 71.27%
65 2019 Edward Bloomberg Executive Vice President and Chief Operating Officer 187.9K 383.6K 875.0K 875.0K 133.9K 2.46M 71.27%
66 2019 Stephen D. Neeleman, M.D . Founder and Vice Chairman 383.3K 374.6K 733.3K 366.7K 11.1K 1.87M 58.85%
67 2019 Stephen Neeleman, M.D. Founder and Vice Chairman 383.3K 374.6K 733.3K 366.7K 11.1K 1.87M 58.85%
68 2019 Darcy Mott Executive Vice President and Chief Financial Officer 379.2K 370.5K 733.3K 366.7K 14.8K 1.86M 59.00%
69 2019 Darcy Mott Executive Vice President and Chief Financial Officer 379.2K 370.5K 733.3K 366.7K 14.8K 1.86M 59.00%
70 2018 Jon Kessler President Chief Executive Officer 400.0K 383.8K 2.33M 1.17M 10.8K 4.29M 81.50%
71 2018 William Otten Executive Vice President, Sales 168.8K 60.8K 764.4K 887.6K 151.2K 5.3K 2.04M 81.06%
72 2018 Stephen D. Neeleman, M.D . Founder and Vice Chairman 300.0K 303.8K 666.7K 333.3K 15.7K 1.62M 61.75%
73 2018 Darcy Mott Executive Vice President and Chief Financial Officer 270.8K 182.9K 666.7K 333.3K 9.8K 1.46M 68.33%
74 2018 Ashley Dreier Executive Vice President, Chief 257.5K 121.8K 700.0K 10.8K 1.09M 64.22%
75 2018 Ashley Dreier Executive Vice President, Chief Technology Officer and Chief Information Officer 257.5K 121.8K 700.0K 10.8K 1.09M 64.22%
76 2017 Delano Ladd Executive Vice President, General Counsel and Corporate Secretary 181.9K 125.0K 1.21M 12.6K 1.53M 79.18%
77 2017 Ashley Dreier Executive Vice President, Chief Technology Officer and Chief Information Officer 220.0K 89.0K 631.3K 9.2K 949.5K 66.49%
78 2017 Ashley Dreier Executive Vice President, Chief Technology Officer and Chief Information Officer 220.0K 89.0K 631.3K 9.2K 949.5K 66.49%
79 2017 Ashley Dreier Executive Vice President, Chief 220.0K 89.0K 631.3K 9.2K 949.5K 66.49%
80 2017 Jon Kessler President Chief Executive Officer 400.0K 272.4K 8.9K 681.2K 0.00%
81 2017 Jon Soldan Executive Vice President, Operations 220.0K 89.0K 242.8K 8.6K 560.4K 43.33%
82 2017 Stephen D. Neeleman, M.D. Founder and Vice Chairman 300.0K 200.0K 140.00 500.1K 0.00%
83 2017 Stephen D. Neeleman, M.D . Founder and Vice Chairman 300.0K 200.0K 140.00 500.1K 0.00%
84 2017 Darcy Mott Executive Vice President and Chief Financial Officer 250.0K 117.5K 7.7K 375.2K 0.00%
85 2016 Jon Soldan Executive Vice President, Operations 115.3K 54.0K 1.15M 3.3K 1.33M 86.99%
86 2016 Jon Kessler President Chief Executive Officer 400.0K 300.0K 9.8K 709.8K 0.00%
87 2016 Darcy Mott Executive Vice President and Chief Financial Officer 250.0K 125.0K 264.8K 7.5K 647.3K 40.91%
88 2016 Stephen D. Neeleman, M.D. Founder and Vice Chairman 300.0K 225.0K 8.2K 533.3K 0.00%
89 2016 Stephen D. Neeleman, M.D . Founder and Vice Chairman 300.0K 225.0K 8.2K 533.3K 0.00%
90 2016 Matthew Sydney Executive Vice President, Sales and Marketing 200.0K 34.0K 145.7K 4.1K 383.8K 0.00%
91 2015 Jon Kessler President Chief Executive Officer 337.6K 300.0K 2.48M 24.0K 3.14M 78.94%
92 2015 Stephen D. Neeleman, M.D. Founder and Vice Chairman 254.2K 225.0K 8.2K 1.73M 0.00%
93 2015 Matthew Sydney Executive Vice President, Sales and Marketing 160.0K 35.0K 1.03M 282.8K 1.4K 1.51M 68.21%
94 2014 Jon Kessler President Chief Executive Officer 275.2K 156.3K 48.0K 479.4K 0.00%
95 2014 Stephen D. Neeleman, M.D. Founder and Vice Chairman 200.0K 106.3K 3.9K 310.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-13 DEFA14A
2026-05-13 DEF 14A
2025-05-13 DEFA14A
2025-05-13 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 8-K
2026-05-28 10-Q
2026-05-13 DEFA14A
2026-05-13 DEF 14A
2026-05-13 ARS
2026-05-12 3
2026-05-08 8-K
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-04-08 4

Executive team

NameTitleCompensationGender
Scott R. Cutler Chief Executive Officer, President & Director 2M male
Elimelech Rosner Executive Vice President & Chief Technology Officer 1M male
James Lucania Chief Financial Officer & Executive Vice President 1M male
Michael Fiore Executive Vice President & Chief Commercial Officer 963.2K male
Stephen D. Neeleman Founder & Vice Chairman 861.0K
Delano Ladd Executive Vice President, General Counsel & Secretary 709.9K male
Steve Lindsay Executive Vice President of Sales & Relationship Management male
Cheryl King Executive Vice President & Chief People Officer
Mukund Ramachandran Chief Marketing Officer male
Richard Putnam Vice President of Investor Relations male
Stacey Ullrich Senior Vice President of Corporate Communications female
Brad Bennion Executive Vice President of Corporate Development & Strategy male
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2024
E (Environmental)
72.2 / 63.0
Company / Sector avg.
S (Social)
70.0 / 69.8
Company / Sector avg.
G (Governance)
69.2 / 68.0
Company / Sector avg.
ESG Total
70.5 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-16 2025-07-11 Gilbert Cisneros CA31 Sale $1,001 - $15,000
2025-06-11 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-01-13 2025-02-14 Rob Bresnahan PA08 Joint Sale $1,001 - $15,000
2024-11-07 2024-12-06 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2024-06-21 2024-07-09 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2024-01-19 2024-01-24 Blake Moore UT01 Sale $1,001 - $15,000
2023-04-10 2023-05-19 Daniel Goldman NY10 Sale $15,001 - $50,000
2022-01-10 2022-02-18 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2021-12-09 2022-01-10 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2021-05-12 2021-07-17 Blake Moore UT01 Purchase $1,001 - $15,000
2021-05-11 2021-07-17 Blake Moore UT01 Purchase $1,001 - $15,000
2021-04-30 2021-07-17 Blake Moore UT01 Purchase $1,001 - $15,000
2021-03-26 2021-07-17 Blake Moore UT01 Purchase $1,001 - $15,000
2020-07-17 2020-08-19 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2020-07-09 2020-08-10 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2020-04-07 2020-05-13 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2020-04-03 2020-05-13 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2020-03-31 2020-04-16 Gilbert Cisneros CA31 -- Purchase $1,001 - $15,000
2020-03-26 2020-04-11 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
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